Source item
Open original source ↗So if that’s the case, why won’t $NVDA simply lease the chips out themselves…?! Lease them for 3-5 years, then sell them at residual value.
(2) $NVDA would earn 200-400% margin at those rates, over 3-5 years, versus 75% on a sale of the GPU.
2 segments
Segment 1 · characters 0–139 · Original segment ↗
Segment 2 · characters 141–242 · Original segment ↗
Quoted context
These are the quoted author’s words.
Elon Musk on $NVDA Rubin compute: “My best guess for monetization per watt would be somewhere between $30 and $50. This is just a guess, so take it as a guess.”
wallstengine ↗