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Nvidia and energy partners to develop flexible AI factories for dynamic power management

Monday, March 23, 2026 at 05:44 PM

Nvidia and Emerald AI are collaborating with major energy providers including AES, Constellation, NextEra, Invenergy, and Vistra to develop flexible AI factories. This initiative utilizes Nvidia's reference architecture combined with Emerald's software to allow data centers to dynamically adjust their power consumption in response to electrical grid conditions, potentially stabilizing the grid while maintaining heavy compute workloads.

Context

On March 23, 2026, Nvidia and Emerald AI announced a strategic collaboration with major energy providers including Constellation Energy, Vistra, AES, NextEra Energy, Invenergy, and Nscale. The partnership aims to develop "flexible AI factories" based on the Nvidia Vera Rubin DSX reference architecture. These facilities are designed to operate as grid-interactive assets, using DSX Flex software and Emerald AI’s Conductor platform to dynamically modulate compute workloads and power consumption in response to real-time grid conditions. This initiative addresses the critical bottleneck of power interconnection timelines by using co-located generation and storage as "bridge power" for faster deployment. Proponents estimate that this flexible infrastructure could unlock up to 100 gigawatts of capacity across the U.S. power system. By coordinating computational demand with onsite batteries and generation, these factories can reduce stress during peak periods, potentially lowering system-wide infrastructure costs and accelerating the build-out of high-density AI compute at scale.