Final May UK manufacturing PMI 53.9, consensus 53.7, prior 53.7.

At Computex Taipei NVIDIA said it will deploy an RTX Spark “superchip” in PCs to challenge Intel’s dominance. The chip will appear in Dell Technologies and Lenovo laptops and desktops from this autumn. Built with MediaTek assistance, the SoC combines a microprocessor and GPU and will run Microsoft Windows for Arm. The CPU will offer up to 20 compute cores; the GPU is a Blackwell-architecture unit with 6,144 cores. Both elements share on-package memory and communicate via NVIDIA’s NVLink, bringing data-center-class interconnects to personal computers. The design will be manufactured by TSMC using its 3N process.

巴西财政部长杜里甘：自2023年以来，巴西国内生产总值增长速度一直高于预期。我们必须改善财政状况。