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NVIDIA and Emerald AI Join Leading Energy Companies to Pioneer Flexible AI Factories as Grid Assets

  • NVIDIA and Emerald AI announced a collaboration with major energy and utility partners to power and advance flexible AI factories connected to the grid.
  • The collaboration centers on the DSX AI Factory reference design and DSX Flex software to link AI facilities with grid services and energy resources.
  • Emerald AI's Conductor will orchestrate compute flexibility with onsite generation and storage to support grid-responsive AI traffic.
  • Executives said AI factories must be designed as an integrated energy, compute, networking and cooling system to maximize efficiency.
  • The group aims to unlock significant grid capacity by using intelligent, flexible AI loads connected to distributed energy resources.
  • Industry leaders stressed AI infrastructure must scale quickly to meet rising demand while keeping the grid reliable.
  • The effort could speed AI deployment by using co-located generation and storage as bridge power for hybrid AI factories.
  • Key executives highlighted the initiative as strengthening U.S. energy leadership and AI deployment resilience.
  • The announcement was made during CERAWeek 2026 and involves several large energy and technology players.
  • The release notes potential future deployment at the NVIDIA AI Factory Research Center in Virginia.
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