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NVIDIA GTC Berlin Conference Announces Multiple AI Advancements: Supply Chain Capacity Significantly Expanded, Physical AI Revenue Exceeds $11 Billion
NVIDIA announced several AI advancements at its GTC Berlin conference on October 21, including the launch of the DSX POD modular data center solution, which can reduce deployment cycles from months to two weeks. Supply chain partners announced a 2.5x expansion in substrate capacity and a 3x expansion in CoWoS packaging. NVIDIA also released the OpenShell architecture to address enterprise AI security issues and disclosed that physical AI revenue for the first half of FY27 has reached $11 billion, approximately 30% higher than the full FY26.
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