电子/移动/硬件

Sources: Beijing is set to limit access to Nvidia's H200 chips despite President Trump allowing their export to China, in its push for chip self-sufficiency (www.ft.com)
2025-12-9 Trump China Nvidia

The US DOJ detains two men for allegedly violating export controls by trying to smuggle $160M+ of Nvidia H100 and H200 chips to China; a third man pled guilty (www.bloomberg.com)
2025-12-9 China Nvidia

Italy-based humanoid robotics startup Generative Bionics raised €70M led by CDP Venture Capital, with participation from Tether, AMD Ventures, and others (www.bloomberg.com)
2025-12-9 Italy Startup Robot Venture Capital AMD

Nvidia Can Sell H200 Chips To China For 25% US Cut (hardware.slashdot.org)
2025-12-9 China Nvidia

President Trump says the “same approach” used to let Nvidia ship H200 chips to China will also apply to “AMD, Intel, and other GREAT American Companies” (www.reuters.com)
2025-12-9 Trump China U.S. Intel Nvidia AMD

President Trump says the US will allow Nvidia to ship H200 chips to “approved customers” in China and elsewhere, and that Xi Jinping “responded positively” (www.cnbc.com)
2025-12-9 Trump China Nvidia

Source: the US Department of Commerce plans to allow the export of Nvidia's old H200 chips to China, seeking a compromise over controlling exports to China (www.semafor.com)
2025-12-9 China Nvidia

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)
2025-12-9 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)
2025-12-9 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)
2025-12-4 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)
2025-12-4 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)
2025-12-4 AI Nvidia

AT&T and Verizon Are Fighting Back Against T-Mobile's Easy Switch Tool (mobile.slashdot.org)
2025-12-4 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)
2025-12-4 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)
2025-12-4 Trump China AI Nvidia

Freedom Mobile discloses data breach exposing customer data (www.bleepingcomputer.com)
2025-12-4 Mobile

Amazon To Use Nvidia Tech In AI Chips, Roll Out New Servers (slashdot.org)
2025-12-3 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)
2025-12-3 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)
2025-12-3 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)
2025-12-3 Amazon AI Nvidia

Trump Administration To Take Equity Stake In Former Intel CEO's Chip Startup (yro.slashdot.org)
2025-12-3 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)
2025-12-2 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)
2025-12-2 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)
2025-12-2 Google Nvidia

India Orders Mobile Phones Preloaded With Government App To Ensure Cyber Safety (tech.slashdot.org)
2025-12-2 India Mobile

Former CEO Blasts Intel's 'Decay': 'We Don't Know How To Engineer Anymore' (slashdot.org)
2025-12-2 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)
2025-12-2 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)
2025-12-1 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)
2025-12-1 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)
2025-12-1 Google AI Nvidia

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