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DeepSeek 在知乎披露 V4.1 Flash 推理服务利润率细节

精选理由

DeepSeek 在知乎自曝家底:V4.1 Flash 每卡每小时收入 $38,有人算出毛利率约 80%,这数据 Twitter 上根本没有。

DeepSeek 在知乎页面披露了 DeepSeek V4.1 Flash 大规模推理服务的运营数据:单个集群日吞吐量达 155 万亿 tokens,按错峰价格计算每张卡每小时收入 $38。推文作者 swyx 估算 GPU 成本约为每小时 $5-10,据此推算 DeepSeek 在自有定价下的服务毛利约 80%。作者同时指出,这类细节只发在知乎,只看 Twitter 的用户看不到这些信息。

原文 · swyx (AI Engineer)

deepseek posted way more alpha on their zhihu page, if you only read twitter you are reading the laowai approved stuff

"Based on this framework, we have implemented a high-throughput, low-latency large-scale inference service for DeepSeek V4.1 Flash. Currently, the service throughput of a single cluster is 155 trillion tokens/day, and the overall revenue is $38 per card per hour (based on off-peak prices)."

it costs roughtly $5-10 per gpu hour so depseek is claiming 80% serving margin at THEIR prices lololololol