Data Center Watch

This report monitors AI infrastructure demand via LLM token volume, GPU rental pricing, and memory cost tracking. Trends indicate healthy demand growth for AI hardware and tokens, despite mixed signals in memory component pricing.

Key Takeaways

• 1.AI infrastructure demand remains robust, driven by accelerating LLM token usage and higher GPU rental prices.
• 2.Memory spot prices show divergence: DRAM continues to climb, while NAND spot prices have declined for three consecutive months.
• 3.Token volume on OpenRouter grew 70% month-over-month in June, supported by diverse model usage.

Table of Contents

• LLM Token Tracker
• GPU Rental Price Tracker
• Memory Price Tracker

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