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arctic-trueyesterday at 4:20 PM1 replyview on HN

Profitable on what basis? They generate more revenue than the cost of electricity? Does that factor in the cost to service the massive, multi-layer cake of debt that was necessary to even begin to serve inference in the first place - not from a training perspective but from a hardware and facilities perspective?


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aurareturnyesterday at 4:38 PM

Profitable as in every token they generate, they make some money.

And it's already mentioned that the path to profitability is that inference revenue eclipses training costs. It's already happening rapidly.

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