Jensen prices the watt: GPU revenue per GW to hit $64B
sudoraohacker · x · 2026-08-27
Analysis of NVIDIA's revenue per gigawatt of compute power: General purpose sits at $3-5B/GW, Hopper at $18B, Grace Blackwell at $25B, and Vera Rubin projected at $40B. Extrapolating the 1.6x step suggests the next-gen (Feynman) could reach $64B/GW. The post emphasizes power (watt) as the constraint, with the ideal being $1T of compute into a single gigawatt.
Related event: Jensen Huang targets $1 trillion of compute per gigawatt(3 posts)→
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