Nvidia's content per 1 GW AI data center rises from $18B to over $40B, Huang says

Nvidia CEO Jensen Huang says Nvidia's share of a 1-gigawatt AI data center has risen from about $18 billion to over $40 billion, as the company now sells GPUs, networking, CPUs, storage and security software.

He expects the figure to keep rising. The claim comes from a Bg2 Pod interview, as cited in an X post by Rohan Paul.

Huang also estimates Nvidia captures about 40 cents of each data center spending dollar when the buyer is a hyperscaler, and about 80 cents when the buyer is anyone else. He says both halves of the business are roughly doubling every year.