Jensen: Nvidia gear per gigawatt of AI data center doubled from ~$18B to over $40B
rohanpaul_ai · x · 2026-10-15
On the Bg2 Pod podcast, Nvidia CEO Jensen Huang explained that the amount of Nvidia equipment going into each 1-gigawatt AI data center has more than doubled, from about $18B to over $40B.
The jump reflects Nvidia now selling full-stack systems — GPUs, networking, CPUs, storage computing, and security software — rather than just GPUs, and he expects the per-gigawatt figure to keep rising. He also broke down how much of each dollar of data center capex flows to Nvidia (thread truncated in source).
Related event: Nvidia Gear Value Per GW AI Datacenter Doubles to Over $40B: Huang(2 posts)→
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