As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.

Added to korrents 20 Sept 2026 · How quotes work · Something wrong? Tell us

Shared subject first, then similar wording. They may agree or disagree.

• Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. DRDax Raad27 May 2026
• Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability. DPDylan Patel3 Feb 2025
• Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage. GRGuillermo Rauch23 Aug 2026
• Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. DRDax Raad27 May 2026
• A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. JHJensen Huang8 Jan 2026

See this claim on the map