DeepSeek, a Hangzhou-based AI company, has revealed its profit margins from inference tasks for the first time, highlighting lower actual earnings due to free access, reduced model costs, and discounts. Analysts acknowledge DeepSeek's ambitions for scalability and efficiency but express caution regarding the credibility of their claims as industry benchmarks. The conversation emphasizes the complexities of cost metrics influenced by geography and resources, suggesting that DeepSeek's public claims may compel Western companies to improve transparency and optimize their own operational costs.
However, the company noted actual earnings are significantly lower due to free web and app access, lower V3 model costs, and discounted developer rates during off-peak hours.
Analysts say DeepSeek's focus on scalability and efficiency is notable, but caution that it is too early to view its claims as an industry benchmark applicable to companies in or outside China.
In theory versus practice, there is a significant difference, as cost metrics are also highly subjective to geography, resources, and revenue generation.
However, we don't know the purpose of these public claims, but they will definitely put pressure on Western companies to at least reveal and/or internally optimize their costs.
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