DeepSeek, Xiaomi Just Made Frontier AI 99% Cheaper. American Labs Went the Other Way
DECRYPT ·
DeepSeek made its 75% V4-Pro discount permanent on May 22, locking in output at $0.87 per million tokens. Xiaomi cut MiMo-V2.5 prices by up to 99% on May 26, with cached input now at $0.0036 per million tokens for the Pro model. OpenAI's GPT-5.5 doubled output prices to $30 per million tokens at launch, and Anthropic's Claude Opus 4.7 shipped with an updated tokenizer that can inflate actual costs by up to 35%. DeepSeek made the 75% discount on DeepSeek V4-Pro , which was set to expire, permanent earlier this week. And now fellow Chinese AI lab Xiaomi slashed MiMo-V2.5 API prices by up to 99% for cached inputs. Two of the most capable AI models on the market just got aggressively cheaper, while American labs moved in the opposite direction. Quick explainer for the non-developers in the room: When you use ChatGPT or Claude in a browser, you're paying a flat subscription—or nothing. When a company builds a product on top of an AI model, they pay per token, where a token is roughly three-quarters of a word. Every message sent, every reply generated, every document processed: all of it adds up at a rate measured in millions of tokens. An API is the raw pipe that makes this possible, making it possible for an app, an agent, a web site, etc. to use the model in their own environment. So token pricing determines whether an AI-powered product is economically viable or a money pit.
AI 시장 분석
DeepSeek and Xiaomi have significantly reduced the cost of frontier AI development and operation by 99%, making AI technology much more accessible. This is expected to accelerate the widespread adoption and innovation of AI.
상승 영향
- AI (Software/Services) — Reduced AI development and operational costs enable more companies to adopt AI and develop new services, expanding the market.
- Cloud Computing/AI Infrastructure — Widespread AI utilization will increase demand for cloud services and infrastructure for AI model deployment and operation.
- Semiconductors (AI Chips) — Increased efficiency and broad adoption of AI models will drive overall demand for AI chips, benefiting related semiconductor companies.
- Technology (General) — Increased cost-effectiveness of AI technology will accelerate digital transformation and productivity improvements across industries.
하락 영향
- American AI Labs/High-Cost AI Solutions — Cost-efficient AI models could put competitive pressure on American AI labs and proprietary AI solutions with high-cost structures.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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