Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment
NVIDIA argues AI factories maximize ROI through higher tokens per megawatt, longer GPU life, and workload fungibility.
NVIDIA says AI factory operators spend about $60 million per megawatt and should judge returns by earning capacity, useful hardware life, and token demand. Citing SemiAnalysis AgentX, it claims Vera Rubin NVL72 delivers over 30 times the throughput per megawatt of GB300 NVL72 and up to 45 times lower cost per million tokens on DeepSeek V4 Pro. The company notes A100 GPUs shipped in 2020 remain in service, with CoreWeave bookings extended through 2029, and cites longer lives at major operators, including Microsoft's V100 fleet at 8.4 years.
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