At the GTC Berlin keynote on October 23, 2026, Nvidia CEO Jensen Huang demonstrated Microduck robots and the video went viral. The following day, Hugging Face's Clem Delangue said preorders surpassed 20,000, with deliveries expected before Christmas. Microduck is an open-source robot produced by Pollen Robotics, which Hugging Face acquired in 2025; Nvidia acquired Hugging Face in September.
At the GTC conference in Berlin, Nvidia CEO Jensen Huang said a memory oversupply by 2029 is unlikely, that HBM will continue to be used for years, and noted Nvidia was the first to bring LPDDR memory into data centers with twice the energy efficiency of global alternatives.
At the GTC conference in Berlin, Nvidia CEO Jensen Huang said demand for neocloud compute capacity is extremely strong but capital shortages are limiting growth, with AI funding needs far exceeding current financing levels. He also cited electricity supply as a major bottleneck and urged Europe to build local infrastructure to develop its AI economy.
Jensen Huang announced at the GTC Berlin event that NVIDIA is partnering with Agile Robot to release a robot, planned for the first quarter of 2027. The article uses this as a starting point to analyze the layouts of frontier AI companies such as OpenAI, Anthropic, and Google DeepMind in embodied intelligence, and the impact of GPT-6 Astra on the industry.
At GTC Berlin, Jensen Huang reiterated that "the next wave is physical AI" and said AI factory deployment can be shortened to 14 days at the fastest.
In an interview with Yahoo Finance after GTC Berlin, Nvidia CEO Jensen Huang addressed investor concerns over AI infrastructure debt, saying Nvidia GPUs last seven to eight years and can serve as loan collateral, while citing DeepSeek's $38-per-hour GPU inference monetization price as evidence of strong demand.
NVIDIA announced that major global telecom operators are expanding accelerated computing into communications networks. T-Mobile completed the world's first commercial AI-RAN call, while Deutsche Telekom, BT, and Elisa announced AI-RAN trials. CEO Jensen Huang said at GTC Berlin that telecom operators will all provide AI compute in the future and base stations could become a distributed AI network.
At the GTC Berlin conference, NVIDIA expanded its Isaac robotic development platform and, together with Agile Robots, released the humanoid robot reference platform Agile ONE SN, scheduled for early 2027, featuring the Jetson Thor platform with 2070 TFLOPS of compute. The company also launched the open-source frameworks Isaac Lab 3.0 and Isaac OS, along with three reference workflows and resources such as the SimReady Central Library and Human 1M dataset.
At the GTC Berlin conference on October 21, Nvidia CEO Jensen Huang said AI will increase users of software tools and push tool companies to transform into AI and agent companies, countering the view that AI will end software and tool companies.
On October 21, Nvidia unveiled its DSX POD reference design at the GTC conference in Berlin, packaging complete AI factories based on the Vera Rubin system into modular containers with pre-delivery integration and validation. The solution can cut deployment time from six months to as little as 14 days, with global deliveries planned for early 2027 alongside partners including Dell, HPE, Lenovo, Schneider Electric and Vertiv.