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Wednesday

  4. Yuchen JinSelected

    DeepSeek's single cluster processes 155 trillion tokens per day, generating $38 in revenue per GPU-hour

    Yuchen Jin, citing data disclosed by DeepSeek, said that a single cluster currently processes 155 trillion tokens per day and generates $38 in revenue per GPU-hour (off-peak pricing). He noted that DeepSeek has not only open-sourced its inference engine but also disclosed revenue figures, though it did not specify which GPU models were used; DeepInfer supports both NVIDIA Blackwell and Huawei Ascend. Based on an estimated B300 rental price of $7 per GPU-hour, the gross margin is approximately 82%.

    chen Jin, citing data disclosed by DeepSeek, said that a single cluster currently processes 155 trillion tokens per day and generates $38 in revenue per GPU-hour (off-peak pricing). He noted that DeepSeek has not only open-sourced its inference engine but also disclosed revenue figures, though it did not specify which GPU models were used; DeepInfer supports both NVIDIA Blackwell and Huawei Ascend. Based on an estimated B300 rental price of $7 per GPU-hour, the gross margin is approximately 82%.

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    #editorial#English text is being prepared.#DeepSeek#Reasoning
  9. Fortune Tech

    Billionaires Oppose California Tax Increase, Jensen Huang Says Paying $8 Billion in Taxes Over Five Years Is a "Privilege"

    Nvidia CEO Jensen Huang said that paying $8 billion in taxes over five years is a "privilege," and that he isn't afraid of paying taxes—only of becoming poor. As California battles over Prop 40, a one-time 5% tax on residents with assets over $1 billion, and some tech billionaires move out, he publicly called on people to "move to California, don't leave." He also opposes taxing robots and AI tokens.

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    #hot-signal#English text is being prepared.
  14. Latent Space

    Programmable Data Centers: SF Compute CEO Evan Conrad on Physical Delivery of GPU Contracts and the Independent Compute Market

    SF Compute is expanding from subleasing GPU clusters to building its own cloud operations capability, in order to achieve physical delivery of GPU contracts—buyers receive usable compute rather than cash settled against an index. CEO Evan Conrad believes that companies with large hardware or inference businesses find it difficult to operate a neutral exchange, and therefore NVIDIA cannot build this market itself. SF Compute makes compute tradable during technology iteration cycles by matching orders with different constraint conditions, and supports on-demand partitioning of InfiniBand network fabrics.

    r to achieve physical delivery of GPU contracts—buyers receive usable compute rather than cash settled against an index. CEO Evan Conrad believes that companies with large hardware or inference businesses find it difficult to operate a neutral exchange, and therefore NVIDIA cannot build this market itself. SF Compute makes compute tradable during technology iteration cycles by matching orders with different constraint conditions, and supports on-demand partitioning of InfiniBand network fabrics.

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    #newsletter#Industry news#English text is being prepared.#English text is being prepared.

Tuesday

  1. Tech.eu

    Daytona raises $60M Series B at a $1B valuation

    Daytona, which provides cloud infrastructure for AI agents, has raised a $60 million Series B at a $1 billion valuation, bringing its total funding to $91 million, with FirstMark leading the round. Its platform provides agents with isolated Linux, Windows, and macOS compute environments through a single API, supports pausing, resuming, and continuing exploration of tasks, and its customers include Anthropic, OpenAI, NVIDIA, Cursor, and Cognition. The company says its revenue run rate grew 25x from January to September, and the new funds will be used to expand its agent cloud platform, scale compute capacity, and hire in San Francisco, Croatia, and Singapore.

    th FirstMark leading the round. Its platform provides agents with isolated Linux, Windows, and macOS compute environments through a single API, supports pausing, resuming, and continuing exploration of tasks, and its customers include Anthropic, OpenAI, NVIDIA, Cursor, and Cognition. The company says its revenue run rate grew 25x from January to September, and the new funds will be used to expand its agent cloud platform, scale compute capacity, and hire in San Francisco, Croatia, and Singapore.

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    #hot-signal#Industry news#Agents#English text is being prepared.
  5. Fortune Tech

    Daytona raises a $60 million Series B at a $1 billion valuation

    Daytona, which provides cloud sandboxes for AI agents, has raised a $60 million Series B at a $1 billion valuation, led by FirstMark, bringing its total funding to about $91 million. Its customers include Anthropic, OpenAI, Nvidia, Cursor, Cognition, Meta, and Cohere, and CEO Burazin said the company's revenue run rate grew 25-fold between January and September. Daytona says it can provision a new sandbox for an agent within 60 milliseconds by pre-distributing snapshots of configured machines to servers' physical disks.

    loud sandboxes for AI agents, has raised a $60 million Series B at a $1 billion valuation, led by FirstMark, bringing its total funding to about $91 million. Its customers include Anthropic, OpenAI, Nvidia, Cursor, Cognition, Meta, and Cohere, and CEO Burazin said the company's revenue run rate grew 25-fold between January and September. Daytona says it can provision a new sandbox for an agent within 60 milliseconds by pre-distributing snapshots of configured machines to servers' physical disks.

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    #hot-signal#Industry news#Agents#English text is being prepared.