电子/移动/硬件

Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI (www.theinformation.com)
2026-4-25 Microsoft Startup AI Nvidia

Meta announces a deal to use “tens of millions” of Amazon's Graviton chips to help deliver its next generation of AI models, amid a shortage of Nvidia chips (www.axios.com)
2026-4-24 Amazon AI Nvidia

Intel reports Q1 revenue up 7% YoY to $13.58B, vs. $12.42B est., and forecasts Q2 revenue and adjusted EPS above estimates; INTC jumps 15%+ after hours (www.cnbc.com)
2026-4-24 Intel

Intel Lands Tesla As First Major Customer For 14A Chip Technology (hardware.slashdot.org)
2026-4-24 Intel Tesla

WhatsApp partners with PayU to roll out prepaid mobile recharges in India; it remains a marginal payments player in India despite launching payments in 2020 (techcrunch.com)
2026-4-24 India Mobile WhatsApp

Sensor Tower: India's mobile app IAP revenue crossed $300M in Q1, up 33% YoY, with non-gaming apps generating $200M+, much of it captured by global platforms (techcrunch.com)
2026-4-23 India Mobile Sensor

US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases (www.reuters.com)
2026-4-23 China Nvidia

Elon Musk says Tesla plans to use Intel's 14A process technology to make chips at its Terafab project, which would make Tesla the first major customer for 14A (www.reuters.com)
2026-4-23 Intel Tesla Elon Musk

Source: Mira Murati's TML signed a deal with Google Cloud, valued in single-digit billions, to access Google's latest AI systems built on Nvidia's GB300 chips (techcrunch.com)
2026-4-22 Google AI Nvidia

Trump Media & Technology Group names Kevin McGurn as interim CEO effective immediately; McGurn previously worked as an executive at Hulu, Vevo, and T-Mobile (variety.com)
2026-4-22 Trump Mobile

Mobile Phones To Be Banned In Schools In England Under New Plans (mobile.slashdot.org)
2026-4-21 Mobile

SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin (www.koreaherald.com)
2026-4-20 Nvidia

A US judge grants an injunction to makers of the banned “ICE Sightings - Chicagoland” Facebook group and Eyes Up mobile app, who say DHS and DOJ violated the 1A (www.engadget.com)
2026-4-19 Facebook Mobile

Chinese lidar maker Hesai, a primary supplier for Nvidia's ADAS, announces EXT lidar, calling it the industry's first to integrate spatial and color detection (www.reuters.com)
2026-4-18 China Nvidia

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (thezvi.substack.com)
2026-4-18 China Interview Nvidia

Sources: Cursor is in advanced talks to raise about $2B co-led by a16z at a valuation of more than $50B, not including the investment, with Nvidia participating (www.bloomberg.com)
2026-4-18 Nvidia

Intel's New Core Series 3 Is Its Answer To the MacBook Neo (apple.slashdot.org)
2026-4-17 Intel MacBook

Google updates AI Mode in Chrome, letting users open links side by side with AI Mode on desktop; users can search across multiple tabs on desktop and mobile (techcrunch.com)
2026-4-17 Google Mobile AI Chrome

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (www.dwarkesh.com)
2026-4-16 China Google AI Nvidia

AMD, Arm, and Qualcomm invest $60M in London-based self-driving tech startup Wayve as part of an extension to its $1.2B Series D, announced in February (techcrunch.com)
2026-4-15 Startup London AMD

Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027 (www.cnbc.com)
2026-4-15 Nvidia

Microsoft agrees to rent 30,000 Nvidia Vera Rubin chips from Nscale at a site in Norway that was initially intended for OpenAI and marketed as part of Stargate (www.bloomberg.com)
2026-4-15 Microsoft Nvidia Norway

Nvidia announces the Ising AI models, which it says are the first open models aimed at quantum computing calibration and error correction (siliconangle.com)
2026-4-15 AI Nvidia Quantum

Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape” (www.bloomberg.com)
2026-4-14 Nvidia

Intel added $100B+ in market value after its stock soared 53% in nine sessions following announcements to repurchase an Ireland fab and join the Terafab project (www.bloomberg.com)
2026-4-14 Intel Ireland

Ornn Compute Price Index: renting one Nvidia Blackwell GPU for an hour now costs $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
2026-4-13 AI Nvidia

Ornn Compute Price Index: Nvidia Blackwell GPU hourly rent hit $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
2026-4-13 AI Nvidia

An investigation details Webloc, an ad-based geo surveillance system providing access to a constantly updated stream of records from up to 500M mobile devices (citizenlab.ca)
2026-4-11 Mobile

CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers (www.bloomberg.com)
2026-4-10 Nvidia

Google rolls out Gmail end-to-end encryption on mobile devices (www.bleepingcomputer.com)
2026-4-10 Google Mobile

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