NVIDIA’s new global infrastructure

The traditional concept of data retention is undergoing an irreversible transformation. Old Data Centers, historically intended as digital warehouses for storing files and logs, are now considered obsolete. In their place AI Factories emerge: real industrial production plants where data and electrical energy are the raw materials transformed into a finished product with high added value, i.e. intelligence (token).

In this new configuration, corporate information technology ceases to be a passive cost center linked to retention. Instead, it becomes the primary production engine, capable of autonomously generating new software and predictive solutions. The transition from the data center to the intelligence factory marks the boundary between companies that manage information and those that produce cognitive value on an industrial scale.

AI as a response to the demographic crisis and the shortage of workers

One of the most disruptive perspectives offered by Jensen Huang, during the days of CES 2026, concerns the overturning of the employment paradigm. The narrative of artificial intelligence as an element of job destruction is giving way to an analysis based on structural demographic data. According to the latest Eurostat and ISTAT projections, Europe is facing an unprecedented contraction of the working-age population: by 2040, the European Union will lose around 18 million workers. In Italy, the scenario is even more critical, with an expected reduction in the workforce of 1.4 million units already by 2030. In this context, AI emerges not as a substitute, but as a “multiplier of arms” necessary to avoid the collapse of services and production. The labor shortage is already a measurable reality. Currently, 75% of companies in Europe and North America report difficulties in finding qualified profiles. The vision of Jensen Huang, who defines AI as “digital immigrant“, is reflected in the productivity data:

Skills shortage: according to the World Economic Forum, by 2030, over 85 million jobs will remain unfilled globally due to a lack of skilled workers, potentially resulting in an annual revenue loss of $8.5 trillion.

Aging: In Italy, the ratio between the working age population (15-64 years) and the over 65s will go from the current 3:1 to approximately 1:1 by 2050. Without a massive increase in per capita productivity, the national GDP is destined for structural contraction.

AI as a productivity multiplier

To compensate for the reduction of workers, the efficiency of those remaining must grow at exponential rates. An analysis by Goldman Sachs estimates that generative AI can increase global GDP by 7% (almost 7 trillion dollars) over ten years, thanks to an increase in labor productivity growth of 1.5 percentage points per year.

Artificial intelligence and robotics are no longer described as a threat to workers, but as the “new digital immigrants”, necessary for support the growth of an economic system that no longer has a sufficient human workforce. Huang underlines how AI is not a substitute for humans, but an indispensable productivity multiplier to fill the demographic gap. “We are not heading towards mass unemployment, but towards a structural labor shortage“, a counter-intuitive vision that transforms technology from a potential social risk to a pillar of economic stability.

Towards a “Full Stack” economic system

Technological integration is leading to creation of a defined economy”Full Stack“. In this model, hardware, software and networking are no longer distinct components, but a single indivisible and symbiotic entity. Companies today are called upon to make a rapid “conversion”: the question is no longer whether to integrate artificial intelligence into their processes, but how quickly to do so so as not to be marginalized. The ability to transform electricity into intelligence through new architectures will become, by the end of the decade, the main indicator of the health and competitiveness of a nation or company.