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: Nvidia Rumored to Produce 1,000 Vera Rubin Racks Daily(2 posts)→
More from Infra
- NVIDIA starts shipping 102.4 Tbps Spectrum-6 switches for Vera Rubin AI factories — nvidia · 2026-07-22
- Reddit GPU renters say existing platforms only give you two of three: code, recovery, fair billing — legendpizzasenpai · 2026-07-22
- The Sandboxing Manifesto: Secure Execution Environments for Agents — spirosoik · 2026-07-22
- Nothing phone mockup turns a film joke into a modular design meme — ZeYanjie · 2026-07-22
- Actual Computer says its inference stack is tuned for Nvidia’s consumer Blackwell lineup — markjeffrey · 2026-07-22
- Ben Bajarin says CPU demand is still being badly underestimated — BenBajarin · 2026-07-22