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)→
More from Infra
- Why Is There No Fully Free Open Source AI Gateway? — tristanbob · 2026-08-27
- AWS to Deploy 2 Million Additional NVIDIA GPUs in 2027-2028 — BenBajarin · 2026-08-27
- Customers prefer performance over max AI cost savings — aronchick · 2026-08-27
- Zai achieves 3x cluster performance boost, matching NVIDIA GPU efficiency and cost — pstAsiatech · 2026-08-27
- View: Cloud compute service exploited; issues stem from time limits, not "bad agents" — dfrsrchtwts · 2026-08-27
- Prediction: Consumer Desktops Will Soon Run k3-Quality Models — AaronBergman18 · 2026-08-27