电子/移动/硬件

Sources: Anthropic is in talks to bring on Nvidia as an anchor investor in its IPO, seeking up to $100B at a ~$2T valuation; Nvidia may invest up to $10B (www.reuters.com)
2 hours ago IPO Nvidia

Sources: the DOJ is investigating whether Nvidia tried to skirt antitrust scrutiny of its 2025 Groq deal, which Groq called a “nonexclusive licensing agreement” (www.nytimes.com)
5 hours ago Nvidia

Get iPhone 18 Pro on Us at T-Mobile — America's Best Network (www.t-mobile.com)
20 hours ago U.S. Mobile iPhone

Only 4% of the startups in YC's 2026 spring batch had a native mobile app as their main product, down from 15% in 2013, as startups focus on AI and agents (www.bloomberg.com)
1 day ago Mobile Startup AI

Sources: DOJ is investigating whether Nvidia tried to skirt antitrust scrutiny of its 2025 Groq deal, described by Groq as a “nonexclusive licensing agreement” (www.nytimes.com)
1 day ago Nvidia

AMD Working To 'Push Rust Deep into the GPU Stack' (developers.slashdot.org)
3 days ago AMD

Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks (www.bloomberg.com)
3 days ago Intel Samsung

Sources: US negotiators used the promise of access to Nvidia's chips for an Armenian data center to broker a preliminary Armenia-Azerbaijan peace deal last year (www.wsj.com)
7 days ago Nvidia

Nvidia says it plans to bring DLSS 5 to older RTX 40-series GPUs “once RTX 50 Series performance is more fully tuned” (www.theverge.com)
7 days ago Nvidia

Sources: London-based AI infrastructure startup Nscale is in talks to raise as much as $3.5B in financing, including $2B from Nvidia, ahead of a planned IPO (www.bloomberg.com)
7 days ago IPO Startup AI Nvidia London

Nvidia becomes a leading global strategic tech backer, with the value of its equity investments up 10x in the past year to $99B, as it bolsters the AI sector (www.cnbc.com)
7 days ago AI Nvidia Equity

Q&A with Jensen Huang and Clément Delangue on the Nvidia-Hugging Face deal, scaling open-source models, the rumored $1B talent retention plan, and more (www.cnbc.com)
7 days ago Nvidia

A profile of Hugging Face, which started in 2016 to build a sassy chatbot for teens; CEO Clément Delangue says he approached Nvidia this summer to pursue a deal (www.wsj.com)
7 days ago chatbot Nvidia

Nvidia Launches Free Tool That Links Idle Computers Into a Personal AI Data Center (tech.slashdot.org)
8 days ago AI Nvidia

Nvidia launches Personal AI Router (PAIR), a free tool that distributes local AI inference workloads across compatible computers on a network, in beta (www.theverge.com)
8 days ago AI Nvidia

Nvidia says the RTX Spark N1X launches in October in two configurations: a 20-core CPU with a 6,144-core Blackwell GPU and an 18-core CPU with a 5,120-core GPU (www.tomshardware.com)
8 days ago Nvidia

Nvidia agrees to buy Hugging Face for $12.9B, its second-biggest purchase after it paid $20B for Groq assets at the end of last year (www.cnbc.com)
8 days ago Nvidia Asset

Equinix, whose stock is up 33% YTD, pushing its market cap to $100B, inks a deal with Nvidia to let customers run their AI models on the Together AI platform (www.cnbc.com)
8 days ago AI Nvidia

The US Army awards $192M in contracts to Palantir and Anduril to produce eight TITAN AI-powered mobile ground stations, to be delivered over the next 18 months (www.tectonicdefense.com)
9 days ago Mobile AI

Valencia-based iPronics raised $125M co-led by Maverick Silicon and Light Street, with participation from Nvidia, to develop optical circuit switch tech (www.reuters.com)
9 days ago Nvidia

Acer unveils the Swift Blade 14, an ultralight laptop weighing 1.76lbs with Intel Wildcat Lake processors, and the Swift Air 16, set to launch in December (www.theverge.com)
9 days ago Intel

Acer unveils the Predator Atlas 7, a 7" handheld with an Intel Arc G3 Extreme CPU, shipping in November, and the Project DualPlay Mini, an 8" concept device (www.engadget.com)
9 days ago Intel

Dell unveils the student-focused Dell 14S, with Intel Wildcat Lake chips and starting with 8GB of RAM and 256GB of storage, in a bid to rival the MacBook Neo (www.theverge.com)
9 days ago Intel MacBook

A look at South Korea's sovereign AI efforts, including its planned $919B AI infrastructure investment and Nvidia's expanded ties with Samsung and SK Hynix (newsletter.semianalysis.com)
9 days ago Korea Samsung AI Nvidia

Anthropic Signs $35 Billion Cloud Deal With Nvidia-Backed Lambda (slashdot.org)
10 days ago Nvidia

AI power infrastructure company SB Energy, which is backed by SoftBank, OpenAI, and Nvidia, files for an IPO, and says it is “substantially dependent” on OpenAI (www.cnbc.com)
10 days ago IPO Energy AI Nvidia

Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on, and supply chips to, a Hut 8-built Texas data center (www.wsj.com)
10 days ago Nvidia Texas

Nvidia plans to launch DLSS 5 on September 3 on RTX 50-series desktop and laptop GPUs and through GeForce Now, following a divisive announcement in March (www.theverge.com)
10 days ago Nvidia

Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8 (www.wsj.com)
11 days ago Nvidia Texas

Nvidia plans to invest $3.5B into MediaTek through convertible bonds; MediaTek forecasts AI chip revenue of about $2B this year (www.bloomberg.com)
11 days ago AI Nvidia

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