DeepSeek hands inference providers 90%+ margins, pressuring Moonshot and Zhipu hosting deals
teortaxesTex · x · 2026-10-20
Analysts call DeepSeek's latest open-source release "another DeepSeek moment": second/third-tier inference providers now have a model and recipe generating 90%+ margins on their compute, with promised future support and the DeepInfer framework — DeepSeek gets proliferation while providers profit. teortaxesTex asks what this means for Moonshot and Zhipu's hosting agreements. The attached benchmark chart shows DeepSeek V4.1 Flash 1017 averaging 16.3/21 objectives completed, tied with GPT-6 Sol Daybreak (15.7/21), ahead of Grok 4.7 (12/21), Kimi K3 (3/21), and Claude Opus 5.5, which refused partway (1/21).
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