Right now - the US stock market is basically an Ai bubble, and this type of news could pop that bubble. When that happens, with the combined effects of the fallout of the Iranian war, the USA could well head into a recession, if not an outright depression.
Ai is here to stay, though the economic model and valuations around it make no sense. The whole concept of centralized providers selling tokens for this is a model that will be tested severely, infavour of local deployments. There is no way, that the model of tokens as a service will survive given the costs involved for organizations.