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Unedited research artifact (2026-07-09) — published as reference because its inline citations are useful; conclusions are synthesized (and where needed corrected) in the main report.

I'll search X extensively across all three topics in parallel, then pull threads for the strongest hits. Identified match: ncode (not Numina) by @_xjdr — pulling his GB300 posts and Claude tokenomics threads.# X/Twitter research report — 2026-07-09


1. GLM 5.2 on GB300 / “Numina Code” person

Identity match

You almost certainly mean ncode (Noumena Code), not “Numina Code.”

Field Finding
Handle @_xjdr (display name: xjdr)
Platform Noumenahttps://code.noumena.com/
Product / CLI ncode (“noumena code”) — coding agent/harness
Hardware partner @PrimeIntellect GB300 NVL72 racks

I did not find a well-known researcher product literally named “Numina Code” optimizing GLM 5.2 on GB300. Project Numina is math/Lean; this person’s stack is ncode + noumena.


Finding 1.1 — Free GLM 5.2 week + final throughput stats

Field Value
URL https://x.com/_xjdr/status/2071835604095300079
Author @_xjdr
Date 2026-06-30
Verbatim quote final GLM 5.2 served stats: ~12000 unique api keys served ~300B tokens total 232 tok/s/gpu output average 431 tok/s/gpu output max sustained 2.1 sec TTFT overage (1M ctx) 61 sec p95 TTFT (1M ctx) 81k tok average input size 41% cache hit rate 0 chat logs kept (dont be evil)
Numbers claimed ~12,000 API keys; ~300B tokens total; 232 tok/s/gpu output average; 431 tok/s/gpu max sustained; 2.1 s avg TTFT (1M ctx); 61 s p95 TTFT; 81k avg input tokens; 41% cache hit rate

Related end-of-promo post:

Field Value
URL https://x.com/_xjdr/status/2071677153285210283
Author @_xjdr
Date 2026-06-29
Verbatim quote Today marks the end of the free GLM 5.2 with ncode. i hope y'all enjoyed the tokens and found some of our tools useful.
Numbers claimed (none beyond “free GLM 5.2 with ncode”)

Finding 1.2 — Hardware: GB300 NVL72, 60× B300

Field Value
URL https://x.com/_xjdr/status/2067742918455279934
Author @_xjdr
Date 2026-06-18
Verbatim quote Special shout out to our hardware provider @PrimeIntellect . this model is running on gb300NVL72s and the have been absolutely amazing. could not recommend getting your large scale hardware from them highly enough
Numbers claimed Running on gb300NVL72s (Prime Intellect)

Thread clarification on the stats post:

Field Value
URL https://x.com/_xjdr/status/2071846027917943274
Author @_xjdr
Date 2026-06-30
Verbatim quote yes, 15 trays specifically or 60xB300s
Numbers claimed 15 trays / 60× B300s (reply to “this was on nvl72?”)
Field Value
URL https://x.com/_xjdr/status/2072059152873210101
Author @_xjdr
Date 2026-06-30
Verbatim quote no mtp and no eagle just optimized inference and disagg
Numbers claimed No MTP, no Eagle — optimized inference + disaggregation only
Field Value
URL https://x.com/_xjdr/status/2072058942025601533
Author @_xjdr
Date 2026-06-30
Verbatim quote this was our in house, nmoe based serving stack (mostly rust)
Numbers claimed In-house nmoe stack, mostly Rust

Finding 1.3 — Precision (bf16 / FP8 / NVFP4)

Field Value
URL https://x.com/_xjdr/status/2070947967574663249
Author @_xjdr
Date 2026-06-27
Verbatim quote we've been running GLM 5.2 in bf16 and in fp8 (experts and kvcache only, attention is always bf16) and have recorded virtually 0 measurable quality difference in our A/B tests and audits (very surprisingly) NVFP4 has shown a slight performance regression but could probably be fixed with proper L/DoRA and might also totally be worth it given your hardware and serving constraints.
Numbers claimed bf16 full; fp8 for experts + KV cache only; attention always bf16; ~0 measurable quality delta bf16 vs that fp8; NVFP4 slight regression (not quantified further by him)

Finding 1.4 — Product name & onboarding (ncode / noumena)

