电子/移动/硬件

Nvidia To Spend $150 Billion a Year In Taiwan (slashdot.org)
6 days ago Taiwan Nvidia

YouTube makes its AI content labels more prominent on desktop and mobile, and will apply them automatically if it detects “significant photorealistic AI use” (variety.com)
7 days ago Mobile AI YouTube

Starlink and Amazon May Be Able To Buy Into EU Mobile Satellite Spectrum Plan (tech.slashdot.org)
7 days ago Amazon Mobile

Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan supply chain, up from $10B-$15B four years ago, and will boost its Taiwan staff to 4,000 (asia.nikkei.com)
7 days ago Taiwan Nvidia

Sources: Taiwan suspects three people smuggled at least one Nvidia chip shipment to China after first exporting them to Japan; Taiwan detained them last week (www.bloomberg.com)
7 days ago China Japan Taiwan Nvidia

Sources: EU leaders are divided on curbing Big Tech as they weigh cloud tender rules and giving EU companies preferential access to mobile satellite spectrum (www.reuters.com)
7 days ago Mobile

Initial benchmarks show Nvidia's Vera CPU, which features 88 in-house-designed Olympus cores, packs a heavy-hitting punch, beating Intel's and AMD's x86_64 CPUs (www.phoronix.com)
7 days ago Intel Nvidia AMD

Nvidia Retires Its GeForce Control Panel App After 20 Years (tech.slashdot.org)
7 days ago Nvidia

Nvidia officially retires its GeForce Control Panel app after 20 years, following the porting of all of its major features to the Nvidia app (www.theverge.com)
8 days ago Nvidia

AMD (Xilinx) is Excluding Linux From the Free Tier For Its FPGA Dev Tool (hardware.slashdot.org)
10 days ago Linux AMD

Jensen Huang urged Super Micro to tighten up compliance after Taiwan detained three people for allegedly trying to export servers with Nvidia chips to China (www.bloomberg.com)
11 days ago China Taiwan Nvidia

Dell says it has 5,000 clients for its AI Factory, a product line of servers with Nvidia chips, software, and services, including 1,000 new clients last quarter (www.bloomberg.com)
11 days ago AI Nvidia

Trump Mobile Exposed Customers' Personal Data, Including Phone Numbers and Home Addresses (yro.slashdot.org)
11 days ago Trump Mobile

AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (asia.nikkei.com)
12 days ago AI AMD

Taiwan is seeking to detain three people for forging documents to export Nvidia-powered Super Micro servers to China, Hong Kong, and Macau, breaking US rules (www.bloomberg.com)
13 days ago China Hong Kong Taiwan Nvidia

AMD pledges to invest $10B+ in Taiwan's chip industry to expand partnerships and advanced chip packaging for AI, and begins making its next-gen Venice chips (www.wsj.com)
13 days ago Taiwan AI AMD

AMD says its Mac Mini-sized Ryzen AI Halo PC starts at $3,999 with Ryzen AI Max 300 chips, for pre-order in June, and unveils AI Max 400 chips, available in Q3 (www.engadget.com)
13 days ago AI AMD

Jensen Huang said that Nvidia has “largely conceded” China's AI chip market to Huawei and should “expect nothing” regarding chip sale approvals to China (www.cnbc.com)
13 days ago China AI Nvidia

SpaceX S-1: xAI plans to buy another $2.8B worth of turbines for its data centers, including a $2B deal for mobile gas turbines, the type it's being sued over (techcrunch.com)
13 days ago Mobile SpaceX

Nvidia reports Q1 net income up 211% YoY to $58.3B, beating analyst estimates of $42.9B, and raises Q2 revenue forecast to $91B (www.wsj.com)
13 days ago Nvidia

Nvidia reports Q1 revenue up 85% YoY to $81.6B, Data Center revenue up 92% to $75.2B, and announces an $80B additional share repurchase authorization (nvidianews.nvidia.com)
13 days ago Nvidia

Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week (www.ft.com)
14 days ago Trump China Nvidia

Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months (giftarticle.ft.com)
14 days ago Nvidia

Permalink to OpenAI announces Codex for mobile devices (sdtimes.com)
14 days ago Mobile

Google announces updates to Flow and Flow Music: Gemini Omni support, mobile apps, the ability to create custom tools like a video resizer or shaders, and more (www.cnet.com)
14 days ago Google Mobile

Sources: Zyphra, which trains and runs inference for its open-weight models on AMD hardware, is raising a $500M Series B at a valuation of at least $5B (www.forbes.com)
14 days ago AMD

Microsoft Launches Surface Pro 12, Surface Laptop 8 With Intel Chips (hardware.slashdot.org)
15 days ago Microsoft Intel

Microsoft unveils three Intel-based business laptops: a $1,950+ Surface Pro in 13", a $1,950+ Surface Laptop in 13.8" and 15", and $1,300+ Surface Laptop in 13" (blogs.windows.com)
15 days ago Microsoft Intel

Sources: Intel asks its leading PC partners, including those in the US, China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes (asia.nikkei.com)
15 days ago China Taiwan Intel

Sources: AI chip designer Tenstorrent has drawn takeover interest from Intel and Qualcomm; Tenstorrent could be valued at more than $5B in a potential deal (www.bloomberg.com)
15 days ago Intel AI

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