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

    A post attributes to Jensen an estimate that Nvidia receives about 40 cents per dollar hyperscalers spend building data centers.

    1 Source, 47m ago, first seen 47m ago

    TLDR

    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.

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    1 Source, first seen 47m ago

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    1 Source

    Rohan Paul@rohanpaul_aiNvidia now captures over $40B for every gigawatt of AI data center. Jensen explained the amount of Nvidia gear that goes into each 1 gigawatt AI data center has more than doubled, from about $18B to over $40B, because Nvidia now sells GPUs, networking, CPUs, storage computing and security software, and he expects this number to keep rising. Also for each dollar spent building data centers, he estimates about 40 cents goes to Nvidia when the buyer is a large cloud company (hyperscalers), and about 80 cents when the buyer is anyone else and , with both halves of its business roughly doubling every year. ---- Full video on "Bg2 Pod" YouTube channel, (link in comment)47m
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    Rohan Paul@rohanpaul_aiNvidia now captures over $40B for every gigawatt of AI data center. Jensen explained the amount of Nvidia gear that goes into each 1 gigawatt AI data center has more than doubled, from about $18B to over $40B, because Nvidia now sells GPUs, networking, CPUs, storage computing and security software, and he expects this number to keep rising. Also for each dollar spent building data centers, he estimates about 40 cents goes to Nvidia when the buyer is a large cloud company (hyperscalers), and about 80 cents when the buyer is anyone else and , with both halves of its business roughly doubling every year. ---- Full video on "Bg2 Pod" YouTube channel, (link in comment)47m
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