Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment

AI factories are built by the megawatt, with each factory costing around $60 million. The returns from these factories depend on three key factors: earning capacity, useful life, and demand. High earning capacity is meaningless if sales are low, and high demand is irrelevant if production stops early. NVIDIA's factories exemplify how to maximize returns, being productive, durable, and capable of handling various workloads. These features ensure that the factories can continue earning for many years, enhancing returns. Engineering co-design across all components boosts factory productivity.