电子/移动/硬件

Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October (fortune.com)
17 hours ago Nvidia

A UK CMA report finds that Apple's policies hold back innovation in mobile browsers and recommends investigating Apple and Google's mobile ecosystems (www.macrumors.com)
19 hours ago Google Mobile Apple

The Growth Rate For Mobile Internet Subscribers Has Stalled Across the World (tech.slashdot.org)
1 day ago Mobile

Jensen Huang says “foundation model pretraining scaling is intact” and models like OpenAI's o1 could play a larger role in Nvidia's business moving forward (techcrunch.com)
2 days ago Nvidia

Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips (indianexpress.com)
2 days ago AI Nvidia

Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% to $30.8B, vs. $29B est., and forecasts Q4 revenue above estimates (finance.yahoo.com)
2 days ago 4Q Nvidia

New Ghost Tap attack abuses NFC mobile payments to steal money (www.bleepingcomputer.com)
2 days ago Mobile

GSMA: 4.6B people are now connected to mobile internet, or 57% of the world; mobile subscriber growth fell to 160M in 2024, down from 200M per year in 2015-2021 (restofworld.org)
2 days ago Mobile

SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push (www.bloomberg.com)
2 days ago China Nvidia Shanghai

Apple fixes two zero-days used in attacks on Intel-based Macs (www.bleepingcomputer.com)
3 days ago Intel Apple

Sources: US officials are racing to deliver billions in CHIPS Act funding to Intel and others before Biden leaves office; nearly $30B is tied up in negotiations (www.wsj.com)
3 days ago Intel

Google and Nvidia say Google's Quantum AI division will use Nvidia's Eos supercomputer to speed up the design of quantum components (www.bloomberg.com)
3 days ago Google AI Nvidia Quantum EOS

New Nvidia AI chips overheating in servers (indianexpress.com)
5 days ago AI Nvidia

Could an Upcoming Apple Smart-Home Tablet Lead to Mobile Robots - and Maybe Even a TV Set? (apple.slashdot.org)
5 days ago Mobile Apple Robot

Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems (www.theinformation.com)
5 days ago Nvidia

Congresswoman labels Trump's pick for intel chief ‘Russian asset' (www.rt.com)
5 days ago Trump Russia Intel Asset

Battlegrounds Mobile India 3.5 will be the biggest update of the year; here is why (indianexpress.com)
6 days ago India Mobile

T-Mobile confirms it was hacked in recent wave of telecom breaches (www.bleepingcomputer.com)
6 days ago Mobile

AI Lab PleIAs Releases Fully Open Dataset, as AMD, Ai2 Release Open AI Models (news.slashdot.org)
6 days ago AI AMD

T-Mobile Hacked In Massive Chinese Breach of Telecom Networks (yro.slashdot.org)
7 days ago China Mobile

Sources: T-Mobile's network was among the systems hacked by the China-linked Salt Typhoon group, and some foreign telecommunications firms were also compromised (www.wsj.com)
7 days ago China Mobile

The Rich Country With the Worst Mobile-Phone Service (tech.slashdot.org)
7 days ago Mobile

Ukrainian ‘anti-disinfo' agency scrubs criticism of Trump's intel chief pick (www.rt.com)
7 days ago Trump Intel Ukraine

UK mobile operator Virgin Media O2 creates Daisy, an AI-generated “scambaiter” tool that mimics the voice of an elderly woman to waste scammers' time (www.pcmag.com)
7 days ago Mobile AI

SwiftConnect, which provides a platform to let workers access physical offices via mobile digital badges, raised a $37M Series B led by Quadri Ventures (techcrunch.com)
8 days ago Mobile

AMD To Lay Off 4% of Workforce, or About 1,000 Employees (slashdot.org)
8 days ago AMD

Nvidia says Jetson Thor, a computer first unveiled in March 2024 and designed for testing humanoid robot software, will be available in the first half of 2025 (www.wsj.com)
9 days ago Robot Nvidia

Nvidia B200 GPU and Google Trillium TPU debut on the MLPerf Training v4.1 benchmark charts; the B200 posted a doubling of performance on some tests vs. the H100 (spectrum.ieee.org)
9 days ago Google Nvidia

The ASP of high-end AI chips from Nvidia and others is ~5x more than that of conventional memory chips, resulting in a winner-takes-all trend in the chip sector (t.co)
9 days ago AI Nvidia

AMD to cut 4% of global workforce as it focuses on AI chip development (indianexpress.com)
9 days ago AI AMD

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