电子/移动/硬件

Unsealed documents detail a US operation that stopped the alleged smuggling of $160M worth of Nvidia H100 and H200 GPUs to China between Oct. 2024 and May 2025 (www.cnbc.com)
2026-1-1 China Nvidia

Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (www.reuters.com)
2025-12-31 China Nvidia

Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth (www.bloomberg.com)
2025-12-31 Western Digital

Sources: bids for GroqCloud, Groq's AI inference platform, are expected to exceed $1B after Nvidia's $20B non-exclusive licensing agreement with Groq (www.wsj.com)
2025-12-31 AI Nvidia

Trump Mobile delays plan to launch its gold-coloured smartphone, initially promised for August 2025, saying the recent US government shutdown delayed deliveries (www.ft.com)
2025-12-31 Trump Mobile

Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025 (www.scmp.com)
2025-12-31 AI Nvidia

Sources: Nvidia is in advanced talks to acquire Tel Aviv-based AI21, which is building its own LLMs, for $2B to $3B; the deal would resemble an acquihire (www.calcalistech.com)
2025-12-31 AI Nvidia

Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 (www.wsj.com)
2025-12-30 Intel AI Nvidia AMD

Nvidia Takes $5 Billion Stake In Intel Under September Agreement (slashdot.org)
2025-12-30 Intel Nvidia

Editors' picks for 2025: ‘Road-mobile ballistic missiles: a strong option for bolstering ADF self-reliance' (www.aspistrategist.org.au)
2025-12-30 Mobile

ChatGPT finally rolls out Thinking time toggle on mobile (www.bleepingcomputer.com)
2025-12-30 Mobile

SEC filing: Nvidia acquires Intel shares worth $5B, carrying out a transaction announced in September, buying 214.7M shares for $23.28 each (www.reuters.com)
2025-12-29 Intel Nvidia

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)
2025-12-29 China Mobile

Sources: ~90% of Groq employees will join Nvidia and be paid cash for all vested shares; most shareholders will get per-share payouts tied to the $20B valuation (www.axios.com)
2025-12-28 Nvidia

NVIDIA Drops Pascal Support On Linux, Causing Chaos On Arch Linux (linux.slashdot.org)
2025-12-28 Linux Nvidia

As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads (x.com)
2025-12-27 Nvidia

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips (spyglass.org)
2025-12-27 Nvidia

Chinese government data: shipments of foreign-branded mobile phones, primarily iPhones, rose 128.4% YoY in November 2025 to 6.93M units (www.reuters.com)
2025-12-27 China Mobile

Nvidia Buying Groq's Assets For $20 Billion in Its Largest Deal on Record (slashdot.org)
2025-12-26 Nvidia Asset

KGB chief ridicules Zelensky's claims about Oreshnik intel (www.rt.com)
2025-12-25 Intel

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global (www.theinformation.com)
2025-12-25 Nvidia

Chinese humanoid robot startup Galbot raised over $300M led by China Mobile's industry investment fund at a $3B valuation, bringing its total funding to $800M (www.dealstreetasia.com)
2025-12-25 China Mobile Startup Robot

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently (www.bloomberg.com)
2025-12-25 Nvidia

Nvidia has agreed to buy AI chip startup Groq for $20B in cash, according to Alex Davis, CEO of Disruptive, which led Groq's latest financing round in September (www.cnbc.com)
2025-12-25 Startup AI Nvidia

Sources: Nvidia tested Intel's 18A to make chips but stopped moving forward; interviews with 20+ people describe how dealmaker Lip-Bu Tan gave Intel a lifeline (www.reuters.com)
2025-12-24 Intel Nvidia

A federal judge grants a temporary injunction blocking a Texas law requiring mobile app stores to verify users' ages from taking effect on January 1 (www.theverge.com)
2025-12-24 Mobile Texas

Permalink to Three things they're not telling you about mobile app security (sdtimes.com)
2025-12-24 Mobile InfoSec

‘Rats fleeing sinking Ukrainian ship' – Russian intel (www.rt.com)
2025-12-23 Russia Intel Ukraine

Sources reveal inconsistencies in Megaspeed's chip inventory, as the US probes the Singapore AI startup over alleged Chinese ownership and Nvidia chip smuggling (www.bloomberg.com)
2025-12-23 China Startup AI Singapore Nvidia

Sources: Nvidia's DGX Cloud is merging with the engineering unit, pivoting from selling cloud services to enterprises to supporting internal AI development (www.theinformation.com)
2025-12-23 AI Nvidia

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