Bank of America: Anthropic leads frontier AI model rankings, token prices ease but GPU rents remain firm

According to TechFlow Research, the frontier AI data tracking report released by Bank of America Securities on August 17 shows that Anthropic leads comprehensively in three major AI benchmarks, with Claude Opus 5 ranking first in the Intelligence Index, Agent Index, and Coding Agent Index, GPT-5.6 Sol following closely behind, Meta MuseSpark 1.2 entering the top ten, and Google Gemini 3.6 Flash ranking outside the top ten. In terms of usage, DeepSeek leads with approximately 30% of the Vercel platform token share, Anthropic accounts for 25% and OpenAI accounts for 16%; but in terms of payment amount, Anthropic leads far ahead with 65%, while OpenAI accounts for only 11%. In terms of pricing, the AI Token Price Index decreased 9% month-over-month in August to $2.21, but still increased 87% year-over-year; GPU rental rates remain strong, with H100 increasing 33% year-over-year to $2.77/hour, DRAM increasing 483% year-over-year, and NAND increasing 432% year-over-year. The research report judges that AI infrastructure demand remains healthy, with open-source model usage growing but payment share still highly concentrated on top closed-source models. BofA believes that the Meta "Watermelon" and Google Gemini 4 releases, token pricing trends and GPU rental trends are