NVIDIA on Yousa Driven Development | YDDhttps://yousali.com/tags/nvidia/Recent content in NVIDIA on Yousa Driven Development | YDDHugo -- 0.148.1zhMon, 26 Oct 2026 16:08:09 +0800How Much New AI Compute Comes Online in 2027? Backing It Out from NVIDIA's Revenuehttps://yousali.com/posts/20261026-2027-ai-compute-gw/Mon, 26 Oct 2026 13:00:00 +0800https://yousali.com/posts/20261026-2027-ai-compute-gw/About 15 GW of new NVIDIA compute (IT basis, range 13–18 GW; about 18 GW grid-side) powers on in 2027, equal to about 23 GW of GB200 or 20 GW of GB300. Derived from NVIDIA's revenue and revenue per GW, cross-checked against TSMC capacity, the supply chain and analyst forecasts.