NVIDIA Watch posted an update
Nvidia chief executive Jensen Huang says the company’s Vera Rubin AI-computing platform could generate about $40 billion in revenue per gigawatt of power, up from $25 billion for Grace Blackwell. That suggests Nvidia sees room to earn more from each unit of data-centre power, not just from selling more chips.
Why it mattersThe figures, quoted from an earnings call by The Motley Fool, describe a potential sales opportunity, not guaranteed orders or revenue. Power is becoming a constraint on AI data-centre growth, which makes the comparison worth watching.
Discuss: If AI data centres are constrained by power, will earning more per gigawatt matter more to Nvidia than selling more chips?
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