100 AI Factories, Nvidia Jensen Huang Reveals 'Sovereign AI' Strategy and Future

by

100 AI Factories, Nvidia Jensen Huang Reveals 'Sovereign AI' Strategy and Future

“A new industrial revolution has begun.”

recent NVIDIACEO of , jensen huangThis one word is shaking up the global industry. At the center of the declaration is a huge plan called the 'AI Factory', which will be built in more than 100 places around the world. This is an ambitious blueprint that goes beyond simply building more data centers and opens an era where AI can be produced and used anywhere like electricity.

In particular, the core of this plan is a very important strategy called 'Sovereign AI'. Each country must protect its own data, culture, and economy and secure its own AI competitiveness. Nvidia is proposing the AI Factory as the perfect solution for this 'Sovereign AI'.

In this article, we will look at exactly what NVIDIA's AI Factory is and what this huge plan is all about. BlackwellWe would like to analyze the strategies and possibilities of how our future will change in conjunction with the latest technologies such as these.

index

 

1. What is an AI Factory?: Beyond Chips to an ‘AI Production System’

When you hear the term 'AI factory', what comes to mind first? You probably imagine a factory in a huge building with robot arms moving around nonstop. But the AI factory that NVIDIA is talking about is not a physical building like that. Rather, A fully integrated 'AI production system' that produces the final product called 'Intelligence' by inputting the raw material called massive data.It's close to .

While companies in the past would buy individual parts to build a car and assemble them, Nvidia is now offering the entire “car factory.” This factory includes three key elements.

  • Powerful 'Engine' (Hardware): Thousands and tens of thousands of the latest NVIDIA GPUs (Blackwell etc.) come together to act as a giant computational brain.
  • Super-fast 'neural networks' (networking): These brains are connected like blood vessels by ultra-high-speed networking technology (NVLink, InfiniBand) that allows them to work organically as one.
  • Automated 'assembly line' (software): And to direct all of this, a software platform that helps you create AI models quickly and easily without complex coding (NVIDIA NIM etc.) are included.

Ultimately, the AI Factory is the most convincing evidence that Nvidia has evolved beyond a company that simply sells components called “chips” to a company that supplies the “factory” itself that produces the core resource called AI, like a “power plant” that supplies electricity in the AI era.

AI 팩토리

2. Jensen Huang’s Vision: Why ‘Sovereign AI’ is the Key to the Future

The reason why NVIDIA is building AI factories in over 100 places around the world is not simply to sell more chips. It is based on a grand vision called **'Sovereign AI'**, which has emerged as a new geopolitical topic in the 21st century. Jensen Huang saw this huge trend and proposed AI factories as the answer.

What is ‘sovereign AI’? The ability of a country to produce and control its own AI using its own infrastructure, data, and people.In the past, oil determined the wealth and power of a country, but in the future, 'data' will play that role, and AI technology that turns this data into 'intelligence' will soon become the core of national competitiveness. Relying on other countries' AI technology is like entrusting a country's energy security to another country's oil refinery.

There are three main reasons why governments around the world are rushing to secure ‘sovereign AI.’

  • Economic Sovereignty: The goal is to create new industries and services and achieve economic growth by utilizing domestic data without being dependent on foreign giant AI platforms. The goal is to become a ‘producer’ of AI technology, not a ‘consumer’ of it.
  • Cultural Sovereignty: Can we expect an AI trained solely on American data to truly understand our history and culture? Beyond simply translating “Sejong the Great” to “King Sejong,” an AI that truly understands his achievements and the meaning of the creation of Hangul must be created using our data.
  • Data Sovereignty and Security: Our own AI systems are essential to prevent sensitive data, such as citizens’ medical information, financial records, and national secrets, from leaking outside our borders and to safely protect our nation’s critical infrastructure.

Ultimately, NVIDIA's AI Factory is a 'solution package' that perfectly meets the needs of this era. By introducing NVIDIA's AI Factory, governments of each country can secure 'AI sovereignty' quickly and efficiently without complex processes. This is an amazing strategy that places NVIDIA beyond a simple technology supplier and into a strategic partner that designs the future of each country together.

Learn more: What is Sovereign AI, Explained by NVIDIA? (English)

 

3. The Engine of AI Factory: The Role of Blackwell and NVIDIA NIM

No matter how large the factory is, it must have a powerful and efficient engine at its center. At the heart of the NVIDIA AI Factory are two powerfully interlocked engines: **Blackwell, a hardware engine** and **NIM, a software engine**.

