Jensen Huang says doubling model speed (e.g. with software or kernel optimization) doubles an AI lab’s revenue, which holds only while demand outruns capacity.

Inference revenue is tokens served multiplied by the price of each token.

Faster kernels raise tokens per second on the same GPUs, the same power, and the same building.

If every extra token finds a buyer at today’s price, a 2x speedup does double revenue with zero new capex. https://x.com/wallstengine/status/2115413873348280709/video/1