Story thread · 3 reports / 3 sources

Nvidia Per-Gigawatt Revenue Hits $40B With Vera Rubin as Anthropic Locks In 2.5 GW

techtimes.com · 2hShare

Nvidia revenue per gigawatt is set to reach $40B with Vera Rubin, after Anthropic locked in 2.5 GW of Nvidia AI capacity and $180B in contracted infrastructure value at the September 28 Non-Deal Roadshow. The jump from $18B (Hopper) to $40B (Rubin) reflects a product-mix shift, not GPU pricing, as Nvidia bundles CPU, LPU, and networking into every AI factory sale.

First report: NVIDIA Vera SMT Performance Benchmarks — phoronix.com, 2d