Ornn: token prices plunge while GPU rents surge, value flows to compute owners
FinanceYF5 · x · 2026-09-24
Reposting Ornn's data: the open vs closed race is a price war. Since June, average paid tokens from OpenAI got 62% cheaper, DeepSeek -51%, Google -29%, Anthropic -11%; over the same period B200 rent rose 50% and H200 rose 28%.
Models are getting cheaper to buy while the compute to run them gets more expensive to rent. The cheapest open-weight model finishes a task for about 1/5 the cost of a comparable closed model, without needing the newest chips. Every GPU is a shovel when models are free.
Related event: Token Prices Plunge While B200 Rents Surge 50%(2 posts)→
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