Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario
- Jensen Huang: 43 events in the last 90 days
- Previous: 2 days earlier · Nvidia CEO Jensen Huang says if you want to be successful, prepare to suffer: ‘If it’s a walk in the park, anybody could do it’
What happened
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.
Summary assembled by rule from the sources below