Nvidia's Blackwell systems could flood the market with cheap AI tokens, driving down costs and reshaping the economics of AI.

Enterprises slash token spending as OpenAI and Anthropic face margin pressure, falling token prices and rising risks across the AI supply chain.

Nvidia, led by CEO Jensen Huang, faces rising memory costs impacting AI infrastructure and partnerships on new systems.

Nvidia's Blackwell systems could flood the market with cheap AI tokens, driving down costs and reshaping the economics of AI.