电子/移动/硬件

Microsoft cancels its deal with Nscale to serve as the anchor tenant and rent 23K Nvidia AI chips at a planned data center facing repeated delays in Essex, UK (www.telegraph.co.uk)
11 days ago Microsoft AI Nvidia

An interview with Microsoft CEO Satya Nadella on the Nvidia RTX Spark-powered Surface Laptop Ultra, plans to make Windows a safer OS to run AI agents, and more (thenewthings.com)
11 days ago Microsoft Interview AI Nvidia

MapQuest adds a Surveillance Layer to its mobile app showing license plate readers and cameras from 10+ companies including Flock, using OpenStreetMap data (mashable.com)
12 days ago Mobile

Intel CEO Lip-Bu Tan says the Trump administration does not have “any policy” to use a minority stake in Intel to interfere in its business strategy (asia.nikkei.com)
12 days ago Trump Intel

Taiwan plans US industrial parks costing $2B to $4B each, starting with a Texas complex costing up to $4B, to build a supply chain for Nvidia, TSMC, and Foxconn (www.bloomberg.com)
13 days ago Taiwan Nvidia Texas

Two workers have been killed and another seriously injured at Intel's Kiryat Gat fab in Israel in an explosion resulting from a gas cylinder malfunctioning (www.calcalistech.com)
14 days ago Israel Intel

Volvo says it will use Nvidia's Hyperion platform to launch a Level 2++ hands-free, point-to-point automated driving system by 2030 (www.theverge.com)
14 days ago Nvidia Volvo

Nvidia launches Nemotron 3.5 Super VL, a 120B-parameter open model for enterprise agents, and says it outperforms frontier models on specialized benchmarks (venturebeat.com)
14 days ago Nvidia

Documents: Nvidia and Apple each committed $25M, the top contribution amount, to Trump's WH ballroom; Microsoft and Palantir committed $10M, Meta and Amazon $5M (www.washingtonpost.com)
14 days ago Trump Amazon Microsoft Apple Nvidia

Portland-based Mueon, which says its AI server racks could fit up to 10x more computing capacity, raised $65M led by Maverick Silicon, with Intel participating (www.theinformation.com)
14 days ago Intel AI

Nvidia's RTX Spark Superchip in the Surface Laptop Ultra outperforms Apple's M5 Max MacBook Pro by ~25% in agentic AI completion benchmarks using Qwen models (www.tomshardware.com)
14 days ago AI Apple MacBook Nvidia

Apple closes above a $5T market cap for the first time, the second company after Nvidia to do so; Apple had crossed $5T six times intraday previously (www.wsj.com)
14 days ago Apple Nvidia

Jensen Huang announces $2B in new European Nvidia investments, including in French startups Doctolib and Genesis AI, adding to $8B invested over the past year (www.bloomberg.com)
15 days ago France Europe Startup AI Nvidia

US law enforcement and intel agency docs: since 2021, the FBI, DHS, and NYPD have viewed AI as both a facilitator of violent extremism and a target for attacks (www.theguardian.com)
15 days ago Intel AI FBI

Jensen Huang says Nvidia is pledging $250M in accelerated computing resources over five years to fund UK AI security and agentic safety research (www.reuters.com)
15 days ago AI Nvidia

Zelensky says he received 'no warning' about Russian attack: Trump's new press secretary refuses to deny US has stopped sharing intel (www.dailymail.co.uk)
16 days ago Trump Russia Intel

Microsoft Reveals Maia 300 AI Chip As It Works To Reduce Dependence On Nvidia (hardware.slashdot.org)
16 days ago Microsoft AI Nvidia

The CEO's of Broadcom and Intel Say the Quiet Part out Loud about AI and ROI (wolfstreet.com)
16 days ago Intel AI

EU running ‘dirty smear campaign' to undermine Rosatom – Russian intel (www.rt.com)
16 days ago Russia Europe Intel

Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage (www.ft.com)
16 days ago China AI Nvidia

IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition (www.reuters.com)
16 days ago China AI Nvidia

Speaking in Singapore, Broadcom CEO Hock Tan and Intel CEO Lip-Bu Tan warn that access to capital and rising borrowing costs could become AI's main bottleneck (www.cnbc.com)
17 days ago Intel AI Singapore

How Musk and Benioff pledged to rename SpaceXAI and AIForce, while Nadella and Nvidia adopted “super intelligence”, as Silicon Valley falls in line with Trump (www.theverge.com)
18 days ago Trump Nvidia Intelligence

Sources: Nvidia is in talks to acquire or invest more into US open-weights AI startup Reflection AI; the deal may be an acquihire to avoid antitrust scrutiny (www.ft.com)
19 days ago Startup AI Nvidia

Verizon closed down 8.75%, its worst day since 2002, while T-Mobile fell 13.27% and AT&T 9.81% after SpaceX announced a nationwide spectrum deal on Thursday (www.cnbc.com)
20 days ago Mobile AT&T SpaceX

Nvidia commits $1B over five years to build out the US' “capacity for super intelligence research” in fields including quantum computing, healthcare, and energy (www.theregister.com)
20 days ago Energy Nvidia Intelligence Quantum

SpaceX agrees to buy a nationwide low-band spectrum portfolio to help Starlink “become a major mobile carrier”; AT&T, T-Mobile, Verizon fall 6%+ after hours (www.bloomberg.com)
20 days ago Mobile AT&T SpaceX

Nvidia, Oracle, CoreWeave, and other AI stocks fell after a report that OpenAI's annualized revenue at September's end was $20B less than previously reported (www.cnbc.com)
21 days ago AI Oracle Nvidia

Sources: the IPO of Nvidia-backed data center provider Firmus is uncertain after failing to attract adequate support, underscoring concerns over AI funding (www.bloomberg.com)
21 days ago IPO AI Nvidia

Source: Nvidia considered a last-minute OpenRouter bid, telling its leadership it was prepared to make a generous offer, but OpenRouter didn't want to wait (www.theinformation.com)
21 days ago Nvidia

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