黄仁勋表示，Nvidia 在每 1 吉瓦 AI 数据中心中获取的收入已从约 180 亿美元增至超过 400 亿美元，因为公司现在同时销售 GPU、网络、CPU、存储计算和安全软件，他预计这一数字还会继续上升。他还估算，大型云厂商每花 1 美元建数据中心约有 40 美分流向 Nvidia，其他买家则约为 80 美分，两块业务大致每年翻倍。完整视频来自 Bg2 Pod YouTube 频道。
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)
来源：Rohan Paul · x.com