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AI factory

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 23, 2025 by Jensen Huang · across every show →

Everything said about AI factory, oldest first

Jul 23, 2025 bullish
Prediction Not checkable as stated
Huang: Every machine manufacturer will operate both physical and AI factories
“Every company that builds machines will have two factories. There's the machine factory, for example, cars, and then there's the AI factory to create the AI for the cars.”
Jensen Huang Jul 23, 2025 ▶ 57:57 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Insight
Burgum: Co-locating AI factories with stranded gas bypasses permitting hurdles
“And for people that are spending money on site selection, I'll tell you one thing, you want to build it faster, go to where the stranded gas is, Build your power plant there. Build the AI factory next to it. You don't have to permit a transmission line. You do…”
Doug Burgum Jul 23, 2025 ▶ 34:18 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
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