Nvidia 黄仁勋披露每吉瓦 AI 数据中心捕获超 400 亿美元营收，全栈硬件占比升至 40%-80%Rohan Paul (@rohanpaul_ai)T2商业与生态

Rohan Paul (@rohanpaul_ai) · 2026/10/15 20:51:54

Nvidia 黄仁勋披露每吉瓦 AI 数据中心捕获超 400 亿美元营收，全栈硬件占比升至 40%-80%

出处作者 / 发布主体：Rohan Paul (@rohanpaul_ai)原标题：Nvidia now captures over $40B for every gigawatt of AI data center.

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核心综述

Nvidia CEO 黄仁勋指出，随着产品线从 GPU 扩展至网络、CPU、存储及安全软件，每吉瓦 AI 数据中心的 Nvidia 设备价值已从约 180 亿美元翻倍至超过 400 亿美元。他估算在大型云服务商（Hyperscalers）的数据中心建设中，Nvidia 约占总支出的 40%，而在其他买家处这一比例高达 80%，且该业务规模预计每年翻倍。

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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 $18B to over$ 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.

Full video on "Bg2 Pod" YouTube channel, (link in comment)

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