Blackwellis NVIDIA's latest GPU architecture that surpasses previous generations of chips not just by 'improvement' but by 'revolution'. What is particularly noteworthy is that it has dramatically reduced not only the 'training' performance that trains AI, but also the 'inference' cost and time that uses the trained AI for actual services. This is like dramatically improving the fuel efficiency of a car so that anyone can drive one without burden. Thanks to this, companies can now economically operate large language models (LLMs) that were previously unimaginable, and bring AI from the domain of some experts to everyone's daily life.

But a powerful engine alone is not enough. It has to be easy for anyone to drive and use. This is where **NVIDIA Inference Microservices (NIM)** comes into play. In the past, a team of talented developers had to spend months on complex optimization work to deploy a single AI model to a real service. But with NIM, you can immediately load and use a large number of AI models that NVIDIA has already optimized perfectly, with just a few lines of code, just like downloading an app on your smartphone. This is an innovation that reduces work that took months to just a few minutes.

In conclusion, **if Blackwell provides the physical 'force' to generate AI, NIM is an 'intelligent tool' that makes that force easily available to anyone**. The synergy of these two engines is the key secret that makes the NVIDIA AI Factory a true 'intelligence production factory' rather than a simple collection of hardware.

 

4. The Future of 100 AI Factories: Opportunities and Challenges

What will the future look like when more than 100 AI power plants are operating around the world? This massive change will provide unprecedented opportunities for humanity, but it will also present challenges that we must solve.

✨ Shining Opportunity: Revolution in Industry and Everyday Life

  • The Productivity Revolution: Research that once took decades, such as developing new drugs, predicting climate change, and designing new materials, will be shortened to just months or weeks. AI that surpasses human capabilities will be introduced in all industries, including manufacturing, finance, and logistics, leading to explosive increases in productivity.
  • Democratizing Innovation: Not only big tech companies with huge capital, but also startups, research institutes, and universities from each country will be able to utilize the world's best AI infrastructure through AI factories. This can cause a 'Cambrian explosion of innovation' where creative ideas and services that we could not have imagined are born all over the world.
  • The era of hyper-personalization: AI will open an era in which all social services will be tailored to the 'individual' rather than the 'mass', such as treatment tailored to an individual's genetic information, education tailored to each student's learning speed, and entertainment that perfectly understands my tastes.

⚠️ Shadows: Challenges to be solved

  • Technology Dependency and the 'Nvidia Empire': The biggest concern is the technology lock-in effect, or the technology dependency on a specific company. Once you are in NVIDIA’s ecosystem, from hardware to software, it can be almost impossible to switch to another technology. This gives NVIDIA enormous power and can create a situation where “there is no AI without NVIDIA.”
  • AI Polarization: The gap between countries with AI factories and those without, and between companies and those without, could be wider than imagined, which could further deepen existing economic inequalities.
  • Power consumption and environmental issues: AI factories are 'power-hungry hippos'. How to supply the massive power needed to run a large number of GPUs 24 hours a day in an environmentally friendly manner will be a challenge for all of humanity.

Ultimately, the future that AI factories will bring will be neither utopia nor dystopia, but somewhere in between. It is no exaggeration to say that the future of humanity depends on how we utilize this enormous opportunity and how we wisely resolve the shadows that will appear at the same time.

 

5. Conclusion: The birth of a new standard that will dominate the AI era

Nvidia’s plan to build 100 AI factories is not simply about releasing one hot new product. It is an ambitious declaration to create a new **“standard”** that will dominate the entire AI era, like “Wintel” (Windows + Intel) did in the PC era.

Just as all software was developed on the Windows operating system in the past and all PCs were built around Intel CPUs, Nvidia is now opening an era in which all AI is developed and operated within their GPU and software ecosystem. While competitors are focusing on developing faster chips, Nvidia has built a huge ‘wall’ that no one can overcome, from hardware (Blackwell) and software (NIM) to solutions that connect them (AI Factory).

This move puts Nvidia beyond being just a semiconductor company and into an unprecedented position to define how intelligence, the most important resource of the 21st century, will be produced and to exclusively supply the infrastructure for it.

If the 20th century was built on the Ford assembly line, the 21st century is being reorganized on a new foundation called Nvidia's 'AI Factory'. We are currently standing right in the middle of that great transformation.

Three line summary

  • Nvidia is building 'AI factories' with integrated hardware and software in more than 100 locations around the world, providing a complete solution to each country's competition to secure 'sovereign AI'.
  • At the heart of this plan is the powerful combination of the overwhelmingly high-performance 'Blackwell' hardware and the 'NIM' software that dramatically shortens AI development.
  • As a result, Nvidia is growing beyond a simple chip manufacturer and is becoming a 'platform empire' that dominates the technology standards of the AI era, like 'Wintel' in the PC era.

 

*NVIDIA's Market Capitalization Ranks 1st in the World Go see

en_USEN
ko_KRKO en_USEN