Opening article
How Companies Are Using NVIDIA DSX to Break the Power Bottleneck
Companies around the world are building on the NVIDIA DSX AI Factory Platform to plan, simulate and run the grid and the AI factory as one system, from the substation to the rack. Their adoption of the platform responds to an acute problem. Power is now the biggest bottleneck in infrastructure. More than $300 billion in equipment is backlogged, and over 200 gigawatts of projects are waiting in U.S. interconnection queues. One root cause of the bottleneck is siloed systems. The grid, the facility and the compute inside have long been designed independently from one another, creating the conditions for delays, risk and stranded capacity.
Model Size
300 BILLION
Dense ParametersBenchmark Metric
10%
Reported Accuracy / GainCapital / Scale
$300 billion
Committed InvestmentThe Core Development
Companies around the world are building on the NVIDIA DSX AI Factory Platform to plan, simulate and run the grid and the AI factory as one system, from the substation to the rack. Their adoption of the platform responds to an acute problem.
Power is now the biggest bottleneck in infrastructure. More than $300 billion in equipment is backlogged, and over 200 gigawatts of projects are waiting in U.S. interconnection queues.
One root cause of the bottleneck is siloed systems. The grid, the facility and the compute inside have long been designed independently from one another, creating the conditions for delays, risk and stranded capacity.
How It Works & Technical Architecture
Hitachi Energy ’s battery energy storage system has qualified as NVIDIA DSX Ready , helping customers identify power infrastructure that meets applicable NVIDIA DSX reference architecture design requirements for resilient, reliable and scalable AI factories.
Deployment & Availability
Siemens Energy is expanding its collaboration with NVIDIA by developing a reference design for resilient, scalable and grid-aware power infrastructure across power generation, transmission and distribution. This design is aligned with the requirements of the NVIDIA DSX Vera Rubin AI factory design. The company is also exploring usingNVIDIA technologies such as RAPIDS, Metropolis and Isaac Sim for its Noedra digital twin platform, evaluating how the technologies could enhance grid infrastructure monitoring, identify emerging risks and support unplanned outage prevention.
Strategic Perspective & Ecosystem Impact
GE Vernova is deploying its grid-to-facility and rack power expertise to complement NVIDIA DSX systems, enabling customers to transform power constraints into competitive advantages while maximizing compute and token output, sustainability and grid reliability.
Schneider Electric , together with AVEVA and ETAP, is advancing NVIDIA DSX with validated NVIDIA Vera Rubin power and cooling reference architectures and an NVIDIA Omniverse -powered AI factory digital twin.
Combining AVEVA ’s engineering software expertise with NVIDIA SimReady assets, OpenUSD and Omniverse enables connecting simulations, real-time operational data and AI-driven optimization across AVEVA, Schneider Electric and third-party solutions. Together, these capabilities help organizations design, simulate, operate and optimize data centers across their lifecycle, improving energy efficiency and workload performance while accelerating time to token.
Why it matters
Companies around the world are building on the NVIDIA DSX AI Factory Platform to plan, simulate and run the grid and the AI factory as one system, from the substation to the rack Reported by NVIDIA AI on October 22, 2026.
Topic dossiers NVIDIA