The market capitalization of AI tokens has fallen by 28% to $30.6 billion, a significant drop from its peak of $70.4 billion earlier in December, as reported by Biji.com. Notable tokens such as TAO and NEAR experienced sharp declines during this period. In contrast, NVIDIA's Q4 2025 data center revenue reached $35.6 billion, surpassing the entire AI token market cap. Major technology companies, including Amazon, Microsoft, Alphabet, and Meta, collectively invested $380 billion in AI infrastructure in 2025, with plans to increase spending in 2026. This trend underscores the growing disparity between speculative investments in AI tokens and the tangible profits generated by corporate AI initiatives.