Nvidia packs AI data centres into containers and fences in agents

The first, DSX POD, moves most of the building work into a factory. Partners fit an entire AI data centre into shipping-style containers and check it before it leaves; on a prepared site, it only needs hooking up to power and cooling. Nvidia says that takes set-up down to as little as 14 days, from six months. Vertiv, Schneider Electric, Lenovo, HPE and Dell are among the partners, and the first units ship in early 2027.

The second, the OpenShell Reference Architecture, is available now. An AI agent runs in a sandbox, a sealed-off space, while a BlueField-4 networking chip running Nvidia’s Sentry software watches it from outside. If the agent tries to step beyond its permitted boundary, Sentry isolates it within milliseconds, Nvidia says. Jensen Huang put it as agents that “think on Rubin, act on Vera and be governed on BlueField”. The design needs Nvidia hardware throughout, and banks BBVA and Santander are studying it, The Register reports.

Forrester analyst Paul Miller says Nvidia has invested almost $10 billion in Europe over the past year, SiliconANGLE reports.

Nvidia now sells the rules that fence in AI agents alongside the chips that run them.