Jensen Huang：每座 1GW AI 数据中心中 Nvidia 产品价值已超 $40B

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Rohan Paul 转述 Jensen Huang 在 Bg2 Pod 播客中的说法：每座 1GW AI 数据中心中 Nvidia 设备的价值量已从约 $18B 增至超过 $40B，原因是 Nvidia 现在同时销售 GPU、网络、CPU、存储计算和安全软件，且他预计这一数字将继续上升。

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Nvidia 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.

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Full video on "Bg2 Pod" YouTube channel, (link in comment)