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.”

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

参加 February 2021

294 フォロー中 34.4K ファン

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.”