2026-10-27 · America/Los_Angeles · 社区动态 · #5

Dirt cheap GPUs coming next year

I think a turn of events are pointing towards a very likely crash in prices in the coming months. With a single gb300 rack being to serve all of Openrouter's traffic for DSV4.1 Flash(https://x.com/thdxr/status/2115165365630026178) Half of data center buildouts already being cancelled/stalled. Neoclouds unable to finance debt for their compute, and being stuck in a 5 year deal with no confirmed demand. AI adoption not matching expectations. Smaller models being able to serve majority of the requests. OpenAI/Anthropic being unlikely to finance their coming compute contracts. I think we will…

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