Nvidia CFO: Every 1GW of Compute Yields $40B Revenue

The CFO's framing ties compute scale directly to revenue, which reframes AI infrastructure as a high-yield but capital-heavy asset class. For RWA markets, this strengthens the case for tokenizing compute capacity or financing GPU clusters, since the revenue per gigawatt is now a stated benchmark. The open question is whether decentralized networks can credibly capture a slice of that value, or if the capital requirements and demand concentration favor hyperscalers and traditional financing. Watch whether compute-backed tokens or infrastructure funds begin pricing against this $40B-per-GW yardstick.