Field Value
URL https://x.com/_xjdr/status/2067741647941832818
Author @_xjdr
Date 2026-06-18
Verbatim quote Today marks the beginning of our launch calendar and to celebrate i am making ncode and our flagship kimi k2.7 model free to use for the next week ... 1) sign up for a noumena account at https://code.noumena.com/ 2) go to ... and clone and build noumena code (ncode) 3) login to the platform with \ncode auth login` ... 4) enjoy blazing fast tokens on the noumena platform with ncode`
Numbers claimed Free for next week (or until traffic knocks them out)
Field Value
URL https://x.com/_xjdr/status/2069038936362803544
Author @_xjdr
Date 2026-06-22
Verbatim quote What all is involved with onboarding a new model to noumena and ncode? I added GLM support over the weekend ... Luckily GLM5.2 is close enough to DeepSeek ... Hopefully you found that interesting and you continue to use and enjoy GLM 5.2 on noumena with ncode
Numbers claimed GLM onboarded “over the weekend” (no tok/s here)

Finding 1.5 — GB300 vs earlier Blackwell (not a full tok/s bake-off)

Field Value
URL https://x.com/_xjdr/status/2022517795733541146
Author @_xjdr
Date 2026-02-14
Verbatim quote i dont have gb200s anymore, i was comparing blackwell to grace blackwell here. as for the GB300 specifically, sm103 has some nice scheduling bits and the extra HBM and nvlink speed is nice
Numbers claimed No numeric tok/s vs GB200/H100 in this post; qualitative extra HBM + NVLink on GB300
Field Value
URL https://x.com/_xjdr/status/2047587676602425625
Author @_xjdr
Date 2026-04-24
Verbatim quote finally got v4 up on some GB300 nodes. took a min to do correctly. luckily it was pretty similar to the architecture i was already using (mHC, mxfp4 experts, NSA ish, etc)
Numbers claimed (DeepSeek) V4 on GB300 nodes; no tok/s
Field Value
URL https://x.com/_xjdr/status/2069917609278218601
Author @_xjdr
Date 2026-06-24
Verbatim quote I have not rebooted my racks in months (well past 66 days). I did however have this problem with my first set of B200 racks
Numbers claimed >66 days uptime; prior B200 racks

Cost-per-million: what he published vs what others inferred

Not found from @_xjdr: an explicit self-authored $/M tokens cost for GLM 5.2 on GB300.

A third-party reply on his stats thread (not confirmed by him in the results I retrieved):

Field Value
URL https://x.com/paxaral/status/2071995188302557585
Author @paxaral
Date 2026-06-30
Verbatim quote Assuming $6 per gpu, gpt 5.5 seems to think this implies about a $0.35 mTok in / $1.50 out cost-to-serve
Numbers claimed Assumed $6/GPU; inferred $0.35 / MTok in, $1.50 / MTok out

Also not found from him: a published head-to-head GLM 5.2 tok/s table of GB300 vs GB200 vs H100/H200 with batch size and precision on the same workload. Closest are the qualitative GB300 notes above and the absolute 232 / 431 tok/s/gpu numbers on 60× B300 / NVL72.


Nearby but different people (for disambiguation)

Who Why not the match
@thejackobrien / Subconscious GLM 5.2 “3.5× faster / ½ compute” marketing; no GB300 rack numbers found
@m_sirovatka Cited as self-hosting GLM-5.2 on NVL72 GB300; HR at Prime Intellect, not the ncode product author
@mgoin_ (vLLM) GB300 NVL72 for DSpark training on GLM 5.2, not “Numina/ncode” product

2. Claude subscription tokenomics (Pro / Max 5× / Max 20×)

Anthropic plans commonly discussed: Pro $20, Max 5× $100, Max 20× $200, with 5-hour session windows and weekly caps. Below are practitioner / investigation posts. Numbers are quoted as published (API-list equivalent, not Anthropic COGS).


