NVIDIA + Emerald AI + Energy Utilities

• Announced March 23, 2026, at CERAWeek: NVIDIA and Emerald AI working with AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra to build a new class of “flexible AI factories.”
• These AI factories will connect to the grid faster, generate AI tokens and intelligence, and operate as flexible energy assets that can support the grid.
• Uses the NVIDIA Vera Rubin DSX AI Factory reference design, including DSX Flex software library for connecting AI factories to power-grid services.
• Emerald AI’s Conductor platform orchestrates compute flexibility and onsite energy resources for grid-responsive power management.
• AI factories can ramp GPU power up or down within seconds in response to real grid signals.
• First commercial-scale flexible AI factory: NVIDIA’s own 96 MW Aurora data center in Manassas, Virginia (with Digital Realty and PJM Interconnection), expected to launch later in 2026.
• Aims to unlock up to 100 GW of flexible U.S. grid capacity.
• NVIDIA already piloting across five commercial data centers worldwide.
  • Source: NVIDIA Newsroom
  • Source: NVIDIA Blog
  • Source: Axios

Microsoft + NVIDIA: “AI for Nuclear”

• Announced at CERAWeek 2026 (March 24): Microsoft and NVIDIA forming “AI for nuclear” partnership.
• Purpose: streamline permitting, design, and operations of nuclear power plant facilities.
• Building a “connected, AI-powered foundation” of AI tools to make work “repeatable, traceable, secure, and predictable.”
• Tools include AI for identifying documentation inconsistencies and “digital twins” (virtual replicas for testing changes).
• Microsoft Vice Chair and President Brad Smith made the announcement.
  • Source: Microsoft Industry Blog
  • Source: Axios
  • Source: ANS Nuclear Newswire

NVIDIA + Hitachi Energy

• Collaborating to develop next-generation power architectures for AI data centers.
• Designing and digitally simulating an advanced 800-volt DC power system capable of delivering dramatically higher power density while improving efficiency and reducing infrastructure footprint.
  • Source: Hitachi Energy

NVIDIA Other Partnerships

• Partnerships to build more than 5 GW of AI factories with CoreWeave by 2030.
• Deal with HUMAIN for AI factories in Saudi Arabia.
• Private industry partner in the U.S. Department of Energy’s Genesis Mission.
  • Source: NVIDIA Blog

Google / Alphabet Energy Partnerships

• Ruth Porat (President and CIO, Alphabet) warned the US may not be developing new energy resources quickly enough to support AI growth.
• Alphabet plans to support grid infrastructure for data center needs.
• Project Matador: collaboration including Fermi Energy and Google for one of the largest private electrical grids in the U.S., mostly through nuclear.
  • Source: S&P Global
  • Source: World Oil

Amazon / AWS Energy Partnerships

• Amazon backing a 5 GW X-energy SMR deployment by 2039 (largest commercial SMR deployment target to date).
• First phase: four-unit 320 MW Xe-100 plant in Washington state with Energy Northwest.
• Invested in Talen Energy’s existing nuclear facility in Pennsylvania (up to 1.9 GW nuclear capacity for AWS data centers).
• Exploring building new SMRs within Talen’s Pennsylvania footprint.
  • Source: About Amazon
  • Source: ANS Nuclear Newswire

X-energy + Talen Energy

• Letter of Intent signed March 19, 2026, to assess deploying XE-100 SMRs in Pennsylvania and across PJM Interconnection.
• Exploring three or more four-unit XE-100 plants to add clean baseload capacity.
  • Source: Nasdaq

Bloom Energy Data Center Partnerships

• Bloom Energy has a multibillion-dollar backlog tied to AI-driven power demand and grid bottlenecks.
• Already supplies over 400 MW of power generation to data centers worldwide via solid oxide fuel cells.
  • Source: Yahoo Finance

Hitachi Energy Investments

• Hitachi Energy announced investments of more than $2 billion in North American supply chain and technology development.
• Includes $1 billion in the United States (a $457 million large power transformer facility in South Boston, Virginia).
• Around $300 million (USD) in Canada to expand transformer manufacturing in Varennes, Quebec.
• Collaborations with NVIDIA to drive advances in grid and data center optimization.
  • Source: Hitachi Energy

Innovation Agora

• CERAWeek Innovation Agora featured more than 300 startups alongside venture capitalists, investors, policymakers, and corporate innovators (roughly 20% increase from last year’s 250+ companies).
  • Source: PR Newswire / S&P Global

Overall Theme

• “The race for AI fusing the energy and technology industries like never before.”
• “Artificial intelligence and energy are no longer separate industries.” (Per Ruth Porat of Alphabet and Brad Smith of Microsoft at CERAWeek opening)
  • Source: Prism News