NVIDIA Corporation and Emerald AI, Inc. announced that they are working with AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power and Vistra to power and advance a new class of AI factories that connect to the grid faster, generate valuable AI tokens and intelligence, and operate as flexible energy assets that can support the grid. By bringing together technology, energy and infrastructure leaders, the collaboration demonstrates how companies across industries can convene to support AI innovation in the United States, while building a more reliable power system for Americans. These next-generation AI factories will harness the new NVIDIA Vera Rubin DSX AI Factory reference design, which includes the DSX Flex software library for connecting AI factories to power-grid services.
For accelerated deployment, the factories can use co-located energy generation and storage as bridge power for hybrid AI factories, then later harness these resources to flexibly supply the grid, accelerate AI factory interconnection and support the broader power system. This approach helps bring AI capacity online faster while creating broader value for customers and communities. The DSX reference architecture can also support flexible AI factories without co-located energy resources to achieve larger and faster power grid connections.
Emerald AI?s Conductor platform will orchestrate computational flexibility alongside onsite generation, batteries and other behind-the-meter resources to deliver precise, grid-responsive power flexibility while ensuring quality of service for AI compute tenants. This coordination helps operators meet power targets, protect priority workloads, shorten time on bridge power, and support larger and faster interconnections. It can also help reduce the need for infrastructure to be sized around peaks, easing pressure on future system costs.
Building AI Factories That Strengthen the Grid: Today?s electric systems are built to serve peak demand but are underutilized during most hours of the day. Power-flexible AI factories can help unlock up to 100 gigawatts of capacity across the U.S. power system by combining optimized infrastructure design with efficient use of existing assets and, where needed, new-build generation, while flexing during limited periods of grid stress to reduce the need for broader grid expansion to support reliability. AI factories convert electricity into AI tokens, models and intelligence ?
among the highest-value outputs modern infrastructure can produce. Meeting that opportunity will require innovation in computing as well as in how companies plan, build and operate energy infrastructure. Many gigawatt-scale AI projects are turning to co-located generation and storage because conventional interconnection timelines can be too slow for the pace of AI investment.
However, permanently isolating generation and storage from the grid has drawbacks. It can leave assets underutilized, raise long-term cost per AI token and prevent energy resources from supporting grid reliability. AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power and Vistra are committed to building the energy generation capabilities necessary to ensure supply meets surging demand.
The companies will collaborate to evaluate optimized generation applications designed to power the AI factories built with the architecture developed by NVIDIA Corporation and Emerald AI, Inc., including through hybrid projects that use co-located power, to speed time to power and create value for the broader grid. By pairing large AI loads with flexible operations, new energy generation capabilities and intelligent controls, this approach can help boost grid reliability. The companies can also support flexible AI factories that are grid-connected from the outset, using co-located energy resources if available.
Over the last year, Emerald AI, Inc. and NVIDIA Corporation trialed AI power flexibility demonstrations at five commercial data centers around the world. DSX Flex is expected to be deployed at commercial scale later this year at the NVIDIA AI Factory Research Center in Virginia, planned as one of the world?s first power-flexible AI factories with NVIDIA Vera Rubin infrastructure. The companies intend to identify and advance project opportunities built using the Vera Rubin DSX reference design with DSX Flex to accelerate large-scale AI infrastructure deployment, support larger and faster grid interconnections, unlock technology pathways for new generation builds, expand the economic benefits of AI and energy investment for local communities, strengthen U.S. energy leadership and enable broader AI deployment over time.
