New Delhi, Aug. 18 -- Nvidia CEO Jensen Huang has sought to underline the growing importance of physical infrastructure for the next phase of artificial intelligence, arguing that access to land, power and data-centre shells is increasingly becoming as critical as advanced chips and computing systems for building AI factories.

In a post on X, Huang said the AI industry was entering a phase where infrastructure availability could determine how quickly companies expand their AI capabilities, particularly as frontier AI laboratories see demand for computing capacity grow faster than their ability to independently secure the underlying infrastructure.

"AI factories are the defining infrastructure of the AI era," Huang said, describing facil...