Investing.com -- Falling AI token prices need not hurt AI providers because cheaper tokens make more uses worth paying for, Yardeni Research said, pointing to Anthropic's third-quarter revenue of $16.96 billion, up 47% from the second quarter. Our AI stock portfolio is beating the S&P 500 by 118%. Discover the stocks we're buying and the opportunities we're watching next. Exclusive for Yahoo! Finance readers: 55% off for Black Friday, plus an extra 15% at checkout. Subscribe today! » The usage-weighted Silicon Data LLM Token Expenditure Index, which tracks what customers pay per million tokens, fell more than 40% between June 30 and early October. Yardeni said the decline reflects price competition and a shift in usage toward cheaper models.
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