A timely reminder: Tonight, 17:00–19:00 Beijing time, Jensen Huang’s GTC Berlin keynote will be livestreamed for free on the official website—no registration required.
I’m watching with three questions in mind (the checklist I made yesterday):
① Will he announce specific products, partnerships, or figures? Vision alone doesn’t count.
② For open models, will we get verifiable model names, licensing terms, and real-world deployments?
③ For physical AI, are there customers, deployments, and timelines?
First, some context to avoid getting swept up in the hype:
On Monday, the German government and Nvidia signed a “declaration of intent”—not a contract, and with no amount specified. The claim that “Germany plans to invest hundreds of millions of euros” comes from Handelsblatt; the government hasn’t confirmed it.
The four German startups Jensen Huang invested in are being counted as part of his “nearly $10 billion commitment to Europe”—but that figure, too, has only appeared in secondary reporting and hasn’t been officially confirmed.
A reality check: According to BigGo Finance, AI stocks were hit by a wave of selling ahead of the keynote. The market is asking just one question: “Where’s the return?” (Where is the money actually coming back from?)
Let’s see how he answers tonight.
I’m watching with three questions in mind (the checklist I made yesterday):
① Will he announce specific products, partnerships, or figures? Vision alone doesn’t count.
② For open models, will we get verifiable model names, licensing terms, and real-world deployments?
③ For physical AI, are there customers, deployments, and timelines?
First, some context to avoid getting swept up in the hype:
On Monday, the German government and Nvidia signed a “declaration of intent”—not a contract, and with no amount specified. The claim that “Germany plans to invest hundreds of millions of euros” comes from Handelsblatt; the government hasn’t confirmed it.
The four German startups Jensen Huang invested in are being counted as part of his “nearly $10 billion commitment to Europe”—but that figure, too, has only appeared in secondary reporting and hasn’t been officially confirmed.
A reality check: According to BigGo Finance, AI stocks were hit by a wave of selling ahead of the keynote. The market is asking just one question: “Where’s the return?” (Where is the money actually coming back from?)
Let’s see how he answers tonight.