电子/移动/硬件

Apple overtakes Nvidia to become the world's most valuable publicly traded company, two years after it lost the crown, closing at a $4.9T market cap on Monday (www.nytimes.com)
28 days ago Apple Nvidia

Nvidia, Tech Giants Launch AI Safety Initiative (it.slashdot.org)
29 days ago AI Nvidia

Xbox says it is working to resolve a “major outage” affecting its Account & Profile, Store & Subscriptions, and Apps & Mobile services (www.videogameschronicle.com)
29 days ago Mobile Xbox

Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (www.bloomberg.com)
29 days ago Startup Nvidia

Framework Laptop 13 Pro review: very good Intel Core Ultra X7 performance, excellent build quality and keyboard, but expensive because of high RAM prices (www.theverge.com)
29 days ago Intel

Nvidia In Talks With OpenAI To Guarantee $250 Billion Financing For Data Center (news.slashdot.org)
29 days ago Nvidia

Nvidia says it made a “substantial” investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an “order of magnitude” (www.wsj.com)
29 days ago Nvidia

Nvidia launches the Open Secure AI Alliance, a coalition with Hugging Face and others to develop and share tools for AI safety and cybersecurity (www.reuters.com)
29 days ago AI Nvidia

Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank is developing in Ohio (www.wsj.com)
29 days ago Nvidia

Germany declines to disclose intel on Nord Stream sabotage – media (www.rt.com)
30 days ago Germany Intel

Nvidia and SK Group unveil a $500B+ AI initiative that includes an SK Hynix partnership to secure next-gen memory supply for Nvidia and joint development of HBM (www.reuters.com)
2026-7-25 AI Nvidia

Nvidia plans to invest $1B in Naver to help finance an AI data center in South Korea, and partners with SK Group to build more than 2 GW of AI data centers (www.bloomberg.com)
2026-7-25 Korea AI Nvidia

Nvidia, Microsoft, Meta Warn Against 'Premature Restrictions' of Open-Weight Models (meta.slashdot.org)
2026-7-25 Microsoft Nvidia

Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (www.theinformation.com)
2026-7-25 Microsoft AI Nvidia

AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86% (www.theinformation.com)
2026-7-24 AI AMD

Nvidia signs a $1.5B accord with Amkor, involving a prepayment by Nvidia to help bolster Amkor's chip packaging facility in Arizona; AMKR jumps 16%+ after hours (www.bloomberg.com)
2026-7-24 Nvidia

Intel reports Q2 revenue up 25% YoY to $16.1B, vs. $14.42B est., its fastest sales growth in ~15 years on “unprecedented” demand; INTC jumps 10%+ after hours (www.cnbc.com)
2026-7-24 Intel

Foundation Future Industries, backed by Eric Trump, partners with AMD to develop autonomous humanoid robots using the AMD Ryzen AI Embedded X100 Series chips (www.reuters.com)
2026-7-24 Trump AI Robot AMD

AMD unveils the Venice-X CPU, with 1152 MB of 3D V-Cache, 96 cores, and up to 5.15 GHz clock speeds, available in H2 2027 (www.tomshardware.com)
2026-7-24 AMD

Sources: India has ordered telecom companies to disable mobile data services in central Delhi, amid youth protests seeking the education minister's resignation (www.reuters.com)
2026-7-24 India Mobile Education

In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute access, Nvidia's CUDA moat is disintegrating, and more (www.fredgao.com)
2026-7-23 China Nvidia

Sources: Intel and AMD are signing longer-term server CPU purchase commitments with Chinese customers; prices of some CPU products are up 40%+ in China YTD (www.reuters.com)
2026-7-23 China Intel AMD

AMD and Anthropic sign an AI server deal worth tens of billions; Anthropic will buy up to 2GW of MI450 chips from H1 2027, and AMD will invest $5B in Anthropic (www.wsj.com)
2026-7-22 AI AMD

Meta quietly releases StoryKit, a new mobile app that uses AI to create personalized children's stories, including illustrations and original music, in Mexico (9to5mac.com)
2026-7-22 Mexico Mobile AI

Nvidia details its Vera CPU, its first CPU with a custom core design, featuring 88 cores and 176 threads, and set for general availability in H2 2026 (www.tomshardware.com)
2026-7-22 Nvidia

Intel and Fortinet partner to co-develop the Fortinet Security Processor 6, making Fortinet the first named external customer for the Intel 4 process node (www.tomshardware.com)
2026-7-21 Intel

US Police Now Armed With Israeli Spy Vans Simulating Mobile Phone Towers (mobile.slashdot.org)
2026-7-21 Israel Mobile

AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (www.cnbc.com)
2026-7-20 Microsoft AI Nvidia AMD

Alibaba open-sources its chip software, following similar plays from Huawei and Moore Threads, as Chinese GPU makers try to break the dominance of Nvidia's CUDA (www.scmp.com)
2026-7-19 China Alibaba Nvidia

Japan plans to buy 27,500 Nvidia Rubin chips to develop a domestic AI foundation model for robots, in a Noetra-led effort that includes SoftBank, Sony, and NEC (www.bloomberg.com)
2026-7-18 Japan AI Robot Sony Nvidia

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