> I could easily say that everyone who says its profitible is msking unsubstantiated claims lol.

And people who don't understand the difference between capex and opex are making uneducated claims. It's not basic math.

Running an inference data center is a mix of variable and fixed costs. The fixed costs are currently in the billions of billions of dollars for pretty much any investment in this space. Many of those fixed costs have (currently) unknown refresh cycles. So, unless you have access to the financial books of these companies it's currently just speculation whether inference is profitable.