Nvidia CEO Jensen Huang shared ambitious plans for the AI data center industry at the GTC conference. He introduced Nvidia's Spectrum-X and Quantum-X silicon photonics networking systems that enable connecting multiple GPUs to create large GPU clusters. These systems can potentially support up to 1 million GPU clusters in data centers, surpassing the capacity of current AI supercomputers.

Huang emphasized the vision of building massive AI factories over the next years that will be interconnected to form extensive data center facilities. He highlighted how advancements like Spectrum-X, Quantum-X photonics, Blackwell Ultra, and Vera Rubin superchips will empower customers, including cloud service providers like Microsoft and Google, to enhance AI systems for increased revenue opportunities.

Huang equated AI factories to conventional factories, stressing the importance of throughput, capacity, and value creation in generating revenue. The CEO showcased Nvidia's diverse lineup, including smaller AI-centered computers like DGX Spark and DGX Station, powered by Grace Blackwell super chips, catering to AI developers and researchers and aligning with an AI-focused approach to enterprise IT.