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In this AI Factories – Data Centers of the Future segment, Gilad Shainer, senior vice president of marketing at NVIDIA, joins theCUBE’s John Furrier at the New York Stock Exchange to explain why networking is becoming the “operating system” of AI-scale infrastructure. Shainer breaks down what interconnects really are and why low-latency, jitter-free fabrics such as InfiniBand and Spectrum-X are essential to turning thousands of GPUs across servers, racks and data centers into a single AI supercomputer. He details how extreme co-design of hardware and software – spanning GPUs, networking, frameworks and telemetry – redefines the data center as one coherent compute engine for next-gen AI factories. The conversation also explores how density, energy efficiency and reliability shape the new AI factory blueprint, from liquid-cooled, copper-linked rack-scale GPUs to optical scale-out powered by co-packaged optics that can cut network energy use and boost uptime. Shainer highlights how BlueField-4 data processing units sit at the heart of storage, security and edge deployments, and how Spectrum-X Ethernet is enabling synchronized, large-scale AI clusters for partners such as OCI, Microsoft, Meta and Cisco. It’s a deep dive into why AI factories are emerging as the new unit of value in enterprise infrastructure and why networking will be central to the next era of distributed, AI-powered systems. 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 - Intro 00:06 - Building the AI Ecosystem: The Crucial Role of Technology and Connectivity 05:11 - Integrating Software and Design in Distributed Computing Systems 09:59 - Engineering for Energy Efficiency and Latency 12:44 - The Impact of Co-packaged Optics on Networking 15:44 - Networking's Future: From Data Centers to the Edge 19:33 - BlueField-4 and Its Role in Storage and Security 23:31 - The Integration of Networking, Compute, and Storage 26:18 - Building the Future of AI: Networking, Collaboration, and Infrastructure Trends #theCUBE #NYSEWired #theCUBEresearch #AIFactoriesDataCenters #NVIDIA #AIInfrastructure #DataCenters