电子/移动/硬件

Sources: Trump decided not to discuss Nvidia's AI chip exports to China during his October 30 meeting with Xi Jinping following opposition from his top advisers (www.wsj.com)
2025-11-4 Trump China AI Nvidia

Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed (www.cnbc.com)
2025-11-4 Microsoft AI Nvidia

As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US (www.cnbc.com)
2025-11-4 Nvidia

Microsoft says the US has let it ship the latest Nvidia chips to the UAE for the first time; President Trump agreed to a deal with UAE President MBZ in May (www.ft.com)
2025-11-3 Trump Microsoft Nvidia

Microsoft signs a five-year, ~$9.7B deal to buy AI cloud capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility (www.bloomberg.com)
2025-11-3 Microsoft AI Nvidia Sydney Texas

Trump says Nvidia's Blackwell chips would not be available to “other people”; Trump suggested in August he might allow sales of a scaled-down version to China (www.reuters.com)
2025-11-3 Trump China Nvidia

Samsung Building Facility With 50,000 Nvidia GPUs To Automate Chip Manufacturing (hardware.slashdot.org)
2025-11-2 Samsung Manufacturing Nvidia

Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group (www.reuters.com)
2025-11-1 Korea Samsung AI Nvidia

Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives (www.reuters.com)
2025-11-1 AI Western Digital

Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump (www.reuters.com)
2025-10-31 Trump China Nvidia

Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process (siliconangle.com)
2025-10-31 Samsung AI Nvidia

Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO (www.reuters.com)
2025-10-31 Intel IPO AI

Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021 (www.bloomberg.com)
2025-10-31 Intel Startup AI

Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B valuation (www.bloomberg.com)
2025-10-31 Startup AI Nvidia

President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips (www.bloomberg.com)
2025-10-30 Trump China Nvidia

Ex-Intel CEO's Mission To Build a Christian AI (slashdot.org)
2025-10-30 Intel AI

Nvidia Takes $1 Billion Stake In Nokia (hardware.slashdot.org)
2025-10-30 Nvidia Nokia

US Needs 'Finesse' to Stay Ahead of China, Nvidia Boss Says (news.slashdot.org)
2025-10-30 China Nvidia

Nvidia Becomes World's First $5 Trillion Company (news.slashdot.org)
2025-10-30 Nvidia

Nvidia opens at a $5T market cap, becoming the first company to hit the milestone, climbing 5% in early trading; NVDA is up 50% in 2025 and 1,275% since 2022 (www.ft.com)
2025-10-30 Nvidia

Putin 'is more determined than ever' to continue Ukraine war and secure more territory to justify huge human and financial toll on Russia, US intel says (www.dailymail.co.uk)
2025-10-30 Russia Putin Intel Ukraine

PitchBook: Nvidia invested in 59 AI startups in 2025 so far, including 10 in the past two months, surpassing 55 investments in 2024 and 12 investments in 2022 (www.bloomberg.com)
2025-10-29 Startup AI Nvidia

Jensen Huang says the US needs “finesse” to maintain its AI lead over China and Nvidia is an “awkward place” as President Trump meets Xi Jinping later this week (www.bloomberg.com)
2025-10-29 Trump China AI Nvidia

Early Reports Indicate Nvidia DGX Spark May Be Suffering From Thermal Issues (hardware.slashdot.org)
2025-10-29 Nvidia

After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips (www.bloomberg.com)
2025-10-29 AI Nvidia

EV maker Lucid partners with Nvidia to develop a fully autonomous vehicle platform, starting with building more ADAS tech for Lucid's existing Gravity SUV (www.bloomberg.com)
2025-10-29 Nvidia Autonomous Car

Palantir announces a partnership to use Nvidia's chips and software to help its customers speed up decision-making in complex fields such as logistics (www.reuters.com)
2025-10-29 Nvidia Logistics

CrowdStrike and Nvidia announce an expanded partnership to deepen the use of each other's technologies for creating and deploying AI agents for cybersecurity (www.crn.com)
2025-10-29 AI Nvidia

Eli Lilly partners with Nvidia to build what the companies say will be the most powerful supercomputer run by a pharma company, powered by 1,000+ Blackwell GPUs (www.wsj.com)
2025-10-29 Nvidia

Foxconn says it plans to deploy Nvidia's Isaac GR00T N model of humanoid robots at its factory in Houston, Texas, which produces AI servers for Nvidia (www.reuters.com)
2025-10-29 AI Robot Nvidia Texas

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