Nvidia $NVDA introduced a reference design on Wednesday for AI factories built inside modular containers, a product the company said cuts deployment time at a prepared site from six months to as little as 14 days.
The design, called DSX POD, covers complete Vera Rubin AI factories that partners build, integrate and validate before delivery, Nvidia said. The units arrive ready to connect to a site's power, cooling and networking. Nvidia is working with partners including Dell $DELL Technologies, HPE, Lenovo, Foxconn (Ingrasys), Schneider Electric and Vertiv to deliver the factories in early 2027.
Each pod holds seven Vera Rubin racks, weighs close to 28,000 kilograms (61,700 pounds) and can travel by truck on normal roads, according to CNBC. Nvidia has not disclosed pricing, according to CNBC, which said analysts estimate each Vera Rubin rack runs upward of $7 million.
"An AI factory creates value when it starts producing tokens — not when construction is complete," Nvidia CEO Jensen Huang said in a statement.
Huang told the Berlin audience that slow data center start-ups can eat up revenue worth billions, according to CNBC.
Neocloud stocks sold off during the conference. CoreWeave stock closed the event's last session 10% lower, while Nebius stock lost 7%. Many companies that lease AI computing capacity have watched their shares fall as investors worry about how much debt they carry, according to CNBC.
Nvidia has large ownership positions in numerous such firms, according to CNBC. "If you look at the fundamentals, the demand for the neo clouds is off the charts," Huang told CNBC.
Huang also described a shortage of funding. "The demand of the capital is much greater than the availability of the capital," he told CNBC, adding that "that's going to get solved."
The product launch followed a keynote in which Huang told European businesses that every company in Europe will become an AI company. As of Wednesday, AI stocks had slid for two weeks running, and the Philadelphia Semiconductor Index was in its longest stretch of consecutive declines since 2008.
Huang pushed back last week on worries about CoreWeave's finances, saying the company's strength is improving. Nvidia owns close to 10% of CoreWeave, which carries more than $40 billion in debt.
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