NVIDIA GTC Berlin will take place from October 20 to 22, with CEO Jensen Huang delivering a keynote speech at 11 AM local time on October 21. Amid ongoing debate about AI investment returns and market doubts regarding the sustainability of the AI bubble and high-leverage expansion, investors are keen to see if NVIDIA can clarify the growth potential for AI hashrate demand and how massive capital expenditures will translate into sustainable business returns. Additionally, the market is watching whether NVIDIA will confirm the continued use of Intel Xeon processors in its next-generation Feynman architecture, or adopt Intel's manufacturing nodes and advanced packaging solutions, which could positively impact Intel's revenue outlook.