Comment Comment by cloudbonsai Your estimation feels too high. It implies >1000% ROI on a GPU card (= $300k gross annual profit on a $30k card).As a reference point, Z.ai is operating at 26% gross margin as of 1H26. So assuming ~90% gross margin is likely a bit off. parent cloudbonsai 11 days ago
As a reference point, Z.ai is operating at 26% gross margin as of 1H26. So assuming ~90% gross margin is likely a bit off.