电子/移动/硬件

Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (en.yna.co.kr)
2026-1-28 Nvidia

Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (www.reuters.com)
2026-1-28 China Nvidia

Yahoo launches Scout, an AI answer engine powered by Claude, in beta for US users on desktop and mobile, and joins Microsoft's Publisher Content Marketplace (www.axios.com)
2026-1-28 Microsoft Mobile AI Yahoo

Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables (techcrunch.com)
2026-1-27 Google Nvidia

Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H outperforms Apple's M5 and AMD's top-tier Strix Halo in some tests like 4K video exports (www.theverge.com)
2026-1-27 Intel Apple AMD

Nvidia invests an additional $2B in CoreWeave to help speed up adding 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPU; CRWV jumps 9%+ (www.bloomberg.com)
2026-1-27 AI Nvidia

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (stratechery.com)
2026-1-27 Intel Samsung

Sources: Samsung enters the final qualification phase to supply its HBM4 chips to Nvidia, and targets mass production in February; Samsung's shares jumped 3.2% (www.bloomberg.com)
2026-1-26 Samsung Nvidia

Intel's stock, riding high for months after the US government took a 10% stake, crashed 17% on Jan. 23, after the company flagged continued operational issues (www.wsj.com)
2026-1-24 Intel

Sources: China has told Alibaba, Tencent, and ByteDance that they can prepare orders for Nvidia's H200 chips, suggesting Beijing is close to approving imports (www.bloomberg.com)
2026-1-24 China Alibaba Tencent Nvidia

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates (www.reuters.com)
2026-1-23 Intel AI

Intel Struggles To Meet AI Data Center Demand (slashdot.org)
2026-1-23 Intel AI

Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., a $600M net loss, up from $100M in Q4 2024, offers soft Q1 guidance; INTC down 6%+ after hours (www.cnbc.com)
2026-1-23 Intel 4Q

Nvidia Allegedly Sought 'High-Speed Access' To Pirated Book Library for AI Training (yro.slashdot.org)
2026-1-23 AI Nvidia

How Google, Huawei, Microsoft, and Nvidia, as well as startups and university research teams, spent millions of dollars to develop AI weather forecasting tools (www.bloomberg.com)
2026-1-22 Google Microsoft Startup AI Nvidia

Sources: AI chip startup SambaNova is seeking to raise $300M to $500M after talks to sell the company to Intel for about $1.6B, including debt, stalled (www.bloomberg.com)
2026-1-22 Intel Startup AI

Sensor Tower: consumers spent $85B on apps globally in 2025, up 21% YoY, and, in a first, more money went on non-game mobile apps than on games, driven by GenAI (techcrunch.com)
2026-1-21 Mobile Sensor

Lightning AI merges with data center operator Voltage Park to create an “AI cloud” with a $2.5B valuation, managing 35,000+ Nvidia GPUs across six data centers (www.forbes.com)
2026-1-21 AI Nvidia

G42 CEO Peng Xiao says AI chip shipments from Nvidia, AMD, and Cerebras are set to arrive in the UAE within the next few months, as the UAE builds a 200MW hub (www.bloomberg.com)
2026-1-21 AI Nvidia AMD

Greg Peters says Netflix plans to bring new content types like video podcasts to its vertical video feed, and plans to roll out a new mobile UI later in 2026 (www.hollywoodreporter.com)
2026-1-21 Mobile Netflix

Setapp Mobile To Close in February as Alternative iOS App Store Economics Prove Untenable (apple.slashdot.org)
2026-1-21 IOS Mobile

NATO officials withholding intel from US over Greenland row – media (www.rt.com)
2026-1-21 Intel

Sources: AI inference startup Baseten raised $300M led by IVP and CapitalG at a $5B valuation, more than doubling its valuation; Nvidia invested $150M (www.wsj.com)
2026-1-21 Startup AI Nvidia

Netflix adds a real-time voting feature for its Star Search reboot, available on mobile, smart TVs, and streaming devices, but not on a browser (techcrunch.com)
2026-1-21 Mobile Netflix Browser

Setapp Mobile, one of the first alt iOS app stores launched in 2024 after the EU's DMA, plans to shut down, blaming “still-evolving and complex business terms” (www.macrumors.com)
2026-1-21 IOS Mobile

Humans&, founded by ex-Anthropic, xAI, and Google staff to build collaborative AI, raised a $480M seed from Nvidia, Jeff Bezos, and others at a $4.48B valuation (www.nytimes.com)
2026-1-21 Google AI Nvidia Jeff Bezos

Nvidia Contacted Anna's Archive To Secure Access To Millions of Pirated Books (yro.slashdot.org)
2026-1-20 Nvidia

Threads Usage Overtakes X On Mobile (tech.slashdot.org)
2026-1-20 Mobile

Acer Sues Verizon, AT&T, and T-Mobile, Alleging Infringment on Acer's Cellular Networking Patents (yro.slashdot.org)
2026-1-19 Mobile AT&T

Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors (www.ft.com)
2026-1-17 China AI Nvidia

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