黄仁勋谈 NVIDIA 软件授权业务:每 GPU 年费约数千美元
黄仁勋披露 NVIDIA 每块 GPU 每年收几千美元软件费,2000 万块年出货量算下来是笔大生意,值得听听他怎么讲。
黄仁勋在 Bg2 Pod 播客中介绍了 NVIDIA 的软件授权收入线:企业运行、安全维护 NVIDIA 的 AI 软件,需为每块 GPU 每年支付约几千美元授权费。NVIDIA 每年出货约 2000 万块 GPU,其中约 50% 进入企业客户,这部分构成一条规模可观的经常性收入。
Jensen Hunag talks about a large revenue line of Nvidia, software licensing:
charging companies a yearly license of roughly a couple of thousand dollars per GPU to run, secure and maintain Nvidia's AI software, and with about 20M GPUs shipped a year and around 50% going to enterprises, this is a huge recurring revenue stream.
---- Full video on "Bg2 Pod" YouTube channel, (link in comment)