Useful context for this is that token usage keeps rising at an exponential pace. I mean, we don't have numbers for the big labs, but Openrouter's numbers are quite telling (can't post link because corporate decided to block all "non-validated AI tools"), and I think they're probably representative of the global trend. +500% year to date, +50% over the month of May alone. It's unsurprising that providers are struggling to find and pay for the compute.