Morning Scan

Computex is doing the heavy lifting this week, and Nvidia is basically running the conference. But while Jensen Huang rewires the PC industry in Taiwan, the rest of the world is busy writing investment rules, picking markets, and placing bets that will matter just as much.

Connected World

Nvidia Announces the RTX Spark, Its Arm-Based Consumer PC Chip

The chip Nvidia calls "the most efficient PC chip ever built" is its first real play for the consumer CPU market — and it's coming for Qualcomm's Snapdragon turf. (The Verge)

Jensen Huang Says Microsoft and Nvidia Will "Reinvent the PC"

Thirty-plus laptops and ten desktops from Dell, HP, and Lenovo this fall — the RTX Spark rollout is already a platform story, not a spec story. (CNBC)

Microsoft Unveils the Surface Laptop Ultra

The 15-inch mini-LED machine with up to 128GB of unified memory is Microsoft's flagship proof-of-concept for the Spark platform, and a sign the Surface line still has a reason to exist. (The Verge)

Nvidia Unveils DGX Station, a Desktop AI Supercomputer

A 1-trillion-parameter model running on a deskside box powered by GB300 Grace Blackwell is the kind of spec that makes cloud vendors mildly nervous. (SiliconANGLE)

Nvidia Unveils Cosmos 3, an Open Physical AI Foundation Model

Open-sourcing a world model for robots and autonomous vehicles is a smart land-grab: if your training infrastructure becomes the default, the hardware sales follow. (Axios)

“The most efficient PC chip ever built.” — Nvidia on RTX Spark, via The Verge

Connected World

Garner Health Raises $100M Series E at $2.74B Valuation

Helping 2.5M+ workers navigate to better doctors is apparently a $2.74B idea — and Index Ventures leading the round suggests the care-navigation category has real staying power. (Fierce Healthcare)

Daloopa Raises $47M Series C for AI-Structured Financial Data

Turning SEC filings and earnings transcripts into clean, investment-ready datasets is unglamorous work that Wall Street will absolutely pay for. (Axios)

Beijing-Based Vast Raises ~$200M at $1B+ Valuation for AI-Generated 3D Assets (paywall)

Twenty million users generating 3D assets from text prompts is the kind of traction that makes "another generative AI startup" sound reductive. (Bloomberg)

Coinbase Launches Direct Indian Rupee Rails via IMPS

Cutting out P2P workarounds in a $3B market is less a product update and more a market entry — India just became a first-class Coinbase jurisdiction. (CoinDesk)

Connected World

China Issues New Outbound Investment Rules Effective July 1

Expanding regulator scrutiny over overseas deals involving Chinese investors, tech, and data is Beijing tightening the valve on cross-border capital flows — with real consequences for any deal that touches Chinese data or components. (Reuters)

Apple Smart Glasses Targeting Late 2027, Eyeing the $200–$500 Market (paywall)

Gurman's framing — Apple wants to do to mid-tier eyewear what it did to watches — is the most useful strategic context yet for a product that still doesn't exist. (Bloomberg)

Ebola Researchers Stranded in the US After Trump Funding Cuts

Defunding the Centers for Research in Emerging Infectious Diseases because of conspiracy theories is the kind of story that looks very different the next time there's an outbreak. (WIRED)

Meituan Posts ~$1B Net Loss, Its Third Straight Quarter in the Red (paywall)

Revenue beat estimates at $13.5B, but three consecutive loss quarters in a food delivery price war is a reminder that growth and profitability can move in opposite directions indefinitely in China's tech sector. (Wall Street Journal)