The Decoder· Matthias Bastian·· 5 d ago
Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario
Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario
AI summary
Data from a16z shows a Jevons paradox in the AI market: token prices keep falling, but H100 GPU rental prices hold steady or climb. Cheaper AI drives demand faster than costs drop. If that demand flattens, the chain from chip makers to cloud providers takes a hit.
Selection record
Threshold 76Media and individualsFirst 42Second 42
Not admittedSum of both 84 < twice the threshold 152
- Source tier
- Media and individuals; this tier's threshold is 76
- Pre-filter
- passed：讨论AI token价格与需求及算力市场
A model scores each item twice, independently, against one written standard, out of 100. An item is admitted only when the two scores add up to twice the threshold. The threshold is set per source tier.
Source: The Decoder · the-decoder.com