Gavin Baker says Nvidia’s $630B figure would be system revenue, not all Nvidia’s
GavinSBaker · x · 2026-07-22
In a follow-up, Gavin Baker notes that the $630B figure would be system-level revenue, not all of it Nvidia’s unless the company materially changes margins.
He is responding to the same Vera Rubin rack production report and reiterates that the revenue-share model with neoclouds could be strategically important.
Related event: Report: Nvidia Could Produce 1,000 Vera Rubin Racks Daily(3 posts)→
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