❯ SemiAnalysis models up to $3 per GPU-hour profit serving Kimi K3 on AMD

A profit estimateSemiAnalysis said on October 25 that AMD GPUs serving open-source Kimi K3 through vLLM could generate up to $3 profit per chip-hour under its assumptions, including higher rental prices. The figure comes from its X post.

Memory and softwareLarge-model economics depend partly on fitting weights within a server and limiting inter-server communication. An earlier vLLM engineering post describes MI355X improvements in cache reuse, duplicate computation and data movement.

Conditions matterResponse speed, concurrency, reusable inputs and GPU costs affect the comparison. Rental rates, utilization and token selling prices change realized returns; one workload’s modeled advantage does not establish universal profitability.

▮ SIGNALInference economics depend on the complete serving stack and utilization, alongside chip specifications.