According to J.P. Morgan Chase's September 29 data center observation report, token usage on the OpenRouter platform increased 71% month-on-month and 30-fold year-on-year in September. In terms of GPU leasing, the average price of the H100 was $2.64 per GPU hour, down 2.6% from the previous month; the B200 rebounded to $5.70, up 1.3% from the previous month. The DDR5 16Gb spot price was reported at 49.70 US dollars, down about 1% from the previous month. This was the first decline after five consecutive months of increase, and still rose 614% year over year. Whether the decline in DRAM indicates the end of the rally is still uncertain.

Zhitongcaijing · 3d ago
According to J.P. Morgan Chase's September 29 data center observation report, token usage on the OpenRouter platform increased 71% month-on-month and 30-fold year-on-year in September. In terms of GPU leasing, the average price of the H100 was $2.64 per GPU hour, down 2.6% from the previous month; the B200 rebounded to $5.70, up 1.3% from the previous month. The DDR5 16Gb spot price was reported at 49.70 US dollars, down about 1% from the previous month. This was the first decline after five consecutive months of increase, and still rose 614% year over year. Whether the decline in DRAM indicates the end of the rally is still uncertain.