Research2026-10-13

The Linux Foundation proposed TCA as AI’s successor to TCO. Tokens account for only 10% to 25% of total AI spend. TCA includes infrastructure, energy, capital, software, licensing, and labor costs. A study of 472 respondents across 11 industries examined AI value. 96% of enterprises use frontier models. 87% use cloud providers. 64% use AI embedded in existing products. Model routing is being evaluated or used by 86% of companies. FOCUS is emerging as AI’s financial data layer. The goal is AI Value Management linking cost to measurable outcomes.

What changed

Enterprises relied on TCO for technology cost assessment.

What it unlocks

Connecting AI production, consumption, cost, and measurable business value.

  • 10% to 25% of total AI spend on tokens
  • 472 respondents across 11 industries
  • $4.6T in respondent revenue
  • 96% use frontier models

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