Carlo Ruiz, Vice President for Enterprise Solutions at NVIDIA, used his keynote interview at Datacloud Global Congress 2026 on June 3rd to advance a reframing of data centre value that has significant implications for how operators, investors, and customers measure and price infrastructure. The unit of value, Ruiz argued, is no longer the GPU or the megawatt-it is the token.

NVIDIA’s position in the data centre market needs no introduction. Its GPUs underpin the majority of large-scale AI training globally, and its roadmap-from Hopper to Blackwell to the GB300-has effectively set the pace of infrastructure investment across the sector.