PLTR and AMD were early on enterprise AI economics

$PLTR and $AMD may have been early to the real enterprise AI problem.
Alex Karp has been warning that companies do not want endless token consumption. They want business outcomes.
Lisa Su has been focused on the economics of inference, power efficiency, deployability, and total cost of ownership.
Now enterprises are pushing back on token bills, routing work to cheaper models, setting limits, and asking whether frontier AI spend is actually producing ROI.
The AI trade is moving from hype to implementation.
That shift favors efficient infrastructure and software layers that connect AI to real workflows.