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Rohan Paul· @rohanpaul_ai · X· 2026-10-29 06:28 · Original publication time AI score20

Jensen Huang says doubling model speed can double an AI lab’s revenueMachine translation

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Jensen Huang says a twofold speedup through software or kernel optimization can double an AI lab’s revenue without new capital expenditure if demand exceeds capacity and every additional token sells at today’s price. The calculation depends on selling the added output.

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Rohan Paul@rohanpaul_ai

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://t.co/uBi358ndjP

06:28 · 2026-10-29 · UTC+8

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