About this episode

This episode explores tokenomics and how NVIDIA's Blackwell architecture significantly reduces token costs while increasing efficiency.

As AI factories scale and token costs become a defining competitive variable, the way businesses measure infrastructure ROI needs to change. In this episode, Shruti Koparkar from NVIDIA's Accelerated Computing team breaks down tokenomics—the four-pillar framework of token utility, supply, demand, and monetization—and reveals why NVIDIA Blackwell's architecture delivers 50x more tokens per watt than NVIDIA Hopper, translating to a 35x reduction in token cost. 🔬Topics covered: The four pillars of tokenomics: utility, supply, demand, and monetization Why cost per token beats FLOPS per dollar as an infrastructure metric NVIDIA Blackwell vs. Hopper: 50x more tokens per watt, 35x lower token cost How extreme co-design turns spec-sheet numbers into real-world output Jevons paradox: why lower token cost always drives more GPU demand, not less The four business models for turning tokens into revenue Chapters: 00:00 – Introduction and the four pillars of tokenomics 02:09 – Token value: intelligence, interactivity, and use case mapping 06:32 – Estimating token demand: users, reasoning, and agentic multipliers 10:00 – Token supply and why cost per token is the right infrastructure metric…

People in this episode

Guest: Shruti Koparkar

Topics covered

• tokenomics
• infrastructure ROI
• NVIDIA Blackwell vs. Hopper
• cost per token
• GPU demand
• business models

Keywords

• tokenomics
• NVIDIA Blackwell
• NVIDIA Hopper
• cost per token
• GPU demand
• business models
• infrastructure metrics

Mentioned in this episode

Organizations: NVIDIA

Products: NVIDIA Blackwell, NVIDIA Hopper, NVIDIA Vera Rubin platform

More episodes of NVIDIA AI Podcast

• Everyone Can Build a Robot: Open Source Embodied AI With Seeed Studio | NVIDIA AI Podcast Ep. 300 · May 27, 2026 · 29 min
• Snap’s Secret to Processing 10 Petabytes a Day: GPU-Accelerated Spark | NVIDIA AI Podcast Ep. 298 · May 13, 2026 · 24 min

Explore listener stats, chart rankings, contacts and more on the NVIDIA AI Podcast podcast page.