Finding 2.1 — Most cited “math on the $200 plan” (weekly → monthly API equiv)

Field Value
URL https://x.com/melvynx/status/2012326484300677454
Author @melvynx
Date 2026-01-17
Verbatim quote just did the math on Claude Code $200 plan and i'm shocked spent ~$50 = 6% weekly usage that means i can burn through ~$800 EACH WEEK → $3,200/month if you were on API pricing → $200/month with the Max plan the $200 plan literally saves you $3k/month if you actually use it hard
Numbers claimed ~$506% of weekly usage ⇒ ~$800/week full weekly ⇒ ~$3,200/month API-equivalent vs $200/mo Max

Finding 2.2 — Multi-month ccusage (strong longitudinal claim)

Field Value
URL https://x.com/olofj/status/2037703420724019285
Author @olofj
Date 2026-03-28
Verbatim quote Seems like I've been getting my money's worth out of Claude Max 20x so far. 2.5 months into it, 14+B tokens. Per-token charges would have been $7k5 according to ccusage.
Numbers claimed Max 20×; 2.5 months; 14+B tokens; $7.5k API-equivalent (ccusage)

Finding 2.3 — $100 Max plan monthly range

Field Value
URL https://x.com/xtophr/status/1970836340234461548
Author @xtophr
Date 2025-09-24
Verbatim quote $100 Claude Max Plan. generally get $1500-$2000/mo token equivalent when I run ccusage. git worktrees and Sonnet subagents use a lot of tokens.
Numbers claimed $100 Max; $1,500–$2,000/mo API-equivalent

Finding 2.4 — Extreme short-window usage (viral-scale)

Field Value
URL https://x.com/bridgemindai/status/2060693626712141885
Author @bridgemindai
Date 2026-05-30
Verbatim quote In the last 2 days I've run over 1.6 BILLION tokens through Claude Code. 1,628,985,347 to be exact. ... The wild part: that's ~$1,500 in API-equivalent usage. I ran it on Max plans for a flat fee.
Numbers claimed 1,628,985,347 tokens in 2 days; ~$1,500 API-equivalent on Max flat fee
Field Value
URL https://x.com/Earth_1729/status/2073245916497428689
Author @Earth_1729
Date 2026-07-04
Verbatim quote Someone got $8,030 in raw API-equivalent spend over the past 4 weeks on claude max 20x plan which costs $200.
Numbers claimed $8,030 API-equivalent / 4 weeks on Max 20× $200
Field Value
URL https://x.com/_davejh/status/2073349348524425683
Author @_davejh
Date 2026-07-04
Verbatim quote LOLLLLL, Claude Max (5x) plan, one session on a simple dumbass app with a few /compacts = $4,243 at token rate. $12.40 worth of usage out of a $100 plan. 34,118% subsidy.
Numbers claimed Max 5× $100; one session $4,243 at token rate; $12.40 of plan; 34,118% subsidy (as stated)
Field Value
URL https://x.com/btcbigd/status/2075147528358822331
Author @btcbigd
Date 2026-07-09
Verbatim quote 过去 60 天(自 5/11)跑了 86 亿 tokens。按 API 计价约 $8,531(ccusage),但我实付只是 Max 订阅 $200/月——等于用订阅撬了约 21× 的用量。
Numbers claimed 60 days; 8.6B tokens; ~$8,531 API (ccusage); paid Max $200/mo~21× leverage

Finding 2.5 — Limit structure (5-hour + weekly), official + user math

Field Value
URL https://x.com/claudeai/status/2052060693269008586
Author @claudeai
Date 2026-05-06
Verbatim quote Effective today, we are: 1) Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans; 2) Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and 3) Substantially raising our API rate limits for Opus models.
Numbers claimed Claude Code 5-hour limits (Pro/Max/Team); peak-hour reduction removed
Field Value
URL https://x.com/BTA_labs/status/2073422107380264966
Author @BTA_labs
Date 2026-07-04
Verbatim quote Just hit 100% on my current session again after maybe 20 minutes of serious coding. Look at the weekly limit: 6% used. That means one solid session burned through 12% of the weekly limit of Fable 5. ... With medium thinking effort, you might squeeze out ~35 minutes of productive coding. Switch to high effort and it drops to roughly 12-15 minutes. Go max / ultracode? Those 5-hour limits disappear in under 8 minutes.
Numbers claimed Session 100% in ~20 min; weekly 6% used ⇒ one session ≈ 12% weekly (Fable 5); medium ~35 min; high 12–15 min; max/ultracode <8 min of the 5-hour window
Field Value
URL https://x.com/tkinfinance/status/2075292575737520577
Author @tkinfinance
Date 2026-07-09
Verbatim quote So with the Claude Pro plan I only have 9, 5 hour sessions This one sprint used 11% of my weekly limit Thats less than 2 days per week I can push it
Numbers claimed Pro: 9 five-hour sessions; one sprint 11% weekly ⇒ <2 days/week at that intensity

