In Monday’s keynote at Nvidia’s GTC 2024 occasion, CEO Jenson Huang saved repeating the phrase “AI manufacturing facility.”

“Within the final Industrial Revolution, the uncooked materials that went into the manufacturing facility was water,” Huang advised TechCrunch in an interview after the keynote. “And the product was electrical energy.”

He was evaluating this — turning uncooked materials into one thing else which have worth — to the notion of information facilities, that are purely cash pits. “There’s a brand new Industrial Revolution occurring in these [server] rooms: I name them AI factories,” Huang mentioned. “The uncooked materials that goes in is information and electrical energy. What comes out of it’s information tokens. The token is invisible and will likely be distributed all around the world. It’s very helpful.”

The excellence makes numerous sense in a world the place Nvidia advantages tremendously if it may possibly persuade firms to think about information facilities and AI instruments another way. “The final time, information facilities went into your organization’s value facilities and capital expenditure. You consider it as value. Nevertheless, a manufacturing facility is a special factor. It makes cash,” he mentioned. “The brand new world of generative AI has a brand new type of manufacturing facility.”