电子/移动/硬件

Xbox CEO Asha Sharma says Xbox “will begin winding down Copilot on mobile and will stop development of Copilot on console” as part of a strategic shift (www.theverge.com)
21 days ago Mobile Xbox

AMD reports Q1 revenue up 38% YoY to $10.25B, Data Center revenue up 57% to $5.8B, and forecasts Q2 revenue above estimates, as AI chip demand stays strong (www.reuters.com)
21 days ago AI AMD

Sources: Apple held exploratory talks with Intel and Apple executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US (www.bloomberg.com)
21 days ago Intel Samsung Apple Texas

Putin is mocked with hilarious social media memes for his paranoia over military parade drone attack after cutting off mobile internet connection in Moscow (www.dailymail.co.uk)
21 days ago Putin Mobile Drone

Intel stock jumps 12%+, hitting a new all-time high, on a report that Apple has had early-stage talks with Intel about enlisting Intel's chipmaking services (www.cnbc.com)
21 days ago Intel Apple

ElevenLabs raised $550M+ in its Series D, up from a previously announced $500M, adding BlackRock, Nvidia, and others as investors; its ARR passed $500M in Q1 (tech.eu)
21 days ago Nvidia

Dutch quantum processor company QuantWare raised a $178M Series B from Intel, In-Q-Tel, and others to build KiloFab, a dedicated quantum manufacturing facility (tech.eu)
21 days ago Intel Manufacturing Netherlands Quantum

Nscale agrees to spend €695M on infrastructure in Portugal in an expansion of its Microsoft partnership, supplying 66K+ Nvidia Rubin GPUs from late 2027 (www.bloomberg.com)
21 days ago Microsoft Nvidia Portugal

Sources: Apple held exploratory talks with Intel and its executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US (www.bloomberg.com)
21 days ago Intel Samsung Apple Texas

Expanded AMD HDMI 2.1 Support Is Coming To Linux (linux.slashdot.org)
22 days ago Linux AMD

Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis (www.crn.com)
22 days ago Intel AI

Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired” (www.tomshardware.com)
22 days ago China AI Nvidia

Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (www.politico.eu)
22 days ago Nvidia

Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (www.bloomberg.com)
23 days ago AI Nvidia

Sources: Nigerian mobile payments service OPay is preparing for a US IPO at a $4B valuation with Citigroup, Deutsche Bank, and JPMorgan Chase advising (www.bloomberg.com)
24 days ago IPO Mobile JPMorgan Nigeria

Sources: the US DOD strikes agreements with Nvidia, Microsoft, Reflection AI, and AWS to use their AI tools on classified military networks for “lawful” use (www.bloomberg.com)
25 days ago Microsoft AI Nvidia

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (www.ft.com)
25 days ago China AI Nvidia

Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (www.cnbc.com)
25 days ago Intel

Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (www.reuters.com)
26 days ago 4Q Western Digital

Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models (tech.eu)
26 days ago Startup AI Airbus AMD

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (www.reuters.com)
26 days ago China AI Nvidia

The Quad should share intel on critical-mineral supply risks (www.aspistrategist.org.au)
26 days ago Intel

Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year (siliconangle.com)
28 days ago Nvidia

Lovable launches its AI coding app on iOS and Android, letting users code via voice or text AI prompts, and allowing them to switch between a PC and mobile (techcrunch.com)
28 days ago Android IOS Mobile AI

Intel's Stock Soars 24% Friday, Its Biggest One-Day Gain Since 1987 (slashdot.org)
2026-4-26 Intel

Intel's upbeat outlook suggests CEO Lip-Bu Tan is making progress on a turnaround, having strengthened the company's balance sheet and now improving operations (www.bloomberg.com)
2026-4-25 Intel

The value of US government's stake in Intel has increased fourfold to ~$36B, a roughly $27B paper gain since they announced the investment in August 2025 (www.bloomberg.com)
2026-4-25 Intel

Report: Samsung co-CEO TM Roh told company leaders that the mobile division MX could report its first ever annual loss this year, amid RAM and storage shortages (9to5google.com)
2026-4-25 Mobile Samsung

Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past $5T, as a rally in Intel pushed chipmakers higher (www.cnbc.com)
2026-4-25 Intel Nvidia

Intel stock closes up 23.6%, its best performance since October 1987, as Intel shows signs of renewed growth amid the AI boom; the stock is up 124% YTD (www.cnbc.com)
2026-4-25 Intel AI

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