电子/移动/硬件

Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape” (www.bloomberg.com)
17 hours ago Nvidia

Intel added $100B+ in market value after its stock soared 53% in nine sessions following announcements to repurchase an Ireland fab and join the Terafab project (www.bloomberg.com)
18 hours ago Intel Ireland

Ornn Compute Price Index: renting one Nvidia Blackwell GPU for an hour now costs $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
1 day ago AI Nvidia

Ornn Compute Price Index: Nvidia Blackwell GPU hourly rent hit $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
1 day ago AI Nvidia

An investigation details Webloc, an ad-based geo surveillance system providing access to a constantly updated stream of records from up to 500M mobile devices (citizenlab.ca)
2 days ago Mobile

CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers (www.bloomberg.com)
3 days ago Nvidia

Google rolls out Gmail end-to-end encryption on mobile devices (www.bleepingcomputer.com)
3 days ago Google Mobile

Documents: Shenzhen-based computing company Sharetronic bought hundreds of Super Micro systems containing banned Nvidia H100 and H200 chips in 2025, worth ~$92M (www.bloomberg.com)
4 days ago Nvidia Shenzhen

Amazon May Sell Trainium AI Chips To Third Parties In Shot At Nvidia (hardware.slashdot.org)
4 days ago Amazon AI Nvidia

Google and Intel expand their partnership to deploy Intel's Xeon 6 chips and co-develop custom Infrastructure Processing Units to improve computing efficiency (www.reuters.com)
4 days ago Google Intel

OpenAI pauses Stargate in the UK, citing the high energy costs and regulatory environment; OpenAI announced it in September 2025 alongside Nvidia and Nscale (www.bloomberg.com)
5 days ago Energy Nvidia

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (www.cnbc.com)
5 days ago Nvidia

Sources: Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs (www.bloomberg.com)
6 days ago China AI Nvidia

Anthropic's Project Glasswing includes AWS, Apple, Broadcom, Cisco, CrowdStrike, Google, Microsoft, Nvidia, Palo Alto Networks, and others (www.zdnet.com)
6 days ago Google Microsoft Apple Nvidia Cisco

Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla, and xAI (www.reuters.com)
6 days ago Intel AI Tesla Elon Musk SpaceX

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)
6 days ago China Mobile

How advanced chip packaging became one of Intel's fast-growing businesses; sources: Intel is in talks with Google and Amazon for its advanced packaging services (www.wired.com)
7 days ago Google Amazon Intel

Linux Finally Starts Removing Support for Intel's 37-Year-Old i486 Processor (linux.slashdot.org)
7 days ago Linux Intel

Apple reportedly signed a 3rd-party driver, by Tiny Corp, for AMD or Nvidia eGPUs for Apple Silicon Macs; it's meant for AI research, not accelerating graphics (appleinsider.com)
9 days ago AI Apple Nvidia AMD

No, AMD Is Not Buying Intel (slashdot.org)
9 days ago Intel AMD

Tower Semiconductor's market cap tops $20B, four years after a near-sale to Intel for $5B; shares are up ~60% over the past month and ~525% over the past year (www.calcalistech.com)
10 days ago Intel

Nvidia Rolls Out Its Fix For PC Gaming's 'Compiling Shaders' Wait Times (tech.slashdot.org)
11 days ago Nvidia

Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen (www.bloomberg.com)
11 days ago China Hong Kong IPO Nvidia Shenzhen

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards (www.reuters.com)
12 days ago China AI Nvidia

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed (www.ft.com)
12 days ago Google Startup AI Nvidia Texas

Documents: Intel plans to invest $15M in SambaNova, a startup chaired by CEO Lip-Bu Tan, increasing Intel's stake to 9%, following a $35M investment in February (www.reuters.com)
12 days ago Intel Startup

Super Micro co-founder Yih-Shyan Liaw pleads not guilty to US federal charges of helping smuggle billions of dollars' worth of Nvidia-powered servers to China (www.bloomberg.com)
12 days ago China Nvidia

Intel agrees to pay $14.2B to repurchase Apollo's 49% stake in the Fab 34 joint venture in Leixlip, Ireland, and plans to issue $6.5B in new debt to fund it (www.bloomberg.com)
12 days ago Intel Ireland

FBI warns against using Chinese mobile apps due to privacy risks (www.bleepingcomputer.com)
12 days ago China Mobile FBI

Iran says it will start targeting US tech companies like Apple, Google, Meta, Microsoft, Nvidia and Tesla in the Middle East starting 8PM local time on April 1 (thehill.com)
13 days ago Google Microsoft Apple Tesla Iran Nvidia

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