AI Factories - Data Centers Of The Future #296 (49:04)
theCUBEresearch, Monday, October 27th, 2025
The data center as we know it is being re-imagined as an 'AI factory' - a power- and data-optimized plant that turns energy and information into intelligence at industrial scale.
The tech stack is flipping from general purpose CPU-centric systems to GPU-centric accelerated compute, optimized for parallel operations; and purpose built for AI. Network fabrics are most critical to this transition with supporting elements including disaggregated storage, governed data planes, and a shift from app-centric operations to an intelligent, agentic control plane that orchestrates models, tools, and process workflows. Simply put, investments in general-purpose computing are rapidly shifting to extreme parallelism, scale-up/scale-out/scale-across networking, and automated data governance built for AI throughput at massive scale.