Finding 2.6 — SemiAnalysis internal token economics (lab/org, not consumer plan alone)

Field Value
URL https://x.com/SemiAnalysis_/status/2070915303500849289
Author @SemiAnalysis_
Date 2026-06-27
Verbatim quote The blended Opus 4.7 cost we observe is about $0.99 per million against $5/$25 sticker, mostly because agentic workloads run 300:1 input-to-output ratios and cache hit rates above 90% pull the effective price down.
Numbers claimed Blended ~$0.99 / million vs sticker $5/$25; 300:1 I/O; cache >90%
Field Value
URL https://x.com/SemiAnalysis_/status/2074908975196221654
Author @SemiAnalysis_
Date 2026-07-08
Verbatim quote We analyzed 1.5M+ of our Claude Code requests (mostly Opus). ~95% of all tokens spent by us are cache hits, which cut our token bill by ~84%.
Numbers claimed 1.5M+ requests; ~95% cache hits; ~84% bill cut

Finding 2.7 — Peter Steinberger

Explicit result: In this search pass I did not find a comprehensive Steinberger (@steipete) investigation post that quantifies Max $20/$100/$200 → API-dollar extract with ccusage-style tables. His recent posts are about OpenClaw, Codex, hardware, etc., not a tokenomics deep-dive. If such a post exists older/off-X (blog), it was not surfaced in the X results used here.


Single most comprehensive investigation (URL)

On written depth + longitudinal sample, the best single investigation found (off-X, widely referenced) is:

https://www.ksred.com/claude-code-pricing-guide-which-plan-actually-saves-you-money/
(author site; claims tracking 10 billion tokens / 8 months~$15,000 API vs ~$800 paid on Max)

On X alone, the single most reusable “primary calculation” post is still:

https://x.com/melvynx/status/2012326484300677454$50 ≈ 6% weekly ⇒ ~$800/week ⇒ ~$3,200/month on $200 Max.

Effective $/M paid vs list: user posts typically report API list equivalent (often Opus $5/$25 sticker, cache-adjusted) vs flat subscription. True all-in $/M paid = $subscription / tokens_used and varies wildly; examples above imply heavy Max 20× users often sitting at well under list, sometimes tens of dollars of API value per $1 of subscription when fully maxing weekly caps.


3. GB300 (Blackwell Ultra) real-world MoE inference (practitioners / engines)

Focus: tokens/sec and vs GB200/H100/H200 from practitioners and engine maintainers — not pure NVIDIA keynote marketing (some posts still relay SemiAnalysis InferenceX, which is industry-standard third-party bench).


Finding 3.1 — SemiAnalysis InferenceX: GB300 NVL72 vs H100 (multipliers)

Field Value
URL https://x.com/firstadopter/status/2023489524735574481
Author @firstadopter (quoting SemiAnalysis InferenceX v2)
Date 2026-02-16
Verbatim quote "Nvidia’s GB300 NVL72 doesn’t disappoint. It achieves up to 100x on FP8 vs FP4 compared to even a strong H100 disagg+wideEP+MTP baseline and 65x on FP8 vs FP8.""Nvidia absolutely frame mogs with the B200, B300 and ASU frat leader, rack scale GB200/GB300 NVL72 across both SGLang and TRTLLM."
Numbers claimed Up to 100× (H100 baseline FP8 vs GB300 FP4); 65× (H100 FP8 vs GB300 FP8); engines SGLang + TRTLLM

Source report link in SemiAnalysis post:
https://x.com/SemiAnalysis_/status/2023447723085885576
(InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper ... GB300 NVL72, MI355X, B200, H100 ... SGLang, vLLM, TRTLLM)

