SpaceX and DeepSeek GPU price figures compared in Tunguz analysis
Overview
Tomasz Tunguz compares two GPU prices.
He says SpaceX's Q3 filing implies a negotiated price of $5.27 per card-hour, while DeepSeek claims a theoretical maximum of $38.00 per card-hour for its cheapest model. Tunguz says the inference business looks healthy at current prices. He says its case depends on demand persisting and on efficiency gains outpacing falling token prices.
Written by AI from the articles below · updated Oct 21, 1:16 PM ET
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- Tomasz TunguzBlogThe GPU revenue ladder: inference pricing, SpaceX and DeepSeek figures
AISpaceX's Q3 filing implies a negotiated GPU price of $5.27 per card-hour, while DeepSeek claims a theoretical maximum of $38.00 per card-hour for its cheapest model. Tunguz says the inference business looks healthy at current prices, but its case depends on demand persisting and efficiency gains outpacing falling token prices.
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