Jensen-mania, robot ducks and neocloud distress

Nvidia CEO Jensen Huang is touring Europe to promote AI infrastructure and new portable data center products. Despite his optimism, the 'neocloud' sector is facing market volatility due to concerns over high debt levels among AI compute providers.
Why it matters
The financial stability of AI infrastructure providers is critical to the continued growth and deployment of large-scale artificial intelligence models.
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Nvidia's GTC in Berlin was the grand finale of a week-and-a-half whistle stop European tour. Huang met with world leaders — including U.K. Prime Minister Andy Burnham, French President Emmanuel Macron and German Chancellor Friedrich Merz — announced new products and even spent time talking to small robot ducks on stage.
The Nvidia chief must be tired. At a media Q&A on Thursday morning, he gave reporters an insight into his mantra. Talking about bringing data centers online faster, Huang said: "Try less sleep, which is what I do."
And the trip's not over for Huang. Today, he's in Kazakhstan, touting the country's potential as a major AI hub.
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