I suppose it's meant to be a "minimum viable" third-party inference platform, where you're literally selling subscription-based access (i.e. fixed price, not PAYGO by token) to a single GPU cluster, and then only once enough users subscribe to make it viable (which is very nice from them, it works like a Kickstarter/group coupon model and creates a guaranteed win-win for the users). But they could easily expand to more than just the minimum cluster size, which would somewhat improve efficiency. (Deepseek themselves scale out their model over huge amounts of GPUs, which is how they manage to price their tokens quite cheap.)