Small sites cost up to 3x per token vs data center campuses, but routing software closes the gap

antavedissian · x · 2026-11-12

antavedissian breaks down distributed inference economics: small sites cost 1.3–3x more per token than giant campuses because GPUs sit idle — regional sites $0.22, metro pods $0.36, home nodes $0.54 per million tokens vs $0.18 for a >100MW campus. Software that routes work to whichever site is free closes most of that gap (routed home fleets drop to $0.29 at 55% utilization), which is the opportunity he's watching.

Related event: Analysis: 41% of AI inference to run on sub-20MW sites by 2031(5 posts)→

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