行业多源确认
a16z 数据：AI token 降价反而推高 H100 租用需求
Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario
精选理由
a16z 发现 token 越便宜用得越多，H100 租金不降反稳，黄仁勋最想看到的剧本正在上演。
a16z 的数据显示 AI 市场出现杰文斯悖论：token 价格持续下跌，但 H100 GPU 的租用价格保持稳定甚至上涨。更便宜的 AI 让需求增长快于成本下降。如果这一需求走平，从芯片厂商到云服务商的整条链条都会受冲击。
原文 · Decoder
Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario
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. The article Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario appeared first on The Decoder .
