➀ NVIDIA CEO Jensen Huang delivered a keynote at Computex 2025 Taipei, focusing on AI and data center computing advancements;

➁ The event hinted at potential announcements for desktop users, alongside Nvidia's latest innovations in hardware;

➂ Competing initiatives like MSI's Nvidia DGX-powered AI supercomputer and the Beyond CUDA Summit's challenge to Nvidia's dominance were also highlighted.

➀ Nvidia has transitioned from HGX B300 NVL16 to NVL8 to accommodate faster GPU-to-GPU interconnects for LLMs with sparse MoE architectures like DeepSeek and LLAMA4.

➁ NVL8 and NVL16 both have 16 GPU dies, but NVL8 integrates two GPU dies per package, connected via NV-HBI, offering up to 10 TB/s bandwidth.

➂ The shift to NVL8 will enable Nvidia to predominantly use CoWoS-L packaging, optimizing supply chain management.

➃ DGX Spark uses the GB10 chip, expected to be in mass production around June-July, with end product shipments in August-September.

➄ The N1X is Nvidia’s Windows-on-ARM processor, requiring significant software optimization for laptop use and Windows support, potentially delaying laptops into 2026.

➀ NVIDIA's next-gen AI accelerator for China will abandon the Hopper architecture due to U.S. export bans, shifting from HBM to GDDR7 memory;

➁ The move follows a $5.5 billion loss after the H20 chip was prohibited, with Huawei's Ascend 920 poised to fill the market gap;

➂ Technical challenges remain as Hopper's design conflicts with GDDR7, potentially forcing NVIDIA to adapt consumer-grade Blackwell architecture for compliance.

➀ Enthusiast tests reveal Intel Core 2 Quad Q9450 paired with NVIDIA RTX 5060 Ti struggles to run ray-traced games due to missing CPU instruction sets;

➁ Non-RT games show potential for decent performance, but compatibility limitations highlight hardware generation gaps;

➂ Community discussions explore balancing CPU/GPU upgrades for budget builds, emphasizing modern processor needs for advanced features.

➁ Alleged AMD RX 7500 prototype with 6GB VRAM and 1,536 shaders surfaces, showing 64 ROPs but lower specs than RX 7600.

➁ TechPowerUp lists an unverified RX 7500 XT variant with fewer shaders and ROPs, suggesting possible product line confusion.

➂ Cancelled due to market irrelevance against NVIDIA's absent RTX 4050, with 6GB VRAM deemed insufficient for modern gaming.

➀ ASUS introduces White Edition GeForce RTX 50 Series graphics cards (RTX 5070 to 5090) with enhanced cooling, power delivery, and aesthetic designs across ROG, TUF Gaming, and Prime lineups;

➁ Powered by NVIDIA Blackwell architecture, the cards feature DLSS 4, AI-driven performance boosts, and Studio tools for creators, while incorporating vapor chambers, quad-fan cooling, and phase-change thermal compounds;

➂ Deliver high power capacity (e.g., 80A MOSFETs on RTX 5090), SFF compatibility for compact builds, and safety features like PCIe power monitoring via ASUS GPU Tweak III.

➀ The UAE and US announced plans to build the largest AI infrastructure facility outside the US, featuring 5GW-capacity data centers in Abu Dhabi to serve nearly half the global population within a 3,200 km radius;

➀ The project, led by G42 in partnership with US companies, will use nuclear, solar, and gas energy to reduce emissions and includes a science park for AI innovation;

➂ The UAE agreed to align its security regulations with the US and plans to acquire 500,000 Nvidia AI chips annually, while enforcing strict access controls for compute resources.

➀ The article provides an exclusive look inside Dell's 700,000 sq ft factory in Franklin, Massachusetts, which assembles large-scale AI infrastructure systems like the NVIDIA GB200 NVL72 racks;

➁ It details the factory's adaptation to taller 52U racks, component reuse/recycling practices, and custom configurations for high-value AI clusters;

➂ The facility handles full assembly, testing, and packaging of multi-million-dollar AI racks optimized for diverse customer data center requirements.

➀ Lenovo launches ThinkStation PGX AI workstation with Nvidia GB10 chip and 128GB memory, delivering 1 PetaFLOP performance for AI models up to 200B parameters;

➁ Dual-unit configuration boosts capacity to 405B parameters, competing with Nvidia's Project Digits and Asus/MSI alternatives;

➂ Despite claims of 1 PFLOP at FP4 precision, real-world FP8 performance lags behind Tiny Corp's RTX 5090-based solution at 6x higher cost.

➀ The U.S. Commerce Department prohibits global use of Huawei's Ascend AI chips, citing violations of export controls due to alleged use of U.S. technology;

➁ Nvidia views Huawei as a formidable competitor but highlights challenges in replacing its dominance, as Huawei faces sanctions limiting access to advanced chipmaking tools;

➂ The crackdown underscores U.S. efforts to maintain AI leadership, even as Chinese firms like Biren and Moore Threads emerge as potential long-term challengers.

