AI chip leader Nvidia revealed its latest move on the strategic layout of AI infrastructure. On August 17, Nvidia CEO Hwang In-hoon published a signed article entitled “Ensuring the Safety of Intelligent Infrastructure”, stating that Nvidia has reached a cooperation with energy developer SB Energy to lock down land, electricity and plant resources at the Ports-Pike Technology Park in Portsmouth, Ohio, USA. The site will be dedicated to hosting Nvidia's computing power systems, and OpenAI will build and operate the AI factory as a tenant. In the article, Hwang In-hoon pointed out that AI factories are decisive infrastructure in the AI era. Currently, the competitive focus of infrastructure has extended from advanced chips and packaging to land, electricity, and factories. The demand for training and inference computing power in AI laboratories is astonishing. “More computing power means higher intelligence, more products, more users, and higher revenue,” but its development is being seriously constrained by insufficient supply of computing power. If OpenAI cannot continue to use the park in the future, its computing power can be resold to other eligible tenants in Nvidia's global ecosystem. Wong In-hoon emphasized that Nvidia's computing power is versatile and interchangeable: “Interchangeability drives utilization and durability, making Nvidia computing power a productive asset that can be leased and financed.” Therefore, the value of a premium venue like Ports-pike is by no means limited to a single customer or a single generation of computing power. At the end of the article, Hwang In-hoon sorted out Nvidia's strategic evolutionary path: from initially manufacturing accelerated computing chips, to expanding to systems, networks, and CUDA software, to full-stack AI factories, and now further extending to helping customers target the critical underlying resources needed to build these factories. Hwang In-hoon said that Nvidia's future layout on LPS will remain “strategic and self-regulatory”. The vast majority of customers will continue to independently obtain LPS resources, and Nvidia will only selectively target excellent sites with clear and enduring needs and capable of carrying multi-generation computing power upgrades. Subsequently, Hwang In-hoon named the financing plan in response to questions from the outside world about “revolving financing.” He pointed out that the company may provide “up to 25% of the project size” financing support for related collaborations: “Our role is to help unlock a huge pool of independent capital while maintaining self-regulatory risk exposure.”

AI chip leader Nvidia revealed its latest move on the strategic layout of AI infrastructure. On August 17, Nvidia CEO Hwang In-hoon published a signed article entitled “Ensuring the Safety of Intelligent Infrastructure”, stating that Nvidia has reached a cooperation with energy developer SB Energy to lock down land, electricity and plant resources at the Ports-Pike Technology Park in Portsmouth, Ohio, USA. The site will be dedicated to hosting Nvidia's computing power systems, and OpenAI will build and operate the AI factory as a tenant. In the article, Hwang In-hoon pointed out that AI factories are decisive infrastructure in the AI era. Currently, the competitive focus of infrastructure has extended from advanced chips and packaging to land, electricity, and factories. The demand for training and inference computing power in AI laboratories is astonishing. “More computing power means higher intelligence, more products, more users, and higher revenue,” but its development is being seriously constrained by insufficient supply of computing power. If OpenAI cannot continue to use the park in the future, its computing power can be resold to other eligible tenants in Nvidia's global ecosystem. Wong In-hoon emphasized that Nvidia's computing power is versatile and interchangeable: “Interchangeability drives utilization and durability, making Nvidia computing power a productive asset that can be leased and financed.” Therefore, the value of a premium venue like Ports-pike is by no means limited to a single customer or a single generation of computing power. At the end of the article, Hwang In-hoon sorted out Nvidia's strategic evolutionary path: from initially manufacturing accelerated computing chips, to expanding to systems, networks, and CUDA software, to full-stack AI factories, and now further extending to helping customers target the critical underlying resources needed to build these factories. Hwang In-hoon said that Nvidia's future layout on LPS will remain “strategic and self-regulatory”. The vast majority of customers will continue to independently obtain LPS resources, and Nvidia will only selectively target excellent sites with clear and enduring needs and capable of carrying multi-generation computing power upgrades. Subsequently, Hwang In-hoon named the financing plan in response to questions from the outside world about “revolving financing.” He pointed out that the company may provide “up to 25% of the project size” financing support for related collaborations: “Our role is to help unlock a huge pool of independent capital while maintaining self-regulatory risk exposure.”