Rohan Paul· @rohanpaul_ai · X·· 2026-09-26AI 评分54
AI 导读
Jensen Huang 上周在 CNBC 表示，一座 1-gigawatt 的 NVIDIA AI 工厂需要 500亿-600亿美元资本开支，但每年可产生约 500亿美元租金收入，即约一年收回全部资本。引用数据还显示，Alphabet、Microsoft、Amazon、Meta 和 Oracle 合计的 2026-2027 资本支出预期较年初上调约 66%，增加约 7500亿美元。
正文 · 原文
Jensen Huang revealed last week on CNBC, that a 1-gigawatt NVIDIA AI factory requires $50B-$60B in capital expenditure but can generate about $50B in annual rental revenue
i.e. full capital payback in just 1 year.
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From "FinVid" YouTube channel, (full video link in comment)
Combined capital-spending outlook for hyperscalers, Alphabet, Microsoft, Amazon, Meta and Oracle across 2026-2027 is now about 66% above where it stood when 2026 began. i.e. up by ~$750 B.在 X 查看被引用的帖子
来源：Rohan Paul · x.com