“A single cluster currently serves 155 trillion tokens/day, generating $38 in revenue per GPU-hour (at off-peak pricing) | Hanami
“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.(Historical earnings: For fiscal 2027 Q2 (period ended 2026-07-26), NVIDIA reported basic EPS of 4.87, diluted EPS of 4.85, net income of USD 118.010 billion, and revenue of USD 177.837 billion.
Consensus expectations: For fiscal 2027 Q3 (event date 2026-11-17), consensus expects EPS of 2.48 and revenue of USD 111.339 billion.)