电子/移动/硬件

Sources: Nvidia plans to begin shipping its H200 chips to China before mid-February 2026 and expects initial shipments to be ~40,000 to 80,000 H200 units (www.reuters.com)
2025-12-22 China Nvidia

Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma (siliconangle.com)
2025-12-22 Google Nvidia

Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection (www.barrons.com)
2025-12-20 Tencent Nvidia Tokyo

Kiev facing growing discontent over corruption – Russian intel (www.rt.com)
2025-12-19 Russia Intel

US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening (www.cfr.org)
2025-12-19 China Nvidia

Twenty-four companies, including Microsoft, Google, Nvidia, OpenAI, and AWS, join the US Genesis Mission to boost the use of AI for scientific discovery (www.bloomberg.com)
2025-12-19 Google Microsoft AI 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)
2025-12-18 China Mobile

AI chip startup Mythic, which develops “analog processing units” to perform AI computations within memory, raised $125M led by DCVC; its CEO is a Nvidia veteran (www.bloomberg.com)
2025-12-18 Startup AI Nvidia

Intel Quietly Discontinues Its Open-Source User-Space Gaudi Driver Code (news.slashdot.org)
2025-12-17 Intel

Microsoft to block Exchange Online access for outdated mobile devices (www.bleepingcomputer.com)
2025-12-17 Microsoft Mobile

Intel appoints Robin Colwell, deputy assistant to President Trump and deputy director of the National Economic Council, as its head of government affairs (www.reuters.com)
2025-12-16 Trump Intel

Nvidia announces it has acquired SchedMD, the developer of Slurm, an open-source workload management system for HPC and AI (www.reuters.com)
2025-12-16 AI Nvidia

Nvidia launches Nemotron 3, a family of AI models using a hybrid mixture-of-experts architecture and the Mamba-Transformer design, in 30B, 100B, and ~500B sizes (venturebeat.com)
2025-12-16 AI Nvidia

AT&T, T-Mobile, and Verizon's rivalry is moving beyond ads with explicit customer poaching efforts and lawsuits; AT&T twice blocked T-Mobile's Easy Switch tool (www.wsj.com)
2025-12-15 Mobile AT&T

How Nvidia's lobbying efforts grew after Howard Lutnick brokered Jensen Huang's access to Trump, ending with the president's approval of the H200 sales to China (t.co)
2025-12-15 Trump China Nvidia

Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index (www.bloomberg.com)
2025-12-13 Western Digital

Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month (www.bloomberg.com)
2025-12-13 Intel Startup AI

David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants “semiconductor independence” and to “prop up and subsidize Huawei” (www.bloomberg.com)
2025-12-13 China AI Nvidia

Sources: Nvidia tells its Chinese clients that it is considering adding production capacity for its H200 chips in response to robust demand (www.reuters.com)
2025-12-13 China Nvidia

Taiwan opens its largest AI supercomputing data center using Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation (asia.nikkei.com)
2025-12-12 Taiwan AI Nvidia

Sources: Intel tested chipmaking tools this year from CA-based ACM Research, which has deep China ties; ACM's two overseas units were targeted by US sanctions (www.reuters.com)
2025-12-12 China Intel

Ubuntu Will Have Native AMD ROCm AI/ML and HPC Libraries In Next LTS Release (news.slashdot.org)
2025-12-11 Ubuntu AI AMD

Sources: ByteDance and Alibaba have asked Nvidia about placing large orders for H200 chips after Trump's export approval, as they remain concerned about supply (www.reuters.com)
2025-12-11 Trump Alibaba Nvidia

Kiev devising new scheme to steal Western taxpayers' money – Russian intel (www.rt.com)
2025-12-11 Russia Intel

Starcloud, which launched a satellite with a Nvidia H100 chip in November, says the satellite is running and querying responses from Google's Gemma (www.cnbc.com)
2025-12-11 Google Nvidia

In a series of lawsuits, Intel, AMD, Texas Instruments, and Berkshire were accused of failing to keep their tech out of Russian-made weapons used in Ukraine (www.bloomberg.com)
2025-12-11 Russia Intel Ukraine Berkshire Texas AMD

Nvidia Builds Location Verification Tech That Could Track Where Its AI Chips End Up (tech.slashdot.org)
2025-12-11 AI Nvidia

Nvidia says that it hasn't seen “substantiation or received tips” about chip smuggling via data centers outside of China, after The Information's DeepSeek story (www.bloomberg.com)
2025-12-11 China Nvidia

Sources: Lip-Bu Tan's dual roles as Intel CEO and tech investor cause consternation in the industry and at Intel; four ex-Intel execs say it caused them to exit (www.nytimes.com)
2025-12-11 Intel

Sources: DeepSeek is developing its new AI model using several thousand Nvidia Blackwell chips, which were smuggled into China via third-party countries (www.theinformation.com)
2025-12-10 China AI Nvidia

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