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Token prices could be a lot lower but inference companies are getting in the way

Token prices could be significantly lower, but inference companies are inflating them by renting GPUs and adding margins of over 40%, according to an unnamed analyst. These companies have current business because they started early, but the analyst doubts their longevity.

read1 min views4 publishedAug 26, 2026
Token prices could be a lot lower but inference companies are getting in the way
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token prices could be a lot lower today but these inference companies are getting in the way of them they don't own anything, they rent GPUs and serve tokens and slap a 40%+ margin on top they have business today because they started early. i don't think they will last

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