Jensen: Nvidia now captures over $40B per gigawatt of AI data center
rohanpaul_ai · x · 2026-10-15
On the Bg2 Pod podcast, Jensen Huang said the value of Nvidia gear in each 1GW AI data center has more than doubled from $18B to over $40B, as Nvidia now sells GPUs, networking, CPUs, storage computing and security software — and he expects the number to keep rising.
He also estimated that of every dollar spent building data centers, about 40 cents goes to Nvidia when the buyer is a hyperscaler, and about 80 cents for everyone else, with both halves of the business roughly doubling every year.
Related event: Nvidia Gear Value Per GW AI Datacenter Doubles to Over $40B: Huang(2 posts)→
More from Venture
- Game studios can sell privately hosted realistic games to AI labs as training environments — dejavucoder · 2026-10-15
- NYC invests $30M in NYU quantum lab for 15% revenue share and board seats — TuhinChakr · 2026-10-15
- SK Hynix drops 11% again, now below 3x FY2027 earnings as AI memory selloff deepens — JOBhakdi · 2026-10-15
- VC thesis 'Data at the Edge': cheap sensors plus AI are rebuilding the internet's data flywheel offline — rebeccakaden · 2026-10-15
- DeepVest launches PlanLab, linking 11 financial planning areas in one dynamic plan — PtrPomorski · 2026-10-15
- Want ChatGPT to mention you? Founders are hacking Reddit to get into AI answers — tibo_maker · 2026-10-15