Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment
NVIDIA, Thursday, October 1st, 2026
NVIDIA frames AI factory ROI around earning capacity, useful hardware life and demand, with fungible workloads tying them together.
With each megawatt of AI factory capacity costing roughly $60 million, NVIDIA lays out what drives return on investment.
It identifies three interdependent factors: earning capacity, meaning the tokens a factory could sell in a year; useful life, or how long hardware keeps earning; and demand for those tokens, where strength in one cannot offset weakness in another.
A factory that can run more kinds of workloads finds more demand, which NVIDIA calls fungibility.