It's unclear what he means so it would he good to clarify. Neither the Axios article nor this one provide the details.
> For my team, the cost of compute is far beyond the costs of the employees," Bryan Catanzaro, vice president of applied deep learning at Nvidia, told Axios
He me means they spend more on in house GPUs then employees because of experiments and research thats one thing.
If he means they are running up an OpenAI/Anthropic API bill on coding agents that would be surprising.