Nvidia Per-Gigawatt Revenue Hits $40B With Vera Rubin as Anthropic Locks In 2.5 GW

Nvidia disclosed that Anthropic has contracted $180 billion in infrastructure value, including 2.5 GW of Nvidia-specific AI capacity through 2028. Nvidia's revenue opportunity per gigawatt rose from about $18 billion in the Hopper era to $25 billion with Grace Blackwell and $40 billion with the upcoming Vera Rubin platform.

• Anthropic contracted $180B in infrastructure, including 2.5 GW of Nvidia capacity
• Nvidia revenue per gigawatt: $18B Hopper, $25B Grace Blackwell, $40B Vera Rubin
• Growth driven by LPU racks, NVLink, Spectrum-X and CUDA software
• Vera Rubin delivers 30x throughput per megawatt vs Grace Blackwell Ultra