Nvidia’s AI infrastructure pitch shares the stage with robot demos and protest

Four Microducks—small walking robots made by Hugging Face and France’s Pollen Robotics—appeared during the keynote.[3] When Huang told them to take a nap, one continued walking before eventually falling alongside the others, Business Insider reported.[2] Demonstrators demanded, “Why don't you clean up your act?” while holding banners that partly obscured the screen.[1] Greenpeace said it wanted Nvidia to extend its 100% renewable-energy target across its supply chain and audit whether its technology ends up in military equipment.[2] Security escorted a protester away, and Huang said everyone should have an opportunity to speak.[2]

Nvidia unveiled DSX POD as a reference design for factory-built, containerized AI infrastructure.[1] The company says each system combines seven liquid-cooled Vera Rubin compute racks with Spectrum-X networking, with partners cabling, integrating and testing the system inside modular containers before delivery.[1] Nvidia expects DSX POD to be available in early 2027.[1] Nvidia claims deployment could shrink from six months to as little as 14 days—but only at a prepared site.[1] The estimate excludes the time required to prepare site power, connectivity and other infrastructure, so it is not a total project timeline.[1]

Nvidia says Vera Rubin systems are designed for closed-loop liquid cooling, with coolant temperatures of up to 45°C.[1] Huang claimed that DSX deployed at two gigawatts could save 54 million litres of water a day.[1]

Nvidia announced Agile ONE SN, a humanoid robot reference platform from German startup Agile Robots, built on Isaac GR00T and a Jetson Thor compute module.[1] Nvidia scheduled the platform for early 2027 and described it as a ready-made system for robotics researchers and developers to develop and test capabilities.[1] Huang described robotics as a major emerging industry.[1] Separately, Nvidia said it had invested almost $10 billion into Europe in the past year.[1] Forrester analyst Paul Miller said Nvidia made 14 investments in European startups during Huang’s trip, and cautioned that technology with critical ongoing dependencies on Nvidia or another non-European company may not satisfy strict definitions of European tech sovereignty.[1]