<p>➀ Nvidia announced the Grace Blackwell Ultra AI chip (GB300) shipping in Q3 and a 4x performance boost in its RTX Pro Server for AI models;</p><p>➁ Nvidia and Infineon collaborated on centralized 800V HVDC power architecture for AI data centers to optimize space and efficiency;</p><p>➂ Wolfspeed faces bankruptcy due to $6.5B debt and loss of key clients like Tesla and Volkswagen, reducing its SiC market share from 32% to 19%.</p>