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In this interview from Fully Connected 2026, Ian Buck, vice president and general manager of hyperscale and HPC at Nvidia, joins theCUBE's John Furrier and Dave Vellante to discuss the industry's shift from GPU-centric conversations to full-stack "AI factories" built to produce intelligence at industrial scale. Buck explains how agentic AI pushes infrastructure demands beyond any single model, requiring networking, storage and compute to operate in concert at data-center scale. He details Nvidia's Vera Rubin platform and its CPU-GPU co-design, noting how purpose-built CPUs keep GPUs from going idle and accelerate agent workloads up to 4x faster than x86 alternatives. Buck also points to CoreWeave's Forge platform, which doubles token output on the same GPU footprint. The conversation also explores the blurring line between training and inference, with Buck noting that continuous reinforcement learning and online alignment mean data centers are now fungible across both workloads. He breaks down Nvidia's token-per-watt efficiency gains, citing a 30x improvement with Blackwell, and explains why power — not compute alone — now caps data center scale. Buck touches on disaggregated serving and scale-in, scale-out and scale-across networking as models increasingly span entire NVL72 racks rather than single servers. He also discusses edge economics, from 100-kilowatt "beefy edge" sites running smaller models to 100-megawatt-plus factories built for frontier-scale training. From CUDA's two-decade backward-compatibility promise to the rise of inference-as-a-service providers like CoreWeave, Buck lays out why coordinated, full-stack systems — not raw GPU capacity — now determine the economics of profitable AI. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - AI: The New Industrial Revolution 02:52 - Mastering AI: From Training to Optimization 06:53 - Optimizing AI Systems: Infrastructure and CPU Roles 10:37 - Economic and Performance Impact 12:47 - Multi-Generational Hardware Strategy 15:43 - AI Factories as Future Models 18:29 - Networking Insights and Final Reflections #theCUBE #FullyConnected #theCUBEresearch #Nvidia #CoreWeave #AIInfrastructure #AIFactories

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