AI buildout needs ~$5.5 per GPU-hour revenue, within current pricing: Columbia report
rohanpaul_ai · x · 2026-09-26
A Columbia Business School report, "Financing the AI Buildout," analyzes the central scenario of 182.7 GW of added US data-center capacity between 2025 and 2032. At GB300 NVL72 configurations that implies 1.07M racks / 77M GPUs, requiring $3.725T in mature annual revenue — about $5.5 per installed GPU-hour at full utilization. That sits below the $6–$10+/GPU-hour fetched by current high-end NVIDIA capacity, meaning the buildout's math works without radically higher compute prices.
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