NVIDIA (NVDA) GTC Berlin 2026 Keynote summary

Europe’s AI economy

• Nearly $10 billion invested across Europe in the past year; 14 startup investments announced during the week, bringing the regional partnership network to 12,000+.

• AI framed as a new industrial revolution, with infrastructure producing intelligence to transform existing industries and enable new ones.

• Europe’s AI stack spans energy, advanced computing, AI factories, models and applications; regions were urged to produce AI, not only consume it.

• AI models extend beyond language into biology, chemistry, physics, robotics and animation; the European AI economy was described as accelerating.

AI factory infrastructure

• Vera Rubin entered full production; performance was described as 30x Blackwell’s in two years, following a 1 million-fold AI performance improvement over 11 years through co-design.

• Vera Rubin was presented as a full-stack AI factory platform spanning compute, storage, networking, libraries and models, with significantly cheaper tokens than the next-leading accelerator; NVL72, MGX, CMX and RTX nodes serve distinct workloads.

• Vera Rubin systems use fully liquid cooling and take under five minutes to assemble, versus two hours for a Grace Blackwell node; NVLink connects 72 GPUs into one system.

• DSX is a full-stack AI factory reference architecture; DSX MaxLPS uses 30% less power for the same output, while DSX at 2 GW can save 54 million liters of water daily.

• DSX Pod delivers factory-integrated, cabled and tested Vera Rubin systems in containers, targeting on-site deployment in days rather than months; supply-chain integration aims to cut compute-arrival-to-token-production time from four to five months to ~1 month.

Agents and security

• Agents were defined by five components—model, harness, sandbox, knowledge and tools; token use reached 34x its level at the start of February, driving GPU demand.

• OpenShell provides open-source, policy-enforced agent sandboxes with gateway, supervisor and policy-prover components; Sentry on BlueField-4 adds hardware-isolated monitoring and quarantines unintended activity in milliseconds.

• More than 100 partners were shown advancing agent safety with OpenShell, including Anthropic, AWS, Cisco, Google Cloud, Microsoft, SAP and Siemens.

• Anthropic partnerships include Claude OpenShell agents and Claude Managed Agents, with security and control layers for agents handling private financial data.