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Opinion: The widespread use of cheap open-source models has led to a decline in spot rental prices for H100 GPUs and a retreat in the token price index.

金色财经_
Jinse Finance reports that on June 27, investment research firm SiliconData released data indicating that the widespread use of cheap open-source models has led to a decline in spot rental prices for H100 GPUs and a pullback in the token price index. However, the firm believes this does not represent an overall decrease in AI demand, and points out that the large-scale shift of users toward cheap open-source models has actually driven an increase in overall computing consumption, maintaining demand for high-end computing resources.
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