IMO, today was another DeepSeek moment
Every 2nd/3rd tier inference provider now has a model and a recipe that can generate 90%+ margins on their compute
DeepSeek is also promising future model support and optimizations
This creates a huge incentive for inference providers to serve, as well as push their customers to use more DeepSeek models and utilize the DeepInfer inference framework
DeepSeek gets proliferation and entrenchment, while the inference providers get to make 90% margins
