Apr 28, 2026
power lines
Powering the Next Phase of AI Infrastructure
by Invenergy
AI is becoming the most essential infrastructure buildout in human history, and electricity is the fundamental building block. Every AI workload ultimately depends on transforming electrons into computation and intelligence.
That is why Invenergy, NVIDIA, and Emerald AI announced a collaboration to deploy a new class of flexible AI factories that can accelerate time to token generation and continue to scale as needs evolve. The three companies are bringing together AI factory design, flexibility-enabling orchestration, and scalable power infrastructure to optimize the delivery of AI capacity.
“I’ve seen firsthand innovation happen when ambition meets execution,” said Michael Polsky, Founder and Executive Chairman of Invenergy. “We know that speed matters. But in this market, experience and execution capabilities matter just as much. As the largest privately held power plant developer in the U.S., we’re ready to leverage our decades-long track record of building and operating to solidify the ecosystem required to support this supercharged phase of the AI infrastructure buildout.”
The collaboration underscores the importance of designing AI infrastructure and energy systems together, with a focus on improving intelligence-per-watt efficiency.
“The next phase of AI infrastructure will be defined by how efficiently we convert power into intelligence. That requires treating compute, energy, and orchestration as a single, integrated system—not separate constraints,” said Vladimir Troy, VP of AI Infrastructure at NVIDIA. “With NVIDIA’s DSX AI factory architecture, combined with Invenergy’s scalable power assets and Emerald AI’s real-time orchestration, we can dynamically align AI workloads with available energy, improving intelligence per watt while accelerating time to deployment. This approach allows AI factories to scale more efficiently and operate more flexibly—turning them from static loads into adaptive infrastructure that can better align with and support the grid.”
“AI infrastructure and energy infrastructure have to be designed together,” said Dr. Varun Sivaram, founder and CEO of Emerald AI. “We’re proud to work with Invenergy and NVIDIA to advance flexible AI factories that combine scalable power infrastructure, next-generation AI factory architecture, and Emerald AI’s Conductor platform. By coordinating compute flexibility with onsite energy resources, this approach can help projects come online faster, preserve performance for AI workloads, and support a more reliable and affordable power system.”
Today, Invenergy is working with partners to develop a portfolio of AI factory-ready powered sites designed to meet a range of workloads, from edge and distributed inference deployments to multi-GW campuses. These sites are paired with either rapidly deployable operational or new-build generation and storage assets to deliver fast time to power when combined with the NVIDIA DSX reference design and Emerald AI’s Conductor platform. Our private ownership structure enables us to move fast, which is critical in today’s market.
Polsky added: “Every project has unique constraints and solving them requires a willingness to think differently and act quickly. That sometimes means creative combinations of technologies, structuring bespoke offtake arrangements, or leveraging operating sites to meet that customers' needs. We align our development and operations expertise with our customers’ models, which has enabled us to deliver 220+ projects and 38 gigawatts over 25 years.”
Invenergy offers 25 years of end-to-end capabilities across development, construction, financing, operations, and decommissioning. Our best-in-class teams know how to navigate increasingly complex permitting processes and grid connectivity across multiple regulatory frameworks to get projects done. We leverage our decades-long industry relationships to access equipment and capital, as well as the trust we’ve earned with landowners. With over 220 projects developed and 25 gigawatts currently under management, our customers know we can execute to help meet their growing energy needs.
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