行业多源确认精选73°

模型价格战:OpenAI 代币降价 62%,GPU 租金却涨 50%

源:https://t.co/Vne0l6yByz

精选理由

Ornn 拉了三个月数据:OpenAI 降价 62%,DeepSeek 降 51%,但 B200 租金反涨 50%。想搞清楚钱最后流向谁的,看这篇。

Ornn 的数据显示,6 月以来 OpenAI 付费代币均价下降 62%,DeepSeek 下降 51%,Google 下降 29%,Anthropic 下降 11%。同期 B200 GPU 租金上涨 50%,H200 上涨 28%。最便宜的开源权重模型完成任务的成本约为闭源模型的 1/5,且不依赖最新芯片。由此推断,价值正在向拥有算力的一方集中。

原文 · 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 💬 0 🔄 0 ❤️ 0 👀 495 ⚡