Doing some math in my head, buying the GPUs at retail price, it would take probably around half a year to make the money back, probably more depending how expensive electricity is in the area you're serving from. So I don't know where this "losing money" rhetoric is coming from. It's probably harder to source the actual GPUs than making money off them.
Re:Claude Opus 4.6
by suddenlybananas on Thursday February 05, 2026 @06:39PM
(#46907035)
electricity
> So I don't know where this "losing money" rhetoric is coming from.
https://www.dbresearch.com/PROD/RI-PROD/PROD0000000000611818...
There are companies which are only serving open weight models and not doing any training, so they must be profitable? Check for example this list https://openrouter.ai/meta-llama/llama-3.3-70b-instruct/prov...
It isn't "common sense" at all. You're comparing several companies losing money, to one another, and suggesting that they're obviously making money because one is under-cutting another more aggressively.
LLM/AI ventures are all currently under-water with massive VC or similar money flowing in, they also all need training data from users, so it is very reasonable to speculate that they're in loss-leader mode.