The WSJ indicated that OpenAI is discussing a substantial decrease in the price of 'tokens,' which are the units used to measure AI usage based on the number of characters and words processed when the AI reads questions and generates answers. Generative AI companies typically charge clients based on the number of tokens they use. This discussion comes amid expectations that Anthropic may also lower its prices.
The consideration for price cuts arises as corporate clients face increasing costs associated with AI services. Sam Altman, CEO of OpenAI, recently stated at an event, "AI costs have become a significant issue." He added, "There are many ways to help achieve more value with less spending."
Another factor driving OpenAI's review of pricing is Anthropic's rapid growth. Anthropic's AI coding tool, Claude Code, has gained traction among software developers, leading to a swift increase in its revenue. Reports suggest that Anthropic has recently surpassed OpenAI in terms of corporate valuation for the first time. In response, OpenAI is focusing on expanding its own coding tool, Codex, as a key part of its business.
However, lowering prices could impact profitability. Both OpenAI and Anthropic are already facing billions of dollars in losses due to the substantial computing costs required to operate their AI models. Reducing token prices may decrease the profit margin per service, even if customer usage increases.
Meanwhile, OpenAI has submitted confidential documents for an initial public offering (IPO) this week. Anthropic has also initiated its own listing process. CEO Altman recently informed employees that the company plans to go public within the next year.
* This article has been translated by AI.
Copyright ⓒ Aju Press All rights reserved.