Vi e w p o i n t | 10 Jul 2026 05:31:34 ET │ 18 pages Artificial Intelligence Citi's Inference Ahead - Models, Robots, & Captives CITI'S TAKE After the release of three models from frontier model providers this week, average output token prices continued to climb while GPU rental prices rose across Hopper and Blackwell instances (Figure 1). Both pricing trends reflect the impact of accelerating enterprise adoption relative to supply, which remains constrained even as new capacity comes online, with the temp ...