Jensen Huang: “Two Gigawatts to Us Is Like $80 Billion.” 43 New Gigawatts Coming in 2027

Nvidia CEO Jensen Huang said "Two gigawatts to us is like $80 billion," referring to the two-gigawatt deal in Australia, and noted that per-gigawatt value has risen from about $18 billion to "40 plus" billion as Nvidia now sells more than GPUs, adding networking, CPUs, storage and security. Altimeter Capital's Brad Gerstner, citing SemiAnalysis' Dylan Patel, said 43 gigawatts of new AI compute are coming in 2027. At $40 billion per gigawatt that implies roughly $1.7 trillion of potential Nvidia content; analysts expect revenue to rise from $216 billion in fiscal 2026 to about $412 billion this fiscal year and around $692 billion in fiscal 2028. Huang said land, power and data-center buildings are the main bottlenecks and signaled upcoming partnerships in Europe. He added, "My sense is that that's going to keep on going up."