On June 2025, I attended Jensen Huang’s keynote at GTC Paris, where he outlined a bold and strategic vision for AI and accelerated computing for the future. Huang claimed that Europe is moving from an AI user to an AI producer by constructing new intelligence infrastructure throughout Europe. The ambition: to turn existing data centers into AI Factories that continuously produce “products” in the form of smart tokens generated by agentic models.
“A new industry, the AI industry, is now part of the new intelligence infrastructure.”
Jensen Huang, GTC Paris 2025
The main idea of the keynote was that data centres must change to become facilities that produce intelligence. Servers are not just for storing or computing information anymore. They can also produce results that are based on our knowledge and understanding. Every piece of text, image or command created by a neural network becomes a new unit of value. “The more tokens a factory generates, the more value it creates,” Huang stated.
This transformation requires:
High-density racks exceeding 600 kW each
Liquid or immersion cooling
Low-latency, ultra-fast networking
Modern AI data centres must be able to handle continuous inference and simulation workloads, where models generate, simulate, reason, and adapt in real time.
AI Factories are designed to be a mix of different systems, where GPUs, CPUs, and storage are organised as separate parts that can be used quickly over low-latency networks (NVLink, PCIe 5.0, RDMA). NVIDIA is working with European governments and providers to build its own AI infrastructure, including more than 20 new AI Factory projects by 2027. Huang says that these facilities will become as important as electricity or the internet in our digital society.
This event marked the arrival of AI-optimised optical networking and storage solutions, which are designed to reduce energy consumption and latency on a large scale. Essentially, future data centres will integrate advanced photonics, innovative cooling systems and automated orchestration tools, such as digital twins, to manage end-to-end AI pipelines. The message is clear: we are entering a new era of infrastructure, where data centres are evolving from simple computing centres into platforms capable of ‘thinking’ thanks to AI.
In short, we are entering a new infrastructure era. Data centres are no longer just passive processors. They are now thinking machines built for intelligence production.