Rumor
DeepSeek allegedly had $1 billion in annual recurring revenue as of September 24
A user estimates 42 GB200 NVL72 racks could suffice at what they call production throughput, using off-peak prices only.
TLDR
A user alleges DeepSeek had $1 billion in annual recurring revenue as of September 24. At what they call production throughput, and using off-peak prices only, they estimate 42 GB200 NVL72 racks—roughly 3,000 GPUs—would suffice. Assuming roughly $18 million per rack, they calculate a 10-month payback.
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