➀ The global 5G Mobile Core Network (MCN) market is projected to grow at a 6% CAGR (2024-2029), driven by 5G Standalone (SA) adoption and AI-driven network capacity demands;

➀ The Multi-Access Edge Computing (MEC) market is expected to expand at 17% CAGR due to dynamic network slicing, RedCap devices, and GSMA Open Gateway APIs;

➂ AI advancements, including Agentic AI, are key to achieving L4 autonomous networking, potentially reducing operational costs for mobile operators, while 3G shutdowns spur IMS Core upgrades and 5G SA deployments expand globally.

➀ China's Cyberspace Administration questioned Nvidia's H20 GPU over potential data security risks and hidden tracking functions linked to U.S. legislative proposals.

➁ The H20 is a modified export-compliant GPU for China, lacking tracking features, yet concerns may stem from efforts to boost domestic AI chip adoption (e.g., Cambricon, Huawei).

➂ Analysts view the scrutiny as symbolic, unlikely to escalate to a ban, as China still relies heavily on Nvidia's CUDA software ecosystem.

➀ Prof. Jürgen Czarske's team at TU Dresden secured €1.5M funding through the DFG's Reinhart-Koselleck program for a 5-year project on physics-informed deep learning in fiber-optic security transmission;

➁ The project aims to address AI's explainability challenges and high energy consumption while developing energy-efficient optical neural networks for applications like secure communication and quantum computing;

➂ Innovations focus on combining data-driven AI with physical models to enable real-time light scattering measurements and reduce reliance on power-intensive GPUs.

➀ Renesas launched the RZ/G3E 64-bit microprocessor for AI-driven HMI systems with quad-core Arm Cortex-A55 and Ethos-U55 NPU；

➁ Supports dual Full HD video, PCIe 3.0, USB 3.2 Gen2, and low-power modes (50mW standby)；

➂ Targets industrial IoT, healthcare, and smart buildings with enhanced edge computing and real-time sensing.

➀ Arm's Q1 2026 revenue reached $1.05 billion, with royalty revenue up 25% year-over-year to $585 million, while licensing revenue dipped slightly to $468 million;

➁ Over 70,000 enterprises now use Arm Neoverse chips for AI workloads in data centers, powering platforms like NVIDIA Grace and AWS Graviton, with Arm projecting nearly 50% market share among hyperscalers this year;

➂ Arm launched Zena CSS, a compute subsystem for AI-driven automotive applications, accelerating vehicle development timelines by at least one year, with adoption by Tesla, Mercedes-Benz, and other major automakers.

➀ The substrate market is projected to reach $31 billion by 2030, driven by AI and HPC, with key technologies including Advanced IC Substrates (AICS), Glass Core Substrates (GCS), and Substrate-like PCBs (SLP);

➁ AICS rebounded to $14.2 billion in 2024, GCS is nearing commercialization via global investments, SLP shipments hit 392 million units (smartphone-led), and Embedded Die (ED) remains niche but critical for AI chip power delivery;

➂ Capacity expansion is driven by AI/HPC demand, CHIPS Act incentives, and Chinese investments, with Asia dominating production while U.S. and Europe lag but gain government support.

➀ Ed proposes leveraging the oversupply of mature semiconductor nodes to secure cost-effective fab capacity and establishes a fund to support UK semiconductor innovation;

➁ The initiative encourages UK designers and institutions to utilize AI-enabled EDA tools, potentially reducing chip design time by 30-50% and accelerating layout processes by 40-60%;

➂ A committee chaired by Ed will select projects under the scheme, positioning him as the gatekeeper for opportunities that may include personal incentives from applicants.

➀ Asus will launch its Ascend GX10 mini-PC powered by Nvidia's GB10 Grace Blackwell SiP on July 22, targeting AI development with data center-level performance.

➁ The GB10 integrates an Arm-based Grace CPU and Blackwell GPU, delivering 1 PetaFLOPS FP4 AI performance and 128GB unified memory, comparable to Apple's M4 Pro.

➂ Priced around $3,000, the system positions itself as a compact AI workstation, though general-purpose benchmarks show performance similar to mid-tier mobile chips like Snapdragon X Elite.

➀ The U.S. plans to require export licenses for AI GPUs to Malaysia and Thailand to prevent smuggling to China;

➁ Malaysia and Thailand are emerging as suspected transit hubs despite lacking official revenue significance for NVIDIA;

➂ Questions persist about Singapore's role as NVIDIA's key market and potential re-export routes.

