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NVIDIA

NVIDIA and Emerald AI announced a collaboration at CERAWeek to treat AI factories as flexible, intelligent grid assets rather than static power loads. Built on the NVIDIA Vera Rubin DSX AI Factory reference design and Emerald AI's Conductor platform, the approach integrates compute, power networking, and real-time energy orchestration. Major energy companies including AES, Constellation, NextEra Energy, and Vistra are partnering to build generation capacity supporting this architecture. Additional announcements covered robotic solar installation at utility scale using NVIDIA Isaac Sim, an Omniverse-powered digital twin for nuclear plant design by TerraPower, and a national apprenticeship program for AI factory workforce development. GE Vernova, Schneider Electric, and Vertiv also showcased digital twin and reference design work to help scale AI factories as reliable grid participants. The key efficiency metric driving the effort is tokens per second per watt, which NVIDIA claims has improved by over 1 million times since the Kepler GPU in 2012.

Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power‑Flexible AI Factories to Fortify the Grid

Driving Improvements in Tokens Per Second Per Watt

Robotics, Digital Twins and AI Upskilling Drive Energy Advances

Coming Together on Scaling AI Factories for Grid Reliability