DeepSeek’s theoretical cost profit margin is as high as 545%. Big cloud computing companies may become the most beneficial direction

①DeepSeek disclosed DeepSeek’s theoretical costs and profit margins for the first time. In theory, the total revenue per day is US$562027/day, and the cost profit margin is 545%.
② Minsheng Securities Research News pointed out that DeepSeek proved that through algorithm optimization, AI services can have extremely high profit margins, and domestic cloud computing and domestic AI applications can obtain the best profit doubling “guide”.

DeepSeek published an article titled “Overview of DeepSeek-V3/R1 Inference System” on March 1, fully revealing the key secrets behind the V3/R1 Inference System. Most notably, the article disclosed key information such as DeepSeek’s theoretical costs and profit margins for the first time. According to reports, assuming that the GPU rental cost is US$2/hour, the total cost is US$87072/day; if all tokens are calculated according to DeepSeek R1 pricing, the theoretical total revenue for one day is US$562027/day, and the cost-profit margin is 545%.

In recent years, with the rapid development of technologies such as generative AI and large models, AI has become the core driving force of the technology industry. Huang Renxun, CEO of Nvidia, once predicted that the growth rate of AI computing power will maintain a four-fold annual growth rate, which will further promote the popularization of AI technology. Minsheng Securities Research News pointed out that DeepSeek proved that through algorithm optimization, AI businesses can have extremely high profit margins, and domestic cloud computing and domestic AI applications can obtain the best profit doubling “guide”.

According to the Cailian theme library, among the relevant listed companies:

China UnicomUnicom Cloud will achieve operating income of approximately 51 billion yuan in 2023, a year-on-year increase of 41.6%. At present, Unicom Cloud has realized the adaptation of domestic and mainstream computing power to the multi-specification DeepSeek-R1 model based on the Star Luo platform, taking into account both privatization and public ownership scenarios.

deeply convincedSince 2012, the company’s cloud computing business has been deployed. The company’s cloud face provides users with best practices for one-click deployment, better performance, and rapid application development for scenarios based on DeepSeek hosting and application.

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