Deep Dive — Inference Platform

DeepInfra: Price Floor Leader & Blackwell Advantage

Serverless inference platform setting the cost benchmark with NVIDIA Blackwell GPUs and 8,000x volume growth

Feb 2026 MinjAI Agents 22 Sources Threat: HIGH
Internal — Strategic Intelligence
Section 01

Executive Summary

$28M
Total Funding
~$3.8M
Est. Revenue
$0.03/M
Input Price (8B)
8,000x
Volume Growth

DeepInfra is a lean, engineering-driven inference platform that has positioned itself as the market's price floor leader. Founded in September 2022 by ex-imo.im engineers with deep distributed systems expertise, the company operates 100+ models with approximately 15 employees on $28M in total funding.

The company's strategic significance lies in its pricing: at $0.03 per million input tokens for Llama 3.1 8B, DeepInfra sets the benchmark that every other inference provider is measured against. Its early access to NVIDIA Blackwell GPUs has enabled a further 4x cost reduction through NVFP4 quantization, pushing the cost floor even lower.1

Threat Assessment: HIGH

DeepInfra's extreme cost efficiency creates persistent downward price pressure across the inference market. While the company targets developers and SMBs rather than enterprise customers, its pricing anchors buyer expectations and accelerates the commoditization narrative for inference services.

Section 02

Company Profile & Founding

Origin Story

DeepInfra was founded in Palo Alto, California in September 2022 by three engineers who previously worked together at imo.im, a messaging app serving hundreds of millions of users. Their shared experience building low-latency, high-volume distributed systems directly informed their approach to inference infrastructure.2

Founder Role Background
Nikola Borisov CEO Northwestern University, competitive programming, ex-HalloApp and imo.im
Georgios Papoutsis Co-founder Physics and engineering background, ex-imo.im
Yessenzhar Kanapin Co-founder Distributed systems expert, Kazakh-British Technical University, ex-imo.im

Founding Thesis

The founders observed massive investment flowing into AI model training while affordable, production-grade inference infrastructure remained scarce. They set out to make open-source model deployment trivially easy via API, emerging from stealth in November 2023 with an $8M seed round.3

~15
Employees
Sep 2022
Founded
100+
Models Hosted
Palo Alto
Headquarters
Section 03

Funding & Financial Profile

Round Date Amount Lead Investors
Seed November 2023 $8M A.Capital, Felicis Ventures
Series A November 2024 $18–20.6M Felicis Ventures, Georges Harik
Total $26–28.6M

Revenue is estimated at approximately $3.8M annually (third-party estimates from Craft.co/ZoomInfo). DeepInfra has not publicly disclosed revenue figures. The pay-per-token model with no long-term contracts generates purely consumption-based revenue.4

Capital Efficiency

Running 100+ models with ~15 employees and achieving 8,000x volume growth on $28M total funding is exceptional capital efficiency. Revenue per employee (~$250K) is modest, but the infrastructure-heavy nature of the business means margins improve dramatically with scale.

Valuation

Post-money valuation has not been publicly disclosed. Based on typical Series A multiples for infrastructure companies raising ~$20M, the implied range is $80M–$150M (speculative). Some sources reference $74.6M in total funding, which may include non-dilutive funding or GPU credits.5

Section 04

Product & Technology Stack

Three Product Lines

1. Serverless Inference API

OpenAI-compatible API endpoints for 100+ models. Pay-per-token pricing for language models, pay-per-second for image/audio. Auto-scaling with zero idle cost. Zero data retention policy (no logging of prompts). SOC 2 and ISO 27001 certified.6

2. Dedicated GPU Instances

On-demand dedicated GPU containers (A100, H100, H200, B200) with full SSH access. Deploy custom models from Hugging Face with autoscaling options.

3. DeepStart (Model Deployment)

Deploy any Hugging Face model as an API. Configure GPU class, batch size, number of GPUs. Multi-region deployment for reduced latency.

Inference Technology Stack

Application Layer
OpenAI-Compatible API
100+ Models
DeepStart Deployment
Inference Runtime
vLLM
TensorRT-LLM
NVFP4 Quantization
Orchestration
Auto-scaling
Multi-region
Zero Data Retention
Hardware
NVIDIA Blackwell
H200
H100
A100
Blackwell Advantage

DeepInfra received early Blackwell GPU shipments and is featured alongside Baseten, Fireworks AI, and Together AI in NVIDIA's official Blackwell inference content. NVFP4 quantization on Blackwell enables up to 4x cost reduction on MoE models compared to Hopper generation.7

Section 05

Pricing Analysis

DeepInfra consistently prices at or near the market floor across all model families. The pricing model is purely consumption-based with no upfront fees and no contracts required.

Model Input ($/M tokens) Output ($/M tokens)
Llama 3.1 8B Instruct $0.03 $0.05
Llama 3.1 70B Instruct $0.23 $0.40
Llama 3.1 405B Instruct $1.79 $1.79
DeepSeek-V3 $0.32 $0.89
DeepSeek-R1-Distill-Llama-70B $0.05 $0.08

Blackwell Cost Trajectory

NVIDIA's Blackwell GPUs have enabled a progressive cost reduction on MoE models:

Generation Cost per M Tokens (MoE) Reduction
Hopper (H100/H200) $0.20/M Baseline
Blackwell $0.10/M 2x
Blackwell + NVFP4 $0.05/M 4x
Price Floor Risk

DeepInfra's $0.03/M input price for Llama 3.1 8B undercuts most competitors by 30–60%. At these levels, margins are razor-thin, suggesting either massive GPU utilization efficiency or a willingness to operate at low/negative margins for market share. This creates persistent downward price pressure for the entire inference market.8

