Nvidia's Huang to keynote GTC Berlin as investor scrutiny over AI spending mounts
pstAsiatech · x · 2026-10-22
Nvidia CEO Jensen Huang takes the stage at GTC Berlin on Wednesday as the world's most valuable company faces mounting investor doubts over whether the AI capex boom can deliver long-term returns.
- The agenda focuses on sovereign AI, industrial automation, and operational infrastructure — sectors Nvidia hopes will drive demand beyond US tech giants
- It follows Huang's meeting with German Chancellor Friedrich Merz, where Nvidia and Siemens showcased AI in production planning and PCB inspection
- Customers are grappling with rising borrowing costs and data center construction delays
Related event: NVIDIA GTC Berlin Kicks Off as Investor Doubts Loom over AI Spending(3 posts)→
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