Small Cap Snipa(@SmallCapSnipa):Jensen Huang says the ROIC is about one year for a 1 GW AI factory: “Each gigawatt of NVIDIA AI factories is about $50-$60 billion. However, the rentals of that one gigawatt AI factory is about $50 billion per year. They get to use that for many years, well beyond five and six.”

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Small Cap Snipa@SmallCapSnipa

2026.09.16 14:03

Jensen Huang says the ROIC is about one year for a 1 GW AI factory: “Each gigawatt of NVIDIA AI factories is about $50-$60 billion. However, the rentals of that one gigawatt AI factory is about $50 billion per year. They get to use that for many years, well beyond five and six.”