AI Factories Are Coming. Who Controls Them?
NVIDIA's GTC 2026 keynote made one thing crystal clear: AI isn't a feature anymore — it's infrastructure. Jensen Huang didn't talk about models or chatbots. He talked about AI factories — purpose-built facilities that manufacture intelligence the way power plants manufacture electricity.
The numbers are staggering. The Vera Rubin platform promises 35-50x performance leaps. Cost per token is collapsing. Entire data centres are being redesigned as single computers, with rack-scale liquid cooling and NVLink fabric connecting thousands of GPUs into one coherent system.
But here's what Jensen didn't talk about: who actually governs what these factories produce?