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The Economics of Open-Weight Inference

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Hacker News | Sep 22, 2026 | marinesebastian

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The dense A100 row is estimated. The five-year A100 term price retains 80. 2% of the one-month price, versus 43. 7% to 59. 8% for Hopper and 53. 8% for Blackwell. The paper does not establish that open-weight demand caused A100 occupancy or rental-price behavior. The paper does not establish that open-weight demand caused A100 occupancy or rental-price behavior.

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