Token Growth OpenAI: Claims 900 million weekly active users, with continued growth in API calls. Google: Gemini paid users increased 258% YoY, surpassing Claude’s 200%. Google Cloud backlog reaches $460 billion (nearly doubled). Inference Speed: Gemini 2.5 Flash Lite reaches 240 TPS, Claude Haiku 4.5 reaches 180 TPS, DeepSeek V3.2 reaches 110 TPS. Improved inference efficiency may partially offset hardware demands.
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