GPU break-even throughput vs open-weight token prices up 25-83% since May
bookwormengr · x · 2026-10-30
SiliconData computes a 'crunch spread': the minimum token throughput a GPU must deliver to break even on on-demand compute costs from open-weight model tokens. Since May, that threshold has risen 25-83% — faster than steady software gains typically add — suggesting margins for inference providers renting GPUs have compressed while GPU owners captured the gain via higher rents.
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