Germany seasonally adjusted imports, June +4.4% MoM; consensus +1.0%, prior -2.5%.

Peru's government said exports rose 34% in 1H to $54 billion.

The Information reports NVIDIA (NVDA.O) is considering reducing memory capacity on its next‑generation Rubin Ultra GPUs to address a shortage of high‑bandwidth memory (HBM) chips. Insiders said NVIDIA has tested at least three Rubin Ultra variants in recent weeks, with some carrying less memory than originally announced. The move is driven in part by the risk of insufficient supply of high‑end memory to meet the original design. Reduced memory would hurt chip performance, though NVIDIA may offset some loss through other design changes. AI firms running large models on lower‑memory Rubin Ultra chips would need to deploy more GPUs to achieve the same workloads.