Nvidia pre-market gain widens to 2.27% ahead of US open

The story so far: Nvidia GTC Berlin AI initiatives

At GTC Berlin, Nvidia launched its DSX Pod AI factory and OpenShell reference architecture, with Jensen Huang saying Nvidia is moving from selling GPUs to selling AI factories. Huang now says neocloud demand is very high but insufficient working capital and power are constraining growth, and Europe needs more…

1. 21 Oct 202609:57 UTC

   Nvidia launches DSX POD AI factory design to speed European deployments

   Nvidia has launched DSX POD, a complete AI factory reference design built on its Vera Rubin architecture and assembled in modular containers by partners. Jensen Huang says the design cuts deployment from six months to as little as 14 days.

   AIOdailyAINeutral

2. 21 Oct 202610:09 UTC

   Jensen Huang says telecom base stations could become distributed AI networks

   At GTC Berlin on 21 October, Jensen Huang said all telecom operators will offer AI compute and base stations could evolve into distributed AI networks. Nvidia also launched its DSX Pod AI factory, deployable in as little as 14 days, and the OpenShell reference architecture.

   AIChainCatcherAINeutral

3. 21 Oct 202611:26 UTC

   Nvidia pre-market gain widens to 2.27% ahead of US open

   Nvidia shares rose 2.27% in pre-market trading, MSX.COM data show, as the company rolled out AI factory infrastructure, supply-chain expansion, enterprise AI agents, autonomous driving, robotics and medical research initiatives at GTC Berlin.

   AIOdailyAINeutral

4. 22 Oct 202604:15 UTC

   Jensen Huang says Nvidia is moving from selling GPUs to selling AI factories

   At GTC Berlin 2026, Nvidia CEO Jensen Huang said Europe should shift from being an AI consumer to an AI producer, calling AI factories the next layer of infrastructure. He said the Vera Rubin platform, a fully liquid-cooled rack linking 72 GPUs, is now in full production.

   AIPANewsAINeutral

5. 22 Oct 202611:03 UTC

   Jensen Huang says neocloud demand is very high but capital is short

   Nvidia chief executive Jensen Huang said at Berlin's GTC that demand for neoclouds is very high but insufficient working capital is constraining growth, with power the main limit on AI expansion. He said Europe needs more neoclouds and local infrastructure before investment can follow.

   AIChainCatcherAINeutral