➀ NVIDIA股价飙升，市值一度达到3.92万亿美元，成为有史以来最有价值的公司之一；

➁ 由于美国独立日假期，NVIDIA未能打破苹果创下的3.915万亿美元的市值记录；

➂ NVIDIA数据中心业务是其最大的收入来源，最新财报显示数据中心收入超过390亿美元，而游戏业务收入仅为37.6亿美元。

➀ HP and Google collaborate on Dimension with Beam for 3D video conferencing without headsets/glasses;

➁ The AI-driven system evolves from "Project Starline", announced at InfoComm 2025;

➂ Aims to enhance virtual collaboration through immersive spatial communication technology.

➀ The UK Space Agency launched a £75.6 million tender for an Active Debris Removal mission to capture and de-orbit two defunct satellites using robotic and autonomous spacecraft technology;

➁ The initiative marks a shift from grants to competitive contracts, aiming to stimulate private investment in space sustainability;

➂ The mission addresses the growing threat of space debris, which endangers critical satellite infrastructure supporting GPS, weather forecasting, and national security.

➀ Ford CEO predicts AI could eliminate 50% of U.S. white-collar jobs, sparking broader debate on workplace transformation;

➁ Companies like IBM, Microsoft, and Amazon are already integrating AI into HR and logistics, while critics like Nvidia's Jensen Huang question the scale of job losses;

➂ The divide deepens: AI may boost productivity but risks destabilizing consumer economies and labor markets.

➀ Global server market hits record $95.2B in Q1 2025 with 134.1% YoY growth, driven by Nvidia's Arm-based GB200 AI servers capturing 70% shipment increase;

➁ Accelerated Arm servers projected to triple revenue to $103B by 2029, with U.S. and China dominating 83% of global spending amid AI arms race;

➂ Traditional x86 servers' market share shrinks to 28% as AI workloads demand GPU/accelerator-driven systems, potentially enabling future AGI development.

➀ A team from Hochschule Kaiserslautern and ENSISA Mulhouse won the Trinatronics competition with "HelpFix," a low-cost robot guide dog that uses natural language processing and autonomous navigation to assist visually impaired individuals;

➁ Developed in 7 months under €500 via agile methods, the project combined mechatronics expertise from German and French universities;

➂ Competing against innovations like AI-powered hockey trainers and water-quality drones, HelpFix claimed the top prize (€1,500), with plans to explore open-source or commercialization pathways.

➀ Tesla, Waymo, and Baidu's Apollo Go are expanding robotaxi services in cities like Austin, Atlanta, and multiple Chinese locations;

➁ Challenges include safety regulations, fare disputes with traditional taxi drivers, and operational constraints like geofencing and remote safety operators;

➂ Trials such as GM’s Cruise in San Francisco and Motional in Las Vegas were suspended due to accidents, reflecting safety and scalability issues.

➀ Frankfurt University of Applied Sciences is developing low-cost, customizable AI-enabled drones using off-the-shelf components and open software modules for education and research;

➁ Funded by hessian.AI, the project aims to bridge the gap between high technical demands and limited budgets, enabling practical learning and innovative applications in fields like computer science, engineering, and environmental studies;

➂ Detailed construction guides will be published under a free license to encourage community collaboration and expand use cases in IoT, autonomous navigation, and interdisciplinary research.

➀ Microsoft's Copilot AI suffered an embarrassing defeat against a 1970s Atari 2600 emulator in chess, despite pre-match trash talk about the vintage system's "bizarre moves";

➁ The AI lost critical pieces by its 7th turn and ultimately surrendered, acknowledging the Atari's victory as "fair and square";

➂ Though built on OpenAI's GPT-4 and Bing integration, Copilot's chess skills remain inferior to specialized systems, contrasting with its claimed "silicon sorcerer" computational abilities.

➀ The Fraunhofer FHR Wachtberg-Forum highlighted radar technology's critical role in military and civilian security across land, sea, air, and space, with Bundeswehr Space Command emphasizing space domain awareness;

➁ A strategic partnership with Quantum Systems was announced, advancing drone-based surveillance and radar innovation for defense applications;

➂ The event showcased cognitive RF systems, experimental radar technologies, and interdisciplinary collaboration to address evolving global security challenges.