Section 06

Customers & Ecosystem

Key Customers

Customer Use Case Impact
Latitude (AI Dungeon) AI game narratives 1.5M MAU, 4x cost reduction on MoE models via Blackwell

Integration Partners

Partner Integration Type
OpenRouter Backend inference provider
LiteLLM Supported provider
LlamaIndex Official integration
Vapi Voice AI model provider
MindStudio Inference backend

DeepInfra primarily targets developers and SMBs through its API-first model. The company does not publicly list enterprise customers, and its developer-focused strategy means most revenue comes from high-volume consumption rather than large enterprise contracts.9

Compliance & Security

Certification Status
SOC 2 Certified
ISO 27001 Certified
Data Retention Zero retention (no prompt logging)
Section 07

Competitive Positioning

What Sets DeepInfra Apart

Differentiator Detail
Lowest price positioning Consistently at or near the price floor for all models
Speed to new models Among first to host new models when released
OpenAI API compatibility Drop-in replacement with minimal code changes
Zero data retention No prompt logging; SOC 2 + ISO 27001
Capital efficiency ~15 people, 100+ models, 8,000x volume growth on $28M
Full-stack ownership Hardware through application layer

Head-to-Head Comparison

vs. Competitor DeepInfra Advantage Competitor Advantage
Fireworks AI Lower pricing Better latency, structured output, agent support
Together AI Lower pricing Broader open-source ecosystem, fine-tuning
Groq More models, dedicated GPUs Custom LPU silicon, faster raw inference
Cerebras More models, broader GPU support Custom wafer-scale chips
Commoditization Signal

Industry analysts increasingly recommend treating inference providers as commodities, using routing solutions (LiteLLM, OpenRouter) to dynamically switch between them. DeepInfra is the recommended default for cost-sensitive, high-volume background tasks. This trend directly undermines differentiation claims from all inference providers.10

Section 08

Key Milestones & Recent Developments

September 2022
Founded in Palo Alto by ex-imo.im engineers
November 2023
Emerged from stealth with $8M seed (A.Capital, Felicis Ventures)
November 2024
$18M Series A (Felicis Ventures, Georges Harik). Announced April 2025.
2025
Received large NVIDIA Blackwell GPU shipment; achieved 8,000x processing volume growth since seed
February 2026
Featured in NVIDIA blog as one of four leading inference providers cutting costs by up to 10x with Blackwell. Latitude (AI Dungeon) case study published.
Ongoing
Rapid model additions: hosts 100+ models including Llama 4, DeepSeek V3.2, GLM-5, Kimi K2.5. Added GPU instances product line.
Section 09

Strategic Threat Assessment

Threat Level: HIGH
  • Price pressure: DeepInfra is the market's price floor. Any customer comparing pricing will benchmark against their $0.03/M input tokens.
  • Capital efficiency: 100+ models with ~15 people and 8,000x volume growth on $28M total funding demonstrates exceptional operational efficiency.
  • NVIDIA relationship: Featured as one of four preferred inference providers in NVIDIA's official Blackwell content. Early Blackwell access is a competitive moat.
  • Speed to market: First to host new models, capturing developer mindshare at launch.
  • Commoditization risk: DeepInfra's existence and the routing layer trend (LiteLLM/OpenRouter) accelerates the narrative that inference is a commodity.

Where Infrastructure-First Providers Can Differentiate

Dimension DeepInfra Position Differentiation Opportunity
Deployment US-based, NVIDIA GPUs only Sovereign-ready, multi-chip (SambaNova, Etched) for regulated industries
Latency SLA No advertised latency guarantees Sub-120 us/token target is a concrete, measurable differentiator
Energy cost Market-rate GPU leasing Colocation with energy assets creates structural cost advantage
Customer segment Developer/SMB focused, no enterprise sales Enterprise design partners with dedicated capacity
Hardware flexibility NVIDIA-only Multi-chip strategy provides optionality
Key Risk

If DeepInfra's pricing continues to drop (their Blackwell migration already demonstrated 4x reduction), they could pull the floor price so low that even energy cost advantages cannot deliver a meaningful differential to enterprise buyers. The defense is to compete on reliability, latency SLAs, data sovereignty, and multi-chip flexibility, not just price.

Sources & References

  1. [1] NVIDIA Blog: Inference providers cutting costs with Blackwell
  2. [2] VentureBeat: DeepInfra emerges from stealth
  3. [3] LinkedIn: DeepInfra origin story
  4. [4] Craft.co: DeepInfra company profile
  5. [5] Crunchbase: DeepInfra funding profile
  6. [6] DeepInfra Docs: Inference API documentation
  7. [7] DeepInfra Blog: Blackwell efficient AI inference
  8. [8] DeepInfra Pricing: Current pricing page
  9. [9] NVIDIA Blog: Latitude/AI Dungeon case study
  10. [10] GoPenAI Benchmark: Provider benchmark comparison
  11. [11] Fenwick: Series A legal representation
  12. [12] FinSMEs: Series A funding announcement
  13. [13] DeepInfra Blog: $18M milestone announcement
  14. [14] Tracxn: Funding and investors
  15. [15] PitchBook: DeepInfra company profile
  16. [16] DeepInfra: About Us page
  17. [17] Helicone: LLM API provider comparison
  18. [18] Northflank: Fireworks AI alternatives
  19. [19] DeepInfra: Models page
  20. [20] DeepInfra Blog: GPU instances product
  21. [21] DeepInfra Blog: AI for games case study
  22. [22] IT-Online: Inference cost reduction analysis