You can knock off a zero or two just by time shifting the 700 million distinct users across a day/week and account for the mere minutes of compute time they will actually use in each interaction. So they might no see peaks higher than 10 million active inference session at the same time.
Conversely, you can't do the same thing as a self hosted user, you can't really bank your idle compute for a week and consume it all in a single serving, hence the much more expensive local hardware to reach the peak generation rate you need.
Conversely, you can't do the same thing as a self hosted user, you can't really bank your idle compute for a week and consume it all in a single serving, hence the much more expensive local hardware to reach the peak generation rate you need.