电子/移动/硬件

Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral (www.theinformation.com)
2026-2-20 AI Goldman AMD

Mobile gaming company Scopely buys a majority stake in Istanbul-based studio Loom, maker of puzzle game Pixel Flow!; a source says the deal values Loom at $1B+ (www.hollywoodreporter.com)
2026-2-20 Mobile

Fei-Fei Li's World Labs raised $1B from a16z, Nvidia, AMD, and others to advance its world models focused on robotics and scientific discovery (www.bloomberg.com)
2026-2-19 Robot Nvidia AMD

Yotta says it is investing $2B to deploy Nvidia's Blackwell B300 GPUs at its Noida data center campus in India to create one of Asia's largest AI superclusters (economictimes.indiatimes.com)
2026-2-18 India Asia AI Nvidia

Nvidia says it is working with Peak XV and other VC firms in India to fund AI startups; over 4,000 Indian AI startups have joined its global startup program (www.cnbc.com)
2026-2-18 India Startup AI Nvidia

Filing: Nvidia unloaded 1.1M Arm shares, worth about $140M based on Arm's closing price on Tuesday, sometime in Q4, bringing Nvidia's stake to zero (www.bloomberg.com)
2026-2-18 4Q Nvidia

Sources: Western Digital plans to raise $3.09B by selling a Sandisk stake at $535-$555/share, a 9.4% discount to Tuesday's close; the offering is oversubscribed (www.bloomberg.com)
2026-2-18 Western Digital

Meta commits to buy millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; source: Meta's in-house AI chip strategy has suffered technical challenges (www.ft.com)
2026-2-18 AI Nvidia

SEC filing: Liftoff withdraws its IPO filing without specifying a reason, less than two weeks after the mobile ad platform postponed plans to price its IPO (www.bloomberg.com)
2026-2-18 IPO Mobile

Western Digital is Sold Out of Hard Drives for 2026 (hardware.slashdot.org)
2026-2-17 Western Digital

Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead! (wccftech.com)
2026-2-15 AI Western Digital

Sources: ByteDance is in advanced talks to sell game studio Moonton, the developer of Mobile Legends: Bang Bang, to Saudi Arabia's Savvy Games for $6B to $7B (www.reuters.com)
2026-2-14 Mobile Arabia Saudi Arabia

Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (www.ft.com)
2026-2-13 Microsoft Nvidia

Anthropic raised a $30B Series G from GIC, Coatue, Founders Fund, Sequoia, Nvidia, and others at a $380B post-money valuation (www.anthropic.com)
2026-2-13 Nvidia

GPT-5.3-Codex-Spark is OpenAI's first AI model to run on chips from Nvidia rival Cerebras; OpenAI says Codex has more than 1M weekly active users (www.bloomberg.com)
2026-2-13 AI Nvidia

Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60 fps gaming; Fire TV users previously had to sideload it (www.engadget.com)
2026-2-13 Amazon Nvidia

Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (www.bloomberg.com)
2026-2-12 Samsung Nvidia

T-Mobile Will Live Translate Regular Phone Calls Without an App (tech.slashdot.org)
2026-2-12 Mobile

T-Mobile announces a network-level, AI-based Live Translation feature supporting 50+ languages, coming “this spring” in beta and available on 5G and 4G LTE (www.theverge.com)
2026-2-12 Mobile AI 5G

Cisco launches the Silicon One G300 switch chip, made using TSMC's 3nm technology to compete with Broadcom and Nvidia in the AI infrastructure market (www.reuters.com)
2026-2-11 AI Nvidia Cisco

Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a “mental model” (www.reuters.com)
2026-2-11 AI Nvidia

Microsoft announces new mobile-style Windows security controls (www.bleepingcomputer.com)
2026-2-11 Microsoft Mobile

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app (www.theinformation.com)
2026-2-10 Mobile

Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall 2025, xAI was burning $1B per month (www.theinformation.com)
2026-2-10 Nvidia

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (www.wsj.com)
2026-2-8 Nvidia

Trump Mobile execs showcase the T1 Phone's new design and specs, and say the phones go through “final assembly” in Miami and full assembly in the US is a “goal” (www.theverge.com)
2026-2-7 Trump Mobile

Sources: AI chip startup SambaNova is raising a $350M+ Series E led by Vista Equity Partners; Intel plans to invest $100M to $150M (www.reuters.com)
2026-2-7 Intel Startup AI Equity

Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (www.cnbc.com)
2026-2-7 AI Nvidia

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with Nvidia, AMD, and Intel accounting for $301.9B, up 40%; SIA expects sales to reach $1T in 2026 (www.reuters.com)
2026-2-7 Intel Nvidia AMD

Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months (www.reuters.com)
2026-2-6 China Intel AMD

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