电子/移动/硬件

Nvidia announces it has acquired SchedMD, the developer of Slurm, an open-source workload management system for HPC and AI (www.reuters.com)
5 hours ago AI Nvidia

Nvidia launches Nemotron 3, a family of AI models using a hybrid mixture-of-experts architecture and the Mamba-Transformer design, in 30B, 100B, and ~500B sizes (venturebeat.com)
7 hours ago AI Nvidia

AT&T, T-Mobile, and Verizon's rivalry is moving beyond ads with explicit customer poaching efforts and lawsuits; AT&T twice blocked T-Mobile's Easy Switch tool (www.wsj.com)
10 hours ago Mobile AT&T

How Nvidia's lobbying efforts grew after Howard Lutnick brokered Jensen Huang's access to Trump, ending with the president's approval of the H200 sales to China (t.co)
14 hours ago Trump China Nvidia

Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index (www.bloomberg.com)
2 days ago Western Digital

Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month (www.bloomberg.com)
2 days ago Intel Startup AI

David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants “semiconductor independence” and to “prop up and subsidize Huawei” (www.bloomberg.com)
3 days ago China AI Nvidia

Sources: Nvidia tells its Chinese clients that it is considering adding production capacity for its H200 chips in response to robust demand (www.reuters.com)
3 days ago China Nvidia

Taiwan opens its largest AI supercomputing data center using Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation (asia.nikkei.com)
3 days ago Taiwan AI Nvidia

Sources: Intel tested chipmaking tools this year from CA-based ACM Research, which has deep China ties; ACM's two overseas units were targeted by US sanctions (www.reuters.com)
3 days ago China Intel

Ubuntu Will Have Native AMD ROCm AI/ML and HPC Libraries In Next LTS Release (news.slashdot.org)
4 days ago Ubuntu AI AMD

Sources: ByteDance and Alibaba have asked Nvidia about placing large orders for H200 chips after Trump's export approval, as they remain concerned about supply (www.reuters.com)
5 days ago Trump Alibaba Nvidia

Kiev devising new scheme to steal Western taxpayers' money – Russian intel (www.rt.com)
5 days ago Russia Intel

Starcloud, which launched a satellite with a Nvidia H100 chip in November, says the satellite is running and querying responses from Google's Gemma (www.cnbc.com)
5 days ago Google Nvidia

In a series of lawsuits, Intel, AMD, Texas Instruments, and Berkshire were accused of failing to keep their tech out of Russian-made weapons used in Ukraine (www.bloomberg.com)
5 days ago Russia Intel Ukraine Berkshire Texas AMD

Nvidia Builds Location Verification Tech That Could Track Where Its AI Chips End Up (tech.slashdot.org)
5 days ago AI Nvidia

Nvidia says that it hasn't seen “substantiation or received tips” about chip smuggling via data centers outside of China, after The Information's DeepSeek story (www.bloomberg.com)
5 days ago China Nvidia

Sources: Lip-Bu Tan's dual roles as Intel CEO and tech investor cause consternation in the industry and at Intel; four ex-Intel execs say it caused them to exit (www.nytimes.com)
5 days ago Intel

Sources: DeepSeek is developing its new AI model using several thousand Nvidia Blackwell chips, which were smuggled into China via third-party countries (www.theinformation.com)
5 days ago China AI Nvidia

President Trump letting Nvidia sell advanced AI chips to China reverses decades of US tech restrictions on its adversaries, giving China a boost in the AI race (www.nytimes.com)
5 days ago Trump China AI Nvidia

The EU's General Court reduces a 2023 EU antitrust fine on Intel to €237.1M, down from €376.36M; the EU fined Intel a record €1.06B in 2009, then overturned (www.bloomberg.com)
5 days ago Intel

Sources: Beijing is set to limit access to Nvidia's H200 chips despite Trump allowing their export to China, as it pushes to achieve chip self-sufficiency (www.ft.com)
5 days ago Trump China Nvidia

Sources: Nvidia has privately demonstrated its unreleased location verification tech in recent months, which could show the country its chips are operating in (www.reuters.com)
5 days ago Nvidia

Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump's move to allow Nvidia exports (www.ft.com)
5 days ago Trump China AI Nvidia

Sources: Nvidia's H200 chips for China, mainly manufactured in Taiwan, will travel to the US for an unusual national security review before they are exported (www.wsj.com)
5 days ago China Taiwan Nvidia

Source: Trump allowed Nvidia to sell H200s to China after concluding the move carried a lower security risk as Huawei offers systems with comparable performance (www.bloomberg.com)
5 days ago Trump China Nvidia

Some Biden-era officials say access to Nvidia chips could help China's AI companies buy time while China's chip makers improve their chips' performance (www.nytimes.com)
6 days ago China AI Nvidia

Sources: Beijing is set to limit access to Nvidia's H200 chips despite President Trump allowing their export to China, in its push for chip self-sufficiency (www.ft.com)
6 days ago Trump China Nvidia

The US DOJ detains two men for allegedly violating export controls by trying to smuggle $160M+ of Nvidia H100 and H200 chips to China; a third man pled guilty (www.bloomberg.com)
6 days ago China Nvidia

Italy-based humanoid robotics startup Generative Bionics raised €70M led by CDP Venture Capital, with participation from Tether, AMD Ventures, and others (www.bloomberg.com)
6 days ago Italy Startup Robot Venture Capital AMD

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