DeepInfer's math shows trailing SOTA maximizes profit under compute constraints

examachine · x · 2026-10-23

Jen Zhu Scott writes that DeepSeek's DeepInfer puts numbers on what AI infrastructure builders already felt: closely trailing SOTA is a feature, not a bug — it's the profit-maximizing strategy under compute constraints. After sparring with a finance friend, she was struck by how resourceful these teams are and wrote up the argument in a short article.

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