GPU Economics: Annual Revenue per Card and Scale Estimates
teortaxesTex · x · 2026-07-15
This reply calculates GPU economics: the bundle cost is estimated as equivalent to 1000–2000 seconds of GPU time under peak load. Based on this load profile, annual revenue per GPU is about $28K–$55.7K. This translates to roughly 9,000–18,000 GPUs, or 1–2 SuperPODs. The author adds that if peak load is extreme, the estimate could be low; 40K might be more reasonable, implying a larger scale.
Related event: DeepSeek inference economics: sizing the GPU fleet behind its ARR(8 posts)→
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