DeepSeek's $500M ARR and 50%+ gross margins confirm Chinese AI API monetization at scale, lifting Alibaba's cloud and AI ecosystem
DEEPSEEK'S ARR IS APPROACHING $500 MILLION
+4.61%targeting an IPO next year
Speakerguest
Jukan
@jukan05 / appears on tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets
Verified record
—pending
No settled calls yet — credibility updates as call horizons resolve.
Speaker record
DeepSeek's 50%+ gross margins from free-tier inference prove AI runs profitably without top-tier GPU clusters, eroding NVIDIA's demand story
Over 50% GM is not surprising (we are well aware of their tech stack)
+1.09%open horizon
GB300 orders reaccelerated in June as Rubin delays pushed demand back, sustaining NVIDIA's shipment momentum through Q3.
GB300 orders began increasing again in June.
+0.41%through Q3, until Rubin mass production begins in October
Agent-readable speaker
{
"type": "trace.speaker",
"handle": "jukan05",
"name": "Jukan",
[
,
,
,
,
,
,
,
,
,
,
,
],
{
}
}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.