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Price: Nominal Floor Price vs Cost for the Same Capability (log)

Price: Nominal Floor Price vs Cost for the Same Capability (log)#

The flagship floor price has stopped falling and turned up, while the cheapest way to buy the same capability keeps collapsing. That split is the key price structure of this cycle.Draft, pending review

How to read this chart

The orange line is the lowest blended price among US flagship models; when it stops falling, compute cost pressure is showing. The red line is the lowest cost to reach an intelligence score of 40, and its continued collapse is the efficiency revolution.

Source: FinSight compilation and estimates · Updated 2026-09-04