Silicon Data LLM Token Consumption Index Falls by 20%, AI Investment and Sales Growth Gap Reaches 46%

The Silicon Data LLM Token Consumption Index has fallen nearly 20% from its May high. According to research data from Allianz, the growth gap between AI investment and sales has reached 46%. Washington imposes policy review on OpenAI and Anthropic, while the EU's Artificial Intelligence Act imposes compliance requirements on top models. The financial manager of the enterprise will shift the workload towards lightweight models. The main force of market procurement has shifted from training chips to inference optimization hardware.