电子/移动/硬件

Nvidia, with quarterly free cash flow up 18x over the past three years to $48.5B, is using its balance sheet and credit rating to build an AI capital moat (www.cnbc.com)
6 days ago AI Nvidia

Sources: Beijing allowed ByteDance and Tencent to each receive about 10,000 Nvidia H200 chips at their mainland China facilities in recent weeks (www.ft.com)
6 days ago China Tencent Nvidia

OpenAI Announces Massive Data Center In Ohio With $105 Billion Nvidia Guarantee (news.slashdot.org)
7 days ago Nvidia

Nvidia's $500B funding package announcement for AI infrastructure follows SEC's July guidance that confirmed looser restrictions for data center securitizations (www.cnbc.com)
8 days ago AI Nvidia

Filing: Nvidia agrees to spend up to $105B to support SB Energy's new data center campus in Ohio set to be leased by OpenAI; Nvidia invests $1.5B in SB Energy (www.bloomberg.com)
8 days ago Energy Nvidia

Groq raised $350M led by Disruptive at a $3.5B valuation, down from $6.9B in September 2025 before Nvidia struck a licensing deal and hired much of its talent (www.bloomberg.com)
8 days ago Nvidia

OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (www.wsj.com)
8 days ago Energy Nvidia

Chip giants participated in startup funding rounds collectively surpassing $250B YTD; Nvidia leads the sector in deal volume with a record 59 funding rounds (news.crunchbase.com)
8 days ago Startup Nvidia

AI video generation startup Higgsfield raised $400M from DST, Goldman Sachs, Liberty Global, Intel, and others at a $5.4B valuation, up from $1.3B in January (www.ft.com)
8 days ago Intel Startup AI Goldman

Sources: Nvidia in talks to invest up to $3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio (www.theinformation.com)
9 days ago IPO Energy Nvidia

Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (www.wsj.com)
10 days ago Nvidia

Filing: Nvidia has a nearly $21B stake in SpaceX and a $30B stake in Intel; Nvidia invested as much as $2B in xAI in 2025 and $5B in Intel (www.bloomberg.com)
10 days ago Intel Nvidia SpaceX

Ukraine Finds Nvidia AI Chip In New Russian Missile (tech.slashdot.org)
10 days ago Russia AI Ukraine Nvidia

Sources: AMD plans to raise as much as $5B in what could be the chipmaker's biggest-ever investment-grade bond sale, as it ramps up spending to meet AI demand (www.bloomberg.com)
12 days ago AI AMD

Microsoft begins merging its consumer and commercial Copilot apps into a single app, with a mobile and web rollout in mid-August and desktop in mid-September (www.geekwire.com)
12 days ago Microsoft Mobile

Similarweb: Bluesky's mobile MAUs fell 27% YoY to 10.4M in June and DAUs fell 26% to 3M in July; X's mobile MAUs fell 3% to 302M and DAUs fell 7% to 123.7M (techcrunch.com)
13 days ago Mobile

Buy Low, Sell High: Intel Boosts its Massive Sale of Shares (wolfstreet.com)
13 days ago Intel

Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models (www.theinformation.com)
13 days ago China Nvidia

Nvidia releases Nemotron 3.5 Lightning, an open 30B-parameter MoE model that it says delivers up to 4x faster output speeds, and an agentic AI model router (siliconangle.com)
14 days ago AI Nvidia

IBM and Together AI sign a $240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models (www.reuters.com)
14 days ago IBM AI Nvidia

Big Tech's AI boom echoes the 1870s railroad expansion, and Nvidia shifting risk to institutional capital may expose investors if revenues fail to materialize (stratechery.com)
14 days ago AI Nvidia

Intel raised $20B in an upsized share sale, up from the $15B it was targeting; sources say the sale drew $100B+ in demand; INTC is up ~146% in 2026 so far (www.bloomberg.com)
14 days ago Intel

Intel Joins Race to Sell Shares at Sky-High Prices after Spike. Big Tech Figured it out, the Economy Benefits, Maybe Not Investors (wolfstreet.com)
14 days ago Intel

Wall Street Giants Partner With Nvidia On $500 Billion AI Financing Deal (news.slashdot.org)
14 days ago AI Wall Street Nvidia

Sources: Apollo, Blackstone, BlackRock, KKR, and other financial groups are partnering with Nvidia on a $500B funding package for AI infrastructure development (www.ft.com)
14 days ago AI Nvidia

Taiwan 'Throttles' Mobile Internet For First Time During Annual War Games (tech.slashdot.org)
14 days ago Taiwan Mobile

Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia (www.bloomberg.com)
15 days ago AI Nvidia

Intel announces a $15B common stock offering, with proceeds going to general corporate purposes like “maintaining a strong balance sheet”; INTC falls 3%+ (www.bloomberg.com)
15 days ago Intel

Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from its CUDA platform to Huawei's CANN requires major code rewriting (www.scmp.com)
15 days ago China AI Nvidia

Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds (www.theinformation.com)
17 days ago Nvidia Texas

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