Nvidia Sacks $35B AI Gigawatt: GPUs Rule Our Robot Overlords

Welcome to the AI arms race powered by nuclear-reactor-sized data centers pumping a jaw-dropping $35 billion per gigawatt — roughly the output of a nuke plant. Locations like OpenAI’s Stargate in Texas and xAI’s Colossus 2 in Memphis now chew power like college students devouring ramen. Nvidia, with its 70% gross margin, collects nearly 30% of this cash cow’s profits. Translation: they sell over 1 million GPU dies per gigawatt, aided by TSMC’s $1.3 billion foundry payday. Meanwhile, other chipmakers twiddle their thumbs while ASICs try to crash the party. Power, cooling, cabling gangs—Eaton, Schneider, Arista, Luxshare—fight for their share, crowned by 8 to 10 humans (yes, humans!) running these megastructures for less than a million bucks total. Hyperscalers now lock horns with giants like Siemens and GE for turbine-ticket access to keep this silicon monster awake. Tesla’s leaving autopilot to Nvidia’s chips; we’re all just along for the megawatt-powered ride.

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Source: Businessinsider | Published: 10/29/2025 | Author: Alistair Barr