DeepSeek's Huawei hardware costs and payback calculations
A user says Astra is skeptical that DeepSeek can profit on Huawei hardware on a reasonable timescale, with accelerator cost the central concern. But the user also questions the throughput estimates.
TLDR
A user attributes a 10-month payback target to Liang and says Astra doubts DeepSeek can reach profitability on Huawei hardware on a reasonable timescale. In a reply, the user quotes a calculation in which approximately 640 accepted output tokens per second per installed 950DT at $45,000, or 980 per 960DT at $70,000, would support a two-year system cash payback under blended tariffs. The user calls those throughput estimates “terribly low” and argues Astra “must be missing a ton.”
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