As of Tuesday this week, the Silicon Data Token spending price index rebounded slightly to 0.9861, down 4% from a week ago, and has now fallen more than 52% from its year-to-date high. After erasing all year-to-date gains, the decline has slowed slightly, but the overall downward trend remains intact, and the short-term rebound does not indicate that the price has bottomed out.
-------- 1. Price reductions across various models and users shifting from expensive cutting-edge models to cheaper open-source and smaller models are driving down the token price.
2. On the other hand, the current price decline may stimulate increased demand, which is beneficial to sectors such as AI applications. The impact on cloud vendors is complex, while for model vendors like OpenAI and Anthropic, the decline in pricing power is a risk factor.
