“At $2,000 per GPU each year, Nvidia would bring in $10 billion annually if five million GPUs were covered by paid licenses.”
Jensen Huang floated $2,000 per GPU per year to run Nvidia’s agent software. AI Enterprise already lists at $4,500 per GPU, and Nvidia won’t say whether the two overlap. Five million licensed GPUs would be $10 billion a year. You buy the chip once and rent it back forever.