➀ Ed在日记中透露，关税问题让他感到自豪，他预见到这将是Liz Truss故事的翻版，并相应地应对。

➁ 到周二晚上，关税已使全球股市价值蒸发10万亿美元，而到周四早上，股市又上涨了6万亿美元。

➂ 所有金融人士都说，当政府债券开始抛售时，总统将改变方向，就像Liz在她预算后大量出售金边债券时那样。

➀ A GeForce RTX 5070 graphics card from Gainward has dropped below MSRP at a UK reseller, now retailing for £518.99 ($677).

➁ This sudden price drop could be part of a flash sale and may not be indicative of the entire market.

➂ RTX 5070 models in the UK have generally stayed at their launch MSRP, with Nvidia officially releasing the RTX 5070 at £539 in the UK, later dropping it to £529.

➀ Nvidia has overtaken Samsung and Intel to become the number one semiconductor company in the world;

➁ Worldwide semiconductor revenue reached $655.9 billion in 2024, up 21% from $542.1 billion in 2023;

➂ Samsung Electronics maintained second place due to gains in DRAM and flash memory, while Intel's revenue grew by only 0.8%.

At NVIDIA GTC 2025, we got to tour Pegatron's booth, where we saw the Pegatron NVIDIA GB300 NVL72 rack and other GPU systems. The GB300 NVL72 racks are liquid cooled with a busbar for power in the rear. The sleds have four Blackwell modules along with two NVIDIA Grace CPUs and are liquid cooled.

The article also mentions that Pegatron is integrating Delta power supply shelves into their racks and that the NVIDIA GB300 NVL72 is neat, with several other GPU systems on display.

➀ Customers have found significant discounts on RTX 50 series GPUs at Walmart's returns aisle, despite a declared shortage by Nvidia and inflated prices.

➁ A Reddit user shared a purchase of a PNY RTX 5080 for $895.99, which is $384 less than the MSRP of $1,279.99.

➂ Another user found a sealed PNY RTX 5070 for $515, below the MSRP of $549.

➀ Hamamatsu Photonics Europe has launched NZConnectMD Scan, an image acquisition platform for digital pathology workflows.

➁ The software allows for centralized control of multiple NanoZoomer MD Series scanners.

➂ Key features include barcode-based slide tracking, workflow balancing, and space optimization.

➀ The China-exclusive RTX 5090D has taken the top spots in various single-GPU world records on HWBot;

➁ The RTX 5090D HOF OC Lab edition, from Galax, features a dual 16-pin design;

➂ Despite firmware limitations, the RTX 5090D outperforms its global counterpart in most benchmarks.

➀ Nvidia may avoid recent tariffs on its AI servers due to their production in Mexico, which accounts for 60% of their AI datacenter servers;

➁ The tariffs could potentially affect Nvidia's datacenter shipments to U.S. hyperscalers;

➂ Nvidia's DGX and HGX servers are sorted under U.S. Harmonized Tariff Schedule (HTS) codes that are exempt from U.S.-Mexico tariffs due to the USMCA trade agreement.

➀ At NVIDIA GTC 2025, ASUS showcased the AI Pod for the NVIDIA GB300 generation, featuring PCIe GPU systems and new HGX B200 and B300 systems.

➁ The rack contains 18 NVIDIA GB300 compute blades, each with four B300 modules and two Grace CPUs.

➂ The system also includes NVIDIA ConnectX-8 NIC, BlueField-3 DPU, and liquid-cooled SSD array, with NVLink Switch sleds and complex cable cartridges.

➀ The article discusses the possibility of running the 94GB NVIDIA H100 NVL PCIe card as a single GPU without the NVLink bridge;

➁ The test was conducted and the card was found to work as expected;

➂ The implications for the H100 NVL in the secondary market and its potential use in servers are discussed.

➀ NVIDIA 尚未正式宣布 GeForce RTX 5060 Ti 或非 Ti 版本，但根据越来越多的泄露信息，5060 系列即将到来。

➁ 最新泄露来自 FurMark 的数据库，其中有多条记录指向这款未宣布的部件。

➂ FurMark 是一款用于 GPU 压力测试和 OpenGL 基准测试的工具，其数据库中出现多个关于 GeForce RTX 5060 Ti 的条目。

➀ Nano Dimension has completed the acquisition of Desktop Metal, Inc., a leader in digital manufacturing.

➁ The combined company aims to be a global leader in innovative systems, software, and materials for high-value applications.

➂ The transaction is valued at $179.3 million and is expected to generate over $200 million in annual revenue.

At NVIDIA GTC 2025, the NVIDIA GB300 NVLink Switch tray was showcased. This liquid-cooled switch tray is designed to fit in the NVL72 racks, with features like liquid-cooling nozzles, busbar power, and connectors for NVLink cable cartridges. The design includes liquid-cooled NVLink switch chips and metal tubes for liquid cooling, differentiating it from typical liquid-cooled servers.

➀ Despite a price tag nearing $500, the Nvidia GeForce RTX 4060 is topping the best seller charts on Newegg US.

➁ The MSI Ventus model is listed at $460, while a Gigabyte Eagle model is at $455.

➂ The high demand for the RTX 4060 contrasts with the lower launch price of $299 in June 2023.

➀ NVIDIA确认Nintendo Switch 2将使用基于Tegra处理器的芯片，可能名为“Orin”；

➁ Switch 2的处理器名为“Drake”，拥有8个Arm Cortex-A78C CPU核心、128位LPDDR5X内存接口和基于Ampere架构的集成GPU；

➂ Switch 2的GPU能够运行NVIDIA的DLSS技术，并可能支持AI面部追踪和背景移除等功能。

➀ The NVIDIA GeForce RTX 5090 has become scarce and hard to find, but not for everyone as an AI farm in Vietnam demonstrates. The farm showcases a large number of these rare GPUs, reminiscent of the crypto mining farms seen during GPU shortages years ago.

➁ The GeForce RTX 5090, the best gaming GPU on the market, is also well-suited for AI and machine learning applications due to its impressive 32GB of GDDR7 VRAM.

➂ Despite its high price and limited availability, the RTX 5090 is still in high demand for AI work, and the market conditions for GPUs remain challenging.

➀ U.S. President Donald Trump has signed an executive order to create the United States Investment Accelerator Office;

➁ The office aims to negotiate better deals for taxpayers;

➂ There are concerns about the impact on existing contracts and awards.