As of Tuesday this week, the Silicon Data Token expenditure price index rebounded to 0.9861, down 4% from a week ago and more than 52% from the year's high. The price reduction of models and the shift of users towards open source models and small models have driven down token prices. The decrease in prices stimulates an increase in demand, which is beneficial for the AI application sector, but has a complex impact on cloud vendors, posing a risk of declining pricing power for model vendors such as OpenAI and Anthropic.
