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it only takes ~445 GB300 NVL72 (about $22b) to run ALL of openrouter demand for a year. Microsoft rolled out $32b of DC 2026Q1. imo the issue is that most open
by doctorpangloss 2mo ago
it only takes ~445 GB300 NVL72 (about $22b) to run ALL of openrouter demand for a year. Microsoft rolled out $32b of DC 2026Q1.
imo the issue is that most openrouter demand is inauthentic activity (things that anthropic and openai models will refuse to do like pretend to not be bots when interacting with humans)
- senordevnyc 2mo agoI was curious so I looked it up: looks like a GB300 NVL72 is about $4M. So $22B would buy you 5500 such racks, no?
- selectodude 2mo agoGPU cost is about half of datacenter cost. Other half is cooling, power and networking.
- HDBaseT 2mo agoIt is worth mentioning, the OpenRouter demand isn't static though. It has increased week on week since early 2026.
- aurareturn 2mo agoI thought your numbers must be wrong. So I plugged 288 trillion tokens/month (OpenRouter's current rate), 500 billion MoE model average, and the math comes out to be around 620 B200 GPUs minimum. So basically, OpenRouter's volume must be absolutely tiny compared to the volume hyperscalers are getting.
- Mattwmaster58 2mo agoFor reference, Google serves >3 quadrillion/mo. [1] https://x.com/ren_stocks/status/2056946641815396718?s=20 https://x.com/ren_stocks/status/2056946641815396718?s=20
- aurareturn 2mo agoWhich is only 10x more than Open Router by the way.