Back of the envelope calculation (could be off, correct me if I am) If you are a large enough company that spends million+ on inference a month, it makes sense to buy a GB300 rack ($6M on top range from what I could find) which has 20.7 TB. Since the model is mixed trained (MXFP4), you would need less than 10% of the rack's memory to serve the full model. Aggregate HBM bandwidth: 576 TB/s. You can run over 6000 paral…
And hire 2 or 3 dev ops to keep it running ? That another 400 to 700k. It becomes your problem and not someone else’s. However, I don’t trust hosted LLMs for anything that needs to be private.
Having these models in the open caps the inference margin.