电子/移动/硬件

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (www.theinformation.com)
2025-11-26 China Nvidia

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers (www.cnbc.com)
2025-11-26 Google Nvidia

Nvidia Claims 'Generation Ahead' Advantage After $200 Billion Sell-off on Google Fears (slashdot.org)
2025-11-26 Google Nvidia

Nvidia says it is “delighted by Google's success” and it has “made great advances in AI and we continue to supply to Google”, but “Nvidia is a generation ahead” (x.com)
2025-11-26 Google AI Nvidia

TSMC files a trade secret lawsuit against Intel executive Lo Wen-jen, alleging a high likelihood he leaked secrets after a two-decade career at TSMC (www.bloomberg.com)
2025-11-25 Intel Career

Poland's antitrust office UOKiK is probing whether Apple's ATT limits third-party data collection in mobile ads while giving Apple's own ads service an edge (www.reuters.com)
2025-11-25 Mobile Apple Poland

Nvidia refuted accounting questions in a memo to analysts, saying “Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue” (www.barrons.com)
2025-11-25 Nvidia

Meta rolls out link sharing to let users invite up to eight people into their Hyperscape virtual rooms via a Quest 3 or 3S headset, or the Horizon mobile app (www.theverge.com)
2025-11-24 Mobile

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances (www.bloomberg.com)
2025-11-24 Trump China Nvidia

A look at AMD's pivot to AI chips in 2022 under CEO Lisa Su, increasing AMD's market value from $90B to $335B+ in three years, as the chipmaker takes on Nvidia (www.wsj.com)
2025-11-24 AI Nvidia AMD

Finland-based NestAI raised €100M led by Finland's sovereign fund Tesi and Nokia to build AI products for defense applications, including for unmanned vehicles (techcrunch.com)
2025-11-24 AI Nokia Finland

Nvidia confirms October Windows updates cause gaming issues (www.bleepingcomputer.com)
2025-11-24 Nvidia

US threatening to cut Ukraine weapons supply and intel sharing – Reuters (www.rt.com)
2025-11-24 Intel Ukraine

Inside China's execution conveyor belt: How 'mobile injection vans and firing squads are used to put thousands to death a year' - outstripping capital punishment figures for the rest of the world combined (www.dailymail.co.uk)
2025-11-24 China Mobile

Samsung names mobile chief TM Roh as co-CEO and DX division head; Roh was serving as consumer business acting head since April after co-CEO Han Jong-Hee's death (www.reuters.com)
2025-11-21 Mobile Samsung

Nvidia Brings Ad-free Cloud Gaming To New Chromebooks (games.slashdot.org)
2025-11-21 Nvidia

Nvidia and Google launch the GeForce Now Fast Pass to let Chromebook owners stream over 2,000 games directly from an existing PC game library without ads (www.theverge.com)
2025-11-21 Google Nvidia

The US DOE accelerates its approach to equipping national labs with AI supercomputers by working with Nvidia, AMD, and Oracle, which will pay some of the costs (www.nytimes.com)
2025-11-20 AI Oracle Nvidia AMD

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (www.ben-evans.com)
2025-11-20 AI Nvidia

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
2025-11-20 Nvidia

Sources: the US Commerce Department plans to approve the sale of up to 35K of Nvidia's GB300 servers or their equivalents to G42 and Humain each (www.wsj.com)
2025-11-20 Nvidia

Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount (slashdot.org)
2025-11-20 Nvidia

Nvidia reports Q3 revenue up 62% YoY to $57.01B, vs. $54.92B est., Data Center revenue up 66% to $51.2B, and net income up 65% to $31.9B (www.cnbc.com)
2025-11-20 Nvidia

Nokia unveils a new strategy, including plans to split its high-growth AI operations into a separate unit from its telecoms business; Nokia's shares fall 7% (www.ft.com)
2025-11-20 AI Nokia

Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips (www.bloomberg.com)
2025-11-20 Startup AI Arabia Elon Musk Nvidia Saudi Arabia

Brookfield Asset Management is targeting $10B for its new AI infrastructure fund and has already raised $5B from its balance sheet, Nvidia, and other investors (www.wsj.com)
2025-11-19 AI Nvidia Asset

Source: Microsoft's and Nvidia's investments in Anthropic push its valuation to the range of $350B, up from its $183B valuation after raising $13B in September (www.cnbc.com)
2025-11-19 Microsoft Nvidia

Microsoft, Nvidia Commit Up To $15 Billion Investment in Anthropic as Claude Scales on Azure (slashdot.org)
2025-11-19 Microsoft Nvidia

Anthropic commits to buy $30B in Azure capacity in a new deal with Microsoft and Nvidia, which commit to invest up to $5B and $10B, respectively, in Anthropic (blogs.microsoft.com)
2025-11-19 Microsoft Nvidia

Xiaomi President Lu Weibing says the company expects a shortfall in memory chips to push up mobile device prices in 2026, after SMIC's similar warning last week (www.bloomberg.com)
2025-11-18 Mobile Xiaomi

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