It'd be pretty easy/interesting to compare the charge curves & find out what part of the curve it looks like versus a regular capacity model.
This sort of cost-unrelated rent keeping keeps growing. Intel selling you a chip then having the vendor either one time fee or subscription based unlock any of the half dozen different accelerators is another stunning example. That one's even weirder to me, in that it's unlikely people will bake in support for these special features to common software systems, if they don't have access!