WorkThe story, in brief
AI Factories: The New Infrastructure of Intelligence
Performance per watt is the new competitive moat. As agentic AI scales, the economics of AI shift from model size to infrastructure efficiency.
The KeyNews take
Why it matters
A strategic shift in how enterprise AI economics are measured: as autonomous agents deploy at scale, power efficiency and cost-per-token become the primary drivers of competitive advantage, signaling a move away from model capability races toward infrastructure optimization.
The key facts
6 to knowNVIDIA official strategic commentary on AI infrastructure
Focus on agentic AI deployment economics
Performance-per-watt framed as core business metric
Cost-per-token as primary economic driver
Enterprise deployment of autonomous, always-on agents
Shift from raw model capability to infrastructure efficiency
Go to the source
NVIDIA Blogblogs.nvidia.com
Publisher excerpt: AI factories are token factories, converting power into intelligence in real time. And as agentic AI scales and autonomous, always-on special agents are deployed in the enterprise, performance per watt and cost per token become the economics that matter.