NVIDIA Joins Microsoft & BlackRock to Grow AI Infrastructure

The leading AI organisation joins the likes of Microsoft, BlackRock and MGX to develop AI infrastructure that supports data centre expansions across the US

NVIDIA and xAI have teamed up under a consortium supported by tech behemoth Microsoft, investment powerhouse BlackRock and MGX to escalate AI infrastructure development across America.

Their announcement coincided with NVIDIA’s ongoing GTC event and amidst a booming global AI race.

The initial objective involves pooling US$30bn from various investors and companies, aiming for a grand total of US$100bn to fuel the construction of data centres and power projects essential for Gen AI and other AI technologies.

Previously, xAI, a venture by Elon Musk, had collaborated with NVIDIA to hasten supercomputing capabilities.

Both corporations remain committed to fostering the necessary infrastructure to support the growth of data centres.

“The global buildout of AI infrastructure will benefit every company and country that wants to achieve economic growth and unlock solutions to the world’s greatest challenges,” explains Jensen Huang, NVIDIA’s CEO.

Unpacking the AI Infrastructure Partnership (AIP)

The AI Infrastructure Partnership (AIP) has been formed to manage the escalating requirements for power and digital infrastructure brought on by more extensive AI development.

The rapid push to devise and implement AI technologies leaves the data centre sector grappling with capacity constraints and environmental challenges, given the intensive power, energy and water demands of AI computations.

This truly pushes the envelope on the traditional or legacy infrastructures, prompting significant discussions on designing data centres with an AI-focused approach.

With investors like BlackRock, Microsoft and the Abu Dhabi AI investment fund MGX on board, NVIDIA has so far offered technical guidance and is now stepping up as a full partner, alongside xAI.

Their rival, OpenAI, positions AIP to enhance its technological leadership stakes in new and advanced AI infrastructures.

By leveraging its expertise in accelerated computing and AI factories, NVIDIA aims to inform and drive the development of next-gen AI data centre infrastructures.

Jensen underscores the significance of their approach, “AI factories built on NVIDIA’s full-stack AI infrastructure will convert data into intelligence that will accelerate every industry and help society achieve unimaginable breakthroughs.”

Moreover, GE Vernova and NextEra Energy are stepping in alongside AIP to quicken the deployment of scalable energy solutions tailored for AI data centres, reflecting a robust growing demand for AI-ready facilities.

Such initiatives highlight how pivotal AI infrastructure is becoming to drive economic growth across various industries and regions globally.

“AI infrastructure will play an increasingly critical role in driving economic growth across every industry and every region of the world,” says Satya Nadella, Chairman and CEO at Microsoft.

“We’re thrilled to welcome these new companies to the AI Infrastructure Partnership as we invest together to build the infrastructure of the future.”

Through investing in innovative AI data centres and energy frameworks, AIP aspires to lead in shaping what could be the AI-driven economic landscape of tomorrow.