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GPU rental prices keep rising, primarily driven by exploding Token demand: since November last year, OpenRouter's Token usage has grown by approximately 27x (from about 6 trillion per week to 165 trillion), with the share processed by open-weight models rising from around 28% to 72%.
Open-source AI models are rapidly gaining token share relative to closed models from OpenAI and Anthropic, indicating increased demand for AI infrastructure as inference costs drive market dynamics.
Qualcomm CEO Cristiano Amon projects global token demand will increase 40x by 2030, driven by AI agents shifting from human-paced to persistent background operation, requiring massive infrastructure for context, memory, and error handling.