Imma disagree with al lot of the sentiments in this thread, cause I’m actually hopeful they will go back to pre ai pricing. But that’s because the economic crash is going to take a ton of people out of the middle class. Very few people with disposable income are buying, and the ones that could likely already have. No one is going to be paying for tokens, business won’t be able to sell their products they consume tokens to produce, contemporary data centers are already a cost sink and will only become more of a spread sheet liability, aws and Cisco might keep their current stock of hardware, but most of the venture capital is going to evaporate within a year. The government will bail out the big investors, but there has been so much speculative data center build out that will need to be liquidated.
Contracts for 2029 are already being reduced due to the 2027 and 2028 long term supply agreements. It wouldn’t be long before 2029 is 40-50% committed
Imma disagree with al lot of the sentiments in this thread, cause I’m actually hopeful they will go back to pre ai pricing. But that’s because the economic crash is going to take a ton of people out of the middle class. Very few people with disposable income are buying, and the ones that could likely already have. No one is going to be paying for tokens, business won’t be able to sell their products they consume tokens to produce, contemporary data centers are already a cost sink and will only become more of a spread sheet liability, aws and Cisco might keep their current stock of hardware, but most of the venture capital is going to evaporate within a year. The government will bail out the big investors, but there has been so much speculative data center build out that will need to be liquidated.
Hope yes, but these long term contracts will make it harder for pre ai pricing to be practically achieved