How NVIDIA is Navigating the Next Phase of the AI Boom

How NVIDIA is Navigating the Next Phase of the AI Boom

By Rich Miller
Publication Date: 2026-10-16 15:16:00

NVIDIA’s role in the AI economy is being felt everywhere, spanning GPUs, networking, data center design, digital twins, and now CPUs and data center campus development.

To discuss the full scope of NVIDIA’s technology, I sat down with Dion Harris, the Senior Director of HPC and AI Hyperscale Infrastructure Solutions for NVIDIA. In our discussion, we trace the rapid evolution of AI, and what each shift has meant for the hardware, power, and cooling inside AI factories.

A central theme is how NVIDIA’s rapid rollout of powerful new hardware is driving big changes in the data center, especially the transitions to high-density racks, liquid cooling and 800-volt DC power distribution.

As we enter the world of agentic AI and mega-scale data center campuses, Dion shares how NVIDIA is responding with its Vera CPU and entry into the market for Land, Power and Shell for Data Center Campuses.

Here’s my conversation with Dion Harris:

This Data Center Download explores how the rapid evolution from foundational generative AI to agentic reasoning is completely reshaping the physical data center. As workloads grow exponentially, facility operators must adapt to unprecedented power densities, mandatory liquid cooling, and tighter hardware coupling. NVIDIA is engineering complete AI factories to solve these constraints, from custom CPUs to grid-interactive power management.

  • New infrastructure is focused on supporting agentic AI, including custom Vera CPUs, advanced networking, and…