Rohan Paul

How much revenue each unit of deployed compute would need to generate for 182.7 GW of additional U.S. data-center capacity between 2025 and 2032 This Columbia Business School report "Financing the AI Buildout" ans that. 182.7 GW is its central buildout scenario which is the U.S. data-center capacity between 2025 and 2032. Using the GB300 NVL72 configuration, that capacity works out to roughly 1.07 million racks / 77 million GPUs, which lets the author express the required $3.725 trillion of mature annual revenue as about $5.5 per installed GPU-hour at full utilization. This required unit revenue sits within the $6–$10+ per GPU-hour for current high-end NVIDIA capacity, so the central scenario does not require some radically higher compute price to make the arithmetic work.