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Morgan Stanley estimates incremental ROIC for three GPU monetization models at roughly 31% for GPU leasing, 46% for running model APIs on owned compute, and 25% for renting third‑party compute. These figures refer to incremental returns on a 1 GW GB300 capacity once in stable operation, not company‑level returns. Returns depend on GPU utilization, pricing and per‑unit build cost. Base case assumes ~410k GPUs, 75% utilization and $8.5/hr rent. If rental rates run $7–$10/hr, GPU‑leasing ROIC would vary about 23%–39%.

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