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twitter4h agomeme@SemiAnalysis_ reply (Wed Oct 21 16:55:19 +0000 2026): Assuming 60% utilization, GB300 generates $50/GPU/hr profit at 125 TPS with Openrouter's prices, while DeepSeek makes $39/GPU/hr off-peak. As per Jenson, COMPUTE IS REVENUE. (5/5) Original @SemiAnalysis_ reply (Wed Oct 21 16:55:18 +0000 2026): And vLLM on InferenceX performs extremely well. Explore our results, DSv4.1 serving results, configs, logs, and profit estimator on https://InferenceX.com (4/5) Original: unavailable(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.)
72/100·B+Long