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

Cheaper AI doesn't shrink the market: when token prices fall, people and software use far more tokens, a pattern called the Jevons paradox. Data from Ornn, Silicon Data and Bloomberg shows H100 rental prices staying flat or rising even as token prices drop, because agents and new apps drive volume. If that demand growth stalls, chip makers, memory suppliers and cloud providers could feel it.

Summary written with AI by HowTechMoves, based on reporting by The Decoder.