Cheaper models raise the demand for compute rather than lowering it: H100 rental prices went up in the weeks after DeepSeek launched.

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• An H100 is worth more today than it was when it was new, because the models it runs got better faster than its replacements arrived. DPDylan Patel13 Mar 2026similar wording
• 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 2026similar wording
• Cheaper AI will be used more in the long run and still strand the hardware built for it in the short run, exactly as unlit fibre did after 2001. DODoug O'Laughlin29 Jan 2025similar wording
• ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry. DPDylan Patel13 Mar 2026similar wording
• The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. DPDylan Patel13 Mar 2026similar wording

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