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On the ground at Jensen Huang’s GTC: Future telecom base stations could evolve into distributed AI networks, with all telecom operators offering AI computing power

🚀 Jensen Huang’s Berlin GTC makes headlines! AI factories and computing networks are once again in the spotlight
NVIDIA CEO Jensen Huang unveiled his latest AI vision at GTC in Berlin, sharing a wealth of insights. A must-read for AI enthusiasts! 👇

🔥 Key takeaways:
1️⃣ Telecom base stations = distributed AI networks
Huang said that all telecom operators will offer AI computing power in the future, and traditional telecom base stations could be transformed directly into distributed AI networks!

2️⃣ The “five-layer cake” model of the AI economy
Huang divides the AI economy into: energy ➡️ computing power ➡️ AI factories ➡️ models ➡️ applications.
Worth noting: NVIDIA was the only company logo shown in the computing layer!

3️⃣ Cost of a 1-gigawatt (GW) data center
The total cost can reach $50 billion, including land, electricity, equipment, storage, cooling, and other expenses.

4️⃣ New tools arrive: DSX Pod & liquid cooling technology
DSX Pod: Deployment can be completed in as little as 14 days, accelerating the development of AI infrastructure in Europe.
Highly sustainable: Closed-loop liquid cooling and dry cooling bring water consumption close to zero. At a 2 GW scale, this could save 54 million liters of water per day; DSX MaxLPS software can reduce power consumption by up to 30%.

5️⃣ OpenShell architecture and next-generation security controls
Combines Vera Rubin infrastructure, Vera CPUs, and BlueField-4 DPUs.
Massive performance gains: Vera Rubin NVL72 delivers up to 30 times more throughput per megawatt on agent workloads than its predecessor!
Hardware-level isolation: The NVIDIA Sentry framework enables security isolation in milliseconds, preventing agents from crossing boundaries. Major players including Microsoft, Google Cloud, OpenAI, and Anthropic have joined the ecosystem.

💡 From distributed AI base stations to computing factories, breakthroughs in hardware infrastructure are providing powerful foundational support for crypto-and-AI narratives such as decentralized physical infrastructure networks (DePIN) and AI agents. Computing power is electricity, and the AI economy is taking shape at an accelerating pace.
💬 What do you think the future holds for “distributed computing networks”? Are you bullish on AI + DePIN? Join the discussion in the comments! 👇
#NVIDIA #NVIDIA #AI #DePIN #AIAgent #算力 $NVDA.US
We continue to invest in $NVDA stock on Binance Exchange
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🚀 SpaceX Q3 earnings blow expectations away! AI business surges 830% to become the biggest dark horse 🌌 Expectations of a “merger” between SpaceX and Tesla have set Wall Street ablaze!

SpaceX just released its Q3 2026 earnings, smashing expectations across the board. Its share price briefly surged more than 8% after hours! Here are the key highlights 👇

📊 Key earnings figures
Total revenue: $14.58 billion (up 161% year over year), far exceeding expectations!

Net income: $4.4 billion (vs. $1.88 billion expected), more than doubling expectations!

Diluted EPS: $0.35 (vs. $0.15 expected)
🤖 AI “Superintelligence (SI)” becomes the company’s largest revenue source
SI business revenue: $7.56 billion (up a whopping 830% year over year!), surpassing Starlink for the first time to become the company’s largest revenue pillar!

Growth drivers: Strong demand for cloud services, synergies from the acquisition of Cursor, and explosive growth in applications of the Grok model.

📡 Starlink and space businesses continue steady expansion
Satellite internet: Revenue of $5.25 billion (up 69% year over year), with Starlink subscribers surpassing 13.6 million!

Space launches: Revenue of $1.77 billion. Starship’s 14th flight successfully deployed Starlink V3 satellites into orbit and contributed commercial revenue for the first time!

💡 Outlook and highlights
Accelerating computing capacity: Q3 capital expenditure was nearly $20 billion, of which 84% went toward building AI/SI infrastructure (the COLOSSUS II computing center is being expanded).

Musk’s big announcement: Executives revealed on the earnings call that next year’s annual recurring revenue (ARR) target could reach as high as $1 trillion, and confirmed that a potential merger with Tesla is under discussion!
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🚀 Are billionaires ushering in a new era of “giving away shares”? Musk plans to give stock to every child in the U.S.—will the world’s greatest investor, Warren Buffett, follow suit?

Elon Musk, founder of Tesla and SpaceX, previously announced on social media that he plans to give one share of SpaceX stock free of charge to every child under 18 in the U.S. At a valuation of $148 per SpaceX share and with around 70 million minors across the country, the giveaway would be worth approximately $10 billion in total (more than 1% of his SpaceX stake).

💡 A new approach to philanthropy: from “setting up a foundation” to “giving everyone a stake”?
Musk’s “airdrop-style” philanthropy could offer a new solution for other ultra-wealthy individuals worth hundreds of billions, such as Buffett, Bezos, Zuckerberg, and Jensen Huang:

* Buffett’s dilemma: The 96-year-old “Oracle of Omaha” plans to give away his $150 billion fortune by 2034, but his three children have admitted that the pressure is “enormous.” They currently donate only around $500 million a year, while the amount they will need to distribute annually in the future could surge to over $15 billion.

* An alternative to consider: If Buffett followed Musk’s example and gave every child in the U.S. one Class B share of Berkshire Hathaway (worth around $532 per person), it would cost only about $37 billion in total (a quarter of his stake). This would not only directly ease the burden of distributing his wealth, but also deliver the largest financial-literacy initiative in history.

⚠️ Practical hurdles and potential impact
* Implementation challenges: Whether it’s SpaceX (a private company whose shares are not publicly traded) or Berkshire Hathaway, opening securities or custodial accounts for 70 million minors and distributing shares in compliance with regulations would still pose major technical and regulatory hurdles.

* Financial education: Berkshire Hathaway’s strong earnings prospects (with an annualized compound return of around 10% possible over the next decade) could make a powerful lesson in finance and value investing if passed directly to the next generation in the form of shares.

📌 If Web3 giants in the crypto space also adopted this “airdrop for everyone” model to give wealth to young people, what do you think would be better: giving away BTC/ETH, or shares in leading Web3 startups? Share your thoughts in the comments! 👇
#WarrenBuffett #ElonMusk $SpaceX
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