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Filing: Intel warns the US taking a 10% stake could trigger “adverse reactions”, including in international sales, which made up 76% of revenue last fiscal year (www.cnbc.com)
2025-8-26 Intel

Nvidia says the Jetson AGX Thor, its latest “robot brain” chip module, is now on sale for $3,499 as a developer kit; the module will ship next month (www.cnbc.com)
2025-8-26 Robot Nvidia

Sources detail Intel's two-week roller-coaster ride, from Trump demanding CEO Lip-Bu Tan step down to the US government becoming Intel's biggest shareholder (www.wsj.com)
2025-8-25 Trump Intel

How Masayoshi Son became President Trump's favored foreign investor, after cultivating close ties since Trump's first term, leading to SoftBank's $2B Intel deal (t.co)
2025-8-25 Trump Intel

Vertical streaming apps charging $20/week are beating Netflix and other SVOD platforms in user growth with their mini-dramas optimized for mobile viewing (www.washingtonpost.com)
2025-8-25 Mobile Netflix

Two former executives who ran the CHIPS Program Office say the US-Intel deal won't solve Intel's real issue: a lack of external customers for its foundry unit (www.wsj.com)
2025-8-25 Intel

The long, painful downfall of Intel (indianexpress.com)
2025-8-24 Intel

Intel's New Funding Came From Already-Awarded Grants. So What Happens Next? (hardware.slashdot.org)
2025-8-24 Intel

Nvidia Release Massive AI-Ready Open European Language Dataset and Tools (hardware.slashdot.org)
2025-8-24 Europe AI Nvidia

Some lawyers and bankers say the Intel deal may face legal challenges as the CHIPS Act may not allow the US government to convert grants into equity (www.nytimes.com)
2025-8-24 Intel Equity

Deep state entrenched in US intel community - Gabbard (www.rt.com)
2025-8-24 Intel

Some experts say Trump's extraordinary intervention is unlikely to save Intel, which faces challenges with poor yields and competition from TSMC and Nvidia (www.reuters.com)
2025-8-24 Trump Intel Nvidia

Sources: Nvidia has shown new versions of its Blackwell-based AI chips for Chinese customers to US officials, including one with ~80% of the peak performance (www.wsj.com)
2025-8-23 China AI Nvidia

Intel says the US will make an $8.9B investment by purchasing 433.3M primary shares of Intel common stock for $20.47/share; INTC closed on August 22 at $24.80 (www.intc.com)
2025-8-23 Intel

Trump says Intel has agreed to give the US a 10% stake; source: the government won't be on the board or play a major role in Intel's governance; INTC jumps 6%+ (www.wsj.com)
2025-8-23 Trump Intel

Intel Has Agreed To a Deal For US To Take 10% Equity Stake, Trump Says (news.slashdot.org)
2025-8-23 Trump Intel Equity

Trump says Intel has agreed to give US a 10% stake in the chipmaker; source: the government won't be on the board or play a major role in Intel's governance (www.wsj.com)
2025-8-23 Trump Intel

Gabbard bars intel sharing on Russia-Ukraine talks – CBS News (www.rt.com)
2025-8-22 Russia Intel Ukraine

Chinese stocks rally on August 22, driven by gains in local chipmakers Cambricon and Hygon, after Nvidia reportedly halts the production for its H20 chips (www.bloomberg.com)
2025-8-22 China Nvidia

Sources: Nvidia told suppliers like Amkor and Samsung to halt H20 chip production after China urged local tech firms to avoid H20 over alleged security concerns (www.theinformation.com)
2025-8-22 China Samsung Nvidia

Jensen Huang says Nvidia is in talks with China over H20 security concerns, is hopeful for a resolution, and reiterates that the H20 has no “security backdoors” (asia.nikkei.com)
2025-8-22 China Nvidia

T-Mobile Claimed Selling Location Data Without Consent is Legal - Judges Disagree (yro.slashdot.org)
2025-8-22 Mobile

Autonomous driving tech startup Nuro closed its $203M Series E at a $6B valuation, adding $97M from Uber, Nvidia, and others to April's $106M tranche (t.co)
2025-8-21 Uber Startup Nvidia

Sources: Beijing's Nvidia H20 curbs were triggered by US Commerce Secretary Lutnick's not selling China the best stuff remark, which officials found “insulting” (t.co)
2025-8-21 China Nvidia

Trump Confirms US Is Seeking 10% Stake In Intel (slashdot.org)
2025-8-21 Trump Intel

FieldAI, which is developing robot “brains”, raised $405M at a $2B post-money valuation from Nvidia and others; FieldAI raised an initial $91M in late 2024 (www.axios.com)
2025-8-21 Robot Nvidia

South Korea's Upstage, which offers AI document intelligence tools, raised a $45M Series B bridge led by the KDB, Amazon, and AMD, after a $72M Series B in 2024 (siliconangle.com)
2025-8-20 Korea Amazon AI Intelligence AMD

Analysis: Intel's stock, up 28% in August, is trading at a 53 forward P/E ratio, its highest since early 2002, reflecting its declining profits in recent years (www.bloomberg.com)
2025-8-20 Intel

The Nasdaq fell 1.4%, with Nvidia down 3.5%, Palantir down 9.4% and Arm down 5%, with AI enthusiasm cooling after a critical MIT report and warning from Altman (www.ft.com)
2025-8-20 AI Nvidia

US Commerce Secretary Howard Lutnick says Intel must give the government an equity stake in the company in return for CHIPS Act funds; INTC closes up 7% (www.cnbc.com)
2025-8-20 Intel Equity

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