reply These and more in our newsletter article on Nvidia, as well as our TCO model explaining the delta between this deal's pricing and current neocloud Rubin ranges. (5/5) https://semianalysis.com/institutional/ai-cloud-tco-model-update-token-mode-for-taas-revenue-projections-gpu-rental-prices-marching-up-again-inclusion-of-openai-jalapeno-anthropic-cloud-deals/#new-ai-cloud-deals-lambda-anthropic-nscale-anthropic