Quantum Technology Industry

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.