Nvidia Teams With Energy Players
Nvidia expanded industry moves into energy—partnering with SLB to build domain-specific AI infrastructure and working with Emerald AI and utilities on grid‑responsive data centers—while its networking revenue jumped 263% year-over-year as the firm broadens beyond GPUs. The push ties AI infrastructure decisions directly to grid availability and industrial digital‑twin use cases. (digitimes.com) (digitimes.com) (fool.com)
SLB published the expanded collaboration on March 25, 2026, naming itself the modular‑design partner for NVIDIA’s DSX AI Factory reference environments that will combine off‑site manufactured data‑center modules with domain‑specific generative AI and agentic AI running on SLB platforms. (slb.com)) SLB’s announcement says the work will integrate NVIDIA Omniverse libraries and NVIDIA Nemotron open models into SLB digital platforms and explicitly notes the collaboration builds on a relationship that began in 2008 when NVIDIA accelerated computing first supported SLB subsurface visualization and seismic imaging. (slb.com)) NVIDIA’s March 23, 2026 newsroom release names AES, Constellation, Invenergy, NextEra, Nscale Energy & Power and Vistra as initial partners with Emerald AI to develop “flexible AI factories” that can connect to the grid faster and act as flexible grid assets. (nvidianews.nvidia.com)) That release also identifies the Vera Rubin DSX AI Factory reference design and the DSX Flex software library as the technical pieces for grid services, while Emerald AI’s Conductor platform will orchestrate compute flexibility alongside onsite generation, batteries and behind‑the‑meter resources. (nvidianews.nvidia.com)) NVIDIA’s Q4 fiscal 2026 financial commentary reports record networking revenue of $10.98 billion for the quarter — up 263% year‑over‑year — alongside $62.3 billion in Data Center revenue and $68.1 billion in total quarter revenue. (s201.q4cdn.com)) NVIDIA technical materials and vendor documentation show the GB200/GB300 NVL72 rack systems use large NVLink switch fabrics to stitch up to 72 Blackwell GPUs into a single domain, a rack‑scale interconnect architecture that NVIDIA’s filings and product guides link to the recent surge in networking and NVLink demand. (nvidia.com))
