AI
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AI Factories: The Emerging Industrial Infrastructure for Artificial Intelligence
Available September 2026
This report examines the transformation of AI infrastructure from the server-based data centers of today into integrated production systems designed to “manufacture” computational intelligence at scale. AI factories take a completely new direction. Rather than treating an AI factory simply as a very large GPU cluster, this report analyzes it as a new computing architecture in which semiconductors, high-bandwidth memory, advanced packaging, networking, storage, software, electrical infrastructure and cooling planned together. Although a growing number of large firms are involved in the birthing of AI Factories, NVIDIA is understandably and especially enthusiastic – AI factories may contain as many as millions of GPUs. NVIDIA’s current Rubin architecture illustrates the direction in which the AI factory is pointing.
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Processors for HPC and AI
Available in June, 2026
High-performance computing (HPC) and AI are increasingly converging around accelerated, heterogeneous processors with each type of processor doing what it does best. For example, the latest platforms combine CPUs with GPUs, application-specific accelerators, high-bandwidth memory and advanced interconnects. The rapid growth of AI has made accelerators the principal source of industry expansion, while scientific computing, simulation, national labs and weather forecasting continue to support demand for conventional HPC systems. Meanwhile, the HPC and AI processor markets has become less distinct.
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Small Language Models
Available in May, 2026
