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<p>Deutsche Bank estimates that $NVDA’s GB300 GPUs could command rental prices of up to $14 per hour, compared with around $3.50 for H100s. Some contracts could generate approximately $60M annually per MW.

At blended pricing, 1 GW of AI computing capacity could translate into roughly $48B in yearly revenue.

This helps explain why access to reliable power is becoming a major competitive advantage for companies like $NBIS, $CRWV, and $SPCX as demand for AI infrastructure continues to grow.</p>

Deutsche Bank estimates that $NVDA’s GB300 GPUs could command rental prices of up to $14 per hour, compared with around $3.50 for H100s. Some contracts could generate approximately $60M annually per MW.
At blended pricing, 1 GW of AI computing capacity could translate into roughly $48B in yearly revenue.
This helps explain why access to reliable power is becoming a major competitive advantage for companies like $NBIS, $CRWV, and $SPCX as demand for AI infrastructure continues to grow.

Deutsche Bank estimates that $NVDA’s GB300 GPUs could command rental prices of up to $14 per hour, compared with around $3.50 for H100s. Some contracts could generate approximately $60M annually per MW. At blended pricing, 1 GW of AI computing capacity could translate into roughly $48B in yearly revenue. This helps explain why access to reliable power is becoming a major competitive advantage for companies like $NBIS, $CRWV, and $SPCX as demand for AI infrastructure continues to grow.

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