AI Infrastructure Ecosystem | GTC Live Washington, D.C. Chapter 3

What It Covers

Leaders from Vertiv, Schneider Electric, GE Vernova, and Crusoe discuss building America's AI infrastructure backbone, addressing power generation bottlenecks, cooling challenges, data center design evolution, and the unprecedented industrial scale-up required to support AI's exponential growth.

Key Questions Answered

• •Power demand trajectory: US electricity demand stayed flat for 20 years but will grow 50% over the next 20 years, with one-third driven by data centers requiring all power sources including gas, nuclear, solar, wind, and hydrogen to meet needs.
• •Manufacturing capacity constraints: GE Vernova sold out gas turbine production through 2028-2029 while quadrupling capacity by 2028 compared to 2020. Companies must invest in capacity expansion years ahead to meet data center power generation requirements at unprecedented scale.
• •Rack power density evolution: Data center racks evolved from 2-4 kilowatts 20 years ago to 130-140 kilowatts with GB200 systems today, with future systems like Vera Rubin and Feynman reaching one megawatt per rack, requiring complete redesign of cooling and power distribution.
• •800-volt DC architecture: Shifting from traditional 48-volt to 800-volt DC power distribution in data centers delivers massive efficiency gains and enables access to more available power by redesigning the entire system rather than optimizing individual components at the rack level.