NVIDIA Corp. CEO Jensen Huang said accelerating demand for artificial intelligence computing is prompting companies to build NVIDIA-powered AI factories at a rapid pace. Speaking with CNBC’s Jim Cramer at Dreamforce in San Francisco, Huang estimated that a 1-gigawatt facility costs $50 billion to $60 billion but can generate about $50 billion in annual rental revenue, implying roughly a one-year return on invested capital under current market conditions. He said the infrastructure can remain useful for more than five or six years. Token generation has risen 25-fold in less than a year, while open models now produce nearly 70% of tokens, up from about 30%. Huang also said AI safety testing could become a third major infrastructure category alongside training and inference (running trained models), requiring additional data centers. GPU rental rates have risen to about $16 per hour for NVIDIA Grace Blackwell systems from roughly $5 under some contracts signed a year ago, supporting higher revenue forecasts and further investment. NVIDIA shares were up 0.54% at $213.32 in Wednesday premarket trading. Technical indicators showed the stock below its 20-day average but above its 200-day average, while analysts maintained a positive outlook and Benzinga Edge scores showed strong growth and quality but weak value.