@GavinSBaker: Open-weight models that decrease margins at the model layer are positive for AI infra, exhibit 1001.2 Since the @Silico…
Summary
Gavin Baker argues that open-weight models reducing margins at the model layer are positive for AI infrastructure, noting that since Silicon Data's token index peaked on May 31, B300 GPU prices are up 38% and B200 prices up 10%, with other GPU indices rising even more.
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Cached at: 10/12/26, 01:30 PM
Open-weight models that decrease margins at the model layer are positive for AI infra, exhibit 1001.2
Since the @Silicon_Data “token index,” which captures both price and mix, peaked on May 31:
B300 prices are up 38% B200 prices are up 10%
Other GPU indices are up much more. https://t.co/PdudhD5skr
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