电子/移动/硬件

Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week (www.ft.com)
9 hours ago Trump China Nvidia

Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months (giftarticle.ft.com)
13 hours ago Nvidia

Permalink to OpenAI announces Codex for mobile devices (sdtimes.com)
16 hours ago Mobile

Google announces updates to Flow and Flow Music: Gemini Omni support, mobile apps, the ability to create custom tools like a video resizer or shaders, and more (www.cnet.com)
20 hours ago Google Mobile

Sources: Zyphra, which trains and runs inference for its open-weight models on AMD hardware, is raising a $500M Series B at a valuation of at least $5B (www.forbes.com)
20 hours ago AMD

Microsoft Launches Surface Pro 12, Surface Laptop 8 With Intel Chips (hardware.slashdot.org)
1 day ago Microsoft Intel

Microsoft unveils three Intel-based business laptops: a $1,950+ Surface Pro in 13", a $1,950+ Surface Laptop in 13.8" and 15", and $1,300+ Surface Laptop in 13" (blogs.windows.com)
1 day ago Microsoft Intel

Sources: Intel asks its leading PC partners, including those in the US, China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes (asia.nikkei.com)
1 day ago China Taiwan Intel

Sources: AI chip designer Tenstorrent has drawn takeover interest from Intel and Qualcomm; Tenstorrent could be valued at more than $5B in a potential deal (www.bloomberg.com)
1 day ago Intel AI

The “Nvidia Killer” IPO (dailyreckoning.com)
4 days ago IPO Nvidia

Ex-Zelensky aide could wind up dead in jail – former Ukrainian intel officer (www.rt.com)
4 days ago Intel Ukraine

Seoul-based WIRobotics, which develops wearable and humanoid robots and is collaborating with Nvidia and AWS, raised a ~$68M Series B led by JB Investment (www.thelec.net)
4 days ago Robot Nvidia

AMD Is Bringing Improved FSR 4 Upscaling To Its Older GPUs (hardware.slashdot.org)
4 days ago AMD

Semiconductor stocks fell globally on Friday after the Trump-Xi summit concluded without major chip deals; Nvidia closed down 4.42% and AMD closed down 5.69% (www.wsj.com)
4 days ago Trump Nvidia AMD

Nvidia's future in China remains unclear after the Trump-Xi Summit; Trump says China “chose not to” buy Nvidia chips as “they want to try to develop their own” (www.nytimes.com)
5 days ago Trump China Nvidia

AT&T, Verizon, T-Mobile Team Up To Eliminate 'Dead Zones' Across US (mobile.slashdot.org)
5 days ago Mobile AT&T

OpenAI adds remote access to Codex in the ChatGPT mobile app, letting users control Codex sessions running on a connected computer directly from a phone (9to5mac.com)
5 days ago Mobile

Sources: Intel has begun testing production of “low-end/legacy iPhone, iPad, and Mac processors”; Apple thinks TSMC's resources will continue tilting toward AI (x.com)
6 days ago Intel iPhone AI Apple iPad

Razer updates the Blade 18 with an Intel Core Ultra 9 290HX Plus chip, starting at $4000 with an Nvidia RTX 5070 Ti, up $500 from the comparable 2025 model (www.theverge.com)
6 days ago Intel Nvidia

AT&T, T-Mobile, and Verizon sign an “agreement in principle” to form a joint venture aiming to end wireless dead zones in the US, without giving many details (www.theverge.com)
6 days ago Mobile AT&T

US intel fears Iran war handed China strategic advantage – WaPo (www.rt.com)
6 days ago China Intel Iran

Sources: the US cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made (www.reuters.com)
6 days ago China Alibaba Tencent Nvidia

Trump Mobile CEO Pat O'Brien says T1 Phone pre-orders will begin shipping to customers this week, and the device is assembled in the US, after months of delays (www.usatoday.com)
7 days ago Trump Mobile

Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue “recursive self-improvement” (www.nytimes.com)
7 days ago Nvidia AMD

Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia as investors seek the AI boom's pick-and-shovel stocks (www.ft.com)
7 days ago Europe Asia AI Nokia

Nvidia says that Jensen Huang is joining President Trump on his China trip; source: the president asked Huang to join after seeing media coverage of his absence (www.cnbc.com)
7 days ago Trump China Nvidia

Sources: Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China (www.semafor.com)
7 days ago Trump China Nvidia

Qualcomm closed down 11.46% on Tuesday as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron 3.61% (www.cnbc.com)
7 days ago Intel AI

Sources: Jensen Huang was not invited to travel with President Trump on his China trip, a potential setback to Nvidia; Huang expressed his willingness to join (www.bloomberg.com)
8 days ago Trump China Nvidia

CUDA Proves Nvidia Is a Software Company (hardware.slashdot.org)
8 days ago Nvidia

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Intel Mobile Nvidia Nokia Western Digital AMD 高通台积电希捷笔记本平板