电子/移动/硬件

The US Army awards $192M in contracts to Palantir and Anduril to produce eight TITAN AI-powered mobile ground stations, to be delivered over the next 18 months (www.tectonicdefense.com)
2026-9-3 Mobile AI

Valencia-based iPronics raised $125M co-led by Maverick Silicon and Light Street, with participation from Nvidia, to develop optical circuit switch tech (www.reuters.com)
2026-9-2 Nvidia

Acer unveils the Swift Blade 14, an ultralight laptop weighing 1.76lbs with Intel Wildcat Lake processors, and the Swift Air 16, set to launch in December (www.theverge.com)
2026-9-2 Intel

Acer unveils the Predator Atlas 7, a 7" handheld with an Intel Arc G3 Extreme CPU, shipping in November, and the Project DualPlay Mini, an 8" concept device (www.engadget.com)
2026-9-2 Intel

Dell unveils the student-focused Dell 14S, with Intel Wildcat Lake chips and starting with 8GB of RAM and 256GB of storage, in a bid to rival the MacBook Neo (www.theverge.com)
2026-9-2 Intel MacBook

A look at South Korea's sovereign AI efforts, including its planned $919B AI infrastructure investment and Nvidia's expanded ties with Samsung and SK Hynix (newsletter.semianalysis.com)
2026-9-2 Korea Samsung AI Nvidia

Anthropic Signs $35 Billion Cloud Deal With Nvidia-Backed Lambda (slashdot.org)
2026-9-2 Nvidia

AI power infrastructure company SB Energy, which is backed by SoftBank, OpenAI, and Nvidia, files for an IPO, and says it is “substantially dependent” on OpenAI (www.cnbc.com)
2026-9-2 IPO Energy AI Nvidia

Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on, and supply chips to, a Hut 8-built Texas data center (www.wsj.com)
2026-9-1 Nvidia Texas

Nvidia plans to launch DLSS 5 on September 3 on RTX 50-series desktop and laptop GPUs and through GeForce Now, following a divisive announcement in March (www.theverge.com)
2026-9-1 Nvidia

Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8 (www.wsj.com)
2026-9-1 Nvidia Texas

Nvidia plans to invest $3.5B into MediaTek through convertible bonds; MediaTek forecasts AI chip revenue of about $2B this year (www.bloomberg.com)
2026-8-31 AI Nvidia

Taiwanese authorities raided the office of PCB maker Unimicron, an Nvidia and Intel supplier, alleging it illegally labeled China-made parts as made in Taiwan (asia.nikkei.com)
2026-8-31 China Taiwan Intel Nvidia

Sources: OpenAI bought tens of thousands of Macs for RL, Anthropic rents them, Nvidia sees Apple as its main local AI rival as Macs gain traction with AI devs (www.theinformation.com)
2026-8-31 AI Apple Nvidia

Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (www.wsj.com)
2026-8-30 China AI Robot Nvidia

Modders get an experimental version of Nvidia's DLSS 5 Neural Rendering library running in over a dozen games after it leaked in NBA 2K27's early access build (videocardz.com)
2026-8-29 Nvidia

Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft (www.bloomberg.com)
2026-8-29 Microsoft AI Nvidia

Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place (www.wsj.com)
2026-8-28 AI Nvidia

Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (www.cnbc.com)
2026-8-28 AI Nvidia

Source: Nvidia plans an employee-funded political action committee called NVPAC, as it seeks to step up its efforts to influence US policy (www.reuters.com)
2026-8-28 Nvidia

Nvidia Agrees to Acquire Hugging Face For $13 Billion (news.slashdot.org)
2026-8-28 Nvidia

Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (www.wsj.com)
2026-8-28 AI 4Q Nvidia

Sources: the US is probing Singapore-based Apex Logistics for its suspected role in smuggling servers with Nvidia AI chips to China; Apex says it is cooperating (www.bloomberg.com)
2026-8-27 China AI Singapore Nvidia Logistics

Filing: Nvidia says it has $18B committed to equity investments for the rest of the fiscal year and held $47.9B in private companies as of late July (www.businessinsider.com)
2026-8-27 Nvidia Equity

Source: Nvidia has agreed to buy Hugging Face for $12.9B (www.theinformation.com)
2026-8-27 Nvidia

Source: Nvidia has been in talks to acquire Hugging Face for more than $13B; Microsoft also met with Hugging Face, but talks are not ongoing (www.businessinsider.com)
2026-8-27 Microsoft Nvidia

Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (www.reuters.com)
2026-8-27 Nvidia

AWS plans to add 2M Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs to its data center fleet in 2027 and 2028, in addition to 1M GPUs announced in March (www.bloomberg.com)
2026-8-27 Nvidia

Nvidia reports Q2 revenue up 106% YoY to $96.2B, Data Center revenue up 117% to $89B, Edge Computing revenue up 27% to $7.2B, and net income up 126% to $59.7B (nvidianews.nvidia.com)
2026-8-27 Nvidia Edge Computing

New GPUThor attack defeats NVIDIA ECC protection for root access (www.bleepingcomputer.com)
2026-8-27 Nvidia

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