Ik heb nog even het transcript(Q4) opgezocht:
Yes. We seem to get this question quite a bit. So if we think about the Hopper generation of GPUs, we're really excited about this, especially with the H200s coming online. And based on some of our calculations, we believe that the payback period is somewhere between the 2.5 to 3-year range. When it comes to Blackwells, the payback period on the Blackwells, it's a little too early to say what that will be
Ik zou het graag positiever willen maken, maar ondanks mijn $100 naam, wil ik wel realistisch blijven. En als Jensen zegt dat 5-6 jaar te lang is, dan is het onrealistisch om te zeggen dat ze veel gaan verdienen aan de Hopper generatie. Dit gaat om puur het verhuren, maar Nebius biedt nog veel meer services aan waar hogere marges op zitten.
Vervolg: be. But I want to kind of put it into perspective that there are certain other elements to our business that we think can actually make that payback period a little bit faster. So first is we're able to build very efficient data centers. We have developed our own racks and servers. And so we think that's an area of cost savings. In addition, we are a full stack business. And as a full stack business, we have additional value-added services that we can offer that could really help accelerate the ROIC as that software layer is a high-margin element to our business. It's still very small today that software piece, but we think that as we grow our customer count and we start building more tools and software and services, we think that can actually be a nice contributor to revenue and margin and help with the ROIC.