@FinanceYF5: AI models are locked in a price war, yet GPUs are getting more expensive. Since June, average token prices: OpenAI -62%…

X AI KOLs Following News

Summary

AI models are experiencing significant price reductions due to competition, while GPU rental costs are increasing, highlighting the growing value of compute resources.

AI models are locked in a price war, yet GPUs are getting more expensive. Since June, average token prices: OpenAI -62%, DeepSeek -51%, Google -29%, Anthropic -11%; meanwhile, B200 rental costs +50%, H200 +28%. The lowest cost for open-weight models is just 1/5 that of closed-source models, and they don't even require the latest chips. The cheaper models get, the more valuable compute becomes. When models are nearly free, every GPU is a shovel.
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