Nvidia, xAI and two energy giants join genAI infrastructure initiative

An industry generative artificial intelligence (genAI) alliance, the AI Infrastructure Partnership (AIP), on Wednesday announced that xAI, Nvidia, GE Vernova, and NextEra Energy were joining BlackRock, Microsoft, and Global Infrastructure Partners as members. But given that the announcement specified no financial commitments or any other details, analysts doubted it would make much of a difference.

Still, even though the massive global momentum behind genAI is unlikely to be changed by the announcement, the addition of the two energy companies to the group was an implicit acknowledgement that the ever-increasing power requirements of genAI data centers need serious attention.

Scott Bickley, advisory fellow at Info-Tech Research Group, said that the massive resources behind this initiative, including Blackrock, which reported in January that it held assets worth $11.6 trillion, making it the world’s largest money manager, can make the difference.