Tokenomics Model

The SemiAnalysis AI Tokenomics Model connects the hardware inputs of AI to the software outputs of services built on AI models. It provides tools to calculate the ROI on AI spending, understand AI adoption by use case, and forecast future hardware demand for GPUs and TPUs. The model incorporates detailed forecasts of hardware investments by hyperscalers and AI labs, tracks compute supply and demand, and analyzes token throughput based on model architecture and user workloads. This allows users to analyze the disruption of traditional SAAS business models and calculate the profitability of emerging token-based AI applications.