NVIDIA says AI factories need productive durable fungible platforms

NVIDIA published an explanatory blog post arguing that AI factories maximize returns when they are productive, durable, and fungible.

• The post says AI factory operators commit capital only with a clear ROI view, and claims NVIDIA systems maximize returns through higher tokens per megawatt, longer useful life, and broader workload support.
• It cites SemiAnalysis AgentX data that Vera Rubin NVL72 delivers 30x+ higher throughput per megawatt than GB300 NVL72 and up to 45x lower cost per million tokens on DeepSeek V4 Pro; it also says the A100 remains in commercial service and that CoreWeave extended bookings through 2029.
• The article is a commentary/marketing-style analysis rather than a new deal announcement, and it ends by directing readers to Jensen Huang’s GTC Berlin keynote on Wednesday, Oct. 21, at 11 a.m. CEST.