Rohan Paul (@rohanpaul_ai) · 10/15/2026, 20:51:54
Nvidia Captures $40B Per Gigawatt of AI Data Center as Full-Stack Hardware Share Hits 40-80 Percent
Nvidia CEO Jensen Huang revealed that the value of Nvidia equipment per gigawatt of AI data center has doubled to over $40 billion, driven by a full-stack expansion into networking, CPUs, storage, and security software. He estimates Nvidia captures roughly 40% of total build costs for hyperscalers and up to 80% for other buyers, with both segments expected to double annually.
SOURCE COVERAGEFull Original Report
Rohan Paul (@rohanpaul_ai) · 2026-10-15 12
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 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.
Full video on "Bg2 Pod" YouTube channel, (link in comment)
