The Business Behind The NewsIntel Just Joined Elon Musk's $25 Billion Chip Factory
https://www.youtube.com/watch?v=RvUfSI0XJqM
#elonmusknews #Terafab #SpaceX #tesla #XAI #x #grok #ai #AIChips #chips #microchip #AIFACTORY #intel #artificialintelligence
YouTube
Paolog@yetzt Alas! the Commission uses the term #aifactory since 2024 for this: https://digital-strategy.ec.europa.eu/en/policies/ai-factories, in short it is a way to help the existing, publicly-funded HPC hubs in creating ecoystems to support the adoption of Machine Learning in EU. I agree with you that "AI Factories" is confusing, uses the "AI" acronym we have come to deprecate, and conflicts with the way Red Hat and NVIDIA use the same term (for a software stack or "a specialized computing infrastructure") ... but meanwhile there are 19 of these "factories" up and running in the EU, for real!
Vibewire MagazineStart-up WinDC decides to establish in the most expensive power market in Australia http://dlvr.it/TRxZFP #AI #aifactory #BreakingNews #DataCentre
Bagus Dwi PermanaThe hyperscaler CAPEX race in 2026:
Amazon: $200B
Alphabet: $185B
Microsoft: $120B+
Meta: $100B+
Combined: $600B+. ~75% tied to AI infrastructure.
Meta reinvesting 57% of revenue into infra. No precedent in tech history.
Jensen Huang: "The largest industrial buildout in human history."
They are not building data centers. They are building AI Factories.
https://resistancezero.com/article-18.html
#HyperscalerCapex #AIFactory #BigTech #CloudComputing #Infrastructure
Traditional DC: 10 kW per rack.
NVIDIA GB300 NVL72: 132 kW per rack.
13x density increase. Air cooling hits a physics wall at 30 kW. Every AI rack above that needs liquid cooling.
Liquid cooling market: $2.84B in 2025, projected $21-44B by 2032. 33% CAGR driven by thermodynamics.
Facilities that cannot adapt become stranded assets.
The hyperscaler CAPEX race in 2026:
Amazon: $200B
Alphabet: $185B
Microsoft: $120B+
Meta: $100B+
Combined: $600B+. ~75% tied to AI infrastructure.
Meta reinvesting 57% of revenue into infra. No precedent in tech history.
Jensen Huang: "The largest industrial buildout in human history."
They are not building data centers. They are building AI Factories.
https://resistancezero.com/article-18.html
#HyperscalerCapex #AIFactory #BigTech #CloudComputing #Infrastructure
Traditional DC: 10 kW per rack.
NVIDIA GB300 NVL72: 132 kW per rack.
13x density increase. Air cooling hits a physics wall at 30 kW. Every AI rack above that needs liquid cooling.
Liquid cooling market: $2.84B in 2025, projected $21-44B by 2032. 33% CAGR driven by thermodynamics.
Facilities that cannot adapt become stranded assets.
sayzardHPE APAC (@HPE_APAC)
HPE가 NVIDIA와 공동 개발한 턴키 솔루션 'AI Factory'를 소개하는 웨비나 초청 트윗입니다. 주권형 LLM, 문서 자동화 등 산업별 AI 사용 사례를 안전하고 대규모로 운영하는 방법을 다루며, HPE의 AI Factory가 보안·스케일·운영 자동화 측면에서 어떻게 활용되는지 설명합니다.
HPE APAC (@HPE_APAC) on X
From sovereign LLMs to document automation, AI use cases are gaining traction across industries. Join our upcoming webinar to explore how to operationalize these workloads securely and at scale with @HPE’s turnkey AI Factory, co-engineered with @NVIDIA: https://t.co/PeyE8VXoh3
Markus Kastelitz
Beth PariseauAs #enterpriseAI struggles to reach production, Red Hat and NVIDIA knit together a combined software stack called #AIFactory to make managing #AIinfrastructure at scale easier. #RedHat also rolled out a new AI Enterprise product bundle.
