swyx· @swyx · X·· 18 小时前AI 评分40
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我十年前就不做个股推荐这门生意了，但相信我，股市到现在还没意识到发生了什么 今天每卖出一块 GPU，其终身价值就上涨了约 30%，而股价理应上涨约 6000 亿美元，哈哈 买得越多，买得越多
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i retired from the business of making single-stock calls a decade ago but trust me when i say that the stock market still has no idea that what happened
every single gpu sold gained ~30% in lifetime value today and the stock should be up by about $600B lol
the more you buy, the more you buy
deepseek's production numbers are kinda wild: 155T tokens/day from one cluster (96% input cache hits) and $38 revenue/GPU-hour at off-peak prices. at $5–8/GPU-hour, that’s ~80% margin on GPU costs alone. at DeepSeek prices!! we dug into the math, their 72-hour cache, and what actually got open sourced in today's AINews: https://www.latent.space/p/ainews-deepseek-deepinfer-open-source在 X 查看被引用的帖子
来源：swyx · x.com