Makes sense and inline with my estimate. If you just looked at the roofline of a DGX system and u...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
- Anthropic reports gross margins above 80% before accounting for distribution partner revenue shares (including Amazon) and model training costs, and has told backers it expects to be profitable this quarter ahead of an initial public offering.
- Deepseek is calculated to have inference margins north of 90% even with API costs included, with expectations that inference margins could soon reach 99%.
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