AI 导读
作者调侃自己在 Databricks 的工作就是买大量 GPU、读 DeepSeek 博客、然后盈利。其引用的 DeepSeek 公告称 DeepInfer 支撑 DeepSeek V4.1 Flash 大规模推理,单集群吞吐 155 trillion tokens/day,按非峰价每卡每小时收入 $38;作者据此估算即使按 $7/GPU-hour 租用 B300,毛利也约 82%,且 DeepInfer 同时支持 NVIDIA Blackwell 和华为昇腾。
推荐理由
借 DeepSeek 公开的推理框架和收入数字,作者用段子点出其约82%毛利对行业的参照意义。
正文
My entire job at Databricks:
Step 1: Buy a sh*tload of GPUs
Step 2: Read DeepSeek blogs
Step 3: Profit
“A single cluster currently serves 155 trillion tokens/day, generating $38 in revenue per GPU-hour (at off-peak pricing).” Huge flex from DeepSeek. Not only did they open-source their inference engine, but they also open-sourced their revenue numbers. They didn't disclose which GPUs they're using here, but DeepInfer supports both NVIDIA Blackwell and Huawei Ascend. Even assuming they're renting B300s at $7 per GPU-hour, that's ~82% gross margin.在 X 查看被引用的帖子
来源:Yuchen Jin · x.com