Gene Munster
2026.03.16 19:57

Jensen brings in the Groq acquisition related to higher priced tokens.

Says the economics of generating tokens is not a race to the bottom. He argues it’s a race to the top, the smartest models users will pay the most for.

Token pricing will be increasingly segmented into tiers.

Tier 1: High throughput and low latency (often free or low-cost).

Tier 2: Larger models, specialized pricing.

Tier "N": The largest, smartest models. The more input token context, the smarter the models, the price goes up. This will be Nvidia's most advanced GPU ,Groq 3 into the Vera Rubin platform

My take: Makes sense. Not all AI is created equal, and premium tokens will in part be powered by Groq. Application providers will pay for different tiers depending on the task. Groq should be 25% of data center.

Source: Gene Munster

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.