➀ The U.S. Department of Commerce's BIS banned the use of Huawei’s Ascend 910B/C/D AI chips, claiming they utilize U.S. technology, with violators facing severe penalties;

➁ Huawei’s Ascend 910C-based servers reportedly outperform NVIDIA’s most powerful GPUs, but production shortages limit their availability even for Huawei itself;

➂ BIS revoked the AI Diffusion Rule and plans new regulations, potentially easing restrictions for U.S. companies exporting AI chips to China.

➀ NVIDIA released a new 'Game Ready' driver package for Doom: The Dark Ages, but some users are experiencing crashes with the latest driver release.

➁ id Software has identified a workaround for the issue, including rebooting the system, reinstalling the driver, and disabling integrated GPUs.

➂ The post on Steam also includes details about the game's system requirements and known issues.

➀ The RTX 5090 laptop GPU shows only marginal performance gains over the RTX 4090, with an average improvement of 1.23% at 4K and 0.02% at 1440p;

➁ Notable power efficiency improvements allow the RTX 5090 to run cooler and extend battery life during gaming sessions;

➂ With minimal performance uplift and high pricing, upgrading to the RTX 5090 is generally not recommended except for specific use cases like on-battery gaming or requiring 24GB VRAM.

➀ Zotac announces new mini-PCs powered by AMD's Strix Halo APUs and Nvidia RTX 5060 Ti/5070 GPUs, set to debut at Computex;

➁ Models include the Magnus-E lineup with Intel Core Ultra 7 and desktop GPUs, plus an AMD-focused Magnus EA variant with Ryzen AI Max+ 395 and up to 128GB unified memory;

➂ AMD's Strix Halo APUs offer 16-core Zen 5 CPUs and 40 RDNA 3.5 CUs, rivaling RTX 4060/4070 laptop GPUs.

➀ AWS plans to invest over $5 billion to establish an 'AI Zone' in Saudi Arabia, featuring data centers for AI training and services like SageMaker and Bedrock;

➁ AMD and Humain will invest $10 billion to deploy 500MW of AI compute capacity using AMD's Instinct GPUs, EPYC CPUs, and ROCm software ecosystem, targeting multi-exaflop capacity by 2026;

➂ NVIDIA and Humain will build data centers with up to 500MW capacity powered by advanced GPUs, including a Grace Blackwell AI supercomputer, and collaborate on AI talent development through the Omniverse platform.

➀ Intel's dual-GPU Arc B580 with 48GB VRAM is rumored to debut at Computex 2025 as a cost-effective AI/ML solution;

➁ The card combines two 24GB B580 GPUs via PCIe bridge, lacking shared memory pooling but offering 48GB VRAM at ~$800;

➂ Targets developers needing affordable high VRAM, though performance trails NVIDIA's Blackwell GPUs and requires manual optimization.

➀ NVIDIA has reportedly raised GPU prices by 5-15% across most product lines, driven by rising manufacturing costs and tariffs;

➁ AI GPUs like H200/B200 face the steepest hikes (up to 15%), while gaming GPUs see 5-10% increases, with RTX 50 series prices doubling in some channels;

➂ Despite export restrictions impacting $5.5B in Chinese AI chip sales, strong global AI demand and cloud service investments are expected to keep NVIDIA's earnings stable.

➀ Global semiconductor revenue grew 25% YoY to $683 billion in 2024, driven by strong demand for AI-related chips, particularly HBM, which fueled a 74% surge in memory segment revenue;

➁ Memory market recovery, led by improved supply-demand balance and higher ASPs, lifted Samsung, SK Hynix, and Micron into the top seven semiconductor companies by revenue;

➂ Despite overall growth, automotive and industrial semiconductor revenues declined, highlighting market imbalances, while NVIDIA surpassed Samsung as the top semiconductor company due to GPU dominance.

➀ NVIDIA introduced the MGX 44RU Manifold for liquid cooling in its GB200/GB300 NVL72 AI racks, enhancing OCP ORv3 racks with standardized power and cooling;

➁ Eight vendors (Pinda, LiteOn, Delta, Foxconn, etc.) showcased customizable manifolds at GTC 2025, highlighting industry collaboration;

➂ The design supports blind-mating connections for compute trays, NVLink switches, liquid tubing, and busbars, streamlining high-density AI deployments.

① A prototype of NVIDIA's unreleased RTX Titan Ada GPU, featuring 18,432 CUDA cores and 48GB GDDR6X VRAM, was tested by overclocker Der8auer;

② The GPU outperformed the RTX 4090 by 15% in benchmarks but consumed 14% more power, while the upcoming RTX 5090 showed an 11% speed advantage at higher power draw;

③ Manufacturing costs and potential overlap with high-end workstation GPUs likely led to its cancellation, as the Titan Ada’s fully enabled AD102 die would have been prohibitively expensive.