V0.2 运营 Alpha真实采集 Projection公开 Alpha 路由公开价格来自 operation SOP 的 crawler_projection，已经过抓取、规范化和 deterministic gate。这是 Alpha 公开投影数据，不代表 GTM 就绪；冲突或低置信度行留在人工复核队列。
LLMTicker V0.2 release data status3 小时需核验
GPU 支撑的中转经济学
以 H200 单卡经济性展示利用率、报价折扣、盈亏平衡和风险提示。
情景
30% 利用率 · 50% 折后成交价-143% 毛利率LLMTicker H200 基准33 天
30% 利用率 · 70% 折后成交价-74% 毛利率LLMTicker H200 基准33 天
30% 利用率 · 90% 折后成交价-35% 毛利率LLMTicker H200 基准33 天
50% 利用率 · 50% 折后成交价-46% 毛利率LLMTicker H200 基准33 天
50% 利用率 · 70% 折后成交价-4% 毛利率LLMTicker H200 基准33 天
50% 利用率 · 90% 折后成交价19% 毛利率LLMTicker H200 基准33 天
70% 利用率 · 50% 折后成交价-4% 毛利率LLMTicker H200 基准33 天
70% 利用率 · 70% 折后成交价26% 毛利率LLMTicker H200 基准33 天
70% 利用率 · 90% 折后成交价42% 毛利率LLMTicker H200 基准33 天
隐藏成本清单
power$81.22USD已更新Electricity and PUE are region/facility defaults until replaced by local contracts.EIA 电力数据33 天
network$25.00USD已更新Egress depends on response size, region, and CDN strategy.OpenAI Token 说明33 天
support$600USD已更新Support cost must be replaced by operator staffing inputs.LLMTicker 场景假设33 天
observability$120USD已更新Metrics, tracing, alerting, and log retention are not optional for SLA traffic.LLMTicker 场景假设33 天
sre$900USD已更新On-call and incident work should be modeled as operating cost.LLMTicker 场景假设33 天
payment_risk$1,100USD已更新Bad debt, payment fees, and invoice tax vary by buyer mix.LLMTicker 场景假设33 天
爬坡模拟
conservative40,454,730 第 6 月 Token30% · -$1,404.3 第 6 月毛利LLMTicker 场景假设33 天
base67,424,550 第 6 月 Token50% · $1,266 第 6 月毛利LLMTicker 场景假设33 天
aggressive94,394,400 第 6 月 Token70% · $3,936 第 6 月毛利LLMTicker 场景假设33 天
风险手册
需核验public source backedGPU rental price changes before demand is proven
影响范围COGS can exceed API-only alternative for the entire cluster.NVIDIA NIM / Build 价格源33 天
早期信号Rental quote, reservation term, or spot availability changes by more than 20%.NVIDIA NIM / Build 价格源33 天
缓解动作Avoid annual commitment until utilization and deal price have measured support.NVIDIA NIM / Build 价格源33 天
需核验hypotheticalRamp stalls below break-even utilization
影响范围Idle GPUs turn fixed cost into negative gross profit.LLMTicker 场景假设33 天
早期信号Booked traffic remains below 50% of base scenario for two consecutive weeks.LLMTicker 场景假设33 天
缓解动作Keep API-only fallback and convert capacity into burst/wholesale offers before adding GPUs.LLMTicker 场景假设33 天
需核验hypotheticalLatency/SLO drift from cluster scheduling and retries
影响范围Customer-facing SLA breach and support load increase.LLMTicker H200 基准33 天
早期信号P95 latency or retry overhead exceeds the calculator assumption.LLMTicker H200 基准33 天
缓解动作Throttle onboarding, run canary workloads, and lower sellable TPS until traces verify stability.LLMTicker H200 基准33 天
需核验authorized anonymizedDeal discount wipes out margin after hidden costs
影响范围Large buyer consumes capacity at a price below break-even.LLMTicker 场景假设33 天
早期信号Negotiated output price is below H200 COGS plus support/payment buffer.LLMTicker 场景假设33 天
缓解动作Use reverse GPU-hour budget ceiling and floor price before sending quote.LLMTicker 场景假设33 天