Field Value
URL https://x.com/SemiAnalysis_/status/2029693660686680529
Author @SemiAnalysis_
Date 2026-03-05
Verbatim quote For frontier MoE inferencing, GB300 NVL72 FP4 framemogs h100 even when both blackwell ultra & hopper have all the optimizations including disagg & wide expert parallelism enabled. We see similar trends when comparing GB300 FP8 to H100 FP8. For pretraining, blackwell & rack scale only offers 2-4x performance uplifts while inference is where blackwell shines.
Numbers claimed Pretrain uplift 2–4×; inference much larger (qualitative “framemogs”; no single tok/s in this post)
Field Value
URL https://x.com/SemiAnalysis_/status/2070915304629129460
Author @SemiAnalysis_
Date 2026-06-27
Verbatim quote On the same B300 running DeepSeek R1, baseline FP8 sits near 1,000 tokens/sec/GPU, adding wideEP plus disagg gets you to roughly 8,000, and layering MTP on top pushes it to about 14,000, a 14x gain from software alone. Factor in hardware too and the most optimized GB300 NVL72 hits about 17x the best H100 config in FP8, 32x in FP4.
Numbers claimed B300 / DeepSeek R1: ~1,000 → ~8,000 → ~14,000 tok/s/GPU (FP8 → +wideEP+disagg → +MTP); ~14× software; optimized GB300 NVL72 ~17× best H100 FP8, ~32× in FP4

Finding 3.2 — LMSYS / SGLang maintainers (DeepSeek-V4 on GB300)

Field Value
URL https://x.com/lmsysorg/status/2065513735213773021
Author @lmsysorg
Date 2026-06-12
Verbatim quote New record on GB300 NVL72: SGLang exceeds 12K tok/s per GPU on DeepSeek V4 Pro 1.6T (FP4, 8K/1K), orchestrated with NVIDIA Dynamo (SGLang) and MTP.
Numbers claimed >12K tok/s per GPU; model DeepSeek V4 Pro 1.6T; FP4; 8K/1K; GB300 NVL72; MTP + Dynamo
Field Value
URL https://x.com/lmsysorg/status/2069454066376487031
Author @lmsysorg
Date 2026-06-23
Verbatim quote New blog: Serving DeepSeek-V4 on GB300 with SGLang: 5x Higher Throughput at the Same Interactivity Since Day-0 ... 5X throughput on GB300 disaggregated: ~2,200 → ~11,200 tok/s/GPU at ~50 tok/s/user ... 2.6X more throughput at 80 tok/s/user with MTP ... 2.91X on Blackwell Ultra aggregated at 30 tok/s/user
Numbers claimed Disagg: ~2,200 → ~11,200 tok/s/GPU at ~50 tok/s/user (); 2.6× at 80 tok/s/user with MTP; aggregated 2.91× at 30 tok/s/user
Field Value
URL https://x.com/lmsysorg/status/2049769087610572823
Author @lmsysorg (quoting SemiAnalysis)
Date 2026-04-30
Verbatim quote By leveraging @NVIDIAAI Dynamo + SGLang disaggregation on the GB300 NVL72 (powered by @CoreWeave), we're seeing a massive 6.5x performance leap over B200 for DeepSeek-v4 Pro 1.6T
Numbers claimed 6.5× vs B200 (DeepSeek-v4 Pro 1.6T; Dynamo + SGLang disagg; CoreWeave GB300 NVL72)

Quoted SemiAnalysis wording (same thread parent):
GB300 NVL72 Rack Scale Dynamo SGLang disaggregation has up to 6.5x better performance than B200 on DeepSeekv4 Pro 1.6T


Finding 3.3 — vLLM maintainer on GB300 (GLM 5.2 training/serving hybrid, not pure InferenceX)

