IndustryMulti-sourceSelected73°

Token Prices Fall as GPU Rental Costs Climb Since June

源:https://t.co/Vne0l6yByz

Why we picked it

The margin in AI may be shifting from model providers to whoever owns compute, as inference prices fall while GPU rents rise. Builders choosing between open-weight and closed models can cut inference costs to roughly a fifth by picking open alternatives that run on older GPUs. DeepSeek's 51% price cut keeps pressure on OpenAI and Anthropic pricing across Asian markets.

Since June, the average paid token price from OpenAI has dropped 62%, with DeepSeek down 51%, Google down 29% and Anthropic down 11%, according to Ornn.

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Over the same three months, Ornn tracked B200 GPU rental rates rising 50% and H200 rising 28%.Ornn calculates that the cheapest open-weight model completes a task for about 1/5 the cost of a comparable closed model and does not require the newest chips.

Original · AI Will

源:https://t.co/Vne0l6yByz

源: x.com/OrnnExchange/s… Ornn @OrnnExchange The open vs closed source race is a price war. Since June, the average paid token from OpenAI got 62% cheaper. DeepSeek: −51%. Google: −29%. Anthropic: −11%. Over the same three months, Ornn has tracked B200 rent rising 50%. H200 rose 28%. Models are getting cheaper to buy. The compute to run them is getting more expensive to rent. So where does value accrue? To whoever owns the compute. The cheapest open-weight model finishes a task for about 1/5 the cost of a comparable closed model, and they don't need the newest chips. Every GPU is a shovel when the models are free. See more at data.ornn.com . 🔗 View Quoted Tweet

Industry Coordinates & Source Verification

This report is categorized under AITOP's "Industry" desk. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison and AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include OpenAI, DeepSeek, price war, open-source models.

Source attribution: curated from AI Will (@FinanceYF5). Cross-source corroboration: 11 independent sources have covered this development (including Blognone, The Information, Guillermo Rauch), confirming industry-wide signal strength.