➀ YouTuber Nick Zetta built a wearable AI-powered exoskeleton using an NVIDIA Jetson system, servos, and cameras to physically adjust arm movement for improved aim in FPS games.

➁ After optimizing latency (17ms) and motor strength, his Aimlabs score increased by 63%, securing second place globally. The device bypasses software-based anti-cheat detection by manipulating real-world inputs.

➂ While ethically controversial, the project highlights hybrid human-AI control challenges and potential real-world applications beyond gaming.

➀ Intel appoints Srini Iyengar to lead its Central Engineering Group, marking a strategic shift toward becoming a contract custom chip designer;

➁ The company secures a multi-year deal to develop custom Xeon CPUs for NVIDIA's AI platforms, a critical milestone in its foundry ambitions;

➂ The semiconductor industry faces rising demand for bespoke chips across AI, automotive, and hyperscaler markets, with Intel positioning itself through IP integration and advanced packaging tech.

➀ The RTX 5050 offers a 44% performance boost over the RTX 3050 but is criticized for its $249 price tag and 8GB VRAM limitations;

➁ Despite Blackwell architecture upgrades, 8GB VRAM restricts the use of advanced features like Multi-Frame Generation (MFG) in demanding games even at 1080p;

➂ The card retains GDDR6 memory and 130W power consumption, lacking efficiency improvements seen in higher-end Blackwell GPUs.

➀ TSMC has secured 15 customers for its 2nm N2 process, with Apple reserving half of the initial capacity;

➁ NVIDIA plans a $500M investment in UK self-driving startup Wayve Technologies, enhancing AI-driven autonomous vehicles;

➂ Imec achieves breakthroughs in high-NA EUV lithography, enabling 20nm pitch structures for advanced semiconductors

➀ Nvidia's controversial investment in OpenAI sparks speculation about AI companies inflating valuations to sustain the AI narrative;

➁ Imec and ASML achieve breakthroughs in high numerical aperture EUV lithography, patterning 20nm-pitch structures for advanced ICs;

➂ Rendezvous Robotics secures $3M funding for its TESSERAE modular tile technology to enable large-scale in-orbit construction via swarm robotics.

➀ AI dominates the top-funded startups, with OpenAI leading at $40B (valuation $300B) followed by Scale AI and Anthropic, all focused on AI infrastructure and safety;

➁ Key sectors include quantum computing (PsiQuantum, Quantinuum), defense AI (Anduril, Saronic), and energy tech (Commonwealth Fusion, Helion Energy), with NVIDIA as a prominent investor in multiple companies;

➂ Notable trends include massive seed rounds (Thinking Machines Lab), healthcare AI (Abridge, Ambience), and global participation from investors like Microsoft, Google, and Amazon.

➀ OpenAI partners with NVIDIA in a $100 billion deal to acquire next-gen Rubin GPUs for AI data centers, aiming to deploy 10GW computing power by 2026;

➁ Collaborates with Luxshare (Apple supplier) to develop ChatGPT-powered smart devices, signaling a hardware pivot alongside Jony Ive's design expertise;

➂ Pursues IPO to boost valuation amid concerns of an AI bubble, with $500B projected valuation despite $5B 2024 losses.

➀ NVIDIA pledges uninterrupted GPU supply despite $100B OpenAI investment, vowing to prioritize all customers equally.

➁ Major tech giants like Microsoft, Amazon, and Google are developing proprietary AI hardware to reduce dependence on NVIDIA.

➂ Chinese firms accelerate efforts to create alternatives amid U.S. trade restrictions, signaling intensified semiconductor competition.

➀ NVIDIA invests $5B in Intel to leverage its advanced Foveros 3D packaging and EMIB bridge technology for next-gen AI SoCs;

➁ Intel's stacking solutions enable hybrid chiplet designs, boosting interconnect bandwidth by 3-10x compared to planar layouts;

➂ The partnership grants NVIDIA domestic US packaging capacity, reducing reliance on TSMC while accelerating time-to-market for complex AI systems.

➀ Nvidia signed a letter of intent with UK self-driving startup Wayve for a potential $500m investment, building on a 7-year collaboration and existing use of NVIDIA's Drive AGX Thor technology;

➁ Wayve's AI foundation model combines imitation learning, reinforcement learning, and simulation to adapt to global driving environments with minimal retraining;

➂ The company plans London self-driving trials with Uber and has raised $1.3bn to date, with new funding potentially reaching $1.8bn.

