reply Why would anyone pay for that much compute? Inference is unbelievably profitable. Our Tokenomics Model and Inference Simulator show OpenAI and Anthropic can each generate over $100B/GW/year selling API inference on a GB300 cluster, vs ~$12B/GW/year of rental costs. (2/5)

reply Why would anyone pay for that much compute? Inference is unbelievably profitable. Our Tokenomics Model and Inference Simulator show OpenAI and Anthropic can each generate over $100B/GW/year selling API inference on a GB300 cluster, vs ~$12B/GW/year of rental costs. (2/5)

Source:https://x.com/SemiAnalysis_/status/2087667983288078795