KawzInvests — open models now carry 61% of Vercel gateway tokens while H200/B200 rents rise and H100/A100 rents fall

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KawzInvests — open models now carry 61% of Vercel gateway tokens while H200/B200 rents rise and H100/A100 rents fall

Two outside data series in one post (Vercel's AI Gateway token mix, and Ornn's GPU rental rates as of September 30) show newest-generation rents rising while older H100 and A100 rents fall. That split by fleet age matters for neocloud economics, and the swing to open-weight models is the demand that neocloud inference platforms such as Nebius's are built to serve. Both series are the poster's relay with no links to the underlying data.

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Oct 1

Open models have more than doubled their share of Vercel AI Gateway tokens: 29% in June to 61.3% in this September-end snapshot. Closed models fell from 71% to 38.7%. Meanwhile, Ornn’s September 30 data shows H200 rental rates up 26% over 30 days and B200 up 33%. H100 and A100

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Why it's worth your time

Two outside data series in one post (Vercel's AI Gateway token mix, and Ornn's GPU rental rates as of September 30) show newest-generation rents rising while older H100 and A100 rents fall. That split by fleet age matters for neocloud economics, and the swing to open-weight models is the demand that neocloud inference platforms such as Nebius's are built to serve. Both series are the poster's relay with no links to the underlying data.

9 events
DateTypeEvent
Oct 2 tweetSemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar Oct 9 tweetSemiAnalysis — rising H100 rents break the depreciation curve lenders underwrite, with $7T of debt coming Oct 9 ArticleAI Money Bought Running Power Plants and Sold the Build-Out Oct 15 tweetMarkos (AAIG) — neocloud returns now come down to yield on cost vs. 6–9% financing; watch dollar-per-megawatt pricing Oct 16 tweetMarkos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names Sep 16 tweetParadis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them Sep 10 tweetM. V. Cunha — Nebius management at Goldman: demand visibility stretches to 24+ months, older GPUs stay economically relevant Oct 5 Deep DiveCoreWeave's Interest Bill Now Takes a Quarter of Its Revenue Sep 25 tweetamit (@amitisinvesting) — SemiAnalysis' ClusterMax 3.0 adds Nebius alongside CoreWeave at the top GPU-cloud tier

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