[Daiwa: Continuing to support AI is bringing returns, maintaining NVIDIA's "outperform" rating] On October 26, Daiwa released a report stating that NVIDIA Berlin GTC focuses on promoting Europe to more actively turn to and invest in AI. Huang Renxun reviewed a number of important announcements and trends in his keynote speech. The bank believes that the company continues to actively solve many AI technology pain points, but how long it will take for large-scale investment in AI to be considered strategically valuable and wise is still difficult for Nvidia or any company to solve. In terms of products, Huang Renxun confirmed that Vera Rubin has been fully mass-produced. In order to speed up data center deployment, NVIDIA announced the DSX POD, a modular, pre-integrated Vera Rubin AI factory. The deployment time at the prepared site is expected to be shortened from about 6 months to as short as 14 days. It is expected to be available for use in early 2027. NVIDIA plans to expand global manufacturing capacity and emphasizes its nearly US$10 billion commitment to the European technology ecosystem. The bank continues to support that AI is bringing returns and believes that concerns about the AI ​​bubble will dissipate again over time, maintaining Nvidia's "outperform" rating.