➀ A Singaporean company, Megaspeed, allegedly used U.S.-based subsidiaries and shell entities to bypass sanctions and export $2B worth of restricted NVIDIA AI GPUs (H100/H800) to China;

➁ Investigations revealed suspicious practices, including sealed GPU crates in Malaysian data centers and empty offices linked to Chinese shell firms;

➂ NVIDIA denies direct China ties, but U.S. officials challenge the legitimacy of sales involving sanctioned entities like Inspur's subsidiary Aivres.

➀ Waymo's self-driving vehicles in Arizona faced operational shutdowns and required towing due to heavy rainstorms;

➁ Qualcomm announced its acquisition of Arduino to enhance edge computing capabilities while maintaining Arduino's open-source ethos;

➂ Fujitsu and Nvidia partnered to co-develop a full-stack AI infrastructure for industries like healthcare and robotics, integrating Fujitsu CPUs and Nvidia GPUs.

➀ The U.S. has approved NVIDIA to export billions in AI GPUs to the UAE, with initial deployments managed by U.S.-operated datacenters;

➁ The deal allows the UAE to purchase 500,000 Blackwell GPUs annually alongside a $1.4 trillion U.S. investment commitment, while G42 will receive 20% of future shipments;

➂ The agreement reflects U.S. 'AI diplomacy' to counter China's regional influence, but faces criticism over lax security safeguards.

➀ Two Redditors purchased NVIDIA GeForce RTX 5090 GPUs at Walmart below MSRP, with one paying $1,119 (44% off) via clearance deals;

➁ The discounted units were returned/open-box items marked with Walmart's yellow "reduced" stickers, not official sales;

➂ PNY's non-RGB RTX 5090 model normally retails for $2,800, making these deals exceptionally rare amid ongoing GPU markup trends.

➀ Asus China influencer 'Uncle Tony' crafted a custom RTX 5090D entirely from 5kg of solid gold, weighing 7.6kg in total;

➁ The gold-plated GPU replaced original components through intricate mold casting and finishing processes over several months;

➂ Sold privately for $500,000 (charity proceeds), surpassing the mass-produced ROG Golden Dhabab's 6.5g gold content.

➀ The Cooler Master NR2 Pro Mini ITX gaming PC features AMD's Ryzen 7 9800X3D CPU and NVIDIA RTX 5070 Ti GPU, now discounted $497 on Amazon Prime Day;

➁ The compact NR200P Max case boasts excellent cooling with a 280mm AIO and supports high-end components like 32GB DDR5 RAM and 2TB SSD;

➂ Benchmarks show the 9800X3D outperforms Intel's flagship CPUs by 30-35% in gaming, cementing its status as the current gaming performance king.

➀ Fujitsu and NVIDIA collaborate to develop a self-evolving, full-stack AI infrastructure integrating Fujitsu-Monaka CPUs and NVIDIA GPUs via NVLink Fusion, targeting industries like healthcare and manufacturing;

➁ The partnership focuses on an AI agent platform balancing speed and security, combining Fujitsu's Kozuchi and NVIDIA's Dynamo, leveraging NeMo for sector-specific AI model customization;

➂ The initiative aims to accelerate industrial automation, address labor shortages through robotics, and promote global AI adoption to enhance competitiveness and sustainability.

➀ Business leaders like Goldman Sachs CEO David Solomon and Amazon founder Jeff Bezos debated whether the AI investment boom is a bubble, with Solomon cautioning potential unrealized returns and Bezos acknowledging short-term risks but emphasizing long-term societal benefits.

➁ Hyperscaler AI capital expenditures are projected to reach $490 billion by 2026 and $684 billion by 2029, while AI companies have accumulated $268 billion in debt over 2024-2025, raising concerns about financial over-engineering akin to historical bubbles like the 2007 subprime crisis.

➂ Nvidia’s $4.6 trillion market cap and circular financing practices (e.g., investing in firms that buy its chips) highlight structural risks, though Bezos argued that despite potential turbulence, AI-driven innovations will ultimately deliver transformative societal gains.

➀ Nintendo Switch 2 integrates two Nvidia DLSS versions: a standard CNN-based model for 1080p upscaling with superior image quality, and a 'DLSS Light' for higher resolutions up to 4K at reduced computational cost.

➁ 'DLSS Light' prioritizes docked-mode performance, sacrificing temporal stability for faster rendering but introducing visual artifacts during motion, while the full DLSS model offers smoother motion handling.

➂ The unique hardware collaboration between Nintendo and Nvidia highlights the console's focus on balancing handheld efficiency and docked-mode power, though first-party games have yet to adopt DLSS explicitly.

