Jensen Huang: Nvidia charges ~$thousands per GPU yearly for software, a major revenue line
rohanpaul_ai · x · 2026-10-16
On the "Bg2 Pod" podcast, Nvidia CEO Jensen Huang highlighted a large but often overlooked revenue stream: software licensing. Nvidia charges companies an annual license of roughly a couple thousand dollars per GPU to run, secure, and maintain its AI software stack.
With about 20M GPUs shipped per year and roughly half going to enterprises, this adds up to a substantial recurring revenue line on top of hardware sales. The full video is available on the "Bg2 Pod" YouTube channel.
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