Jensen Huang Says Nvidia's Next-Gen Vera Rubin Chips Will Generate $40 Billion in Revenue per Gigawatt, Up From $25 Billion for Grace Blackwell. What That Means for NVDA's Growth Runway.
Nvidia says each gigawatt of AI capacity is now worth 60% more to it with Vera Rubin, and that could extend its growth runway even if customers don't add more power.
Nvidia CEO Jensen Huang unveiled the company's next-generation Vera Rubin chips, touting their potential to generate $40 billion in revenue per gigawatt of computing capacity. This represents a significant jump from the $25 billion per gigawatt revenue seen with the Grace Blackwell architecture. The Vera Rubin platform combines powerful GPUs, CPUs, high-speed connections, networking gear, and software into an all-in-one AI computing system.
Nvidia's focus is shifting from merely selling faster GPUs to offering comprehensive AI systems. Huang noted that the increased productivity of Vera Rubin could lead to a 60% revenue boost per gigawatt, even without additional power capacity. The technology is already in production with orders from major companies. While Nvidia's actual revenue may not double alongside chip sales, Vera Rubin opens new avenues for revenue growth.
The company reported an impressive $96.2 billion in revenue for its latest fiscal quarter, with data center sales reaching $89 billion alone.
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