NVIDIA widens DSX platform as GE Vernova, Hitachi Energy and Schneider Electric plug in

NVIDIA published a roundup on October 21 of companies building on its DSX AI Factory Platform, which is designed to plan, simulate and operate the grid and the AI factory as one system, from the substation to the rack. The post landed alongside GTC Berlin, where Jensen Huang's keynote was scheduled for October 21.

The framing is a shortage story. NVIDIA says power is now the biggest bottleneck in infrastructure, with more than $300 billion in equipment backlogged and over 200 gigawatts of projects waiting in U.S. interconnection queues. It blames siloed design: the grid, the facility and the compute inside have long been engineered separately, which produces delays, risk and stranded capacity.

DSX is split into several parts. DSX Sim, working with SimReady assets from energy manufacturers, lets engineers validate generators, switchgear, power systems and cooling before breaking ground. DSX Flex syncs AI factory demand with grid conditions and onsite generation, turning a static load into a flexible grid asset. DSX MaxLPS and DSX Exchange squeeze more compute from each watt and share signals across compute, networking, energy, cooling and operations.

The partner commitments are concrete. GE Vernova is contributing grid-to-facility and rack power expertise to complement DSX systems. Hitachi Energy's battery energy storage system has qualified as NVIDIA DSX Ready, giving customers a way to check power infrastructure against the reference architecture's design requirements.

Schneider Electric, with AVEVA and ETAP, is advancing DSX with validated Vera Rubin power and cooling reference architectures and an Omniverse-powered AI factory digital twin. Combined with SimReady assets and OpenUSD, the setup connects simulation, live operational data and AI-driven optimization across Schneider, AVEVA and third-party tools.

Siemens Energy is expanding its NVIDIA collaboration with a reference design for grid-aware power infrastructure spanning generation, transmission and distribution, aligned with the DSX Vera Rubin design. It is also evaluating RAPIDS, Metropolis and Isaac Sim for its Noedra digital twin platform, to improve grid monitoring and outage prevention.

Two software integrations come with numbers attached. Phaidra put DSX Flex, DSX Max-Q and DSX Exchange into its self-learning agents, claiming about 10 percent more compute inside the same power envelope. Emerald AI connected its Conductor platform to DSX Flex to help utilities use underused grid capacity, modeled at up to 100 gigawatts on the existing U.S. grid.

The significance is less any single product than the making of a procurement checklist. Once storage, power delivery and cooling are measured against DSX Ready and Vera Rubin reference designs, how fast energy vendors certify will shape data center schedules. What to watch next: when these designs turn into deliverable orders after GTC Berlin, and whether the Siemens Energy and Schneider Electric proposals land first in the regions where interconnection queues bite hardest.