Sunday, October 25th 2026
NVIDIA Eyes Software Revenue With a $2,000 per GPU Yearly Figure From Huang
NVIDIA CEO Jensen Huang has put a rough price on the software side of the company's AI business. During a Q&A session at GTC Berlin last week, Huang said software licensing will become a growing part of NVIDIA's business, and that it costs about $2,000 per GPU per year to run all the NVIDIA software that powers agents in AI factories. The Register was first to report it, and Huang seems to have offered it as an example rather than a formal price.
The number is a bit confusing, since NVIDIA already sells its AI Enterprise suite on a per-GPU basis. The company's own licensing guide lists it at $4,500 per GPU for a one-year subscription with support, or $18,000 per GPU for five years. NVIDIA hasn't said whether Huang's $2,000 figure covers the same software, a narrower agent-focused bundle, or a future licensing model, so it probably shouldn't be read as a price cut. There's also no word on timing.During the same event, NVIDIA announced its OpenShell Reference Architecture, which pairs Vera Rubin systems for inference with Vera CPUs for running agents, and BlueField-4 DPUs running NVIDIA Sentry to watch what those agents do. OpenShell itself is an open-source runtime that sandboxes agents, and Huang pointed to it when asked about AI safety. For scale, every million GPUs licensed at $2,000 would bring in $2 billion a year, so it's easy to see why NVIDIA wants recurring software revenue on top of hardware it is already scrambling to expand.
Sources:
The Register, via Tom's Hardware
The number is a bit confusing, since NVIDIA already sells its AI Enterprise suite on a per-GPU basis. The company's own licensing guide lists it at $4,500 per GPU for a one-year subscription with support, or $18,000 per GPU for five years. NVIDIA hasn't said whether Huang's $2,000 figure covers the same software, a narrower agent-focused bundle, or a future licensing model, so it probably shouldn't be read as a price cut. There's also no word on timing.During the same event, NVIDIA announced its OpenShell Reference Architecture, which pairs Vera Rubin systems for inference with Vera CPUs for running agents, and BlueField-4 DPUs running NVIDIA Sentry to watch what those agents do. OpenShell itself is an open-source runtime that sandboxes agents, and Huang pointed to it when asked about AI safety. For scale, every million GPUs licensed at $2,000 would bring in $2 billion a year, so it's easy to see why NVIDIA wants recurring software revenue on top of hardware it is already scrambling to expand.


28 Comments on NVIDIA Eyes Software Revenue With a $2,000 per GPU Yearly Figure From Huang
To pay.
Annual.
Zero bucks :D
😂
It's just that CUDA will cost $5000, DLSS 5 will cost $2000, DLSS 4.x another $2000 and (M)Frame Generation will come at $1000 per imaginary frame created, so $1000 for 2X, $2000 for 3X etc.
Gotta love that capitalism guys.
[MEDIA=tiktok]7477546724630908168[/MEDIA]
Which car of the two car options would you like comrade, the state approved garbage, or the state approved garbage?
Just go back to playing bing bing wahoo. Dont bother yourself with the commercial space, if you think these costs are insane, you have no idea how much major software companies have charged for seemingly basic things for corporate use.The ideals of Marx always get brought up when things get expensive but they never come to fruition.
Ample food, so much so that obesity has totally supplanted starvation; endless options for distractions and vices, the ability to have anything delivered to your door in a day, the average workers today lives a life of absolute luxury that even the rich of the 1800s could never comprehend.
And above all else: you are complaining the working class cant buy state of the art multi thousand dollar GPUs to play bing bing wahoo on. Talk about a first world problem. Gaming has, for the majority of its existence, thrived on low end specs, whether that be gaming PCs with x6x tier cards or gaming consoles with low specs. That isnt going anywhere.
Where is it not paying out, exactly? Homes are expensive? Yep, always have been, Gen Z is outpacing Millenials in home ownership though, we never talk about that. Wages stagnate? Yep, except in fields where we NEED workers, which Gen Z is filling and making more money in.
Go outside, touch grass. The restaurants are full, the roads packed. When the average BMI starts dropping like Venezuela and people are forced to walk to work en masse, when doordash goes out of business because nobody is ordering and FTP phone games go under, MAYBE something will happen, but despite all the whining and complaining nothing has changed.Well, you could always choose from those Communist/Socialist GPU options like.....ummm......well there's.....uhhh......the 8086 clone from 1990?
Complaining about "muh capitalism" when it was the only system that allowed you to buy a thumbnail sized piece of silicon that held tens of billions of transistors to play video games on all day. Makes about as much sense as the girl in Starbucks with $400 ugg boots and a $3000 macbook crying about Capitalism on Facebook before heading back to their luxury apartment to eat fresh fruit out of season from halfway around the globe.
You dont have to use the nvidia AI software suite. You can use other tools. Pro tip: ALL corporate software has licensing costs.
Almost feels like he knows something, and is trying to secure for an upcoming retirement :laugh:
Today most Americans can not afford a home. They can not even afford renting an apartment, having "only" one job!
