NVIDIA seems to be going to make money not only from selling AI video cards, but also from subscribing to them

NVIDIA seems to be going to make money not only from selling AI video cards, but also from subscribing to them.

Jensen Huang said that NVIDIA's software to run AI agents in data centers could cost about $2,000 a year for each GPU, and that's more than the cost of the accelerators themselves.

The potential income is impressive:

1 million GPUs, $2 billion a year. 5 million GPUs, $10 billion a year.

Huang also stressed that software licensing will play an increasingly important role in NVIDIA's business.

And the company is already offering an AI Enterprise subscription for $4,500 a year for one GPU. #game