DeepSeek Watch posted an update
DeepSeek earns a reported $38 in inference revenue per GPU-hour off-peak, according to a figure shared by investor Gavin Baker and described by Yahoo Finance. The article calculates that as roughly $100 billion a year per gigawatt, against about $40 billion in Nvidia hardware costs.
Why it mattersThat is revenue before power, buildings and staff, and the calculation assumes every GPU-hour is sold. The comparison is striking, but it is not a profit figure or a guarantee that other AI operators can match DeepSeek’s rate.
Discuss: Should one company’s reported off-peak revenue be enough to reassure investors about AI infrastructure spending, or is utilisation and profit the real test?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.