电子/移动/硬件

Intel unveils its Xeon 6+ Clearwater Forest CPUs, its first data center CPUs built on 18A, offering up to 288 Darkmont efficiency cores, set for a 2026 release (www.tomshardware.com)
2026-3-4 Intel

A UK trial by the National Grid, Nvidia, and others finds AI data centers can operate without using peak power continuously, adjusting consumption when asked (www.bloomberg.com)
2026-3-4 AI Nvidia

A look at the US DOJ's December lawsuit alleging a smuggling ring illegally exported or tried to export at least $160M in advanced Nvidia AI chips to China (www.thewirechina.com)
2026-3-3 China AI Nvidia

Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap (www.bloomberg.com)
2026-3-3 China Nvidia AMD

Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US (www.reuters.com)
2026-3-3 Manufacturing Nvidia

Australian AI infrastructure company Firmus signed a multi-billion deal with an unnamed customer to build a Melbourne data center with 18,400 Nvidia GB300 chips (www.bloomberg.com)
2026-3-2 Australia AI Nvidia Melbourne

Block is a poster child for the lack of operational discipline common among mid-tier public tech companies that lived on the largesse of cloud, mobile, and ZIRP (om.co)
2026-3-2 Mobile

Nvidia partners with Cisco, Nokia, and others to build 6G networks based on open, software-defined AI radio access networking (AI-RAN) architecture (siliconangle.com)
2026-3-2 AI Nvidia Nokia Cisco

Anthropic's dispute with the DOD raises critical questions for US military partners like Nvidia, Google, Amazon, and Palantir, which work closely with Anthropic (www.wired.com)
2026-2-28 Google Amazon Nvidia

Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (www.wsj.com)
2026-2-28 AI Nvidia

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each (www.cnbc.com)
2026-2-28 Amazon Nvidia

Permalink to Sauce Labs Launches Industry's First Programmable Mobile Device Cloud for the AI Era (sdtimes.com)
2026-2-27 Cloud Mobile AI

The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran (www.tomshardware.com)
2026-2-27 Intel

Nvidia stock is down 4%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about the chipmaker's better-than-expected earnings (www.cnbc.com)
2026-2-27 AI Nvidia

Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings (www.theinformation.com)
2026-2-26 Nvidia

Nvidia says the US government granted it a license to ship a small number of H200 chips to Chinese customers, but it's unclear if Beijing will allow any imports (www.bloomberg.com)
2026-2-26 China Nvidia

The UK's Virgin Media O2 launches Europe's first satellite-to-mobile service, powered by Starlink and initially available for £3/month on select Samsung devices (www.reuters.com)
2026-2-26 Europe Mobile Samsung

AMD will buy $150M in Nutanix stock and provide up to $100M to fund joint initiatives to develop an infrastructure platform for powering AI applications (www.bloomberg.com)
2026-2-26 AI AMD

Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei (www.reuters.com)
2026-2-26 China Nvidia AMD

Nvidia reports Q4 revenue up 73% YoY to $68.13B, vs. $66.21B est., Data Center revenue up 75% to $62.3B, and forecasts Q1 revenue above estimates (www.bloomberg.com)
2026-2-26 4Q Nvidia

A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments (www.bloomberg.com)
2026-2-25 Trump China AI Nvidia

Anthropic starts rolling out Remote Control for Claude Code, letting users control a session begun in the terminal from the Claude mobile app or the web (x.com)
2026-2-25 Mobile

MatX, an AI chip startup founded by two alumni of Google's chip business, raised $500M+ led by Jane Street and Situational Awareness to compete with Nvidia (www.bloomberg.com)
2026-2-25 Google Startup AI Nvidia

Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (www.wsj.com)
2026-2-24 AMD

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans (www.nytimes.com)
2026-2-24 China Taiwan Apple AMD

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation (www.reuters.com)
2026-2-24 Trump Nvidia

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 (www.wsj.com)
2026-2-23 Nvidia Lenovo

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops using the Arm-based Nvidia-MediaTek system-on-a-chip, which could come in H1 2026 (www.wsj.com)
2026-2-23 Nvidia Lenovo

Sources: Nvidia is close to finalizing a $30B equity investment into OpenAI that will replace the long-term $100B commitment agreed by the companies last year (www.ft.com)
2026-2-20 Nvidia Equity

Meta says it is “explicitly separating” Quest VR from its Worlds platform, making Worlds “almost exclusively mobile”, letting it better compete with Roblox (www.theverge.com)
2026-2-20 VR Mobile

Previous Page Next Page

Included Tag(s)

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