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malfistyesterday at 7:47 PM4 repliesview on HN

> I suspect the API prices are already served at prices with profitable unit economics.

There is absolutely no evidence to support this.


Replies

selectodudeyesterday at 11:14 PM

Some basic math supports it. A GB300 NVL72 is about $6.5 million. Lets say that you need $6 million worth of cooling and another $6 million worth of electricity. At current rates, that's 720 billion tokens worth of Claude Opus 4.7. At 100,000 tokens per second, it pays for itself in about 3 months.

Obviously this is an extremely rough calculation. I can even be off by a factor of 10 and it's still a pretty good return.

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speedgooseyesterday at 8:19 PM

We don’t know the models sizes, requirements, and optimisations, but we could take a guess using the infrastructure costs of the largest open weight alternatives that perform slightly worse.

In my opinion, it’s a profitable kind of service. They probably don’t pay the public prices for the cloud GPUs though.

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Aurornistoday at 1:08 AM

> There is absolutely no evidence to support this.

Analysts like Semi-Analysis have done a lot of modeling and estimates on the topic.

But two can play this game: There is absolutely no evidence to support that API prices do not have profitable unit economics.

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winfredJayesterday at 8:06 PM

Mr.Truth-teller Amodei confirmed it that APIs are profitable at Anthropic.

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