Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment
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What happened
AI factories are built by the megawatt, even by the gigawatt. Each megawatt factory costs roughly $60 million, and AI factory operators will only commit capital on that scale with a clear view of the return on investment. Three key things shape AI factory returns: Earning capacity: What the factory could earn in a year if it sold every token it can produce. Useful life : How long its AI hardware keeps earning. Deman…
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