I know people having 3 jobs just to survive.
Working today is no longer paying out. And that is because the "have it alls" just print money out of nothing, and the "have nots" can not have anything doing 3 jobs.
I wonder at some point will it trickle down to consumer cards, people keep refusing to vote with their wallet against a near nvidia monopoly, so it wouldn't surprise me if it happened.A company with as much power as Nvidia has without any regulations being enforced isn't fair market capitalism.And the meat shielding here is expected too, software licensing is nothing new, but that doesn't mean it isn't greedy as hell.
We won't be playing "bing bing wahoo" on hardware we own eventually at this point, keep praising the jacket man as the PC market is currently being destroyed by greed and collusion.
Lower end cards and consoles are priced at what upper mid range PC hardware used to be, and no it's not simply inflation.Go ahead, please tell me what the grass is like. :)
I don't know where you are, but restauraunts and roads haven't been packed like they were before the covid era, right now people can barely afford gas, let alone eating out.
Walking or biking to work doesn't work in most US cities either, nothing will change especially when people keep their head in the sand and pretend like everything is fine.It's specifically crony capitalism happening right now, one company being allowed to prop up an AI bubble, and charge these companies for the software to use the hardware they've already paid for.
These same companies are pricing the everyday person out of buying that fancy silicon, Jensen himself saying GPU's are an "appreciating asset" like they're rare metals.
Nvidia created the AI bubble, so obviously everyone wants to use their tools, corporate software licensing pricing doesn't have to be egregiously expensive either.
To say that Marx's ideas haven't come to fruition would be wholly inaccurate.You've got an endless stream of AI slop, and you pay 30% over list price plus a boatload of fees to have groceries at your door, and you can eat food filled with pesticides and chemicals with 50% lower nutrient density that 70 years ago.You have a funny defintion of luxury considering the average American is basically a slave.The comment you replied to never made a claim that working class people are entitled to multi-thousand dollar GPUs.
Nevermind that xx60 class is sitting around $500 right now. Saying the market historically hangs on the xx60 class belies the fact that said class used to be vastly cheaper.Homes are about 2x more expensive relative to household income compared to the last 70 years.
Quality certainly hasn't gone up either. That's household income as well, so everyone that works in a household. In the 60s and 70s you could get by with 1 income and 1 job. Almost no one can get away with that today, save for the few lucky individuals.You are misrepresenting the statistic. Millennial home ownership rate is still twice as high as Gen Z.
It's that at the same age, under the National Association of Realtors statistic, Gen Z have a higher home ownership rate. This statistic isn't a per individual measure but a houshold measure.
If you look at individual home ownership, Gen-Z slightly lags behind millenials when they were the same age but they both follow the same pattern:
Your logical jump that it's due to Gen Z going into in demand fields more than millennials isn't supported by anything (and doesn't really make sense, why would millenials avoid in demand fields? I can only thing of old people reading inaccurate yahoo news articles that every millenial is buying starbucks coffee and eating avocado toast and that's what killed them, not the massive recession at the time). There are many factors that impact how ownership rate as a given time in a generation's lifecycle. Millennials had to deal with the great recession during many of the younger work years. Gen Z has to deal with high housing prices.The idea that every product made by individuals within a capitalist economy could only be created by said economy is obviously nonsense.
Nevermind that no country is pure capitalist, that would quickly collapse. Trademarks are protected by the government and an educated workforce, infrastructure, protection (police, fire, military) requires socialist programs to produce. America is what's known as a mixed market, not capitalist.Surely, the highly vindicitive and coercive company that sells you the fabric, GPU, CPU, DPU, and more will 100% not require you to also pay for their software stack or coerce you in any way to use it.
/s
As for me, I am the sole income earner for my family of 5. We own one car and the only debt is a mortgage. We’ve always tried to live this way, and it means saying “no” to a lot of luxuries that people gladly drop on one of their 5 credit cards. It took 20 years to get there, but that was likely just as true for that factory worker in the 50s. One thing they had going for them was a real support network who helped them when they needed it—a grandmother or other family member willing to babysit (no insane child care costs), or a buddy to help them fix their far-simpler automobile. We’ve largely rejected that notion today, either by rejecting our support network, or our support network abandoning us to chase more frivolities. We can most certainly blame greed or selfishness, but we can’t pretend it’s exclusive to the C-suite.
However, if you want the Nvidia specific things for your business, then, sure, they are charging for using something that they made, and costs them a ton of $ in dev costs
does it cost too much? well, maybe? it depends, they charge what they think companies will pay
It is true about the AI bubble thing though, they "invest" in a company, and then that company buys from Nvidia, so it's circular financing, and it's pretty shadynobody is forcing you to buy Nvidia products, there is still AMD & Intel, but, lots of people don't vote with their wallet, they rather just bitch about it and buy Nvidia anywayThey are charging what they think they can get away with, the same applies to pretty much anything else you buy... if they can't sell at that price, then those prices will drop
Btw the other option today seems to be a really free market with real regulation. You can't have freedom without rules and just laws ;)