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Rohan Paul· @rohanpaul_ai · X·· 2026-09-26AI 评分60
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Columbia Business School 报告《Financing the AI Buildout》测算 2025 至 2032 年美国新增 182.7 GW 数据中心容量的收入要求。

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How much revenue each unit of deployed compute would need to generate for 182.7 GW of additional U.S. data-center capacity between 2025 and 2032

This Columbia Business School report "Financing the AI Buildout" ans that.

182.7 GW is its central buildout scenario which is the U.S. data-center capacity between 2025 and 2032.

Using the GB300 NVL72 configuration, that capacity works out to roughly 1.07 million racks / 77 million GPUs, which lets the author express the required $3.725 trillion of mature annual revenue as about $5.5 per installed GPU-hour at full utilization.

This required unit revenue sits within the $6–$10+ per GPU-hour for current high-end NVIDIA capacity, so the central scenario does not require some radically higher compute price to make the arithmetic work.

来源:Rohan Paul · x.com