电子/移动/硬件

GPT-5.3-Codex-Spark is OpenAI's first AI model to run on chips from Nvidia rival Cerebras; OpenAI says Codex has more than 1M weekly active users (www.bloomberg.com)
2026-2-13 AI Nvidia

Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60 fps gaming; Fire TV users previously had to sideload it (www.engadget.com)
2026-2-13 Amazon Nvidia

Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (www.bloomberg.com)
2026-2-12 Samsung Nvidia

T-Mobile Will Live Translate Regular Phone Calls Without an App (tech.slashdot.org)
2026-2-12 Mobile

T-Mobile announces a network-level, AI-based Live Translation feature supporting 50+ languages, coming “this spring” in beta and available on 5G and 4G LTE (www.theverge.com)
2026-2-12 Mobile AI 5G

Cisco launches the Silicon One G300 switch chip, made using TSMC's 3nm technology to compete with Broadcom and Nvidia in the AI infrastructure market (www.reuters.com)
2026-2-11 AI Nvidia Cisco

Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a “mental model” (www.reuters.com)
2026-2-11 AI Nvidia

Microsoft announces new mobile-style Windows security controls (www.bleepingcomputer.com)
2026-2-11 Microsoft Mobile

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app (www.theinformation.com)
2026-2-10 Mobile

Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall 2025, xAI was burning $1B per month (www.theinformation.com)
2026-2-10 Nvidia

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (www.wsj.com)
2026-2-8 Nvidia

Trump Mobile execs showcase the T1 Phone's new design and specs, and say the phones go through “final assembly” in Miami and full assembly in the US is a “goal” (www.theverge.com)
2026-2-7 Trump Mobile

Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M (www.reuters.com)
2026-2-7 Intel Startup AI Equity

Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (www.cnbc.com)
2026-2-7 AI Nvidia

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with Nvidia, AMD, and Intel accounting for $301.9B, up 40%; SIA expects sales to reach $1T in 2026 (www.reuters.com)
2026-2-7 Intel Nvidia AMD

Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (www.reuters.com)
2026-2-6 China Intel AMD

Western Digital Plots a Path To 140 TB Hard Drives Using Vertical Lasers and 14-Platter Designs (hardware.slashdot.org)
2026-2-6 Western Digital

Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (www.theinformation.com)
2026-2-6 Nvidia

Pictured: Three sisters who jumped to their deaths after parents took away their mobile phone because they were sick of girls' obsession with Korea and gaming (www.dailymail.co.uk)
2026-2-6 Korea Mobile

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval (www.ft.com)
2026-2-5 China Nvidia

GitHub integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (www.theverge.com)
2026-2-5 Mobile AI GitHub

AMD Hints the Next-Gen Xbox Console Could Launch Next Year (games.slashdot.org)
2026-2-4 Xbox AMD

AMD reports $390M in revenue from MI308 AI chip sales in China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval (asia.nikkei.com)
2026-2-4 China AI 4Q AMD

Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (www.ft.com)
2026-2-4 China Nvidia

On an earnings call, AMD CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC (www.theverge.com)
2026-2-4 Microsoft Xbox AMD

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (www.bloomberg.com)
2026-2-4 Nvidia

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (www.bloomberg.com)
2026-2-4 4Q AMD

At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect (www.reuters.com)
2026-2-4 Intel AI Cisco

YouTube Kills Background Playback on Third-Party Mobile Browsers (news.slashdot.org)
2026-2-4 Mobile YouTube

Oracle says the Nvidia-OpenAI deal has “zero impact” on its financial relationship with OpenAI and it is “highly confident in OpenAI's ability to raise funds” (x.com)
2026-2-3 Oracle Nvidia

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