Core Viewpoint - DeepSeek has disclosed key information regarding its model inference cost and profit margins, claiming a theoretical daily profit margin of 545% based on specific assumptions about GPU rental costs and token pricing [1][3]. Financial Performance - DeepSeek's total cost is reported to be $87,072 per day, assuming a GPU rental cost of $2 per hour. The theoretical total revenue from all tokens, calculated at DeepSeek-R1 pricing, amounts to $562,027 per day, leading to a profit margin of 545% [1][3]. - The pricing structure for DeepSeek-R1 includes $0.14 per million input tokens (cache hit), $0.55 per million input tokens (cache miss), and $2.19 per million output tokens [3]. Market Reactions - The article prompted significant discussion online, particularly regarding the profitability of DeepSeek's API services, with founder You Yang previously stating a monthly loss of 400 million yuan [2][5]. - You Yang indicated that the current state of DeepSeek API (MaaS) is not profitable due to discrepancies between testing speeds and real-world scenarios, as well as machine utilization issues [5]. Operational Insights - DeepSeek aims to optimize its V3/R1 inference systems for higher throughput and lower latency, focusing on techniques such as increasing batch size and load balancing [4]. - The company operates with a strategy of deploying full nodes during peak hours and releasing nodes for training during off-peak hours, which is seen as a response to concerns about resource utilization [5]. Open Source Initiatives - DeepSeek recently concluded a "Open Source Week," during which it announced the release of several codebases, including Fire-Flyer file system and other frameworks aimed at enhancing data processing capabilities [7][8][9][10][11]. - The cumulative downloads of the DeepSeek App have surpassed 110 million, with peak weekly active users reaching nearly 97 million, indicating strong user engagement [12].
DeepSeek披露,一天成本利润率为545%
华尔街见闻·2025-03-01 11:17