AI Server Rental Costs Slump, Token-Spend Stabilizes As Japan Unveils New 'Orchestration' Model

While momentum has faded intraday in the US (with GOOGL dragging tech lower after the departure of DeepMind data scientists - and Nobel Prize winner - John Jumper leaves to join Anthropic), overnight saw Asian markets (and US futures) buoyed by some positive momentum in US-Iran talks, but as Goldman Sachs 1-Delta desk-head, Rich Privorotsky, noted, memory and AI bottlenecks led the charge in Japan/Korea with the AI rally continuing to broaden.