NVIDIA· Updated
NVIDIA and Emerald AI are partnering with major energy companies to turn AI data centers into grid-stabilizing assets, potentially freeing up 100 GW of capacity on the existing U.S. power infrastructure.
The partnership reframes AI data center power dynamics: instead of competing with existing demand, AI factories can supply flexibility services back to the grid. According to a Duke University study cited in the announcement, power-flexible AI factories could help unlock up to 100 GW of capacity on the existing U.S. power system by combining optimized infrastructure with grid-responsive operations.
The approach uses co-located energy generation and storage as bridge power for hybrid AI factory deployment, with Emerald AI's Conductor platform orchestrating compute flexibility alongside onsite resources to shorten interconnection timelines.
NVIDIA and @EmeraldAi_ are working with leading energy companies to turn AI factories into flexible grid assets. Built on Vera Rubin DSX with DSX Flex, this model can connect AI capacity to the grid faster, support reliability, and potentially unlock up to 100 GW of capacity on the existing U.S. power system.
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