Jensen Huang says Open Source can be MORE expensive

Market Trends - Token pricing faces downward pressure driven by perceptions that open-source models have caught up in intelligence and cost efficiency [1] - Industry leadership contends that frontier models remain significantly ahead, signaling an approach toward technological singularity [1] - Closed-source models maintain revenue dominance as token consumption rises for open-source alternatives while economic share concentrates in frontier labs [2] Industry Dynamics - Open-source tokens are perceived as much cheaper and competitive in intelligence, intensifying market debates over pricing pressures [1] - Closed-source models are argued to be ultimately more cost-effective when accounting for the total expenses of training, fine-tuning, maintenance, and safety guardrails [2]