电子/移动/硬件

Sources: US officials are investigating whether DeepSeek bought advanced Nvidia chips from third parties in Singapore, circumventing US restrictions on AI chips (www.bloomberg.com)
2025-1-31 AI Singapore Nvidia

Sources: Samsung's 8-layer HBM3E was cleared by Nvidia in December for use in Nvidia's less powerful AI processors tailored for the Chinese market (www.bloomberg.com)
2025-1-31 China Samsung AI Nvidia

Interim co-CEO David Zinsner says Intel has already received $2.2B in federal grants through the CHIPS Act, of the $7.86B awarded to build chips in the US (techcrunch.com)
2025-1-31 Intel

Lawmakers urge Trump to consider new curbs on Nvidia chips used by China's Deepseek (indianexpress.com)
2025-1-31 Trump China Nvidia

Intel says it no longer plans to sell its next-gen Falcon Shores AI accelerator chip, which was set to launch in late 2025, to focus on its Jaguar Shores chip (www.crn.com)
2025-1-31 Intel AI

Intel reports Q4 revenue down 7% YoY to $14.26B, vs. $13.81B est., Data Center and AI down 3% YoY to $3.39B, and forecasts Q1 revenue below estimates (www.cnbc.com)
2025-1-31 Intel AI 4Q

Microsoft unveils Intel-powered Surface Pro 11 and Surface Laptop 7 for businesses, both Copilot+ PCs starting at $1500, or $500 more than Qualcomm variants (www.theverge.com)
2025-1-31 Microsoft Intel

A look at FathomVerse, a mobile game that helps scientists identify deep sea creatures by using players' contributions to train AI for underwater robots (www.bloomberg.com)
2025-1-30 Mobile AI Robot

Intel 'Did Not Know How To Be a Foundry,' Tim Cook Told TSMC Chief (apple.slashdot.org)
2025-1-30 Intel Tim Cook

Sources: the Trump administration is exploring additional curbs on the sale of chips to China to cover Nvidia's scaled-down H20, designed for the Chinese market (www.bloomberg.com)
2025-1-30 Trump China Nvidia

Sources: Apple has been working with SpaceX and T-Mobile to add Starlink support from iOS 18.3; T-Mobile is testing it with some users, exclusively for texting (www.bloomberg.com)
2025-1-30 IOS Mobile Apple SpaceX

Vandatrack: retail traders bought a net $562M of Nvidia's stock on January 27, a record, and $360M on January 28, after DeepSeek's AI model sent NVDA crashing (t.co)
2025-1-30 Retail AI Nvidia

Nvidia GeForce RTX 5080 review: slim, lightweight, reasonable power draw, and DLSS 4, but mild generational performance uplift and spotty availability at launch (www.windowscentral.com)
2025-1-30 Nvidia

Sources: Apple has been working with SpaceX and T-Mobile to add Starlink support in iOS 18.3; T-Mobile is testing with some users, only for texting initially (www.bloomberg.com)
2025-1-29 IOS Mobile Apple SpaceX

NVIDIA May Be Cooked (dailyreckoning.com)
2025-1-29 Nvidia

DeepSeek Has Spent Over $500 Million on Nvidia Chips Despite Low-Cost AI Claims, SemiAnalysis Says (tech.slashdot.org)
2025-1-29 AI Nvidia

Nvidia suffers record one-day stock market value drop (www.rt.com)
2025-1-28 Nvidia

SemiAnalysis: DeepSeek has spent “well over $500M on GPUs over the history of the company”; TechInsights says it doesn't see DeepSeek as “a big hit to Nvidia” (t.co)
2025-1-28 Nvidia

DeepSeek says it used Nvidia H800 chips, available in China until October 2023, to train R1, suggesting future models could be hampered by US export controls (www.bloomberg.com)
2025-1-28 China Nvidia

From OpenAI to Nvidia, tech industry reacts to buzz around DeepSeek (indianexpress.com)
2025-1-28 Nvidia

Hands-on with Samsung's Project Moohan headset: resembles Apple Vision Pro, Gemini integration shines, runs Android XR with mobile and tablet apps, and more (www.youtube.com)
2025-1-28 Android Mobile Samsung Apple

DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss (indianexpress.com)
2025-1-28 AI Nvidia

Nvidia's stock drops 16.86%, closing at $118.58, losing nearly $600B in market cap, more than twice as much as any US company has ever lost in a single day (www.cnbc.com)
2025-1-28 Nvidia Single Market

Nvidia's stock drops 16.86%, closing at $118.58, dropping nearly $600B in market cap, more than twice as much as any US company has ever dropped in a single day (www.cnbc.com)
2025-1-28 Nvidia Single Market

Nvidia Dismisses China AI Threat, Says DeepSeek Still Needs Its Chips (slashdot.org)
2025-1-28 China AI Nvidia

Sources: Mukesh Ambani's Reliance is buying Nvidia's AI chips and plans to build a 3GW data center in Jamnagar, India, set to be the world's largest by capacity (www.bloomberg.com)
2025-1-28 India AI Nvidia

An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, Nvidia impact, AGI, and more (stratechery.com)
2025-1-28 Ban Nvidia

Some Japanese stocks drop amid DeepSeek anxiety; Advantest, an Nvidia supplier of testing equipment, drops 7%+; datacenter cable company Fujikura drops 9%+ (www.bloomberg.com)
2025-1-27 Japan Nvidia

A bear case for Nvidia: competition from hardware startups, inference-heavy “reasoning” models, DeepSeek's training and inference efficiency breakthroughs, more (youtubetranscriptoptimizer.com)
2025-1-27 Startup Nvidia

Russian intel chief ready to meet with new CIA boss (www.rt.com)
2025-1-26 Russia Intel

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