At Nvidia’s GTC in Berlin, Jensen Huang met with several European leaders, announced new products and even presented robot ducks on stage. The conference took place amid a selloff in companies that lease AI computing power, with CoreWeave down 10 % and Nebius down 7 %, as investors grew concerned about their debt loads and lack of credit ratings. Nvidia unveiled a container that can travel on regular roads and holds seven Vera Rubin AI racks, designed to speed up the deployment of data centers. Goldman Sachs estimates that AI-related capital spending could reach $7.6 trillion between 2026 and 2031, while a one-gigawatt data center costs about $50 billion and available capital is becoming a bottleneck.
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