NVIDIA And The AI Factory Era: What We've Been Watching All Along
siliconANGLE, Monday, January 5th, 2026
For the last several years on theCUBE, I've been using a phrase that at first sounded abstract and now feels obvious: AI factories.
- Not data centers.
- Not GPU clusters.
- Factories.
At the time, it was shorthand for something deeper: a shift from computing as infrastructure to computing as production. Raw data goes in. Intelligence comes out. Tokens, decisions, actions - those are the new units of value.
At CES 2026, with Nvidia Corp. unveiling the Rubin platform alongside Alpamayo, that thesis has fully snapped into focus. This wasn't a product launch. It was Nvidia showing its hand after years of deliberate, often misunderstood moves. What we're seeing now didn't happen overnight. It's the result of a long arc - one I've been fortunate to track in real time through hundreds of conversations across hyperscalers, OEMs, startups and operators actually running these systems.