AI Aunt: The era of AI computing power subsidies has ended, and the high costs of intelligent agents may force industry asset write-downs

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CryptoWorld News reports that analyst Hedgie pointed out that the era of AI computing power subsidies is accelerating toward its end. The real cost billed per token has far exceeded corporate expectations, putting the industry in a dilemma: either drastically cut back on the use of AI agents due to budget overruns, or have model vendors lower prices to absorb the losses—ultimately, both paths will lead to asset write-downs.

Recent over-budget incidents involving Microsoft and Uber’s computing power budgets have exposed the cost pain points of AI agents. At Uber, the adoption of AI tools has driven the monthly API call cost per engineer to as high as $500 to $2,000, causing them to run through the entire year’s AI budget within the first four months of 2026. Microsoft’s Experiences + Devices department also announced that it will terminate the Claude Code license before June 30. Starting June 1, 2026, GitHub Copilot will roll out a usage-based AI Credits billing model, shifting computing cost pressure onto end users. In the end, this bad debt for computing power will be borne by one party.

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MintCondition
· 16h ago
Overdrawing for the first four months, the finance team was immediately stunned.
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Don’tRushToDoubleItYet.
· 19h ago
The agent uses reduction, so what about the narrative that was previously hyped?
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GateUser-1c5ab2b5
· 20h ago
Charging by token simply can't handle large-scale operations; we need to change our approach.
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GateUser-34d2b0ab
· 20h ago
$500-$2000 per engineer per month, who can afford that?
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DoNotTouchTheLiquidationLine.
· 20h ago
Dilemma: Lowering intelligence or losing money, pick one.
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BetaParanoiac
· 20h ago
Asset impairment warning, the AI bubble is about to be deflated.
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ShortPositionsAtTheElevator
· 20h ago
Hedgie is right; once the subsidies stop, the true nature is revealed.
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SentimentIndicatorCollecting
· 20h ago
Copilot passes the cost on to users? Then adoption will definitely drop.
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GlitchOrchard
· 20h ago
Uber's budget overspending is too real; our company is also cutting back on AI usage.
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