Search “DeepSeek”

Kimi K3.1 Pro Released: Capabilities Improved, but Price Is 16 Times That of DeepSeek and MiniMax Flash

Moonshot AI released Kimi K3.1 Pro on October 24, retaining K3's 2.8 trillion parameters without redoing pretraining, and raised its Artificial Analysis composite intelligence index from about 44 to about 55 by increasing post-training compute and joint reinforcement learning across hundreds of domains. Its pricing is $2 and $10 per million input/output tokens, or $12 for 1 million tokens each, 16 times the $0.75 idle-time rate of MiniMax M3.1 Flash and DeepSeek V4.1 Flash-1017. The article also compares the three vendors' respective reinforcement in 3D modeling and financial research, full project development, and computer operation and cross-application workflows, and notes that some users report 3D tasks consume tokens so fast that they hit the quota limit.

Nathan Lambert: DeepSeek processes 150T tokens per day on a single cluster, more than the combined total of several open-source inference platforms

Nathan Lambert says DeepSeek processes 150T tokens per day on a single cluster, more than the combined open-source model inference volume on OpenRouter, Fireworks, Together, and BaseTen. He also posted a reconstructed comparison chart of his own based on these companies' inference volume reports, and noted that this figure corresponds to only a single cluster; it remains unclear how many clusters DeepSeek actually has.

Liang Wenfeng needs his own Tibo: DeepSeek product department integration and the Agent path

DeepSeek has integrated the Harness with the web, App, and open platform teams into a product department, led by Cui Tianyi, and the official website has posted recruitment positions in two directions: AI product manager and Agent Harness. The article uses OpenAI Codex lead Tibo Sottiaux and the Anthropic Claude Code team as examples to explain how the execution capabilities of coding tools can be extended into a general work task entry point. DeepSeek, while open-sourcing Harness and the inference framework DeepInfer, is also facing cost pressure on caching and transmission brought by long tasks.

Exiting after just 188 days, big-company AI products are accelerating their reshuffle

36Kr sorted through the product moves of eight companies—Tencent, Alibaba, Baidu, ByteDance, and Moonshot AI, Zhipu, MiniMax, DeepSeek—across ten AI tracks over four years, finding that competition cycles have shortened, product lifecycles have grown shorter, and renaming, integration, and shutdowns have become the norm. Tencent QClaw went from public beta on March 20 to announcing service shutdown arrangements on September 24, just 188 days, with user data to be migrated to WorkBuddy; Alibaba's Qwen announced the upcoming release of its personal assistant product Qwen Go!. Alibaba and ByteDance cover all ten tracks, Tencent and Baidu each cover nine, and DeepSeek covers only two.

Yuyuan Tantian explains the rumors of China's AI technology export ban

In response to outside claims that China is about to shut the door on AI technology exports, Yuyuan Tantian sorted through the background and regulatory boundaries of the public consultation opened on October 16 by the Ministry of Commerce and the Ministry of Science and Technology on revising the Catalog of Technologies Prohibited and Restricted from Export in China. The article points out that regulation focuses on three categories of technology: data security, sensitive uses, and computing power foundations. When enterprises use restricted large models to provide external API calls, APP/webpage interaction, SaaS applications, and the like, this does not fall within the scope of large-model technology export management; open-source technologies and specific international businesses are eligible for facilitation measures such as automatic licensing. The article also mentions that two companies, DeepSeek and MiniMax, have completed registration procedures and finished open-sourcing and overseas authorized use.

swyx on DeepSeek GPU revenue data: lifetime value per card up about 30%

Citing DeepSeek production data disclosed by Latent.Space, swyx says a single cluster processes 155T tokens per day with a 96% input cache hit rate, yielding $38 in revenue per GPU-hour at off-peak prices. He believes this raises the lifetime value of every GPU sold by about 30%, corresponding to roughly $600 billion in market value potential, and jokes that the more you buy, the more you earn.

DeepSeek's single cluster processes 155 trillion tokens per day, generating $38 in revenue per GPU-hour

Yuchen Jin, citing data disclosed by DeepSeek, said that a single cluster currently processes 155 trillion tokens per day and generates $38 in revenue per GPU-hour (off-peak pricing). He noted that DeepSeek has not only open-sourced its inference engine but also disclosed revenue figures, though it did not specify which GPU models were used; DeepInfer supports both NVIDIA Blackwell and Huawei Ascend. Based on an estimated B300 rental price of $7 per GPU-hour, the gross margin is approximately 82%.

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NVIDIA uses a 12,000-line Megakernel to optimize Kimi K3 inference, and vLLM says AI code is now faster than human review

Benjamin Chislett, an engineer at NVIDIA CentML, used a 12,000-line Megakernel written in CuTe DSL to optimize Moonshot AI's Kimi K3 inference. The vLLM blog reports over 840 tokens/s at batch 1 and a 1.5x to 2x increase in decoding throughput across multiple configurations, while SemiAnalysis estimates 423 tok/s/user on GB300 NVL72, a 1.68x improvement. The vLLM blog says agent-optimized inference code is now outpacing human review and maintenance speed, so the team proposed a fast-track model optimization RFC that lets reviewers judge designs from high-level abstractions rather than reviewing code line by line. The article also mentions that NVIDIA is developing optimizations for other models for vLLM, such as DeepSeek V4.1.