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The commercial pulse of the AI industry: financing and M&A, personnel changes, cooperation and competition, policy and market signals.

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Oct 21Wed 41–41 updates
  1. NVIDIA Blog62

    GTC Berlin 2026: Live Updates From NVIDIA CEO Jensen Huang’s Keynote

    At GTC Berlin, Jensen Huang said European companies including L'Oréal, Revolut, Spotify, Merck, Vodafone, Zara, Porsche, Nestlé and HSBC are working with NVIDIA on AI, following a weeklong European road trip in which the company committed nearly $10 billion to the region's technology ecosystem and worked with 12,000+ partners. He announced the NVIDIA DSX POD reference design for Vera Rubin AI factories in modular containers, claiming onsite deployment can shrink from six months to 14 days, along with the OpenShell Reference Architecture for safe AI agents, the Agent Knowledge Foundation, and Agile ONE SN, a 31-degree-of-freedom reference humanoid built on Isaac GR00T expected next year. He also described RTX Spark laptops with 1 petaflop of performance and 128GB of memory, and said Volkswagen, JLR, Volvo and Mercedes-Benz next-generation vehicles will be Hyperion-compatible.

    Why it matters: The piece is a detailed first-hand account of NVIDIA's European AI strategy and product announcements, useful for readers tracking agent infrastructure, AI factories and physical AI.