Milk Road Stocks
Milk Road Stocks
Milk Road
The Most Important Chart in AI: GPUs Soar as Token Prices Collapse
45 minutes Posted Nov 2, 2026 at 4:30 pm.
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In today's episode of Milk Road Stocks, LG sits down with Steve Hou, Head of Research at Silicon Data, to uncover what the real-world data says about AI compute demand, GPU pricing, and whether the massive investments in artificial intelligence will ever pay off Steve reveals why Nvidia's newest Blackwell GPUs are seeing explosive rental price increases, why even six-year-old chips are becoming more expensive, and what he calls one of the most important charts in the entire AI market: the growing disconnect between soaring GPU rental costs and falling AI token prices.


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🎙 GUEST INFO 🎙

Steve Hou: https://x.com/stevehou


📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.