电子/移动/硬件

AMD Buys AI Chip Startup Taalas That Hardwires AI Models Into Its Silicon (hardware.slashdot.org)
18 days ago Startup AI AMD

Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting foreign data centers (www.bloomberg.com)
18 days ago China AI Nvidia

Sydney-based AI data center company Firmus raised $2B in funding from Coatue, Nvidia, and others at a $10.5B post-money valuation, up from $5.5B in April (www.reuters.com)
18 days ago AI Nvidia Sydney

AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon to boost inference performance, for an undisclosed sum (www.theregister.com)
18 days ago Toronto AMD

Western Digital falls 10%+ after issuing guidance that didn't quite match those of Seagate; Q4 revenue rose 44% YoY to $3.75B, above a $3.7B estimate (www.barrons.com)
19 days ago 4Q Western Digital

Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions (www.theinformation.com)
19 days ago Nvidia

Ooredoo, Nvidia, Nokia, and Indosat launch Zankore, Indonesia's first dedicated AI compute and neocloud platform; Ooredoo, which owns a 49% stake, commits $800M (fortune.com)
19 days ago AI Indonesia Nvidia Nokia

SoftBank reports Q1 net profit down 18% YoY to ~$2.2B, above ~$761M est., an ~$8.2B gain on its Intel stake, and Vision Fund up $1.7B due to its ByteDance stake (www.cnbc.com)
19 days ago Intel

Sources detail Intel's turnaround under Lip-Bu Tan as AI demand for CPUs boosts business; Intel's deal to make Arm's AI data center chip fell through in 2024 (www.ft.com)
19 days ago Intel AI

Elon Musk says SpaceX has decided to “build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture” (www.businessinsider.com)
20 days ago Elon Musk Nvidia SpaceX

The Days of Walking Into a T-Mobile Store May Be Numbered (mobile.slashdot.org)
20 days ago Mobile

SpaceX President Gwynne Shotwell says the company aims to build out ground-based infrastructure to complement its satellite network for “a true mobile service” (www.reuters.com)
20 days ago Mobile SpaceX

AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours (www.bloomberg.com)
20 days ago AMD

Alpamayo 2 Super, Nvidia's frontier open reasoning model for robotaxis and AVs, is now available for commercial use under the OpenMDW-1.1 license (blogs.nvidia.com)
21 days ago Nvidia

Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta; Volta says the deal runs for six years (www.bloomberg.com)
21 days ago Startup AI Nvidia Norway

Amazon becomes the fifth company to reach a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple; its stock closed up 4.58% on Monday (www.bloomberg.com)
21 days ago Amazon Microsoft Apple Nvidia Alphabet

A look at Central Asia's emerging data center race, led by Uzbekistan's 6MW TAS-1 due by year-end and Kazakhstan's 125MW facility with 100K Nvidia chips by 2027 (asia.nikkei.com)
22 days ago Asia Nvidia

Sensor Tower: India's mobile app market generated a record $345M in consumer spending in Q2, up 35% YoY; ChatGPT ranked No. 1 by downloads and No. 2 by revenue (techcrunch.com)
24 days ago India Mobile Sensor

Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies (www.bloomberg.com)
25 days ago Alibaba Nvidia

Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% (www.cnbc.com)
25 days ago Microsoft Intel AMD

Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique (www.theinformation.com)
26 days ago Intel AI

Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more (www.ft.com)
26 days ago AI Nvidia

As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment (www.ft.com)
26 days ago Mobile

Source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors (www.reuters.com)
27 days ago Intel Startup

Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ (www.ft.com)
27 days ago AMD

Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW (www.theblock.co)
28 days ago AMD

Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell (www.theinformation.com)
28 days ago China Startup Nvidia

Sources: Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling of AI chips into China, after searching his home and office on July 24 (www.bloomberg.com)
28 days ago China Taiwan AI Nvidia

LSEG data: prices for credit default swaps, a closely watched gauge of risk, tied to Oracle, SpaceX, Alphabet, Nvidia, and others rise sharply to record highs (www.ft.com)
28 days ago Oracle Nvidia Alphabet SpaceX

Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of thousands of chips; Hut 8 didn't name its client (www.ft.com)
28 days ago Nvidia Texas

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Intel Mobile Nvidia Nokia Western Digital AMD 高通台积电希捷笔记本平板