➀ The UK's high energy costs, the highest in Europe, risk undermining government efforts to attract datacentre investments from U.S. firms like Microsoft, OpenAI, and Nvidia during President Trump's State Visit;

➀ Key concerns center on energy price data from July–December 2024, sourced from the Department for Energy Security and Net Zero;

➂ The investment pledges from major tech companies may be jeopardized due to escalating operational expenses tied to energy.

➀ Tony from Northwest Repair transformed an RTX 4080 into a 4080 Super by transplanting its core and VRAM onto a donor board, despite severe PCB warping from improper core removal processes;

➁ The repair faced multiple setbacks, including uneven solder balls, disconnected data lines, and repeated reballing attempts, requiring thermal adjustments and weights to counter warping;

➂ After over a dozen trials and meticulous alignment fixes, the card finally booted, showcasing exceptional technical skill and perseverance in high-stakes GPU repairs.

➀ NVIDIA acquired Enfabrica for $900 million, leveraging its ACF-S chip that bridges PCIe and high-speed networking (32x112G lanes) to enhance scalability and efficiency in AI/HPC clusters;

➁ Enfabrica's EMFASYS system enables 18TB of shared CXL memory across GPUs, reducing reliance on costly HBM and improving workload optimization;

➂ The ACF-S architecture offers multi-path redundancy, minimizing bandwidth loss during failures and achieving 50% lower cost per token in large-scale AI inference.

➀ The Asus TUF Gaming F16 delivers impressive 1200p gaming performance with its 115W RTX 5050 GPU, rivaling lower-TDP RTX 5060 laptops;

➁ Its 16-inch 165Hz display and robust speakers excel, but the 512GB SSD and 16GB RAM feel inadequate for modern gaming needs;

➂ Battery life (under 7 hours) lags behind competitors, while slow storage speeds and upgrade costs detract from its $1,199 value proposition.

① NVIDIA reportedly invested $902 million to acquire Enfabrica's CEO and team, securing licensing rights to its AI networking technology;

② Enfabrica's breakthrough allows interconnection of over 100,000 GPUs, addressing critical scalability needs for NVIDIA's global AI infrastructure expansion;

③ The move aligns with Silicon Valley's AI talent wars, following Meta and Google's aggressive recruitment strategies in the semiconductor sector.

➀ Huawei introduces Atlas 950 SuperCluster with 1 FP4 ZettaFLOPS inference and 524 FP8 ExaFLOPS training performance, using 524,288 Ascend 950DT NPUs;

➁ The system spans 64,000 m² (equivalent to 150 basketball courts) and aims to challenge Nvidia's Rubin-based clusters through massive parallelism;

➂ Planned Q4 2027 launch of Atlas 960 SuperCluster with 4 MXFP4 ZettaFLOPS signals aggressive roadmap in China's AI hardware push.

➀ The UK and US announced a $42 billion 'Tech Prosperity Deal' with Nvidia deploying 120,000 GPUs to support AI and quantum computing initiatives;

➁ STMicroelectronics reached agreements to avoid layoffs at its Agrate site in Italy and unveiled a $60 million investment in a Panel-Level-Packaging (PLP) production line in France;

➂ China launched an anti-dumping probe targeting US analog ICs using 40nm and above process technologies.

➀ NVIDIA plans to invest $5 billion in Intel stock, pending regulatory approval, boosting Intel's share price significantly.

➁ Intel will manufacture custom x86 CPUs for NVIDIA's AI infrastructure and data centers, potentially integrating NVLink technology, impacting AMD's market position.

➂ Intel will also develop x86 SoCs with NVIDIA RTX GPU chiplets for consumer PCs, positioning NVIDIA to expand into both x86 and Arm-based consumer devices.

➀ NVIDIA announced a $5 billion investment in Intel, acquiring a 4–5% stake at $23.28 per share, marking a historic partnership between the longtime rivals;

➁ The collaboration aims to jointly reshape the future of AI and advanced computing architectures, signaling a strategic alignment in semiconductor innovation;

➂ Analysts suggest the deal could redefine competitive dynamics in the chip industry while accelerating breakthroughs in AI-driven technologies.