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

Hello, and welcome to a special GTC edition of the NVIDIA AI podcast. This is the third of five episodes on the road to GTC live in Washington DC. Bonus conversations you won't hear anywhere else. We've gathered leaders from across the energy and infrastructure sectors to discuss how they're building the backbone of the AI economy, the unseen network of data centers, power systems, and partners that powers each and every breakthrough. Enjoy the conversation. And when you're done, visit ai-podcast.nvidia.com to browse our library of over 275 episodes of the NVIDIA AI podcast. AI isn't just transforming tech. It's becoming a new driver of the American economy. From manufacturing to medicine, it's rebuilding our industrial and scientific foundations that are driving new productivity and new jobs. Nowhere is that impact clearer than in the rise of data centers. They are the new factories of the AI age. America's AI leadership depends on more than algorithms and chips, although those are those are awesome. It runs on infrastructure. Data centers, power grids, supply chains are becoming the backbone of intelligence, the foundation of a national strategy for innovation. Even when we assume we need, let's say, a thousand x more and there's forecast to go up to a million times more, the build out is tremendous. And here to talk about building that foundation is Gio Albertazzi, CEO of Vertiv, Olivier Blum, CEO, Schneider Electric, Krishna Janalogagadda, CTO, GE Vernova, and Chase Lochmiller, cofounder and CEO of Rousseau. Alright, Gio. Let's start off with you, and let's pretend for a second people don't know how big of a challenge that we're looking at right now. Can you talk about the scope of the power and the cooling that we're going to need by, let's say, 2030? Well, think think in terms of, all the announcement that we have heard about, investment in data center. Certainly in The US, but but globally. We have an imagination on how much IT power is behind that. Yeah. For every, kilowatt, megawatt, gigawatt, there is an equivalent amount Yeah. Of power and thermal infrastructure, and that power and thermal infrastructure needs building at Yeah. Scale. Now that has been traditionally a very kind of a construction labor intensive industry, and we're all thinking about how can we change that and scale it to absolutely unprecedented industrial proportions. Because without that, and that's what I think I believe, and I know everyone in this panel and beyond are doing, without that, we will never be able to scale AI at the speed that we have, seen in the video and that you have explained to us. So I think we are at a very important inflection moment in this, in this juncture. So, Olivier, Schneider has been a hallmark, inside of data centers. I get a lot of data center tours, and I I see your logo on a lot of the boxes in there. One question I have for you is, sure, it's …