电子/移动/硬件

Sources: Skild AI, which develops a foundational model for robots, is in talks to raise $1B+ from SoftBank and Nvidia at a $14B valuation, up from $4.7B in July (www.reuters.com)
6 days ago AI Robot Nvidia

India's Tata Electronics signs up Intel as the first prospective client for its upcoming chip facilities; Tata is investing ~$14B to build in Gujarat and Assam (www.reuters.com)
6 days ago India Intel

How TSMC, Intel, and Amkor are transforming Phoenix into the US' chip hub, investing tens of billions and showing the difficulties of large-scale US projects (www.nytimes.com)
10 days ago Intel

Sources: SoftBank agrees to sell a large portion of its stake in InMobi back to the Indian mobile ad company for ~$250M, reducing its holding to <10% from 30%+ (www.bloomberg.com)
10 days ago India Mobile

Nvidia says its GB200 Blackwell AI servers boost performance 10x compared to H200 servers for MoE models like Moonshot's Kimi K2 Thinking and DeepSeek's R1 (www.reuters.com)
10 days ago AI Nvidia

AT&T and Verizon Are Fighting Back Against T-Mobile's Easy Switch Tool (mobile.slashdot.org)
10 days ago Mobile AT&T

Intel shelves plans to spin off or sell a stake in its networking division NEX, after deciding that the business is more likely to succeed as an internal unit (www.bloomberg.com)
10 days ago Intel

Jensen Huang says “we don't know” if China would accept Nvidia's H200 AI chips even if the US relaxed export controls, following a meeting with President Trump (www.bloomberg.com)
11 days ago Trump China AI Nvidia

Freedom Mobile discloses data breach exposing customer data (www.bleepingcomputer.com)
11 days ago Mobile

Amazon To Use Nvidia Tech In AI Chips, Roll Out New Servers (slashdot.org)
12 days ago Amazon AI Nvidia

Apptopia: ChatGPT referrals to retailer mobile apps increased 28% YoY during the Black Friday weekend in 2025; Amazon's share of ChatGPT referrals grew to 54% (techcrunch.com)
12 days ago Amazon Mobile Black Friday

Amazon launches AWS AI Factories to deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in customers' data centers (www.datacenterdynamics.com)
12 days ago Amazon AI Nvidia

Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips (techcrunch.com)
12 days ago Amazon AI Nvidia

Trump Administration To Take Equity Stake In Former Intel CEO's Chip Startup (yro.slashdot.org)
12 days ago Trump Intel Startup Equity

At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI” (www.cnbc.com)
12 days ago Nvidia Tokyo

Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model” (techcrunch.com)
12 days ago AI Nvidia

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (stratechery.com)
12 days ago Google Nvidia

India Orders Mobile Phones Preloaded With Government App To Ensure Cyber Safety (tech.slashdot.org)
13 days ago India Mobile

Former CEO Blasts Intel's 'Decay': 'We Don't Know How To Engineer Anymore' (slashdot.org)
13 days ago Intel

Nvidia acquires $2B of Synopsys' common stock and unveils a strategic partnership to accelerate computing and AI engineering products, including deploying CUDA (www.cnbc.com)
13 days ago AI Nvidia

Netflix quietly removes support for casting from its mobile app to most modern TVs and streaming devices, including Chromecast, regardless of subscription plan (www.androidauthority.com)
13 days ago Mobile Netflix

Q&A with ex-Intel CEO Pat Gelsinger on the “decay” at Intel, the Chip Act's terrible execution, the irony of Lip-Bu Tan broadly following his strategy, and more (www.ft.com)
13 days ago Intel

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
14 days ago Google AI Nvidia

An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X (x.com)
15 days ago Google Nvidia AMD

Sources: Intel may start shipping a portion of Apple's lowest-end M chips as early as 2027; Apple is evaluating Intel's 18A process for the chip production (x.com)
16 days ago Intel Apple

US intel ‘likely' behind alleged Witkoff leak – Guardian (www.rt.com)
17 days ago Intel

Taiwanese prosecutors search Intel exec Lo Wen-jen's homes days after TSMC alleged he leaked sensitive info, suggesting the government is deepening its probe (www.bloomberg.com)
17 days ago Taiwan Intel

Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips (www.ft.com)
17 days ago China Alibaba AI Nvidia Southeast Asia

Intel denies allegations in a TSMC lawsuit that VP Wei-Jen Lo likely leaked trade secrets after retiring from TSMC and joining Intel (www.reuters.com)
17 days ago Intel

Sources: ByteDance is in talks to sell game studio Moonton, which it acquired for ~$4B in 2021, to Saudi Arabia-based Savvy Games; Moonton makes Mobile Legends (www.bloomberg.com)
18 days ago Mobile Arabia Saudi Arabia

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