An AI factory that used to take six months to build can now be set up in just 14 days, Nvidia says. The approach is to pack the entire system into shipping containers—which sounds like a sales pitch. At GTC in Berlin, Nvidia also upgraded its Isaac robotics platform, and its stock rose a little over 2% that day. The supply chain moves are more concrete: substrate capacity is set to reach two and a half times its current level within three years, and KYEC received an $1.1 billion advance payment to build a factory in the U.S.