NVDA Neocloud Order Backlog — $67.7B Contracted (783K GPUs) · $216B Upside by 2027E
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Deutsche Bank Research published NVDA Neocloud customer GPU backlog. Contracted (exiting 2026E): 783K GPUs, avg $9.88/hr, $67.7B annual revenue, 1,395MW. Upside (exiting 2027E): 2,323K GPUs, $10.62/hr, $216.1B. GB300 commands $13.70-13.90/hr top rates. Customer #1 holds 435K GPUs (55% of backlog).
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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