> All this must mean the Western AI companies are now extremely inference-margin positive.
> So the Chinese labs have thrown a lifeline to the Western loss-making labs, and I just have no clue as to why.
That inference wasn't profitable is a widespread myth.
Analysis based on Kimi K3 suggests that OpenAI and Anthropic have margins well north of 95%: <a href="https://inferencex.semianalysis.com/run/kimi-k3-on-b200" rel="nofollow">https://inferencex.semianalysis.com/run/kimi-k3-on-b200
Over the last months I have seen news that OpenAI made breakthroughs in inference efficiency multiple times.
I have no reason to believe that the leading US labs don't have their own optimizations, or that they learned of this particular optimization from DeepSeek.
user43928 · · focus · HN ↗
> So the Chinese labs have thrown a lifeline to the Western loss-making labs, and I just have no clue as to why.
That inference wasn't profitable is a widespread myth.
Analysis based on Kimi K3 suggests that OpenAI and Anthropic have margins well north of 95%: <a href="https://inferencex.semianalysis.com/run/kimi-k3-on-b200" rel="nofollow">https://inferencex.semianalysis.com/run/kimi-k3-on-b200
Over the last months I have seen news that OpenAI made breakthroughs in inference efficiency multiple times.
I have no reason to believe that the leading US labs don't have their own optimizations, or that they learned of this particular optimization from DeepSeek.
[deleted] · · focus · HN ↗
[deleted]