➀ NVIDIA has reached a $5 trillion market cap, becoming the first publicly traded company to do so.

➁ The company's data center business is now its largest, generating over $41 billion in revenue.

➂ CEO Jensen Huang dismisses AI bubble concerns, emphasizing the demand for AI services.

➀ Nvidia has reached a historic $5 trillion market value mark, driven by a major stock rally and its central role in the global AI boom;

➁ Since the launch of ChatGPT, Nvidia's shares have surged 12-fold, contributing to the S&P 500's record highs;

➂ Nvidia's CEO, Jensen Huang, has become a Silicon Valley icon, with the company's advanced chips becoming a focal point in the tech rivalry between the U.S. and China.

➀ Qualcomm launched AI inference accelerator cards AI200 and AI250, targeting generative AI workloads like LLM/LMM with high performance and cost efficiency at rack scale;

➁ AI200 emphasizes LPDDR memory capacity (768GB per card) for low TCO, while AI250 adopts near-memory computing to boost bandwidth 10x and reduce power;

➂ Both feature liquid cooling, PCIe/Ethernet scalability, security protections, and a 160kW power design, supported by an optimized AI software stack for seamless deployment, with commercial availability in 2026 and 2027.

➀ Many add-in board partners have tried white-themed graphics cards, but a modded GeForce RTX 5080 Founders Edition model on Reddit stands out;

➁ The user, a data center hardware engineer, disassembled the card, replaced thermal pads with thermal putty, and painted the shroud;

➂ The mod has received over 2,100 upvotes and 176 comments, mostly positive, and has sparked a discussion about NVIDIA offering color options for FE cards.

➀ Business Insider has obtained an internal list showing that Nvidia CEO Jensen Huang has 36 direct reports as of October 2025.

➁ Huang is known for having a large number of direct reports, previously stating he had 55 last year.

➂ Some of the executives reporting to Huang include Ian Buck, architect of Nvidia's CUDA, and CTO Michael Kagan.

➃ Huang believes that a large number of direct reports allows for better information flow and empowerment throughout the company.

➄ Nvidia's workforce has grown significantly due to the AI boom, and Huang's work ethic has contributed to its culture.

➅ Tech leaders have varying views on the number of direct reports, with some preferring fewer to maintain a 'core army'.

➀ Intel Corporation dispels speculation about discontinuing its 14A process technology;

➁ Affirms the importance of 14A node development for its long-term manufacturing strategy;

➂ Strengthens partnership with Nvidia, aiming for further collaboration in technology development.

➃ Intel's progress on 14A is supported by the recruitment of specialized engineering talent in process technology;

➄ Intel's renewed focus on 14A reflects its improving financial position and broader effort to rebuild execution credibility;

➅ Intel continues to advance its 18A process technology, which anchors its next-generation product lineup;

➆ Intel and Nvidia are jointly defining a new platform, codenamed Crescent Island, for advanced artificial intelligence inference workloads;

➇ The collaboration with Nvidia represents incremental growth potential for Intel, opening new revenue streams without overlapping existing business segments;

➈ Intel's financial strategy remains disciplined, with a focus on verified customer demand and return potential.

➀ NVIDIA introduces a high-speed 800G OSFP to 2x 400G QSFP112 passive splitter DAC cable, designed for connecting its SN5610 switches and ConnectX-8 NICs;

➁ The cable utilizes 112G PAM4 signaling and splits an 800G port into two 400G ports, supporting next-gen networking demands;

➂ Highlights the evolving complexity of 400G/800G connectivity standards, including OSFP and QSFP112 connector variations for high-performance computing environments.

➀ NVIDIA's Reflex 2 with Frame Warp technology, announced at CES 2025, remains unreleased despite showcasing significant latency reduction through spatial reprojection;

➁ Modder PureDark reverse-engineered the tech using leaked files, creating a functional demo that reduces latency by 81% on RTX 5070 Ti but reveals edge distortion artifacts;

➂ Compatibility tests show older GPUs like RTX 2080 Ti struggle with visual flaws, suggesting Frame Warp may require Blackwell's latest Tensor Cores for optimal performance.

➀ NVIDIA推出了升级版的RTX Pro 5000 Blackwell加速器，配备72GB的GDDR7 VRAM；

➁ 与原版48GB相比，VRAM容量增加了50%；

➂ RTX Pro 5000 Blackwell具有512位内存总线，提供1,344GB/s的内存带宽。

➀ The U.S. government's 10% stake purchase in Intel led to a $73 billion market cap surge, benefiting both Intel and national revenue;

➁ Intel secured a strategic partnership with NVIDIA to supply data center CPUs and integrate GPUs, highlighting renewed industry confidence;

➂ The investment underscores U.S. efforts to strengthen domestic semiconductor sovereignty amid global tech supply chain tensions with China.

➀ Nvidia CEO Jensen Huang personally delivered the first DGX Spark AI mini-PCs to Elon Musk and Sam Altman separately, highlighting their rivalry since co-founding OpenAI.