➀ NVIDIA and Intel announced a multi-billion-dollar partnership to co-develop x86 chips integrating RTX GPU tiles using Intel's Foveros/EMIB packaging technologies, targeting premium laptops and AI PCs;

➁ The partnership leverages Intel's advanced packaging to bypass TSMC's CoWoS bottleneck, while NVIDIA gains x86 ecosystem access without developing CPUs;

➂ The move challenges AMD's APU dominance, offering coherent CPU-GPU memory sharing through NVLink (900GB/s bandwidth) and redefining multi-foundry chip integration strategies.

➀ 400G-SR8光模块采用8通道设计，每通道50Gbps，支持短距离（100米）400Gbps数据传输，适用于数据中心；

➁ 需搭配MPO-16 APC光纤，相比传统MPO-12或LC接口的线缆，成本更低但布线复杂度增加；

➂ 厂商示例包括NVIDIA MMA4U00 OSFP模块和FS 400G QSFP-DD模块，未来在MikroTik CRS812等交换机中将更普及。

➀ An AI-generated video shows OpenAI CEO Sam Altman "stealing" a GPU from a Target-like store, humorously claiming it's for Sora 2 inference;

➁ Created using OpenAI's new Sora 2 model, the viral clip highlights the tool's realism and the company's pivot to a TikTok-like social platform for AI content;

➂ The video underscores growing concerns about AI's potential to blur reality and the urgent need for content authenticity verification in the AI era.

➀ NVIDIA recently released two GeForce GPU drivers, including a 'Game Ready' driver (version 581.42) optimized for Battlefield 6, and an out-of-band hotfix driver (version 581.47) to fix game crashes in specific instances.

➁ The 581.42 driver is optimized for Battlefield 6 and other games like FBC: Firebreak, featuring NVIDIA RTX technologies like DLSS 4 and NVIDIA Reflex.

➂ The 581.47 hotfix addresses a game crashing issue when Chinese characters are in the game directory with Smooth Motion enabled.

➀ NVIDIA introduces the Rubin CPX GPU, a specialized accelerator for AI inference's context phase using cost-effective GDDR7 memory;

➁ GDDR7 reduces power and cost by 50% compared to HBM3E/HBM4, avoiding CoWoS packaging and enabling distributed AI processing;

➂ The Vera Rubin NVL144 CPX system integrates CPX GPUs with 8 ExaFLOPS performance and Dynamo orchestration for automatic workload optimization.

➀ GeForce RTX 5070 Ti Super and GeForce RTX 5070 Super models listed in Seasonic's PSU calculator;

➁ Power supply recommendations based on TDP of components;

➂ GeForce RTX 5080 Super rumored to be missing;

➃ NVIDIA GeForce RTX 50 Super series GPUs rumored to launch in Q1 or Q2 2026.

➀ The US-China semiconductor competition has reportedly led to the resurgence of Alibaba founder Jack Ma, as Chinese authorities showcased Alibaba's in-house AI chip as a domestic alternative to NVIDIA's H20 GPU during Premier Li Qiang's visit to a Qinghai data center;

➁ The Chinese government urged domestic customers to prioritize local chips over NVIDIA's H20, citing security concerns, which halted H20 production;

➂ Jack Ma re-emerged publicly after five years of low visibility following the halted Ant Financial IPO, with his viral bar meeting and the slogan 'Make Alibaba Great Again' signaling his renewed influence.

➀ STH navigates challenges balancing its roles in PR, analyst content, and influencer-driven media, driven by the growth of its YouTube channel and Substack platform;

➁ The channel reaches 1 million YouTube subscribers, while the Axautik Group's Substack surpasses 100K monthly views, focusing on monetizable industry analysis;

➂ STH Labs expands its short-form content strategy and plans to hire full-time staff to scale operations in 2026 amid evolving communication models with tech companies.

➀ Nvidia invests $5 billion in Intel to co-develop x86 server CPUs and client SoCs, marking a strategic shift for both companies;

➀ The deal provides Intel with immediate financial relief but faces skepticism about its ability to revive the struggling chipmaker amid persistent cash burn and delayed 18A node development;

➂ Geopolitical factors, including U.S. government equity stakes and SoftBank's involvement, underscore the deal's alignment with America-First industrial policies and semiconductor supply chain security.

➀ OpenAI faces significant financial challenges despite announcing $500 billion Stargate infrastructure plans and $10B chip deals, with $5B losses in 2024 and only $13B projected 2025 revenue;

➁ Potential reliance on a future trillion-dollar IPO and uncertain government investments highlights cash flow risks, while its nonprofit-to-profit transition complicates funding timelines;

➂ The AI industry’s 'bubble' comparisons intensify as companies like NVIDIA and Oracle fuel OpenAI’s growth amid unproven profitability models.