GoKawiilNvidia's Huang tours Europe as neocloud stocks sell off at GTC Berlin
At Nvidia's GTC conference in Berlin, CEO Jensen Huang met European leaders including Andy Burnham, Emmanuel Macron and Friedrich Merz while unveiling new products, even as public neocloud stocks tumbled — CoreWeave fell 10% and Nebius dropped 7% that day. Huang told CNBC demand for neoclouds remains strong, while attendees at the event voiced concern about debt-heavy AI infrastructure firms lacking credit ratings.
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The split between Huang's bullish public stance and private investor jitters highlights growing unease over how AI compute providers are financing rapid expansion, much of it through heavy borrowing. Because Nvidia holds stakes in several neocloud firms, Huang's optimism could be read as self-interested, though he frames it as reflecting underlying demand data. The credit-rating concerns raised by industry executives suggest investors may be reassessing risk in the broader AI infrastructure boom.
- Nvidia's Jensen Huang conducted a European tour meeting Burnham, Macron and Merz ahead of GTC Berlin.
- Neocloud stocks CoreWeave and Nebius fell 10% and 7% respectively amid investor concerns over borrowing.
- Industry executives flagged worries about AI infrastructure firms lacking credit ratings despite Huang's bullish demand outlook.
NVIDIA Jetson Orin Nano Developer Kit — If Jensen Huang's GTC keynotes have you curious about the edge AI and robotics platforms underpinning Nvidia's ecosystem, the Jetson Orin Nano Developer Kit is a real, accessible way to get hands-on. It's the same kind of compact AI compute hardware that powers robotics projects like the small robot ducks showcased on stage, letting hobbyists and developers experiment with AI models and robotics locally.
See NVIDIA Jetson Orin Nano Developer Kit on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: cnbc.com — Kai Nicol-Schwarz, 2026-10-23
Published there as: “On the ground at Nvidia GTC Berlin: Jensen Huang, robot ducks and neocloud distress”
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