电子/移动/硬件

Intel CTO Sachin Katti says 18A and Panther Lake are “foundational to our future” and manufacturing is “mission critical, not just for Intel but for” the US (www.nytimes.com)
2025-10-10 Intel Manufacturing

Intel says 18A-based Panther Lake chips can deliver 50% more performance at similar power to Lunar Lake chips, details RibbonFET efficiency gains, and more (www.tomshardware.com)
2025-10-10 Intel

Intel unveils Panther Lake, or Intel Core Ultra Series 3, the first chip built on its 18A process, coming to laptops and handhelds in late 2025 and early 2026 (www.theverge.com)
2025-10-10 Intel

Inside Intel's new 700-acre factories in the Arizona desert, which cost $32B and are starting large-scale 18A chip production, as it seeks to impress customers (t.co)
2025-10-10 Intel

Reflection AI, which is developing an open-source AI model to compete with DeepSeek, raised $2B led by Nvidia, valuing it at $8B, up from $545M in March (www.nytimes.com)
2025-10-9 AI Nvidia

Sources: US Commerce Department's BIS approves several billion dollars' worth of Nvidia chip exports to the UAE, an early step in a May 2025 bilateral AI deal (www.bloomberg.com)
2025-10-9 AI Nvidia

Nvidia's Huang Says He's Surprised AMD Offered 10% of the Company in 'Clever' OpenAI Deal (slashdot.org)
2025-10-9 Nvidia AMD

Jensen Huang says AMD's deal to offer 10% of itself to OpenAI is “surprising” and “imaginative” considering AMD was “so excited about” its next-generation chip (www.cnbc.com)
2025-10-9 AMD

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to rent for Colossus 2, with Nvidia investing as much as $2B (www.bloomberg.com)
2025-10-9 Nvidia Equity

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)
2025-10-8 China Mobile

The recent wave of circular deals and partnerships involving Nvidia and OpenAI is escalating concerns that they are artificially propping up the $1T AI market (www.bloomberg.com)
2025-10-8 AI Nvidia

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to use in Colossus 2; Nvidia is investing as much as $2B (www.bloomberg.com)
2025-10-8 Nvidia Equity

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY (www.bloomberg.com)
2025-10-8 AMD

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (www.theinformation.com)
2025-10-8 Oracle Nvidia

OpenAI's recent deals with Oracle, Nvidia, Samsung, AMD, SK Hynix, and others, plus its DevDay announcements, show it is making a play to be the Windows of AI (stratechery.com)
2025-10-7 Samsung AI Oracle Nvidia AMD

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; OpenAI deals also boosted Shopify and Etsy stocks (www.bloomberg.com)
2025-10-7 AMD Shopify

OpenAI's computing deals with Nvidia, AMD, Oracle, and others have topped $1T, commitments that dwarf its revenue and raise questions about how it can fund them (t.co)
2025-10-7 Oracle Nvidia AMD

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

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