Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario
- Jensen Huang 近 90 天出现 43 次
- 上一次：2 天前 · 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’
发生了什么
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.
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