Welcome to Tech Brief, I’m your host. Today we’re talking about Nvidia’s bold new push into what it calls “AI factories.” These are purpose-built data centers designed solely for training and running artificial intelligence. Jensen Huang, Nvidia’s CEO, says these facilities could generate four times the revenues for customers, because “if your factory is limited by power, and our performance per watt is four times better, then the revenues of this data center increase by four times.”

Nvidia already has 100 of these AI factories in development worldwide. The company isn’t just selling chips—it’s providing turnkey solutions, from CPUs and GPUs to cooling systems. As Ian Buck, Nvidia’s VP of accelerated computing, put it, “That’s why NVIDIA has got to work with every single AI company to make sure that our platform is constantly innovating.”

Huang goes even further, predicting a 50-year build-out: “AI infrastructure will cover the planet, just as internet infrastructure has covered the planet.” It’s an audacious vision, but Nvidia is betting it’ll define the next half century of computing.
Link to Article