$10 billion revenue opportunity, assuming a 3-month delay for a 1GW data center

NVIDIA said a three-month delay in bringing a 1GW AI data center online would defer roughly $10 billion in revenue, a hypothetical figure derived from dividing an assumed $40 billion annual revenue run rate by four rather than an actual loss at a specific facility. CEO Jensen Huang, speaking at the Berlin GTC keynote on October 21, argued that AI factories create value when they begin producing tokens rather than when construction finishes. Huang based the math on a $50 billion build cost for a 1GW data center against $40 billion in assumed annual revenue. The disclosure matters because it quantifies how construction and power timelines translate into deferred sales for NVIDIA's AI systems, and investors will watch whether 1GW-scale projects stay on schedule as the company's revenue increasingly depends on large cluster deployments.