电子/移动/硬件

Alibaba open-sources its chip software, following similar plays from Huawei and Moore Threads, as Chinese GPU makers try to break the dominance of Nvidia's CUDA (www.scmp.com)
23 minutes ago China Alibaba Nvidia

Japan plans to buy 27,500 Nvidia Rubin chips to develop a domestic AI foundation model for robots, in a Noetra-led effort that includes SoftBank, Sony, and NEC (www.bloomberg.com)
23 hours ago Japan AI Robot Sony Nvidia

US chip, memory, and storage stocks fell sharply on Thursday, with Sandisk down 13%, Seagate 10%, Western Digital 9%, and Intel and Micron 6% each (www.ft.com)
2 days ago Intel Western Digital

Roblox unveils Build, which lets users create basic games through text prompts directly within its mobile app, powered by Roblox's models and open-source models (www.theverge.com)
2 days ago Mobile

Nvidia unveils Cosmos 3 Edge, a world model designed for robots and vision AI agents to perceive and navigate physical environments in real time (www.cnbc.com)
2 days ago AI Robot Nvidia

Sources: Nvidia has cut its Asian authorized AI chip clients by 50%+ and intensified due diligence in Singapore, Malaysia, and Japan to prevent China diversions (www.ft.com)
2 days ago China Japan AI Singapore Malaysia Nvidia

Filing: Elon Musk quietly bought Jacksonville, FL-based APR Energy, which operates mobile gas and diesel turbines similar to those used in Colossus 2, for ~$1B (electrek.co)
3 days ago Mobile Energy Elon Musk

Cadence unveils AuraStack AI Super Agent, an AI platform for PCB and advanced chip packaging design, with Nvidia, TSMC, and Schneider Electric among early users (www.forbes.com)
3 days ago AI Nvidia

Spectro Cloud, an AI infrastucture company helping manage token costs, raised a $100M Series D from AMD, LG, others at a $1B+ valuation, up from $750M in 2024 (www.axios.com)
3 days ago AI AMD

Nokia plans to sell its AI-driven RAN platform, developed with Nvidia, to mobile operators by 2027, aiming for a 100% increase in spectrum efficiency by 2028 (www.bloomberg.com)
3 days ago Mobile AI Nvidia Nokia

ASML says Intel has decided to use ASML's next-gen High NA EUV machines to make some of its flagship Panther Lake laptop chips; a High NA machine costs ~$400M (www.reuters.com)
3 days ago Intel

Iran Abused Mobile Networks' Vulnerabilities To Locate US Military In Middle East (tech.slashdot.org)
3 days ago Mobile Iran

A Trump administration official says a “trivial” number of Nvidia's H200 chips were shipped to China after winning a US license, without offering specifics (www.bloomberg.com)
4 days ago Trump China Nvidia

AI startup Reflection says it has signed a $1B+ deal to secure computing capacity from Nebius, including access to Nvidia chips, following a deal with SpaceX (www.reuters.com)
4 days ago Startup AI Nvidia SpaceX

Sources: Nvidia intensified due diligence and cut its authorized AI chip customers in Singapore, Malaysia, and Japan by 50%+ to prevent China diversions (www.ft.com)
4 days ago China Japan AI Singapore Malaysia Nvidia

Apple Reportedly Agreed to Intel Chips To Avoid White House Tariffs (yro.slashdot.org)
5 days ago Intel Apple

Q&A with Xinzhou Wu, head of automotive at Nvidia, on Nvidia's chips and AI models for autonomous driving, lidar's usefulness for Level 4 autonomy, and more (www.theverge.com)
5 days ago AI Nvidia

Intel plans to invest €5B to expand chip manufacturing at its Leixlip facility in Ireland; in 2025, Intel canceled a planned €30B factory in Magdeburg, Germany (www.ft.com)
5 days ago Germany Intel Manufacturing Ireland

Sources detail the Trump admin's heavy-handed intervention to aid Intel, including pushing it to expand local capacity and pressuring Apple to use Intel's fabs (www.wsj.com)
7 days ago Trump Intel Apple

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)
9 days ago China Mobile

Sources: China plans to let some of the country's major AI companies buy a small number of Nvidia's H200 chips to alleviate a domestic computing shortage (www.theinformation.com)
10 days ago China AI Nvidia

Nvidia lost $1T in market value over the past two months, dropping 16% from its May all-time-high, trading at 18x forward earnings, its lowest level since 2019 (www.bloomberg.com)
10 days ago Nvidia

The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market (asia.nikkei.com)
10 days ago Intel AI Nvidia AMD

Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models, the latest example of Nvidia partnering with rivals (www.theinformation.com)
10 days ago Startup AI Nvidia

Samsung Passes Nvidia To Become Most Profitable Company In the World (hardware.slashdot.org)
11 days ago Samsung Nvidia

Anthropic expands Claude Cowork to web and mobile in beta for Max plan subscribers, and says 90%+ of Cowork usage is unrelated to software development (www.zdnet.com)
11 days ago Mobile

New Januscape Linux flaw allows VM escape on Intel, AMD devices (www.bleepingcomputer.com)
11 days ago Linux Intel AMD

Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia (www.bloomberg.com)
11 days ago China AI Nvidia Budget

Sources: DeepSeek is in the early stages of developing its own AI chip designed for inference, in a bid to reduce its reliance on Nvidia and Huawei hardware (www.reuters.com)
11 days ago AI Nvidia

Supreme Court Allows Texas To Require Age Verification For Mobile Apps (yro.slashdot.org)
12 days ago Mobile Texas

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