Nvidia CEO Jensen Huang says the cost of an AI token is falling 30 to 40 times a year and wants it to keep falling, since rising usage should outpace lower prices and boost demand for Nvidia's chips. OpenAI CFO Sarah Friar said an 80% price cut on its cheapest model series lifted usage 10x, which the article estimates roughly doubled revenue on those models. Analysts expect Nvidia's revenue to nearly double from $216 billion to $412 billion in the year ending January 2027. The risk falls on token sellers and heavily indebted neoclouds: an Epoch AI report cited in the piece shows token costs falling about 13-fold a year, and CoreWeave dropped 15% on Oct. 14 as its bond yields neared 15%. Nvidia's next quarterly report will be an early test after that selloff.
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NVDAartificial intelligenceOpenAIsemiconductors
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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