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boardroom The Register September 16, 2026

Nvidia goes green to keep grid capacity from zapping its revenues

Nvidia goes green to keep grid capacity from zapping its revenues
AI Summary

Nvidia’s ability to sell GPUs is ultimately limited by how much juice the power grid can provide. With ever-growing depreciation cycles, it’ll be years before datacenters decommission their aging Hopper or Blackwell systems. More GPUs mean pulling more power from the grid.

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