GTC Berlin: Huang flags capital shortage for AI data centers

At Nvidia GTC Berlin, Jensen Huang unveiled a shipping-container product packing seven Vera Rubin racks for faster AI compute deployment. He said demand for capital far exceeds its availability, with a 1 GW data center costing about $50 billion. CoreWeave shares fell 10% and Nebius 7% amid a neocloud selloff.

• Nvidia's container holds seven Vera Rubin racks and fits on normal roads
• A 1 GW data center costs about $50 billion, Huang said
• CoreWeave fell 10% and Nebius 7% by market close
• Goldman Sachs pegs AI capex at about $7.6 trillion from 2026 to 2031