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In context: Most of Nvidia's money comes from selling the hardware that fills AI data centers. Those sales are largely one-off deals, though, so Jensen Huang seems keen on something that keeps paying after the chips ship. At GTC Berlin last week, the CEO said it costs about $2,000 per GPU every year to run all of the company's software for AI agents.

The Register was first to report Huang's quote from a question-and-answer session at the event on October 22. The CEO told attendees that software licensing "will become increasingly a major part of our company's business." The $2,000 figure was his example of how that licensing would be priced.

That money covers the Nvidia software needed to run agents inside what the company calls AI factories – its name for data centers built around AI work. However, it's not clear how this fits with what Nvidia already charges.…