Profit Margins
-
First AI GPU Chipset Comparison Report: NVIDIA Dominates, Huawei Surpasses AMD
A Morgan Stanley report reveals high profitability in AI inference, with average profit margins exceeding 50% for “AI inference factories.” NVIDIA’s GB200 NVL72 leads with a near 78% profit margin, followed by Google’s TPU v6e pod (74.9%) and AWS’s Trn2 UltraServer (62.5%). Huawei’s Ascend CloudMatrix 384 achieves 47.9%. AMD’s MI300X and MI355X, however, show significant negative profit margins due to insufficient token generation efficiency.
-
Restaurants Admit Takeout and Dine-In Food Quality Differs: “We Can’t Survive Without It”
A recent investigation reveals that some restaurants are offering different food quality for dine-in and delivery orders, using fresher ingredients for in-house customers and cheaper alternatives for takeout. High commission rates charged by delivery platforms are allegedly squeezing restaurant profits, incentivizing this “two-tiered” system. This practice risks a downward spiral in the food delivery industry. Experts urge delivery platforms to embrace transparent fee structures and restaurants to prioritize integrity to ensure consistent quality and ethical operations.
