电子/移动/硬件

AT&T, T-Mobile, and Verizon form a JV that aims to expand US satellite coverage and eliminate dead zones, appointing industry veteran Paul Roth as interim CEO (www.reuters.com)
2026-10-2 Mobile AT&T

US authorities arrest a California man suspected of smuggling $300M+ worth of restricted Nvidia AI chips to China via Malaysia and Singapore from 2023 to 2024 (www.bloomberg.com)
2026-10-2 China AI Singapore Malaysia Nvidia California

Experts say mounting cases of Nvidia chips reaching Chinese AI companies despite US export controls are increasingly pointing to gaps in Nvidia's due diligence (www.bloomberg.com)
2026-10-2 China AI Nvidia

SoftBank made the final $10B investment in its $30B pledge to OpenAI's last funding round; source: Nvidia also made its final $10B investment in the round (www.theinformation.com)
2026-10-2 Nvidia

Sony launches Quick Spectral Super Resolution, a “new performance tier of AI upscaling” for the standard PS5 developed in collaboration with AMD (www.theverge.com)
2026-10-2 AI Sony AMD

GPU cloud provider GMI Cloud raised $668M, including $223M in equity led by ARCHIV with participation from Nvidia and $445M in credit led by Taiwanese bank CTBC (www.theinformation.com)
2026-9-30 Taiwan Nvidia Equity

Sources: Meta is aggressively claiming a tax credit for AI data center build-outs by classifying facilities as experimental and writing off Nvidia chip supplies (www.nytimes.com)
2026-9-30 Tax AI Nvidia

OpenAI announces Dots, always-on agents powered by GPT-6 Astra with its own cloud computer, available in ChatGPT on web, mobile, and desktop to Pro users (www.bloomberg.com)
2026-9-30 Mobile

IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period (www.theinformation.com)
2026-9-30 IPO Nvidia SpaceX

Sources: Nvidia is in early-stage talks with insurance companies to structure risk-mitigation products to protect lenders against loan defaults by neoclouds (www.ft.com)
2026-9-29 Nvidia Insurance

AMD agrees to acquire Fei-Fei Li's World Labs for $8.2B in an all-stock deal expected to close by the end of 2026; Li will join AMD as EVP and chief scientist (www.bloomberg.com)
2026-9-29 AMD

Samsung commits $1B to AI infrastructure company Helix, adding to the $10B already secured when a KKR-led consortium including Nvidia established Helix in June (www.wsj.com)
2026-9-29 Samsung AI Nvidia

AMD Acquires Fei-Fei Li's World Labs For $8.2 Billion (slashdot.org)
2026-9-29 AMD

AMD agrees to acquire Fei-Fei Li's World Labs for $8.2B in an all-stock deal expected to close by year-end; Li will join AMD as EVP and chief scientist (www.bloomberg.com)
2026-9-29 AMD

Sources: OpenAI offered to invest ~$100M in Hugging Face before Nvidia's $13B acquisition, but talks fell apart; AMD and Salesforce also held talks (www.cnbc.com)
2026-9-29 Salesforce Nvidia AMD

Nvidia Unveils AI Agent Safety Platform With Hardware-Based Watchdog (it.slashdot.org)
2026-9-29 AI Nvidia

Physical AI chip startup SiMa.ai raised a $150M Series C led by Fidelity and Amplify at a $1.45B valuation, aiming to compete with Nvidia's CUDA-based hardware (siliconangle.com)
2026-9-28 Startup AI Nvidia

Artificial Analysis launches the Cyber Index Alliance in partnership with Collinear, IBM, Nvidia, and Vercel to benchmark AI agents on cyber defense tasks (artificialanalysis.ai)
2026-9-28 IBM AI Nvidia

Nvidia increases its share buyback program by $150B to $235B, aiming to complete the process through fiscal 2028; NVDA is up 20% in 2026 (www.bloomberg.com)
2026-9-28 Nvidia

Nvidia launches the Open Agent Safety Platform, a reference design to stop AI agents from escaping, made up of OpenShell for CPUs and Sentry for network chips (www.cnbc.com)
2026-9-28 AI Nvidia

Sources: China's government asked Alibaba, ByteDance, and others to report on their plans to buy Nvidia RTX Pro 5500, saying it intends to approve the purchases (www.theinformation.com)
2026-9-28 China Alibaba Nvidia

Nscale secures $3.36B in convertible financing led by Third Point ahead of its US IPO, with $2.36B available immediately and $1B from Nvidia in November (techcrunch.com)
2026-9-26 IPO Nvidia

Meta unveils mobile app Horizon Create and web app Horizon Studio for building games with AI prompts; the games will run on Facebook, Instagram, and Horizon (www.theverge.com)
2026-9-25 Facebook Mobile AI Instagram

Q&A with Cisco President and CPO Jeetu Patel on its multibillion-dollar networking deals for AI infrastructure, competition from partners like Nvidia, and more (www.ft.com)
2026-9-24 AI Nvidia Cisco

OpenAI says ChatGPT Voice can now be powered by GPT-6 Astra, Sol, and Luna, use plugins like email and calendar, and be used in ChatGPT Work on web and mobile (x.com)
2026-9-24 Mobile

EU plotting new ‘scheme' to steal Moscow's frozen assets – Russian intel (www.rt.com)
2026-9-24 Russia Europe Intel Asset

Sources and Nscale's US SEC filings: ByteDance accounted for nearly 75% of Nscale's sales in 2025 and used Nscale's facility in Norway to access Nvidia AI chips (www.ft.com)
2026-9-23 AI Nvidia Norway

Cognex agrees to acquire robotics and 3D computer vision company RealSense in a ~$600M deal, including $500M in cash; Intel spun off RealSense in July 2025 (www.calcalistech.com)
2026-9-22 Intel Robot

US startup Firebird is building a 300MW data center in Armenia, set to host 70K+ Nvidia chips by 2027; sources: Trump pledged Nvidia export approvals to Armenia (www.bloomberg.com)
2026-9-22 Trump Startup Nvidia

Intel, AMD, and Arm shares soar on potential CPU demand sparked by the popularity of Meta's Muse; INTC jumps 12%+, AMD is up 8%+, and ARM 15%+ (www.barrons.com)
2026-9-22 Intel AMD

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