“My general base case is that every Frontier token for at least the next five years gets bought at a premium price even as cheaper workloads come online”
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Frontier model tokens (from OpenAI, Anthropic, etc.) maintain price premium relative to cheaper alternative models through 2031
SK Hynix chairman predicts 2027 will be the worst year for memory supply shortage.
Bernstein forecasts China's advanced logic chip production will double annually for three years.
DeepSeek's plans to go public in the coming months may be derailed by suspension of current funding round.
The Trump administration will impose sanctions on Chinese AI companies for distillation attacks.
Meta's AAI Labs is developing a model router called Switchboard to reduce token costs.
Anthropic is in talks to issue $36 billion in debt to fund Google TPU usage
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