Nvidia

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AI take

Nvidia CEO Jensen Huang keynotes GTC Berlin today at the Tempodrom, a live read on AI demand after last week's chip-index slide, SpaceX's Super Intelligence beat, and Super Micro's preliminary sales lift. Huang used a Berlin appearance with Chancellor Friedrich Merz to argue the next wave is physical AI in robotics, manufacturing and heavy industry, saying electrons will never replace atoms. ByteDance, Alibaba and Tencent have also been cited as ordering more RTX PRO 5500 cards than Nvidia can supply. Watch Huang's remarks, CoreWeave credit spreads, Meta and Tesla after the close, and Nvidia's November earnings.

Scheduled take · 2026-10-21T03:10:04Z