Silicon Data(@silicondata):Two chart updates in a two part 🧵 The LLM token index has not put in a bottom as we had previously speculated and has resumed its decline even as on-demand GPU rental indices (a signal of marginal demand and not where most of compute cost sits) continue to surge towards ATHs.

Silicon Data

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Silicon Data@silicondata

2026.10.30 11:45

Two chart updates in a two part 🧵 The LLM token index has not put in a bottom as we had previously speculated and has resumed its decline even as on-demand GPU rental indices (a signal of marginal demand and not where most of compute cost sits) continue to surge towards ATHs.