Nvidia CEO Jensen Huang said the licensing cost for Nvidia’s AI software that runs agents in AI factories would be about $2,000 per GPU per year, a figure he discussed at GTC Berlin.

The story draws on a video of Huang’s remarks and includes secondary analyses, with further context from Tom’s Hardware and FourWeekMBA.

FourWeekMBA’s scenario suggests that at that price, five million paid licenses could generate roughly $50 billion in revenue over five years.

The pricing is intended to cover software that handles operational aspects of AI factories, though some details and potential overlaps were not fully clarified.

Nvidia views licensing as a core component of its business strategy, integrating chips, software, and AI-agent security within its broader AI infrastructure offerings.