AI model prices plummet as capex race intensifies; consumer access nears free

Major tech firms are investing hundreds of billions in data centers to win the superintelligence race, but model prices are falling rapidly, suggesting commoditization. If AI capabilities become widely accessible at near-zero cost, the strategic value of massive infrastructure investments may be undermined, potentially reshaping competitive dynamics. The outcome remains uncertain, but the trend toward free consumer access could erode the moats of current leaders.

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