同花顺|Sep 30, 2026 01:40
[JPMorgan: OpenRouter Platform Token Usage in September Increased 71% MoM, 30x YoY]
According to JPMorgan's Data Center Observation Report on September 29, OpenRouter platform token usage in September increased 71% month-over-month (MoM) and 30 times year-over-year (YoY).
In terms of GPU rentals, the average price for H100 per GPU hour was $2.64, down 2.6% MoM; B200 rebounded to $5.70, up 1.3% MoM. The spot price for DDR5 16Gb was reported at $49.70, down approximately 1% MoM, marking its first decline after five consecutive months of increases, though it remains up 614% YoY.
Whether the decline in DRAM indicates the end of the upward trend remains inconclusive at this time.
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