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A three-month delay on a gigawatt AI factory costs $10 billion

Nvidia CEO Jensen Huang, keynoting GTC in Berlin, covers AI factories shipped as pods, security for autonomous agents, and a push into physical AI from robotaxis to humanoids.

Published 22 Oct 2026Free

Nvidia GPUs last 8 years, not 4, Huang argues

Nvidia's Jensen Huang, joined by investor Gavin Baker, covers shipping-container AI factories, chip residual value as loan collateral, and zero-trust sandboxes for autonomous agents.

Published 21 Oct 2026Free