电子/移动/硬件

AMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027 (www.reuters.com)
2026-1-6 AI AMD

AMD unveils Ryzen AI 400 Series chips for AI PCs, with up to 12 Zen 5 CPU cores and 16 RDNA 3.5 GPU cores, built with TSMC's N4X node, available in Q1 2026 (www.tomshardware.com)
2026-1-6 AI AMD

Nvidia unveils DLSS 4.5 with a new 6x Multi Frame Generation for the RTX 50 series, and a second-generation Super Resolution transformer model for all RTX GPUs (www.theverge.com)
2026-1-6 Nvidia

AMD unveils two Ryzen AI Max+ chips, the 392 with 12 cores and the 388 with 8 cores, both offering 40 graphics compute units and 60 teraflops of performance (www.theverge.com)
2026-1-6 AI AMD

AMD unveils Ryzen AI 400 Series AI PC chips with 12 CPU cores, claiming 1.3x faster multitasking and 1.7x faster content creation than rivals (techcrunch.com)
2026-1-6 AI AMD

Jensen Huang says Nvidia's Vera Rubin chips are in “full production”; Nvidia says Rubin can train some LLMs with roughly one-fourth the chips Blackwell needs (www.wired.com)
2026-1-6 Nvidia

Nvidia says it's seeing “strong” demand from China for its H200 chips but is awaiting approvals from both Washington and Beijing before sales could begin (asia.nikkei.com)
2026-1-6 China Nvidia

A look at Nvidia's Level 2 driving system, set to roll out to more carmakers in 2026, after a ~40-minute drive around San Francisco in a Mercedes-Benz CLA sedan (www.theverge.com)
2026-1-6 Nvidia San Francisco

Nvidia announces the Alpamayo family of AI models, tools, and datasets for AVs, and details a collaboration with Mercedes-Benz on its first full-stack AV effort (www.constellationr.com)
2026-1-6 AI Nvidia

Intel details its 2nm 18A-process Panther Lake chips, showing major performance gains; laptops with Panther Lake Core Ultra Series 3 chips will debut on Jan. 27 (www.pcmag.com)
2026-1-6 Intel

Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips (www.theverge.com)
2026-1-6 Nvidia

A live blog of Nvidia's keynote with CEO Jensen Huang at CES 2026, where the company is showcasing AI, robotics, simulation, gaming, and more (www.engadget.com)
2026-1-6 AI Robot Nvidia

Sources: Nvidia has struggled to monetize its Omniverse software and the company shuttered the Omniverse Cloud service in August 2025 due to lack of demand (www.theinformation.com)
2026-1-6 Nvidia

Ex-CIA boss hints at involvement of Israeli intel in Iran protests (www.rt.com)
2026-1-5 Israel Intel Iran

Samsung co-CEO TM Roh says the company has rolled out Gemini-powered AI features to ~400M mobile devices by 2025, and aims to boost the figure to 800M in 2026 (www.reuters.com)
2026-1-5 Mobile Samsung AI

Furiosa's Energy-Efficient 'NPU' AI Chips Start Mass Production This Month, Challenging Nvidia (hardware.slashdot.org)
2026-1-5 Energy AI Nvidia

The Groq deal shows the challenges Nvidia faces as options to deploy its cash flood narrow; its annual free cash flow has risen from $4.2B in 2020 to $80B+ now (www.wsj.com)
2026-1-4 Nvidia

What to expect at CES 2026: laptops with new chips from Intel, Qualcomm, and AMD, more AI integrations, smart home robotics, smart glasses, and more (www.theverge.com)
2026-1-3 Intel AI Robot AMD

AMD Closes in on Intel in Latest Steam Hardware Survey (slashdot.org)
2026-1-3 Intel AMD

An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more (www.youtube.com)
2026-1-3 Interview AI Nvidia

How Nokia Went From iPhone Victim To $1 Billion Nvidia Deal (slashdot.org)
2026-1-2 iPhone Nvidia Nokia

How Nokia has reinvented itself for the AI revolution by expanding into cloud services, data centers, and optical networks, and by partnering with Nvidia (www.ft.com)
2026-1-2 AI Nvidia Nokia

Unsealed documents detail a US operation that stopped the alleged smuggling of $160M worth of Nvidia H100 and H200 GPUs to China between Oct. 2024 and May 2025 (www.cnbc.com)
2026-1-1 China Nvidia

Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (www.reuters.com)
2025-12-31 China Nvidia

Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth (www.bloomberg.com)
2025-12-31 Western Digital

Sources: bids for GroqCloud, Groq's AI inference platform, are expected to exceed $1B after Nvidia's $20B non-exclusive licensing agreement with Groq (www.wsj.com)
2025-12-31 AI Nvidia

Trump Mobile delays plan to launch its gold-coloured smartphone, initially promised for August 2025, saying the recent US government shutdown delayed deliveries (www.ft.com)
2025-12-31 Trump Mobile

Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025 (www.scmp.com)
2025-12-31 AI Nvidia

Sources: Nvidia is in advanced talks to acquire Tel Aviv-based AI21, which is building its own LLMs, for $2B to $3B; the deal would resemble an acquihire (www.calcalistech.com)
2025-12-31 AI Nvidia

Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 (www.wsj.com)
2025-12-30 Intel AI Nvidia AMD

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