电子/移动/硬件

German energy company PreussenElektra says it is working with Nvidia to assess whether the country's idle nuclear plants could be turned into data centers (www.bloomberg.com)
13 days ago Germany Energy Nvidia

Filings: Nvidia, Anthropic, and OpenAI had their highest-spending lobbying quarter between July and September, spending $2.2M, $2.1M, and $1.5M, respectively (www.theverge.com)
13 days ago Nvidia

Israeli security company Lava finds 32 Nvidia Blackwell Ultra B300 chips connected to systems linked to state-owned operator China Telecom, despite US controls (www.theinformation.com)
13 days ago China Israel Nvidia

AMD Brings Ryzen Overclocking Driver to Linux (linux.slashdot.org)
14 days ago Linux AMD

ServiceNow and Nvidia launch Arc, a personal, long-running enterprise AI agent for productivity tasks across email and Teams, for RTX Spark and Nvidia OpenShell (www.zdnet.com)
14 days ago AI Nvidia

Nvidia launches its OpenShell Reference Architecture, a framework to secure, monitor, and govern AI agents, and partners with Canonical, AWS, BBVA, and others (www.theregister.com)
14 days ago AI Nvidia

Nvidia unveils the DSX POD, a modular containerized version of its Vera Rubin reference architecture to cut data center deployment from six months to 14 days (www.datacenterdynamics.com)
14 days ago Nvidia

Sources: Nvidia is in talks to invest hundreds of millions of dollars in Firmus, which pulled its IPO earlier this month, citing market volatility (www.theinformation.com)
15 days ago IPO Nvidia

AMD Is Bringing FSR 4.1 to Xbox Consoles and Handhelds (games.slashdot.org)
15 days ago Xbox AMD

Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs worth $35B+, in a rush to secure less powerful, export-compliant chips (www.reuters.com)
15 days ago Alibaba Tencent Nvidia

Analysis: London fell from 7th to last place out of 18 European capitals for median mobile download speed from 2021 to 2026; 5G adoption has outrun 5G capacity (www.ookla.com)
15 days ago Europe Mobile 5G London

Ant-backed Mynt, which runs mobile wallet app GCash, rose as much as 2.4% in Manila after raising $841M in the Philippines' largest-ever IPO, valuing it at ~$7B (www.wsj.com)
15 days ago IPO Mobile Philippines

AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside existing Intel and AMD chips (www.reuters.com)
16 days ago Intel Startup AI Nvidia AMD

Tel Aviv-based doubleAI releases its debut code execution model to optimize GPU and CPU performance; doubleAI raised $220M and acquired 1,000 Nvidia B300 chips (www.wsj.com)
16 days ago Nvidia

Q&A with Nvidia's Vera team on agentic AI driving CPU demands and forcing CPU design priority back to single-threaded performance over core counts, and more (wccftech.com)
16 days ago AI Nvidia

Intel unveils its GPU D-series for data centers, featuring up to 480GB of LPDDR5X memory, an unusually large capacity to support demanding inference workloads (www.techradar.com)
16 days ago Intel

Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (www.theinformation.com)
17 days ago Nvidia

Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (www.reuters.com)
17 days ago Samsung Nvidia

Microsoft cancels its deal with Nscale to serve as the anchor tenant and rent 23K Nvidia AI chips at a planned data center facing repeated delays in Essex, UK (www.telegraph.co.uk)
17 days ago Microsoft AI Nvidia

An interview with Microsoft CEO Satya Nadella on the Nvidia RTX Spark-powered Surface Laptop Ultra, plans to make Windows a safer OS to run AI agents, and more (thenewthings.com)
17 days ago Microsoft Interview AI Nvidia

MapQuest adds a Surveillance Layer to its mobile app showing license plate readers and cameras from 10+ companies including Flock, using OpenStreetMap data (mashable.com)
18 days ago Mobile

Intel CEO Lip-Bu Tan says the Trump administration does not have “any policy” to use a minority stake in Intel to interfere in its business strategy (asia.nikkei.com)
19 days ago Trump Intel

Taiwan plans US industrial parks costing $2B to $4B each, starting with a Texas complex costing up to $4B, to build a supply chain for Nvidia, TSMC, and Foxconn (www.bloomberg.com)
19 days ago Taiwan Nvidia Texas

Two workers have been killed and another seriously injured at Intel's Kiryat Gat fab in Israel in an explosion resulting from a gas cylinder malfunctioning (www.calcalistech.com)
20 days ago Israel Intel

Volvo says it will use Nvidia's Hyperion platform to launch a Level 2++ hands-free, point-to-point automated driving system by 2030 (www.theverge.com)
20 days ago Nvidia Volvo

Nvidia launches Nemotron 3.5 Super VL, a 120B-parameter open model for enterprise agents, and says it outperforms frontier models on specialized benchmarks (venturebeat.com)
20 days ago Nvidia

Documents: Nvidia and Apple each committed $25M, the top contribution amount, to Trump's WH ballroom; Microsoft and Palantir committed $10M, Meta and Amazon $5M (www.washingtonpost.com)
20 days ago Trump Amazon Microsoft Apple Nvidia

Portland-based Mueon, which says its AI server racks could fit up to 10x more computing capacity, raised $65M led by Maverick Silicon, with Intel participating (www.theinformation.com)
20 days ago Intel AI

Nvidia's RTX Spark Superchip in the Surface Laptop Ultra outperforms Apple's M5 Max MacBook Pro by ~25% in agentic AI completion benchmarks using Qwen models (www.tomshardware.com)
20 days ago AI Apple MacBook Nvidia

Apple closes above a $5T market cap for the first time, the second company after Nvidia to do so; Apple had crossed $5T six times intraday previously (www.wsj.com)
21 days ago Apple Nvidia

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