Semianalysis found $200 AI tiers may hide $14,000 in compute value as usage credits reshape future AI demand.

As if anyone is supposed to know what a million tokens adds up to.

Semianalysis found $200 AI tiers may hide $14,000 in compute value as usage credits reshape future AI demand.

SemiAnalysis has calculated how big that gap really is. After testing subscription tiers from both OpenAI and Anthropic – running long-horizon coding and agentic tasks until…

17.7 billion tokens in two weeks. $15K at API list prices. Actual cost: $800. The full math on buying GPUs instead - context, concurrency, utilization - and why the hardware isn't…