Subscription Research Product
GenAI FTCO
Forecast & Total Cost of Ownership for generative AI.
Forecasting the Growth of Generative AI Usage, Compute Requirements, and Infrastructure Costs
The Tirias Research GenAI FTCO Service provides insight into the demand, compute requirements, compute capacity, and TCO of generative AI inference. The forecast and TCO model incorporate extensive knowledge of silicon performance and roadmaps, data center operational cost models, application benchmarks, and market research. Service customers employ the model to build scenarios at multiple layers, driving their product and corporate strategy.
What It Answers
Decisions the model was built for.
How much inference capacity will the market actually need — and when?
What does a token really cost across silicon, system, and data center choices?
When does a new architecture's TCO advantage justify a platform transition?
How should capital deployment track the realistic pace of GenAI adoption?
How It Works
Inputs, model, outputs.
Stage 1
Inputs
- Silicon performance and vendor roadmaps
- Data center operational cost models
- Application benchmarks
- Primary market research
Stage 2
Model
- Demand forecast by application class
- Deployable compute capacity over time
- Per-inference TCO economics
- Scenario engine across layers
Stage 3
Outputs
- Forecast and capacity curves
- TCO comparisons by configuration
- Custom scenarios for your strategy
- Analyst briefings on the findings
Illustrative Output
From demand curve to cost per inference.
The model connects adoption to the compute it requires and the cost that compute carries — so a strategy conversation starts from shared, quantified assumptions instead of headlines.
Directional illustration only — not client data. Model outputs are delivered under subscription.
Who It's For
Built for the buyers of compute.
Semiconductor & Systems Executives
Architecture bets, roadmap timing, and competitive positioning across the silicon value chain.
Product & Corporate Strategy Teams
Market entry, product planning, TCO-backed business cases, and launch messaging.
Institutional Investors & Private Equity
Investment theses, acquisition diligence, and earnings-season signal on technology names.
Aerospace & Defense Programs
Program execution from proposal to O&M, technology insertion, and supplier evaluation for defense primes.
Government & Policy Stakeholders
Supply chain exposure, technology sovereignty, and the real-world pace of AI infrastructure.