Are you saying that there hasn't been massive improvement in performance per watt metrics for datacenter GPUs, which directly affects performance and profitability of said DCs?
You said "I guess they must be the expert", sarcastically, implying NVIDIA's CEO either didn't know or was wrong about the idea of perf/watt improvements. If you have evidence this is wrong, it would be great to present it. Otherwise, most reasonable people will accept that Jensen's statement is accurate, even if he's not a neutral 3rd party.