Wall St Engine(@wallstengine):Jensen Huang at the G20, summing up the $NVDA model: “You monetize energy in $$$ per kWh. Today, it’s dollars per million tokens.” “One gigawatt is about $50B-$60B.” A leading-edge fab used to be the $25B mega-project. One GW of AI is roughly 2x that

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Wall St Engine@wallstengine

2026.09.02 14:31

Jensen Huang at the G20, summing up the $NVDA model: “You monetize energy in $$$ per kWh. Today, it’s dollars per million tokens.” “One gigawatt is about $50B-$60B.” A leading-edge fab used to be the $25B mega-project. One GW of AI is roughly 2x that