➁ The DGX Spark, powered by Grace Blackwell Superchips, offers 1 petaflop of AI performance and supports models with 200 billion parameters, with a price increase to $3,999.

➂ Huang’s symbolic deliveries extended to top AI researchers at Google, Meta, Microsoft, and others, while partner brands like Dell and Asus offer similar systems without "Jensen-powered" service.

➀ The NVIDIA DGX Spark and Dell Pro Max with GB10 share similar hardware but differ in firmware, with NVIDIA and Dell providing separate signed updates;

➁ Firmware updates for Dell's system require Dell-signed packages, while DGX Spark uses NVIDIA-signed versions, impacting support responsibilities;

➂ Partner systems like Dell's may offer lower pricing (sub-$3,000) with customized storage configurations and support models compared to NVIDIA's direct offerings.

➀ Frore Systems introduced LiquidJet coldplates capable of handling up to 4.4kW TDP, compatible with NVIDIA's Blackwell and next-gen Feynman AI GPUs.

➁ The 3D short-loop jet-channel microstructures reduce pressure loss by 4x and achieve hotspot density of 600W/cm², doubling traditional coldplate performance.

➂ Scalable design supports future processors like Rubin (3.6kW) and integrates flexibility for custom hotspot mapping, improving AI training efficiency and data center PUE.

➀ SoftBank and Microsoft are in discussions to invest $2 billion in UK self-driving startup Wayve, potentially valuing it at $8 billion, with NVIDIA also expressing a $500 million investment intent;

➁ Wayve's AI-driven technology, built on NVIDIA's Drive AGX Thor platform, combines imitation learning, reinforcement learning, and simulation training to replicate human driving behavior across diverse environments;

➂ The company previously raised $1.05 billion in 2024 and is trialing autonomous vehicles with Uber in London, with total funding expected to reach $3.8 billion if new investments materialize.

➀ The combined capital expenditure (capex) of eight major Cloud Service Providers (CSPs)—including Google, AWS, Meta, Microsoft, Tencent, Alibaba, and Baidu—is projected to exceed $420 billion in 2025, marking a 61% year-on-year increase and equaling their total spending in 2023 and 2024.

➀ Investment priorities focus on servers and GPUs, with high demand for Nvidia's GB200/GB300 rack systems in 2025, transitioning to the Rubin VR200 platform in 2026.

➂ The 'Magnificent Seven' U.S. tech giants (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla) hold a combined market cap of $21 trillion, representing 36% of the S&P 500's total value.

➀ AMD and NVIDIA lead the AI accelerator market with annual product releases, while hyperscalers like Amazon, Google, and Meta also adopt aggressive development roadmaps;

➁ AMD plans to split its Instinct MI400-series into AI-focused (MI450X) and HPC-focused (MI430X) chips using TSMC’s 2nm process and HBM4, while NVIDIA's Rubin GPUs target 50 PFLOPS inference performance with groundbreaking power demands;

➂ Intel struggles with market adoption of Gaudi accelerators, while OpenAI partners with Broadcom and embraces Nvidia GPUs despite developing its custom XPU.

➀ Amazon's Prime Big Deal Days may be over, but there are still some good deals to be had on GeForce RTX 50 series GPUs.

➁ We've narrowed down the most compelling options to six choices below, with two SKUs each for the GeForce RTX 5060 Ti, RTX 5070, and RTX 5070 Ti.

➂ Many of the picks we've highlighted below are ASUS cards specifically, since they're currently available with fairly deep discounts.

➀ A Chinese bride surprised her groom with an Asus ROG Astral RTX 5090 GPU on their wedding day, using a numerical riddle rooted in Chinese homophone slang to reveal the gift;

➁ The equation "520×10 + 1,314 - 514 - 619 + 666 – 957 = 5090" cleverly encodes romantic phrases like "I love you forever" while referencing the GPU model;

➂ Reddit users applauded the creativity, though some humorously questioned the card's authenticity and marriage longevity amid China's strict GPU market.

➀ Microsoft Azure deploys the world's first large-scale GB300 NVL72 supercomputing cluster with 4,608 NVIDIA Blackwell Ultra GPUs, interconnected via Quantum-X800 InfiniBand for 92.1 exaFLOPS FP4 inference performance.

➁ Each NVL72 rack integrates 72 GPUs and 36 Grace CPUs, delivering 1,440 petaflops FP4 Tensor performance and pooling 37TB memory through NVLink 5, achieving 130 TB/s bandwidth.

➂ The liquid-cooled cluster, dedicated to OpenAI workloads, accelerates AI model training and deployment, marking a strategic milestone in NVIDIA's $100B partnership with OpenAI and Microsoft's global hyperscale AI infrastructure plans.

➀ China deploys customs enforcement teams to intercept NVIDIA AI chips (H20/RTX 6000D) at ports amid tightened U.S. export controls;

➁ Domestic tech giants like ByteDance face shipment disruptions as China expands scrutiny to all advanced semiconductors;

➂ Gray market's repurposed A100/H100 chips and domestic chip production bottlenecks create dual pressures on China's AI infrastructure.