Can token-based pricing sustain the AI infrastructure boom?

What emerging AI cost models mean for infrastructure investors

19 October 2026

The AI infrastructure boom is accelerating, but are the commercial models evolving quickly enough to sustain it?

In this video, Nick Pohl (Executive General Manager – Advisory, GHD) explores why some investors remain cautious about data centre opportunities as token-based pricing gains traction. He considers how hyperscalers are shaping demand, project funding and pricing and why wide variations in potential token costs are creating uncertainty for organisations and investors.

Quick snippets on:

  • why token-based pricing is changing the economics of AI infrastructure
  • how usage and demand are shaping emerging data centre revenue models
  • what evolving token costs could mean for organisations and investors

Watch the video for a closer look at the investment uncertainty around token-based pricing.

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