电子/移动/硬件

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)
23 days ago 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)
23 days ago 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)
23 days ago 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)
23 days ago 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)
24 days ago 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)
24 days ago 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)
24 days ago 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)
24 days ago 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)
24 days ago 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)
25 days ago 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)
25 days ago AMD

OpenAI and AMD Strike Multibillion-Dollar Chip Partnership (slashdot.org)
25 days ago 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)
25 days ago 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)
25 days ago Elon Musk Nvidia

Microsoft's CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips (hardware.slashdot.org)
27 days ago 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)
29 days ago AI Nvidia

AMD In Early Talks To Make Chips At Intel Foundry (hardware.slashdot.org)
29 days ago 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)
30 days ago Startup Nvidia London Nokia

Intel and AMD Trusted Enclaves, a Foundation For Network Security, Fall To Physical Attacks (it.slashdot.org)
30 days ago 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)
30 days ago 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)
30 days ago 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)
30 days ago 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)
30 days ago Intel AMD

A look at Nvidia's uncertain future in China, a critical market at the forefront of every technology wave enabled by its GPUs, as rivals like Huawei rise (www.ft.com)
2025-10-1 China Nvidia

Source: Meta is acquiring AI chip startup Rivos, as it seeks to reduce reliance on Nvidia; Rivos was reportedly seeking new funding at a $2B valuation in August (www.bloomberg.com)
2025-10-1 Startup AI Nvidia

CoreWeave CEO Michael Intrator says the company signed a deal to supply Meta with up to $14.2B worth of computing power, including access to Nvidia GB300 chips (www.bloomberg.com)
2025-9-30 Nvidia

Google DeepMind, Meta, Nvidia, and others are racing to release world models, aiming to navigate the physical world by learning from videos and robotic data (t.co)
2025-9-29 Google Robot Nvidia

2TB of Western Digital portable storage for $65 in this deal (www.bleepingcomputer.com)
2025-9-29 Western Digital

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (www.theinformation.com)
2025-9-28 Startup Nvidia

The inside story behind the Snapdragon 8 Elite Gen 5, Qualcomm's newest flagship mobile platform (indianexpress.com)
2025-9-26 Mobile

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