电子/移动/硬件

Filing: AMD will pay ~$2.9B in cash and stock for AI chip startup Taalas, with $1.4B dependent on unspecified conditions; the deal was announced in August (www.theglobeandmail.com)
3 hours ago Startup AI AMD

AMD Expects To Outsell Intel For the First Time (news.slashdot.org)
4 hours ago Intel AMD

Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive (stratechery.com)
11 hours ago China AI Democrat Nvidia

AMD projects ~$17B in Q4 2026 revenue, compared to Intel's $15B to $16B, potentially overtaking Intel as the largest x86 processor vendor for the first time (www.theregister.com)
16 hours ago Intel 4Q AMD

Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M Nvidia RTX Pro 5500 chips worth $70B, but expect only ~1% within four months (www.bloomberg.com)
17 hours ago China Alibaba AI Tencent Nvidia

How Nvidia uses soft power to influence customers and shape US chip policy; sources: OpenAI took no public stance on China chip exports to avoid angering Nvidia (www.theinformation.com)
23 hours ago China Nvidia

AMD reports Q3 revenue up 45% YoY to $13.38B, vs. $13.09B est., Data Center revenue up 97% to $8.5B, forecasts Q4 revenue above est.; AMD jumps 7%+ after hours (www.cnbc.com)
1 day ago 4Q AMD

Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips (www.ft.com)
1 day ago China AI Nvidia

SpaceX Is Reportedly Looking At Buying Boost Mobile (mobile.slashdot.org)
2 days ago Mobile SpaceX

Sources detail Anthropic's compute deal spree: 3.5GW+ in expected capacity in 2026, expanding direct hardware procurement to include Nvidia and AMD, and more (www.nytimes.com)
2 days ago Nvidia AMD

Your Mobile Carrier Stores Your Call Logs for Years (www.bleepingcomputer.com)
2 days ago Mobile

Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access (www.washingtonpost.com)
2 days ago Mobile AT&T SpaceX

Marvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum (www.reuters.com)
2 days ago Nvidia

The Hague-based Braid, whose API lets companies sell eSIM mobile plans under their own brand via 600+ carriers, raised a ~$38M Series A led by Octopus Ventures (www.eu-startups.com)
2 days ago Mobile

Intel stock closed down 28.58% on Friday, its worst day since the 1970s and wiping ~$12B off US government's stake, after issuing weaker-than-expected guidance (www.cnbc.com)
5 days ago Intel

Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27% (www.theinformation.com)
5 days ago China Nvidia

Sources: Indian AI infrastructure company AM Intelligence seeks to raise as much as $3B to fund a previously announced purchase of Nvidia Vera Rubin systems (www.bloomberg.com)
5 days ago India AI Nvidia Intelligence

Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use (www.theinformation.com)
6 days ago Nvidia

Nvidia Chief Seen As Target of Chinese Spy Plot (slashdot.org)
6 days ago China Nvidia

Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 16%+ after hours (www.cnbc.com)
6 days ago Intel 4Q

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct (www.reuters.com)
7 days ago AI Nvidia

Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset (siliconangle.com)
7 days ago Nvidia

The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum (www.reuters.com)
7 days ago Amazon Mobile

AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent (www.cnbc.com)
7 days ago AI Equity AMD

Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs (www.theinformation.com)
7 days ago Google Nvidia

Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (www.wsj.com)
8 days ago Nvidia Equity

Intel agrees to acquire Tel Aviv-based quantum computing startup Classiq; Classiq has raised more than $200M in funding and has about 130 employees (www.bloomberg.com)
9 days ago Intel Startup Quantum

SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026 (www.bloomberg.com)
9 days ago AI Nvidia SpaceX

Meta plans to raise $95B to finance its AI expansion, including a $35B underwritten equity offering, backed by cornerstone investors Nvidia, AMD, and Broadcom (www.ft.com)
9 days ago AI Nvidia Equity AMD

An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (www.dwarkesh.com)
12 days ago Intel Interview AI

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