Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment

What happened: NVIDIA published a case that AI factories are built by the megawatt, with each megawatt costing roughly $60 million, and argued its systems maximize returns through productivity, durability and fungibility. Key numbers: Each megawatt factory costs roughly $60 million. Why it matters: NVIDIA argues cheaper tokens expand rather than shrink compute demand, and that CUDA compatibility keeps older GPUs earning, which supports the case that its installed base is not stranded by new architectures.

NVIDIA published a case that AI factories are built by the megawatt, with each megawatt costing roughly $60 million, and argued its systems maximize returns through productivity, durability and fungibility.

NVIDIA argues cheaper tokens expand rather than shrink compute demand, and that CUDA compatibility keeps older GPUs earning, which supports the case that its installed base is not stranded by new architectures.