Depends on whether the costs they have are inflated ten-fold due to hardware shortages.
Ignoring current state of shortages, the interesting part (for me at least) is how much a SOTA token costs on current hardware if you exclude the costs for paying for current TSMC shortage and without factoring in the cost of new datacenters being rushed and renting hardware from your competitors (who are also supply limited).
The "actual" cost is of course also relevant and interesting but it is another thing entirely.
Ignoring current state of shortages, the interesting part (for me at least) is how much a SOTA token costs on current hardware if you exclude the costs for paying for current TSMC shortage and without factoring in the cost of new datacenters being rushed and renting hardware from your competitors (who are also supply limited).
The "actual" cost is of course also relevant and interesting but it is another thing entirely.