The Token Economy: How AI Consumption and Agentic Services Are Rewriting the Market

See where AI spend is actually flowing across the hyperscalers, down to the individual model.

AI token consumption has become one of the fastest-growing components of enterprise cloud spend, yet most market data stops at the cloud provider level. This report from YipitData’s AI & Software Insights team uses proprietary enterprise and SMB cloud datasets to track how AI consumption is unfolding across AWS Bedrock, Azure AI Foundry and Azure OpenAI, and GCP Vertex AI. It breaks down spend and token volumes by cloud provider, frontier lab, and individual model, giving investors, hyperscalers, and AI vendors a clear view of where AI demand is concentrating and how it is shifting.

In this report, you’ll get:

• Adoption and spend trends for agentic AI services, including AWS Bedrock AgentCore, Azure AI Foundry Agents, and GCP Agentic Applications
• Monthly token volumes by hyperscaler and by model, including the latest OpenAI, Anthropic, and Google Gemini releases
• How enterprise customers allocate AI spend across frontier labs, and whether fast-growing spenders concentrate with a single provider or use a multi-model strategy
• Open-weight model share on each cloud platform, plus a breakdown of token spend by industry

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