➀ Q1 2025 saw Ethernet datacenter switch sales surge over 40%, the highest growth since Dell’Oro began tracking the market in 2013;

➁ NVIDIA and Celestica each gained 5% market share, with Arista maintaining its top position for the fourth consecutive quarter, while 800 Gbps switch sales surpassed $1 billion;

➂ Ethernet is rapidly displacing InfiniBand in AI infrastructure, driven by accelerated AI investments and networking upgrades despite tariff disruptions.

➀ AMD acquires Untether AI's entire engineering team in a non-traditional talent acquisition, leading to the discontinuation of Untether's AI inference products;

➁ The move enhances AMD's capabilities in AI compilers, SoC design, and energy-efficient inference solutions to challenge Nvidia;

➂ Industry analysts suggest this signals a strategic shift toward AI inference optimization as GPU-driven training demand plateaus.

➀ Nvidia's RTX 5050, set for July launch, targets sub-$300 as the most affordable Blackwell GPU with 8GB GDDR6 VRAM;

➁ Despite sharing a 128-bit interface, it adopts a strategy reminiscent of older GTX 1600-series cards, with potential GDDR7 support limitations;

➂ VRAM bottlenecks in modern games may surface, but its modest compute power could mitigate constraints.

➀ MLPerf Training v5.0 results highlight NVIDIA's dominance with Blackwell and Hopper architectures, supported by submissions from Dell and Supermicro;

➁ AMD showcases improved performance of Instinct MI325X, claiming 30% generational gains over MI300X and competitive results against NVIDIA H200 in Llama2 70B training;

➂ Limited participation from other vendors noted, with Google's Trillium system appearing and a focus on accelerated hardware-software optimization trends.

➀ Jensen Huang, CEO of NVIDIA, praised Nintendo's upcoming Switch 2 console, calling it the beginning of a 'bold new chapter' in gaming;

➁ The custom silicon inside the Switch 2, designed by NVIDIA, is a significant upgrade over the Tegra X1 found in the original Switch;

➂ The T239 chip features advanced graphics, full hardware ray tracing, high dynamic range, backward compatibility, and dedicated AI processors.

➀ NVIDIA发布了一款新的GeForce热修复驱动程序，用于解决几款游戏中持续的崩溃问题；

➁ 其中一款游戏是《沙丘：觉醒》，尽管它将在六天后才向公众发布；

➂ 热修复驱动程序针对GeForce RTX 50系列的一些特定问题进行了修复。

➀ The Alienware 16 Area-51 delivers top-tier gaming performance with an Intel Core Ultra 9 CPU and NVIDIA RTX 5080 GPU, excelling in AAA titles like Alan Wake 2 and Cyberpunk 2077.

➁ Despite its power, the laptop's bulky design (7.49 lbs) and short battery life (4h) make it better suited as a desktop replacement than a portable device.

➂ Unique features include a teal-colored chassis, quad-fan cooling, and a $50 mechanical keyboard upgrade, but it lacks OLED display options at its $3,000+ price point.

➀ A modder modified an Nvidia GTX 960 GPU by attaching a CPU cooler using a 3D-printed bracket, reducing temperatures by 13°C compared to the stock cooler.

➁ The unconventional setup achieved a record-breaking 3DMark Fire Strike score of 7642, surpassing the previous GTX 960 benchmark.

➂ The modder plans to test the concept on modern GPUs like the RTX 4080 and conduct comparative studies between CPU and GPU cooling solutions.

➀ The U.S. extends 25% tariffs on Chinese GPUs and motherboards to August 31, 2025, providing temporary relief for tech imports;

➀ Trump's fluctuating trade policies create market uncertainty, driving manufacturers to relocate production to Vietnam;

➂ Industry analysts criticize prolonged tariff delays for complicating supply chain planning and investment decisions.

➀ The article features Nvidia CEO Jensen Huang discussing his approach to expanding the company into new technological frontiers, such as supercomputers and robotics;

➁ Nvidia is transitioning from chip manufacturing to providing integrated solutions, including servers, data centers, and advanced computing systems;

➂ Huang highlights his leadership philosophy of driving innovation and motivating his team to embrace ambitious goals in emerging markets.

➀ Intel collaborates with SoftBank to develop stacked DRAM alternatives to HBM through joint venture Saimemory, targeting commercialization by 2030;

➁ NVIDIA unveils plans for a China-compliant B30 AI chip with multi-GPU scaling, circumventing export controls;

➂ TSMC explores building a UAE-based fab with US government support, mirroring its Arizona project scale.

