A global upswing in computing power prices is underway, prompting major tech companies worldwide to revise their pricing frameworks. Alibaba Cloud, for instance, has announced three successive product price increases within a mere four-day span. These adjustments encompass service pricing for select model units in its Bailian platform and the free usage quotas for certain APIs in DataWorks. Similarly, Anthropic has overhauled the subscription model for its enterprise-grade offering, Claude Enterprise. The company has transitioned from a flat-rate fee structure to a model that charges based on actual computing power consumption, supplemented by a fixed monthly fee of $20.

An analysis by CITIC Securities highlights that the surge in Token utilization has significantly driven up demand for computing power. However, supply-side constraints stemming from various factors have limited short-term growth, exacerbating the global scarcity of computing resources.