电子/移动/硬件

Sources: the White House has told others in the government it won't allow Nvidia to sell its scaled-down AI chip B30A to China, despite Trump's hints he might (www.theinformation.com)
13 days ago Trump China AI Nvidia

NVIDIA CEO: ‘China is Going to Win' (dailyreckoning.com)
13 days ago China Nvidia

Truffle Security, whose open source tool detects, verifies, and remediates leaked secrets such as API keys, raised a $25M Series A led by Intel Capital and a16z (siliconangle.com)
13 days ago Intel

Nvidia's Jensen Huang Says China 'Will Win' AI Race With US (slashdot.org)
13 days ago China AI Nvidia

T-Mobile Brings Free 911 Emergency Texting To AT&T and Verizon Customers (tech.slashdot.org)
14 days ago Mobile AT&T

Qualcomm Ventures and six Indian VC firms join India Deep Tech Alliance with an additional $850M+ in commitments; Nvidia joins as a strategic technical adviser (techcrunch.com)
15 days ago India Nvidia

AMD reports Q3 revenue up 36% YoY to $9.24B, vs. $8.7B est., Data Center revenue up 22% to $4.3B, and forecasts Q4 revenue below the highest projections (www.bloomberg.com)
15 days ago 4Q AMD

A joint Databroker Files investigation shows commercially traded mobile phone location data allows the tracking of millions of Europeans, including EU officials (netzpolitik.org)
15 days ago Mobile

Sources: China offers to cut data center power bills by up to 50% to Alibaba and others, if they use local chips like Huawei's over foreign ones like Nvidia's (t.co)
16 days ago China Alibaba Nvidia

AMD Will Continue Game Optimization Support For Older Radeon GPU's After All (tech.slashdot.org)
16 days ago AMD

Sources: Trump decided not to discuss Nvidia's AI chip exports to China during his October 30 meeting with Xi Jinping following opposition from his top advisers (www.wsj.com)
16 days ago Trump China AI Nvidia

Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed (www.cnbc.com)
16 days ago Microsoft AI Nvidia

As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US (www.cnbc.com)
16 days ago Nvidia

Microsoft says the US has let it ship the latest Nvidia chips to the UAE for the first time; President Trump agreed to a deal with UAE President MBZ in May (www.ft.com)
16 days ago Trump Microsoft Nvidia

Microsoft signs a five-year, ~$9.7B deal to buy AI cloud capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility (www.bloomberg.com)
16 days ago Microsoft AI Nvidia Sydney Texas

Trump says Nvidia's Blackwell chips would not be available to “other people”; Trump suggested in August he might allow sales of a scaled-down version to China (www.reuters.com)
17 days ago Trump China Nvidia

Samsung Building Facility With 50,000 Nvidia GPUs To Automate Chip Manufacturing (hardware.slashdot.org)
18 days ago Samsung Manufacturing Nvidia

Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group (www.reuters.com)
18 days ago Korea Samsung AI Nvidia

Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives (www.reuters.com)
18 days ago AI Western Digital

Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump (www.reuters.com)
19 days ago Trump China Nvidia

Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process (siliconangle.com)
19 days ago Samsung AI Nvidia

Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO (www.reuters.com)
20 days ago Intel IPO AI

Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021 (www.bloomberg.com)
20 days ago Intel Startup AI

Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B valuation (www.bloomberg.com)
20 days ago Startup AI Nvidia

President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips (www.bloomberg.com)
20 days ago Trump China Nvidia

Ex-Intel CEO's Mission To Build a Christian AI (slashdot.org)
21 days ago Intel AI

Nvidia Takes $1 Billion Stake In Nokia (hardware.slashdot.org)
21 days ago Nvidia Nokia

US Needs 'Finesse' to Stay Ahead of China, Nvidia Boss Says (news.slashdot.org)
21 days ago China Nvidia

Nvidia Becomes World's First $5 Trillion Company (news.slashdot.org)
21 days ago Nvidia

Nvidia opens at a $5T market cap, becoming the first company to hit the milestone, climbing 5% in early trading; NVDA is up 50% in 2025 and 1,275% since 2022 (www.ft.com)
21 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