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👀Nvidia says it will be able to produce up to 1,000 Vera Rubin racks ~PER DAY~ If it does, that would generate >$630B in revenue per quarter for Nvidia & manufacturing partners
Still just warming up.
Interesting report from @theinformation that Nvidia will be able to make 1000 Vera Rubin racks per day, which is $630b per quarter. Actually a little hard for me to believe and haven’t checked the math, but wow if true. And Vera CPU racks and Groq LPU racks would be incremental to this. As would their new business model where they take a revenue share of neocloud revenue in return for guaranteeing offtake. I do think the latter point has not been well explored by analysts and is likely to be super important going forward.
And obviously the $630b would be at the system level and not all go to Nvidia unless they change their business model to lower their margins.
👀Nvidia says it will be able to produce up to 1,000 Vera Rubin racks ~PER DAY~ If it does, that would generate >$630B in revenue per quarter for Nvidia & manufacturing partners
I guess we doin trillions in revenue
Interesting report from @theinformation that Nvidia will be able to make 1000 Vera Rubin racks per day, which is $630b per quarter. Actually a little hard for me to believe and haven’t checked the math, but wow if true. And Vera CPU racks and Groq LPU racks would be incremental to this. As would their new business model where they take a revenue share of neocloud revenue in return for guaranteeing offtake. I do think the latter point has not been well explored by analysts and is likely to be super important going forward.
«mere» 70 Vera Rubin racks that's still 14 megawatts per day 5 gigawatts per year Realistically it'll scale a lot faster than that though at 1000/day, it's uh… 200 megawatts/day? 73 GW/yr? That alone vastly exceeds American annual power additions
Accroding to GPT-5.6 Pro's research, that won't happen in the next 2 years. > Expected Q4 2026 average ~45–55 racks/day > Likely December exit rate ~70 racks/day https://twitter.com/amir/status/2079584402611609710