Nvidia's GTC Berlin Is Coming — A New Catalyst for the AI Trade?

Last week, debate over AI financing and valuations intensified, and UBS's trading desk saw the pullback as mainly reflecting deleveraging. Nvidia holds GTC Berlin from October 20 to 22 local time, with Jensen Huang delivering the keynote at 17:00 Beijing time on the 21st, focused on accelerated computing, AI infrastructure, open-source models, AI agents and physical AI. The market will look at inference costs, application rollout and customer deployments for new clues on compute demand and return on investment. Can the event lift confidence in the AI trade? Do you prefer compute leaders, memory and optical communications, or AI applications and robotics? Flexibly allocate across core U.S. tech equities and diversified RWA portfolios on Bitget — achieve efficient cross-asset allocation and precision risk hedging: https://www.bitget.com/promotion/futures-rwa