The Astonishing Scale of GPUs in the Inference Economy

teortaxesTex · x · 2026-07-15

The post discusses an exaggerated yet realistic conclusion: based on the current inference economy, 1 million GPUs would correspond to a scale of $88.3 billion.

The author further responded that even "a smuggled server with 8 B300 GPUs going for $1 million" could be considered a "good deal" in the normal market, because under the current supply-and-demand and profit structure for compute, AI infrastructure is approaching the logic of a "money printer."

Related event: DeepSeek inference economics: sizing the GPU fleet behind its ARR(8 posts)→

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