# "GPU demand" — X 热门讨论 (2026-09-30 12:36 UTC)
## @AndersInvests (Anders) · 09-30 07:01 · ♥31 ↻4 💬3 $NBIS Token Factory must be BLAZING 🔥
@baseten just entered OpenAI’s B2B marketplace.
For context, Baseten is an inference infrastructure platform designed to deploy, serve, and scale open source AI models in production with high performance and low latency.
@marcboroditsky said in a recent fireside chat (https://t.co/wEAhdtFgNK) that he sees a clear path to $1B revenue in this fastest-growing business line.
This integration is the concrete market proof for that.
OpenAI enterprise customers can now use their existing credit commitments to run open source models served by Baseten, including inside Codex.
This directly validates the strategy behind Token Factory. Enterprises want open models in production, and they prefer procuring them through channels they already buy from.
The benefit for $NBIS is immediate:
Baseten already runs part of its compute stack on Nebius infrastructure!
Increased marketplace traffic drives higher burst inference, pushing GPU demand directly to Nebius.
While Baseten and Token Factory both offer managed open model inference, competition is secondary in the current environment.
Direct competition will only matter once GPU capacity is no longer scarce.
Long $NBIS > 引用 @baseten: Announcing our partnership with OpenAI https://x.com/AndersInvests/status/2105191193936093690