What is an AI Factory, Actually?
"AI factory" is not a technical term. It is three claims bundled together, and understanding which claim someone is making changes how you think about the next decade of technology.
"AI factory" is not a technical term. It is three claims bundled together, and understanding which claim someone is making changes how you think about the next decade of technology.
NVIDIA signed a $6.3 billion take-or-pay contract with CoreWeave through 2032. That contract is the thesis of this article in one sentence.
The word "harness" is being captured by marketing faster than it's being defined carefully. A piece that hands readers the engineering vocabulary before the vendors set it for them.
Every gigawatt of AI infrastructure is a negotiation between a hyperscaler, a utility, a grid operator, a regulator, and a community. This piece describes where that negotiation sits right now.