“Memory chipmakers keep pricing power as inference volume explodes; wafers are 90%-allocated to AI, DRAM up double digits, no supply relief until 2027 whether usage stays frontier or goes cheap.”
“Amazon has now removed its token leaderboard. Microsoft has canceled Cloud Code subscriptions, and there have been multiple reports of unexpectedly large token bills.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.