Key Info
A developer at OpenCode estimates that nearly 100% of OpenRouter's DeepSeek traffic from a single day could be served on one GB300 rack, worth roughly $6-7M, and argues that even 10x hidden demand would still be under $100M of compute.
Highlights
- OpenRouter is described as the most successful model router, yet its DeepSeek load fits on a single GB300 rack
- That workload is valued at about $6-7M; even 10x more hidden demand stays below $100M of compute
- Most GPU builds are bought out by Anthropic, OpenAI, or other large players
- The author says open-source inference demand is not there yet, and that someone still has to build the applications