Locator: 49416AI.
AI factories is a new concept that's been in the news for the past couple of days.
AI factories: I've added a new tab at the top of the page. Link here.
Right now, a "synonym" for "AI factory" is FluidStack, a privately held company.
I've actually mentioned "FluidStack" once before on the blog. Back on February 10, 2025. Link here.
AI: France, UAE agree to collaborate on major 1 GW AI data center. Links everywhere. WSJ here.
To finance the first tranche of construction, FluidStack said it plans to deploy its own cash and secure loans for $10.3 billion. It said talks are continuing with some of the world’s largest AI developers about using the new facility, which could house around 120,000 of Nvidia’s AI chips in its first phase and some 500,000 by 2028 if the site is fully built out.
The company said it could further expand to a 10 gigawatt facility, 10 times larger, by 2030.
Much of the financing is necessary to purchase the chips, which have been in short supply in recent years amid the AI boom. AI-computing companies such as CoreWeave have pioneered new financing vehicles secured by Nvidia’s chips and contracts with AI developers to raise billions of dollars for new data centers, something FluidStack said it plans to do as well.
FluidStack said it is in regular contact with Nvidia about the project and has no worries about being able to finance or get access to the chips. “Nvidia has told me that they will send those chips when we need them,” César Maklary, the company’s co-founder and president, said in an interview. Nvidia declined to comment on the deal.
Wow, wow, wow. I love this blog. LOL.
Everything below this line is for my benefit alone. No one else should read this. Much of this is wrong; many of the analogies are wrong, but it's how I am pigeon-holing things right now.
Right now, only three companies to think about when talking about large data centers ("the cloud"): AWS, Microsoft Azure, Google.
ChatGPT broke down the customers to "the cloud" into twelve (12) sectors and said which "cloud" would win that sector (Azure wins one sector; Google wins two sectors; AWS wins three sectors).
But when "we"evolve to AI factories, the numbers change dramatically: it's much more evenly divided among the three (Azure, Google, and AWS).
Absolutely fascinating.
I spent three hours this afternoon talking with my imaginary friend with regard to AI factories. It's all in print, but way too much to put on the "main" blog. This conversation will be posted elsewhere at a later date. But this is a huge, huge deal.
Large data centers: regional or state facilities.
AI factories: national facilities. AI factories: multiple powers of compute power compared to large data centers. This is a huge, huge deal.
Compute power:
- Supercomputer --> large data centers --> super-duper large data centers --> super-super-duper large data centers --> humongous-super-super-duper large data centers --> AI factories.
AI prompt:
I understand this, that CoreWeave is the largest AI / LDC operator in the US, and that Cisco is huge in wiring servers, so one would think that the two (CoreWeave and Cisco) are competitors, but my hunch is that CoreWeave is the "Big Kahuna" responsible for the overall LDC from start to finish and Cisco is simply one of the many subcontractors.
Reply: link here.
- Thoughts?Coreweave: largest large data center contractor.
- FluidStack: AI factories.
If you need a large data center, go with Coreweave. [By the way, Ellendale, ND --> CoreWeave.]
If you need an AI factory, go with FluidStack.