➀ NVIDIA is developing a Blackwell-based B30 AI chip for China with multi-GPU scaling, potentially using NVLink or PCIe 6.0 ConnectX-8 SuperNICs;

➁ The U.S. export ban on H20 chips impacted NVIDIA and AMD, with AMD facing $800 million losses from MI308 ban;

➂ Jensen Huang warned that U.S. export controls risk driving Chinese rivals like Huawei to innovate and set future global standards.

➀ NVIDIA的GeForce NOW原生应用现已为Steam Deck带来更多竞争力；

➁ 通过云游戏技术，即使是低端硬件也能运行高性能游戏；

➂ 支持高达4K 60fps的流媒体游戏，并配备HDR10、NVIDIA DLSS 4和Reflex技术；

➃ 提供超过2200款游戏，并可能延长电池寿命至50%；

➄ 允许用户在手持设备上获得RTX 4080 GPU的性能，同时节省电池并避免过热。

➀ NVIDIA and AMD plan to launch scaled-back AI GPUs for China in Q3 2025, complying with U.S. export restrictions;

➁ These GPUs are tailored to support Chinese AI frameworks like DeepSeek while adhering to new regulations;

➂ The move reflects efforts to maintain market presence amid geopolitical trade constraints.

➀ The RTX 5070 and RX 9070 are closely matched in 1080p gaming, but AMD gains a notable edge at 1440p and 4K resolutions thanks to its RDNA4 architecture and Infinity Cache design.

➁ NVIDIA maintains advantages in ray tracing (especially path-tracing), software ecosystem (DLSS 4, RTX tools), and current market availability, while AMD offers superior raw performance per dollar at higher resolutions.

➂ With both GPUs priced at $549 MSRP, real-world pricing and availability significantly impact value, creating a rare near-tie in the mid-range GPU market.

➀ Q1 2025 semiconductor revenues reached $167.7 billion, up 18.8% YoY but down 2.8% QoQ, with mixed performance among major companies—NVIDIA rose 12% while STMicroelectronics and Kioxia saw >20% declines;

➁ Economic uncertainty and tariffs are dampening outlooks, though AI demand boosts NVIDIA and memory firms (e.g., SK Hynix expects 14.6% Q2 growth), while automotive and smartphone markets slow;

➂ Semiconductor Intelligence forecasts 7% 2025 growth, citing tariff risks potentially lowering TechInsights' projection from 14% to 2%, with weakness likely extending to 2026.

➀ NVIDIA unveiled its new MGX PCIe Switch Board with ConnectX-8, designed for 8x PCIe GPU servers, marking a significant architectural shift in AI server infrastructure;

➁ The board integrates four PCIe Gen6 ConnectX-8 NICs, enabling 800Gbps networking and direct PCIe Gen6 x16 connectivity between GPU pairs, bypassing CPU limitations;

➂ This innovation allows NVIDIA to deploy PCIe Gen6 and high-speed networking capabilities independently of next-gen CPU platforms, accelerating AI factory scalability.

➀ NVIDIA develops 800V HVDC architecture to support 1 MW server racks by 2027, addressing existing 54V DC system limitations;

➀ Current 54V DC systems struggle beyond 200kW, requiring impractical copper quantities for gigawatt data centers;

➂ New 800V HVDC integrates with 13.8kV AC sources, reduces copper use by 45%, and eliminates inefficient AC-DC conversions.

➀ NVIDIA's suppliers, including Foxconn and Dell, resolved technical challenges such as liquid cooling leaks and overheating, enabling accelerated production of the GB200 AI server racks;

➁ Delays in GB200 shipments were due to software bugs and inter-chip connectivity issues, with suppliers collaborating closely with NVIDIA for months;

➂ NVIDIA abandoned the Cordelia design for GB300, reverting to the older Bianca layout, which limits GPU replacement flexibility but expedites production.

➀ U.S. semiconductor sanctions aimed at curbing China's growth may inadvertently boost its domestic industry, fostering a resilient ecosystem;

➀ Taiwanese IC substrate firms face divergent outcomes: Unimicron struggles with sanctions, while Zhen Ding thrives via a 'China for China' strategy;

➂ Nvidia CEO Jensen Huang criticizes U.S. export bans as ineffective, noting Chinese competitors gain ground due to restricted access to advanced chips.