Nvidia Weighs $2,000-a-Year Software Fee per GPU to Power AI Agents — BigGo Finance

Nvidia Corp. is floating an annual software charge of roughly $2,000 per GPU for the tools that run AI agents on its hardware, a move that would deepen the chipmaker’s push into software and could eventually generate tens of billions of dollars in recurring revenue.

Chief Executive Jensen Huang outlined the idea at GTC Berlin on Oct. 22, framing licensing as a growing piece of the company’s business. “Software licensing will become increasingly a major part of our company’s business,” he said. “The way that we license will be… for example, it’s about $2,000 per GPU per year to run all the software that Nvidia provides that runs agents on these AI factories.”

The arithmetic is striking. At $2,000 per GPU a year, five million paid licenses would produce about $10 billion in annual revenue, or $50 billion over five years if customers renewed. Those figures are illustrative scenarios, not company guidance: Nvidia has not said how many GPUs would qualify for the license, whether $2,000 is a standard or final price, or which products the fee would cover.

The proposal sits uneasily alongside Nvidia’s existing software business. The company already sells AI Enterprise, listed at $4,500 per GPU for a one-year subscription — more than double the figure Huang cited. Nvidia has not confirmed that the two prices cover the same software or licensing terms, so the $2,000 number should not be read as a price cut.