Field Value
URL https://x.com/mgoin_/status/2072785822231728363
Author @mgoin_ (vLLM maintainer)
Date 2026-07-02
Verbatim quote DSpark update: Turns out with a little Speculators+Mooncake, I'm able to scale training on GB300 NVL72! 9 vLLM nodes serve the full GLM 5.2 FP8 verifier -> Mooncake RDMA store -> 6 nodes train the DSpark with FSDP (DP=24). 125k prefill tok/s, 1.5 steps/s, full online training :)
Numbers claimed GB300 NVL72; 9 vLLM nodes (GLM 5.2 FP8 verifier); 6 train nodes; 125k prefill tok/s; 1.5 steps/s; DP=24
Field Value
URL https://x.com/vllm_project/status/2019105689403334825
Author @vllm_project
Date 2026-02-04
Verbatim quote vLLM on NVIDIA GB200: 26.2K prefill TPGS, 10.1K decode TPGS for DeepSeek R1/V3. 3-5x throughput vs H200 - with half the GPUs!
Numbers claimed GB200 (not GB300): 26.2K prefill TPGS, 10.1K decode TPGS; 3–5× vs H200 with ½ GPUs

Finding 3.4 — Practitioner rack-level throughput comparison

Field Value
URL https://x.com/The_Analyst_Lab/status/2074768377105498428
Author @The_Analyst_Lab
Date 2026-07-08
Verbatim quote At the rack level, an H100 rack 2 years ago with 4 HGX had 2.6TB of HBM and did 8,830 tok/s. Today a GB300 with 72 GPUs has 20.7TB of HBM and does 370k tok/s. HBM content at rack level has grown 8x in 2 years while token throuput is 42x.
Numbers claimed H100 rack: 2.6 TB HBM, 8,830 tok/s; GB300 72 GPUs: 20.7 TB HBM, 370k tok/s; HBM , throughput 42×

Finding 3.5 — AMD MI355X vs NVIDIA (context for MoE GLM 5.2, not GB300 win)

Field Value
URL https://x.com/loretoparisi/status/2073319812952953234
Author @loretoparisi
Date 2026-07-04
Verbatim quote @Zai_org GLM 5.2 inferencing with SGLang on the @AMD MI355X at 2626 tok/s/node and 213 tok/s single node at > 2.7x lower cost per GPU than Blackwell B300.
Numbers claimed GLM 5.2 / SGLang / MI355X: 2626 tok/s/node, 213 tok/s single-stream; >2.7× lower cost/GPU than B300

(Useful as cross-vendor MoE number; not a GB300 primary result.)


Finding 3.6 — @_xjdr GLM 5.2 absolute GB300-class numbers (link to §1)

Field Value
URL https://x.com/_xjdr/status/2071835604095300079
Author @_xjdr
Date 2026-06-30
Verbatim quote (same as §1) 232 tok/s/gpu output average / 431 tok/s/gpu output max sustained on 60xB300s / NVL72, no MTP
Numbers claimed 232 / 431 output tok/s/gpu; 60× B300; no MTP

These are lower per-GPU than InferenceX DeepSeek “12K–14K tok/s/GPU” headlines — different model, batch/interactivity regime, and no MTP. That gap is itself useful practitioner context.


Gaps (explicit)

  1. “Numina Code” as a product name: not found. Closest real match is ncode / Noumena by @_xjdr.
  2. @_xjdr did not (in retrieved posts) publish a full GB300 vs GB200 vs H100/H200 GLM 5.2 tok/s table, nor an authoritative $/M cost-to-serve for his free week.
  3. Peter Steinberger comprehensive Max-plan API-dollar investigation: not found on X in this pass.
  4. TensorRT-LLM maintainer personal posts with GB300 MoE numbers: not found beyond SemiAnalysis citing TRTLLM in InferenceX results.
  5. Batch sizes for @_xjdr’s 232 / 431 figures: not published in the posts retrieved (only “tok/s/gpu output average/max sustained”).

Quick index of highest-signal posts

Topic Best primary post
ncode + GLM 5.2 + GB300 hardware https://x.com/_xjdr/status/2067742918455279934
GLM 5.2 tok/s/gpu on 60× B300 https://x.com/_xjdr/status/2071835604095300079
Claude $200 → ~$3.2k/mo API math https://x.com/melvynx/status/2012326484300677454
Claude multi-month ccusage https://x.com/olofj/status/2037703420724019285
Long-form Claude pricing investigation https://www.ksred.com/claude-code-pricing-guide-which-plan-actually-saves-you-money/
GB300 vs H100 multipliers (InferenceX) https://x.com/SemiAnalysis_/status/2070915304629129460
SGLang >12K tok/s/GPU GB300 https://x.com/lmsysorg/status/2065513735213773021