Colette Kress discusses the potential for significant token revenue and software advancements, citing a 2x improvement in Blackwell performance.
Nvidia CFO Colette Kress stated that a $3 million investment in GB200 infrastructure could yield a 10x return, generating $30 million in token revenue. She emphasized Nvidia’s software innovation and its developer ecosystem, which contributed to a more than 2x improvement in Blackwell since its launch.