Nvidia gear in a 1-gigawatt AI data center estimated at over $40 billion

A user says Jensen estimated that Nvidia gear going into a 1-gigawatt AI data center has grown from about $18 billion to over $40 billion, with the company now selling GPUs, networking, CPUs, storage computing and security software. The post also attributes to him estimates of about 40 cents per dollar hyperscalers spend building data centers and about 80 cents per dollar for other buyers. He expects the per-gigawatt figure to keep rising.