电子/移动/硬件

As part of the OpenAI-AMD deal, OpenAI will receive the first GW worth of AMD's Instinct MI450 chip in H2 2026, when the new chip is scheduled for deployment (techcrunch.com)
2025-10-7 AMD

OpenAI and AMD Strike Multibillion-Dollar Chip Partnership (slashdot.org)
2025-10-7 AMD

OpenAI and AMD announce a deal as part of which OpenAI could take a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 20%+ (www.cnbc.com)
2025-10-6 AMD

Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; Elon Musk said in July it would have 550K chips (www.wsj.com)
2025-10-6 Elon Musk Nvidia

Microsoft's CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips (hardware.slashdot.org)
2025-10-5 Microsoft Nvidia AMD

Sources: delays in the deal to send Nvidia's AI chips to the UAE, announced in May, are frustrating Jensen Huang and administration officials like David Sacks (www.wsj.com)
2025-10-3 AI Nvidia

AMD In Early Talks To Make Chips At Intel Foundry (hardware.slashdot.org)
2025-10-3 Intel AMD

London-based “neocloud” startup Nscale closed a $433M pre-Series C SAFE round from Nvidia, Nokia, Dell, and others, after raising a $1.1B Series B on Sept. 25 (tech.eu)
2025-10-2 Startup Nvidia London Nokia

Intel and AMD Trusted Enclaves, a Foundation For Network Security, Fall To Physical Attacks (it.slashdot.org)
2025-10-2 Intel AMD

Sources: China curbs the use of European suppliers Nokia and Ericsson in its telecoms networks, requiring lengthy national security reviews for their contracts (www.ft.com)
2025-10-2 China Europe Nokia

Brave says it has surpassed 100M monthly active users across desktop and mobile worldwide, with 42M+ DAUs, and Brave Search handles 1.6B+ queries each month (www.thurrott.com)
2025-10-1 Mobile

T-Mobile expands its Starlink satellite service to support apps such as WhatsApp, Google Maps, and X, after launching it in July with basic features like SMS (www.reuters.com)
2025-10-1 Google Mobile WhatsApp

Sources: Intel is in early-stage talks to add AMD as a foundry customer; Intel currently lacks the technology to produce AMD's most advanced, profitable chips (www.semafor.com)
2025-10-1 Intel AMD

A look at Nvidia's uncertain future in China, a critical market at the forefront of every technology wave enabled by its GPUs, as rivals like Huawei rise (www.ft.com)
2025-10-1 China Nvidia

Source: Meta is acquiring AI chip startup Rivos, as it seeks to reduce reliance on Nvidia; Rivos was reportedly seeking new funding at a $2B valuation in August (www.bloomberg.com)
2025-10-1 Startup AI Nvidia

CoreWeave CEO Michael Intrator says the company signed a deal to supply Meta with up to $14.2B worth of computing power, including access to Nvidia GB300 chips (www.bloomberg.com)
2025-9-30 Nvidia

Google DeepMind, Meta, Nvidia, and others are racing to release world models, aiming to navigate the physical world by learning from videos and robotic data (t.co)
2025-9-29 Google Robot Nvidia

2TB of Western Digital portable storage for $65 in this deal (www.bleepingcomputer.com)
2025-9-29 Western Digital

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (www.theinformation.com)
2025-9-28 Startup Nvidia

The inside story behind the Snapdragon 8 Elite Gen 5, Qualcomm's newest flagship mobile platform (indianexpress.com)
2025-9-26 Mobile

A look at Intel's $28B Ohio chip factory, the largest economic development project in Ohio's history, initially set for a 2025 opening but now delayed till 2030 (www.wsj.com)
2025-9-26 Intel

Sources: Intel CEO Lip-Bu Tan has spoken to TSMC CEO C.C. Wei about a partnership or a joint venture; he also met with Tim Cook this year; INTC is up 9%+ (www.wsj.com)
2025-9-26 Intel Tim Cook

OpenAI launches ChatGPT Pulse, a mobile feature for Pro users that delivers daily personalized updates based on their chats, feedback, and connected apps (www.theverge.com)
2025-9-26 Mobile

London-based “neocloud” startup Nscale raised a $1.1B Series B led by Aker, with Nvidia participating; Aker says it is investing $285M for a 9.3% stake (www.bloomberg.com)
2025-9-25 Startup Nvidia London

Qualcomm details the Snapdragon 8 Elite Gen 5, its latest flagship mobile SoC, claiming a 20% boost in YoY CPU performance and a 23% uplift in GPU performance (www.androidpolice.com)
2025-9-25 Mobile

Intel Approaches Apple For Potential Investment Amid Struggles (apple.slashdot.org)
2025-9-25 Intel Apple

Sources: Intel approached Apple about a potential investment in the chipmaker as part of its turnaround efforts and discussed how to work more closely together (www.bloomberg.com)
2025-9-25 Intel Apple

A look at some uncertainties surrounding Nvidia's proposed $100B investment in OpenAI, including concerns about the agreement's circular structure (www.ft.com)
2025-9-24 Nvidia

Appfigures: dedicated mobile apps for vibe coding have yet to gain traction; the largest such app, Instance: AI App Builder, has just 16,000 downloads (techcrunch.com)
2025-9-24 Mobile AI

Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them (www.theinformation.com)
2025-9-24 AI Nvidia

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