Jen Zhu(@jenzhuscott):82% margin at rental GPU is insane for any lab - but DeepSeek will own most of the initial supply of Ascends. Achieving this while being 20X cheaper than OAI & A is absolutely insane. And they OSS everything. And OAI & A’s IPO - the public market will shred them in pieces.

2026.10.20 22:12

82% margin at rental GPU is insane for any lab - but DeepSeek will own most of the initial supply of Ascends. Achieving this while being 20X cheaper than OAI & A is absolutely insane. And they OSS everything. And OAI & A’s IPO - the public market will shred them in pieces.

Yuchen Jin@Yuchenj_UW

2026.10.20 17:05

“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.