电子/移动/硬件

Nvidia Chief Seen As Target of Chinese Spy Plot (slashdot.org)
45 minutes ago China Nvidia

Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 16%+ after hours (www.cnbc.com)
45 minutes ago Intel 4Q

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct (www.reuters.com)
22 hours ago AI Nvidia

Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset (siliconangle.com)
1 day ago Nvidia

The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum (www.reuters.com)
1 day ago Amazon Mobile

AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent (www.cnbc.com)
1 day ago AI Equity AMD

Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs (www.theinformation.com)
1 day ago Google Nvidia

Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (www.wsj.com)
2 days ago Nvidia Equity

Intel agrees to acquire Tel Aviv-based quantum computing startup Classiq; Classiq has raised more than $200M in funding and has about 130 employees (www.bloomberg.com)
2 days ago Intel Startup Quantum

SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026 (www.bloomberg.com)
3 days ago AI Nvidia SpaceX

Meta plans to raise $95B to finance its AI expansion, including a $35B underwritten equity offering, backed by cornerstone investors Nvidia, AMD, and Broadcom (www.ft.com)
3 days ago AI Nvidia Equity AMD

An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (www.dwarkesh.com)
6 days ago Intel Interview AI

German energy company PreussenElektra says it is working with Nvidia to assess whether the country's idle nuclear plants could be turned into data centers (www.bloomberg.com)
6 days ago Germany Energy Nvidia

Filings: Nvidia, Anthropic, and OpenAI had their highest-spending lobbying quarter between July and September, spending $2.2M, $2.1M, and $1.5M, respectively (www.theverge.com)
7 days ago Nvidia

Israeli security company Lava finds 32 Nvidia Blackwell Ultra B300 chips connected to systems linked to state-owned operator China Telecom, despite US controls (www.theinformation.com)
7 days ago China Israel Nvidia

AMD Brings Ryzen Overclocking Driver to Linux (linux.slashdot.org)
7 days ago Linux AMD

ServiceNow and Nvidia launch Arc, a personal, long-running enterprise AI agent for productivity tasks across email and Teams, for RTX Spark and Nvidia OpenShell (www.zdnet.com)
8 days ago AI Nvidia

Nvidia launches its OpenShell Reference Architecture, a framework to secure, monitor, and govern AI agents, and partners with Canonical, AWS, BBVA, and others (www.theregister.com)
8 days ago AI Nvidia

Nvidia unveils the DSX POD, a modular containerized version of its Vera Rubin reference architecture to cut data center deployment from six months to 14 days (www.datacenterdynamics.com)
8 days ago Nvidia

Sources: Nvidia is in talks to invest hundreds of millions of dollars in Firmus, which pulled its IPO earlier this month, citing market volatility (www.theinformation.com)
8 days ago IPO Nvidia

AMD Is Bringing FSR 4.1 to Xbox Consoles and Handhelds (games.slashdot.org)
9 days ago Xbox AMD

Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs worth $35B+, in a rush to secure less powerful, export-compliant chips (www.reuters.com)
9 days ago Alibaba Tencent Nvidia

Analysis: London fell from 7th to last place out of 18 European capitals for median mobile download speed from 2021 to 2026; 5G adoption has outrun 5G capacity (www.ookla.com)
9 days ago Europe Mobile 5G London

Ant-backed Mynt, which runs mobile wallet app GCash, rose as much as 2.4% in Manila after raising $841M in the Philippines' largest-ever IPO, valuing it at ~$7B (www.wsj.com)
9 days ago IPO Mobile Philippines

AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside existing Intel and AMD chips (www.reuters.com)
10 days ago Intel Startup AI Nvidia AMD

Tel Aviv-based doubleAI releases its debut code execution model to optimize GPU and CPU performance; doubleAI raised $220M and acquired 1,000 Nvidia B300 chips (www.wsj.com)
10 days ago Nvidia

Q&A with Nvidia's Vera team on agentic AI driving CPU demands and forcing CPU design priority back to single-threaded performance over core counts, and more (wccftech.com)
10 days ago AI Nvidia

Intel unveils its GPU D-series for data centers, featuring up to 480GB of LPDDR5X memory, an unusually large capacity to support demanding inference workloads (www.techradar.com)
10 days ago Intel

Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (www.theinformation.com)
11 days ago Nvidia

Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (www.reuters.com)
11 days ago Samsung Nvidia

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Intel Mobile Nvidia Nokia Western Digital AMD 高通台积电希捷笔记本平板