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Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario

Via The Decoder
Sunday, Oct 11, 2026 · 9:49AM
Summary

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 d

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