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On October 29, 2026, Jensen Huang put forward a judgment: under the premise that demand exceeds capacity, doubling model speed (for example, through software or kernel optimization) could double AI lab revenue. The logic is that inference revenue equals the number of tokens served multiplied by the price per token; a faster kernel can increase tokens per second under the same GPUs, power, and data center conditions, and if all the additional tokens can be sold at the current price, a 2x speedup could double revenue with zero additional capital expenditure. Currently, this claim is presented in a report by Rohan Paul, with no other developments or official response yet.
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Huang Renxun says doubling model speed can double AI lab revenueDevelopments
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Oct 29
Rohan Paul
Huang Renxun says doubling model speed can double AI lab revenue
Huang Renxun stated that, under the premise that demand exceeds capacity, doubling model speed (for example, through software or kernel optimization) can double AI lab revenue. Inference revenue equals the number of tokens served multiplied by the price per token; faster kernels can increase tokens per second under the same GPUs, power, and data center conditions. If all additional tokens can be sold at the current price, a 2x speedup can double revenue with zero additional capital expenditure.