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Jensen Huang, Berlin GTC Speech: NVIDIA shifts from “selling GPU” to “selling AI factories,”Vera Rubin enters full production

PANews October 22 reported, citing the NVIDIA official blog, that NVIDIA CEO Jensen Huang October 21 delivered a speech at Berlin’s Tempodrom concert hall GTC Berlin 2026 keynote (approximately 2 hours), with the central theme that “Europe should shift from AI consumers to AI producers,AI and factories are the next-generation infrastructure.” Jensen Huang said that “AI is driving the largest infrastructure buildout in human history,” comparing AI it to a “five-layer cake”: energy → compute →AI factories → models → applications. Jensen Huang announced that the Vera Rubin platform has entered full production; the architecture is 100%liquid-cooled, with a single rack connecting 72 units GPU into a supercomputer, with 2 performance expected to increase further within the year by 30 times (beyond Moore’s Law). It also released DSX POD modular AI factory reference designs—complete pre-integrated AI factories in containers, for on-site deployment...

Source: https://www.panewslab.com/zh/articles/01a161d2-32e7-7043-a249-1fb42b0311c7