英伟达GTC柏林推出DSX POD并锁定供应链产能，安靠获13亿美元新增先进封装协议

Nvidia ( NVDA ) introduced a prefabricated design for AI data centers and announced supply chain, telecom, healthcare, automotive, and robotics partnerships at its GTC Berlin event. NVDA stock was up 2% in Wednesday premarket trading. DSX POD The company introduced DSX POD , a reference design for AI data centers built in modular containers and assembled and tested before delivery. Nvidia said the approach could cut deployment time at prepared sites from six months to as little as 14 days. Partners include Dell ( DELL ), Hewlett Packard Enterprise ( HPE ), Lenovo, Schneider Electric, and Vertiv ( VRT ). Nvidia said European partners are adopting its DSX AI Factory Platform to build data centers that use less cooling water and less power for the same AI output. SUPPLY CHAIN Nvidia said it is working with supply chain partners to expand capacity: Nvidia is expanding manufacturing capacity with $1.3B deal with Amkor ( AMKR ) to increase advanced packaging capacity by more than 300% by the end of 2028. Infineon ( IFNNY ) is advancing its collaboration with Nvidia on gallium nitride-based intermediate bus converter solutions for 800 VDC AI data center power architectures.Substrate agreements with IBIDEN, Samsung Electro-Mechanics and Unimicron Technology Corporation for a 2.5-fold increase over three years. King Yuan Electronics plans new facilities in the United States backed by a $1.1B capacity reservation advance from Nvidia. SOFTWARE Nvidia introduced its OpenShell reference architecture , designed to help companies build and secure AI agents. Companies working with the architecture include Anthropic ( ANTHRO ), AWS ( AMZN ), Cisco ( CSCO ), CrowdStrike ( CRWD ), Dassault Systèmes, Dell ( DELL ), Google Cloud ( GOOG ), HPE ( HPE ), IBM ( IBM ), Meta ( META ), Microsoft ( MSFT ), OpenAI ( OPENAI ), Palo Alto Networks ( PANW ), Perplexity, SAP, ServiceNow ( NOW ), Siemens, SpaceX Super Intelligence ( SPCX ). It combines Vera Rubin infrastructure for model inference, Vera CPUs for agent harnesses and tool use, and BlueField-4 DPUs running Nvidia Sentry for in-silicon enforcement. It extends to the edge through RTX Spark, DGX Spark and DGX Station systems, and runs on Canonical, Red Hat, Microsoft Windows and Microsoft Execution Containers. TELECOM Nvidia and Nokia ( NOK ) announced expanded work with telecom operators on AI-powered networks. Nvidia said T-Mobile ( TMUS ) completed the first AI-radio access network call on a commercial network, while BT, Deutsche Telekom and Elisa announced trials using Nvidia computing technology and Nokia software. AUTOMOTIVE and ROBOTICS Volvo Cars will adopt Nvidia's Hyperion platform and Alpamayo software for automated driving, while Agile Robots introduced a humanoid robot reference platform built on Nvidia's Isaac robotics technology. Other companies developing robotics systems on Nvidia's platform include ABB Robotics, KUKA and Universal Robots. HEALTHCARE Nvidia and the University of Washington's Institute for Protein Design introduced RFD4-Proteina, an open AI model for protein design. Siemens Healthineers is also developing AI tools for adaptive cancer radiotherapy.