电子/移动/硬件

Nvidia and Google launch the GeForce Now Fast Pass to let Chromebook owners stream over 2,000 games directly from an existing PC game library without ads (www.theverge.com)
2025-11-21 Google Nvidia

The US DOE accelerates its approach to equipping national labs with AI supercomputers by working with Nvidia, AMD, and Oracle, which will pay some of the costs (www.nytimes.com)
2025-11-20 AI Oracle Nvidia AMD

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (www.ben-evans.com)
2025-11-20 AI Nvidia

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
2025-11-20 Nvidia

Sources: the US Commerce Department plans to approve the sale of up to 35K of Nvidia's GB300 servers or their equivalents to G42 and Humain each (www.wsj.com)
2025-11-20 Nvidia

Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount (slashdot.org)
2025-11-20 Nvidia

Nvidia reports Q3 revenue up 62% YoY to $57.01B, vs. $54.92B est., Data Center revenue up 66% to $51.2B, and net income up 65% to $31.9B (www.cnbc.com)
2025-11-20 Nvidia

Nokia unveils a new strategy, including plans to split its high-growth AI operations into a separate unit from its telecoms business; Nokia's shares fall 7% (www.ft.com)
2025-11-20 AI Nokia

Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips (www.bloomberg.com)
2025-11-20 Startup AI Arabia Elon Musk Nvidia Saudi Arabia

Brookfield Asset Management is targeting $10B for its new AI infrastructure fund and has already raised $5B from its balance sheet, Nvidia, and other investors (www.wsj.com)
2025-11-19 AI Nvidia Asset

Source: Microsoft's and Nvidia's investments in Anthropic push its valuation to the range of $350B, up from its $183B valuation after raising $13B in September (www.cnbc.com)
2025-11-19 Microsoft Nvidia

Microsoft, Nvidia Commit Up To $15 Billion Investment in Anthropic as Claude Scales on Azure (slashdot.org)
2025-11-19 Microsoft Nvidia

Anthropic commits to buy $30B in Azure capacity in a new deal with Microsoft and Nvidia, which commit to invest up to $5B and $10B, respectively, in Anthropic (blogs.microsoft.com)
2025-11-19 Microsoft Nvidia

Xiaomi President Lu Weibing says the company expects a shortfall in memory chips to push up mobile device prices in 2026, after SMIC's similar warning last week (www.bloomberg.com)
2025-11-18 Mobile Xiaomi

Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion tech (www.cnbc.com)
2025-11-18 AI Nvidia

US filing: Peter Thiel's Thiel Macro sold 537,742 Nvidia shares, worth ~$100M as of September 30, during Q3, amid rising concerns about an AI investment bubble (www.bloomberg.com)
2025-11-17 AI Nvidia

Political fixer Bradley Tusk's nonprofit releases VoteSecure, an open-source cryptographic protocol for mobile voting, amid skepticism from cryptographers (www.wired.com)
2025-11-16 Mobile

Russia Imposes 24-Hour Mobile Internet Blackout For Travelers Returning Home (tech.slashdot.org)
2025-11-15 Russia Mobile

CloudX, which uses Anthropic's Claude to automate mobile ad pricing and inventory optimization for publishers, raised a $30M Series A led by Addition (www.adweek.com)
2025-11-15 Mobile

The NVIDIA Reckoning (dailyreckoning.com)
2025-11-14 Nvidia

An investigation traces how Shanghai-based AI startup INF Tech accessed advanced Nvidia chips at an Indosat data center in Jakarta, despite US export controls (www.wsj.com)
2025-11-14 Startup AI Nvidia Shanghai

Fabric8Labs, which uses electrochemical additive manufacturing to create chip-cooling plates for data centers, raised $50M led by NEA and Intel Capital (www.axios.com)
2025-11-14 Intel Manufacturing

An investigation traces how Shanghai-based AI company INF Tech accessed advanced Nvidia chips at an Indonesian data center despite US export controls (www.wsj.com)
2025-11-13 AI Indonesia Nvidia Shanghai

Valve unveils a new Steam Machine, a cube-shaped gaming PC with SteamOS, a semi-custom AMD Zen 4 CPU and AMD RDNA 3 GPU, and 16GB of RAM, expected in early 2026 (www.tomshardware.com)
2025-11-13 AMD

Colombia suspends intel sharing with US over Caribbean airstrikes (www.rt.com)
2025-11-13 Intel

AMD CEO Lisa Su says AMD's annual revenue growth will average 35%+ a year over the next three to five years and the total AI chip market will reach $1T by 2030 (www.bloomberg.com)
2025-11-12 AI AMD

SoftBank sold its entire Nvidia stake, or ~32M shares, in October for $5.8B and part of its T-Mobile stake for $9.2B, boosting Q2 profit to $16.2B, above est. (www.ft.com)
2025-11-11 Mobile Nvidia

EU Eyes Banning Huawei, ZTE Corp From Mobile Networks of Member Countries (mobile.slashdot.org)
2025-11-11 Mobile

Sachin Katti, Intel's CTO and AI officer, says he is leaving the company to join OpenAI; Intel says CEO Lip-Bu Tan will take over its AI efforts (www.crn.com)
2025-11-11 Intel AI

Data Centers in Nvidia's Hometown Stand Empty Awaiting Power (hardware.slashdot.org)
2025-11-11 Nvidia

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