From BigGo Finance · BigGo Finance · · 1m 30s
Nvidia Keynote Interrupted by Protester
Nvidia CEO Jensen Huang's Berlin GTC keynote interrupted by protester over Russian drones claims.
In brief
Nvidia CEO Jensen Huang's Berlin GTC keynote interrupted by protester over Russian drones claims. Nvidia's Berlin GTC keynote was interrupted by a protester who claimed Nvidia components were in Russian drones, while Huang unveiled mass-production supercomputers and European AI push. Originally reported by BigGo…
Keynote Interrupted
Nvidia CEO Jensen Huang's Berlin GTC keynote was interrupted for about a minute by a protester.
“It's okay... relax... give her a chance.”
Protester Claims
The protester claimed Nvidia components were found in Russian drones.
“What are you doing about it?”
Huang's Response
Huang said everyone deserves a chance to speak and would speak with the protester afterward.
“Everyone deserves a chance to speak.”
Supercomputers Shift
Nvidia moved full-rack assembly upstream into supply chain for mass-scale supercomputer production.
“Assembly that previously had to be completed on-site at data centers is now done within the supply chain”
DSX Pod Launch
Nvidia introduced containerized DSX Pod mini data center with Taiwanese partners for faster deployment.
“Cut hardware installation time from six months to 14 days”
Supply Chain Partners
Unimicron Technology and King Yuan Electronics expanded substrate and testing capacity for Nvidia.
“Ibiden, samsung electro-mechanics and unimicron technology will help increase substrate supply”
MiniMax Stock Drop
MiniMax stock fell more than 7% intraday, breaking below HK$165 IPO price.
“HK$161.66 at the time of writing, down 5.99%”
Morgan Stanley Rating
Morgan Stanley maintained 'Overweight' rating and HK$900 target price for MiniMax.
“M3.1 Flash's pricing is competitive among major chinese flash large language models”
M3.1 Flash Details
M3.1 Flash offers generational improvements in agentic tasks and cybersecurity with tripled inference speed.
“Online inference speed nearly tripled and usage costs cut by 70%”
Enterprise Revenue
MiniMax enterprise revenue jumped 703.1% year over year to $73.9 million.
“Enterprise revenue jumped 703.1% year over year to $73.9 million”
Market Impact
Nvidia's moves compress delivery cycles and expand supply capacity while lowering entry barriers for European customers.
“Cut hardware installation time from six months to 14 days”
Next Steps
Morgan Stanley expects M3 Pro launch before end of October and MiniMax to narrow losses.
“M3 pro launch before end of october”
What it means
Nvidia's Berlin GTC keynote was interrupted by a protester who claimed Nvidia components were in Russian drones, while Huang unveiled mass-production supercomputers and European AI push.
