电子/移动/硬件

Intel CFO David Zinser says the company received $5.7B from the US government on Wednesday evening; the White House says the deal is still “being ironed out” (www.cnbc.com)
2025-8-29 Intel

Commonwealth, which wants to build a fusion power plant, raised $863M from Nvidia's NVentures, Khosla Ventures, and Google, bringing its total raised to ~$3B (www.bloomberg.com)
2025-8-29 Google Nvidia

Nvidia CEO says AI boom far from over after tepid sales forecast (indianexpress.com)
2025-8-28 AI Nvidia

Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it (www.bloomberg.com)
2025-8-28 China AI Nvidia

Nvidia's CFO says Q2 “net other income” was $2.2B, “driven by gains in a publicly-held equity security”, which refers to Nvidia's position in CoreWeave (sherwood.news)
2025-8-28 Nvidia Equity

Nvidia reports record Q2 gaming revenue of $4.29B, up 49% YoY, exceeding estimates of $3.74B (sherwood.news)
2025-8-28 Nvidia

Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved (www.wsj.com)
2025-8-28 China Nvidia

Nvidia reports Q2 revenue up 56% YoY to $46.74B, above $46.06B est., Data Center revenue up 56% to $41.1B, and approves an additional $60B in share buybacks (www.cnbc.com)
2025-8-28 Nvidia

Circana: in July, Sea's Free Fire jumped seven spots to 6th in US mobile game sales, above COD, driven by anime and Netflix tie-ins; US users buy 2M Switch 2s (www.bloomberg.com)
2025-8-28 Mobile Netflix

South Korean lawmakers pass a bill to ban using mobile phones and other smart devices during classes at elementary and middle schools nationwide, starting 2026 (www.nytimes.com)
2025-8-27 Korea Mobile Ban

Nvidia's Jetson AGX Thor gives robots a brain boost as the robotics industry sees a surge (indianexpress.com)
2025-8-27 Robot Nvidia

Intel has partnerships with multiple Chinese surveillance companies sanctioned by the US for enabling human rights abuses, including Uniview and Hikvision (www.forbes.com)
2025-8-27 China Intel

Framework unveils a second-generation Framework Laptop 16 with a swappable Nvidia RTX 5070 GPU, an industry first, shipping in November 2025 for $2,199+ (www.theverge.com)
2025-8-27 Nvidia

Spotify launches a DM feature to let users share audio and send text-based messages, available to mobile users over 16 years old in “select markets” this week (www.theverge.com)
2025-8-26 Mobile Spotify

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn for US industrial policy, but also the least bad idea to make Foundry viable (stratechery.com)
2025-8-26 Intel Equity

Intel warns US stake could hurt international sales, future grants (indianexpress.com)
2025-8-26 Intel

Big Fuss in the Media about the Government's 10% Stake in Intel, but just Giving this Cash to Intel under the CHIPS Act Was Fine? (wolfstreet.com)
2025-8-26 Intel

AMD Blames Motherboard Makers For Burnt-Out CPUs (hardware.slashdot.org)
2025-8-26 AMD

Nvidia's New 'Robot Brain' Goes On Sale (hardware.slashdot.org)
2025-8-26 Robot Nvidia

Intel Warns US Equity Stake Could Trigger 'Adverse Reactions' (slashdot.org)
2025-8-26 Intel Equity

Filing: Intel warns the US taking a 10% stake could trigger “adverse reactions”, including in international sales, which made up 76% of revenue last fiscal year (www.cnbc.com)
2025-8-26 Intel

Nvidia says the Jetson AGX Thor, its latest “robot brain” chip module, is now on sale for $3,499 as a developer kit; the module will ship next month (www.cnbc.com)
2025-8-26 Robot Nvidia

Sources detail Intel's two-week roller-coaster ride, from Trump demanding CEO Lip-Bu Tan step down to the US government becoming Intel's biggest shareholder (www.wsj.com)
2025-8-25 Trump Intel

How Masayoshi Son became President Trump's favored foreign investor, after cultivating close ties since Trump's first term, leading to SoftBank's $2B Intel deal (t.co)
2025-8-25 Trump Intel

Vertical streaming apps charging $20/week are beating Netflix and other SVOD platforms in user growth with their mini-dramas optimized for mobile viewing (www.washingtonpost.com)
2025-8-25 Mobile Netflix

Two former executives who ran the CHIPS Program Office say the US-Intel deal won't solve Intel's real issue: a lack of external customers for its foundry unit (www.wsj.com)
2025-8-25 Intel

The long, painful downfall of Intel (indianexpress.com)
2025-8-24 Intel

Intel's New Funding Came From Already-Awarded Grants. So What Happens Next? (hardware.slashdot.org)
2025-8-24 Intel

Nvidia Release Massive AI-Ready Open European Language Dataset and Tools (hardware.slashdot.org)
2025-8-24 Europe AI Nvidia

Some lawyers and bankers say the Intel deal may face legal challenges as the CHIPS Act may not allow the US government to convert grants into equity (www.nytimes.com)
2025-8-24 Intel Equity

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