An open source “bomb” drops from China
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[AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback
[AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback
An open source “bomb” drops from China
Review the primary source, validate the main result, and establish whether any listed-company transmission is direct.
What the evidence supports so far
Research signals
Classification pending.
What remains unverified
The full methodology, effect size, and limitations still require analyst review.
Company impact remains unverified until a direct economic transmission is established.