Thoughts on The AI Infrastructure Landscape of 2050


The AI Infrastructure Landscape of 2050: Access Models, Architecture, and Future Scenarios Executive Summary By 2050, artificial intelligence (AI) will underpin global infrastructure, establishing a multi-tiered ecosystem where businesses of all sizes access AI through diverse models. The convergence of hyperscale computing, distributed edge networks, and autonomous AI systems will define a new paradigm of intelligent, adaptive infrastructure (IPFA, 2024)[1]. AI Factories: The Industrialization of Intelligence Definition and Role NVIDIA’s “AI Factory” concept marks a shift from general-purpose data centers to specialized facilities dedicated to the AI lifecycle: ingesting raw data, training and refining models, and delivering high-volume inference. These … Continue reading Thoughts on The AI Infrastructure Landscape of 2050

Nvidia GTC 2025: AI Matures into Enterprise Infrastructure


Companies are changing the architecture for how they compete. By Sarah Elk and Eric ShengCopyright © 2025 Bain & Company, Inc. All rights reserved.Nvidia GTC 2025: AI Matures into Enterprise Infrastructure Bain provide their latest input on evolution of AI following the Nvidia GTC Conference. My take is that Bain are ahead of the markets on understanding this evolution. AI is becoming industrialized and the work and products coming from Nvidia provide the next generation of building blocks of this evolution. And the prime mover of that evolution is to develop business value through corporate reconstruction built around AI. This … Continue reading Nvidia GTC 2025: AI Matures into Enterprise Infrastructure