---
title: "Jensen makes his case for Nvidia vs. competition, highlighting a chart what shows GB vs. H20 cost pe"
description: "Jensen makes his case for Nvidia vs. competition, highlighting a chart what shows GB vs. H20 cost per token is 10x lower. My take: For the past two years investors have been concerned about a cheap co"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000298692.md"
published_at: "2025-10-28T17:21:12.000Z"
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449)"
---

# Jensen makes his case for Nvidia vs. competition, highlighting a chart what shows GB vs. H20 cost pe

Jensen makes his case for Nvidia vs. competition, highlighting a chart what shows GB vs. H20 cost per token is 10x lower.

My take: For the past two years investors have been concerned about a cheap competitor competing with Nvidia and we just don't see it because the hyperscalers think about total cost of ownership. $NVIDIA(NVDA.US)

Source: Gene Munster

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
