电子/移动/硬件

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (www.cnbc.com)
2026-7-6 AI Manufacturing Nvidia

How companies like Nvidia and Neura Robotics are building safety systems for humanoid robots to minimize risks like a bipedal robot losing stability (www.wsj.com)
2026-7-6 Robot Nvidia

Filings: President Trump purchased up to $5M each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia stocks on July 23, the same day as his AI action plan (www.nytimes.com)
2026-7-2 Trump Amazon Microsoft AI Apple Nvidia

Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program (www.theinformation.com)
2026-7-2 AI Nvidia

T-Mobile Appears To Be Quitting VMware Amid Support Rights Lawsuit With Broadcom (yro.slashdot.org)
2026-7-2 Mobile VMware

Alex Karp calls US reliance on AI labs for military tech “effing insane”, pans AI fees for businesses, and touts Palantir's Nvidia Nemotron deal for US agencies (www.forbes.com)
2026-7-2 AI Nvidia

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China (www.bloomberg.com)
2026-7-1 China Taiwan Nvidia

AI and vibe coding fuel a surge in game releases; ATTN Economy says 181K mobile games launched in six months to May, up 118% on iOS and 73% on Android YoY (www.ft.com)
2026-6-30 Android IOS Mobile AI

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
2026-6-30 China Taiwan Nvidia

US Agency Cancels Contract For Warrantless Tracking of Mobile Devices (news.slashdot.org)
2026-6-29 Mobile

Australia-based Firmus partners with Nvidia to build its first data center in Batam, Indonesia; the 360 MW Nvidia DSX AI factory campus is developed with DayOne (www.bloomberg.com)
2026-6-29 Australia AI Indonesia Nvidia

Source: Intel has promised to deliver SpaceX and Apple a toolkit this fall to test its 14A node before they make final commitments to produce chips with Intel (www.nytimes.com)
2026-6-27 Intel Apple SpaceX

Sources: SpaceX and Charter have held executive-level talks on a consumer mobile phone offering, which would help SpaceX become a DTC mobile phone provider (www.bloomberg.com)
2026-6-27 Mobile SpaceX

AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged (www.theinformation.com)
2026-6-27 AI Nvidia

Sources: SpaceX COO Gwynne Shotwell told investors during an IPO roadshow SpaceX may launch a Starlink mobile product and build its own terrestrial US network (www.ft.com)
2026-6-26 IPO Mobile SpaceX

Spain To Require Carriers To Keep Mobile Networks Live During Power Outages (hardware.slashdot.org)
2026-6-26 Mobile Spain

Anthropic is testing desktop-like Claude Cowork for mobile (www.bleepingcomputer.com)
2026-6-26 Mobile

RunPod, which rents access to non-Nvidia servers, raised $100M led by Summit Partners at a $1B valuation, a source says up from $100M after its seed in 2024 (www.theinformation.com)
2026-6-25 Nvidia

Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its DGX B300 server went from ~$550K to ~$1.1M (www.ft.com)
2026-6-24 China AI Nvidia

Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its flagship DGX B300 server has risen to $1.1M (www.ft.com)
2026-6-24 China AI Nvidia

Micron and Sandisk led a tech selloff on Tuesday, falling more than 13%; Western Digital fell 8%, Marvell 9%, Seagate 5%, Qualcomm 8%, and Applied Materials 8% (www.marketwatch.com)
2026-6-24 Western Digital

Nvidia unveils Halos, a safety-focused OS developed from autonomous vehicle tech and designed to run on IGX Thor hardware for humanoid robots, and opens a lab (www.bloomberg.com)
2026-6-23 Robot Nvidia Autonomous Car

An interview with Nvidia VP of Healthcare Kimberly Powell on how AI can ease doctors' workloads, help address trained medical staff shortages, and more (www.ft.com)
2026-6-23 Interview AI Nvidia

Following User Outcry, AMD Reinstates Memory Encryption In Consumer CPUs (it.slashdot.org)
2026-6-23 AMD

SpaceX signs a computing deal worth up to $6.3B with Reflection AI for access to Nvidia GB300s at Colossus 2; Reflection will pay $150M per month through 2029 (www.cnbc.com)
2026-6-23 AI Nvidia SpaceX

Groq raised $650M led by Disruptive and Infinitum after its Nvidia deal, aiming to hit 200 MW in capacity by the end of 2027, following a $750M raise in 2025 (www.bloomberg.com)
2026-6-23 Nvidia

Nvidia unveils Halos, a new safety-focused OS derived from autonomous vehicle tech, designed to run on IGX Thor hardware for humanoid robots, and opens a lab (www.bloomberg.com)
2026-6-23 Robot Nvidia Autonomous Car

Brazil takes its National Civil Defense warning platform offline after suspected hackers send an unauthorized alert to mobile phones in several states (www.cnn.com)
2026-6-21 Mobile Brazil

Sources detail how Google is using Nvidia's playbook to build an AI chip business, including providing $3.2B to fund a NY data center renting TPUs to Anthropic (www.wsj.com)
2026-6-19 Google AI Nvidia

Intel names former SK Hynix CEO Seok-Hee Lee as EVP of Intel Foundry; Naga Chandrasekaran will lead front-end technology development and front-end manufacturing (www.reuters.com)
2026-6-19 Intel Manufacturing

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