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NVIDIA discusses AI software licensing at about $2,000 per GPU annually
NVIDIA CEO Jensen Huang described annual licensing of roughly $2,000 per GPU for software used to run AI agents in AI factories. NVIDIA has not clarified which GPUs or software are covered, when the pricing would take effect, or whether it is a standard rate. The figure does not establish a price cut for its existing enterprise software.
What to know
- 01
In FourWeekMBA's illustrative scenario, licensing 5 million GPUs at that rate would generate $10 billion annually and $50 billion over five years if customers keep renewing.
- 02
AI Enterprise lists annual subscriptions at $4,500 per GPU; NVIDIA has not confirmed that the two prices correspond to identical products or licensing terms.
Why it matters
The figure is relevant to NVIDIA's software licensing business beyond GPUs, but its relationship with existing enterprise software products remains unclear.
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