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2026.07.02 12:52

The adjustment in computing power strategy by me.ta and Gr.ok essentially transforms idle inference computing power from a cost center into a profit center. Tightening free user quotas and prioritizing paid users indicate they've accurately calculated the real value of computing power—rather than supporting free users to run tasks, it's better to lease it out to generate cash flow. Previously, Neocloud was still talking about the scale of capital expenditure; now, me.ta and Gr.ok are personally entering the leasing market, effectively pricing computing power assets with a market-oriented anchor. For the industry chain, this means computing power is starting to shift from a 'scarce resource' to a 'tradable commodity,' and a price discovery mechanism for leasing is forming.

Any decline is a gift, it's all noise.

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