KawzInvests(@KawzInvests):Open models have more than doubled their share of Vercel AI Gateway tokens: 29% in June to 61.3% in this September-end snapshot. Closed models fell from 71% to 38.7%. Meanwhile, Ornn’s September 30 data shows H200 rental rates up 26% over 30 days and B200 up 33%. H100 and A100 fell 9% and 14%. From late July through September, tracked blended token prices fell 61% for OpenAI, 63% for DeepSeek, 22% for Anthropic and 15% for Google. Interesting...

KawzInvests

@KawzInvests

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KawzInvests@KawzInvests

2026.10.01 13:44

Open models have more than doubled their share of Vercel AI Gateway tokens: 29% in June to 61.3% in this September-end snapshot. Closed models fell from 71% to 38.7%. Meanwhile, Ornn’s September 30 data shows H200 rental rates up 26% over 30 days and B200 up 33%. H100 and A100 fell 9% and 14%. From late July through September, tracked blended token prices fell 61% for OpenAI, 63% for DeepSeek, 22% for Anthropic and 15% for Google. Interesting...