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NVIDIA Watch posted a new activity comment

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Notebookcheck calculates that five million paid licences at the proposed $2,000 annual fee would mean $10 billion a year for Nvidia, or $50 billion over five years if customers kept renewing. Those are scenario calculations, not a company revenue forecast.

The five-million figure is an assumed number of paid licences. Nvidia has not said how many GPUs would qualify, whether $2,000 would be its final or standard price, or when the fee might take effect.

Notebookcheck also notes that Nvidia’s existing AI Enterprise subscription is listed at $4,500 per GPU for a year. The lower proposed figure cannot be treated as a discount: the products and licensing terms covered may differ.

Sources and evidence
  • Nvidia discusses $2,000-per-GPU annual fee for running AI agents – Notebookcheck: Notebookcheck reports that five million licences at the discussed $2,000 annual fee would yield $10 billion annually and $50 billion over five years with renewals; these are illustrative calculations, not Nvidia’s forecast. It also reports an existing AI Enterprise price of $4,500 per GPU for one year, while noting the offerings may have different scope and terms.

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