Jensen Huang to Keynote Nvidia GTC Berlin as Investors Question AI Spending

Nvidia chief executive Jensen Huang delivers the keynote at his company's GTC conference in Berlin at 11am local time, 5pm Hong Kong time, with sovereign AI, automation and infrastructure as the stated themes. The appearance lands days after Huang met German Chancellor Friedrich Merz on Monday, a session in which Nvidia and partner Siemens presented AI applications for production planning and circuit-board inspection. Investor pressure frames the speech: Nvidia's customers are contending with higher borrowing costs and accumulating delays in constructing the data centres needed to operate its processors. Huang's Berlin platform therefore doubles as a test of whether he can reassure markets about demand for the firm's AI hardware.