By Connor Hart
Nvidia and Emerald AI said they would work with several power producers to develop a new class of AI factories, designed to connect to energy grids faster and support power systems as surging demand for artificial intelligence strains electricity infrastructure.
The facilities will operate as what the companies on Monday called flexible energy assets, supporting power grids by modulating consumption and leveraging on-site generation and storage.
Participating energy companies include AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra.
Nvidia said the facilities would use its Vera Rubin DSX reference architecture, alongside a software layer known as DSX Flex, which allows operators to align computing workloads with power availability. Emerald AI's Conductor platform will coordinate computing demand with on-site generation, batteries and other energy resources.
The companies said projects could be deployed more quickly by using co-located generation and storage before securing full grid interconnection, with those resources later used to provide flexibility to the broader power system.
Executives said flexible operation could help unlock additional capacity on the U.S. grid by reducing the need to build infrastructure sized for peak demand.
"AI factories are the engines of the intelligence era, and like any great engine, every system must be designed together--energy, compute, networking and cooling as one architecture," Nvidia Chief Executive Jensen Huang said.
Write to Connor Hart at connor.hart@wsj.com
(END) Dow Jones Newswires
03-23-26 0802ET
