ROIC of Nvidia data center built in 2024 for 2026 inference

Assume you invested in 2024 for Nvidia chips based data centers.

Back then, you used H200.

An 8-GPU HGX H200 server is closer to roughly 10–12kW at the server level.

1 MW IT load → ~80–90 eight-GPU servers
× 8 GPUs/server → ~640–720 H200s/MW
1 GW → ~640k–720k H200s

So 680 H200 per MW is probably more reasonable and thus cost ~$35mn per 1MW, or $35bn per GW.

 

 

1 GW IT load 2024 H200-era capex
GPU/HGX servers ~$18–24bn
Networking/storage ~$3–5bn
Facility/power/cooling ~$8–12bn
All-in ~$30–38bn/GW

Source: ChatGPT

How much revenue it can generate today?

Using DeepSeek V4-Pro pricing and token per day estimates like this give you ~$33.3k revenue/day/MW, or ~$12.2bn revenue/year/GW.

 

Per MW/day Tokens
Input ~51.0bn
Output ~12.8bn
Total ~63.8bn

Source: ChatGPT

Assume cash ebitda margin is 80%.

So the 2024 H200 gives you $10bn per year.

After tax (depreciation deducts income), that is ~30% roic over the $35bn capex in 2024.

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