电子/移动/硬件

Mercury Research: AMD's share of x86 client CPU shipments tops 30% for the first time, hitting 30.3% in Q2, up from 21.1% two years earlier, vs. Intel's 69.7% (www.pcmag.com)
18 days ago Intel AMD

Nvidia Senior Manager Linked To Supermicro Scheme Smuggling AI Servers To China (slashdot.org)
18 days ago China AI Nvidia

Nvidia says its Groq 3 LPX racks delivered 3,400 tokens per second in an Artificial Analysis benchmark running Gemma 4 31B with a 100,000-token input sequence (www.theregister.com)
18 days ago Nvidia

Nvidia says its inference accelerator Groq 3 LPX has entered full production and Nebius has signed on as the first customer; SpaceXAI will adopt Vera CPUs (siliconangle.com)
18 days ago Nvidia

Taiwanese prosecutors indict nine people, including Nvidia and Super Micro employees, for allegedly helping illegally export AI servers to China (www.reuters.com)
18 days ago China Taiwan AI Nvidia

Ukraine says Russia used an Nvidia Jetson Orin computing module in its autonomous AI-guided drones; Nvidia says they are widely available on resale markets (www.nytimes.com)
18 days ago Russia AI Drone Ukraine Nvidia

Xiaomi launches the Xring O3, a 3nm SoC for its mobile devices, as the company seeks to reduce reliance on longtime suppliers Qualcomm and MediaTek (www.bloomberg.com)
18 days ago Mobile Xiaomi

Sources: Nvidia is in talks to invest in Perplexity valuing it at $30B+, after weighing a tech licensing deal and staff hires, as Perplexity hits $750M+ in ARR (www.theinformation.com)
19 days ago Nvidia

Sources: Nvidia plans to use its $6B deal with Poolside to build an open-weight AI model to compete with Chinese models like DeepSeek and Kimi (www.wsj.com)
20 days ago China AI Nvidia

Sources: some of Nvidia's top customers have been told that prices will jump 15%+ on systems, including Vera Rubin and Grace Blackwell, starting in early 2027 (www.bloomberg.com)
20 days ago Nvidia

Nvidia makes a minority investment in Cloverleaf, which works with utilities and energy providers to secure infrastructure for data center sites (www.reuters.com)
21 days ago Energy Nvidia

Nvidia says its general-purpose coding agent system AVO scored 100% across all 25 environments in the ARC-AGI-3 public set, completing all 183 levels (developer.nvidia.com)
21 days ago Nvidia

Space data center startup Starcloud raised a $250M extension, at a $2.3B valuation, to its March $170M Series A; source: Nvidia invested $25M (techcrunch.com)
21 days ago Startup Nvidia

Sources: Nvidia is in early talks with South Korean AI chip maker Rebellions for a potential deal, including a partnership, an investment, or an acquisition (www.bloomberg.com)
21 days ago Korea AI Nvidia

Super Micro says its independent probe found no evidence its CEO or senior management knew of an alleged scheme to smuggle $2.5B worth of Nvidia chips to China (fortune.com)
22 days ago China Nvidia

Sources: Poolside struck a non-exclusive $6B licensing deal with Nvidia, plus a $1B investment at a $12B pre-money valuation; 109 staffers get Nvidia job offers (www.newcomer.co)
22 days ago Nvidia

Sources: Nvidia plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026; the chip complies with US export control rules (www.theinformation.com)
22 days ago China Nvidia

Waymo says it has built an ASIC chip that will improve its robotaxis' reflexes and navigational skills and help it diversify away from companies like Nvidia (www.bloomberg.com)
22 days ago Nvidia

Sources: Beijing allowed ByteDance and Tencent ~10K Nvidia H200 chips each in mainland China in recent weeks; US licenses permit the H200 in China and Hong Kong (www.ft.com)
22 days ago China Hong Kong Tencent Nvidia

Source: Nvidia has discussed an investment in Mercor as part of a round valuing the startup at $20B; Nvidia paid Mercor tens of millions of dollars last quarter (www.theinformation.com)
23 days ago Startup Nvidia

Sources: Veeda, which is developing world models and is led by ex-Nvidia VP of AI Research Sanja Fidler, raised a $90M+ seed and is backed by Khosla and Radical (thelogic.co)
23 days ago AI Nvidia

Sources: Nvidia is working as a matchmaker to connect companies holding its GPUs with Nordic data center operators that have available capacity to deploy them (www.cnbc.com)
23 days ago Nvidia

Nvidia, with quarterly free cash flow up 18x over the past three years to $48.5B, is using its balance sheet and credit rating to build an AI capital moat (www.cnbc.com)
23 days ago AI Nvidia

Sources: Beijing allowed ByteDance and Tencent to each receive about 10,000 Nvidia H200 chips at their mainland China facilities in recent weeks (www.ft.com)
24 days ago China Tencent Nvidia

OpenAI Announces Massive Data Center In Ohio With $105 Billion Nvidia Guarantee (news.slashdot.org)
25 days ago Nvidia

Nvidia's $500B funding package announcement for AI infrastructure follows SEC's July guidance that confirmed looser restrictions for data center securitizations (www.cnbc.com)
25 days ago AI Nvidia

Filing: Nvidia agrees to spend up to $105B to support SB Energy's new data center campus in Ohio set to be leased by OpenAI; Nvidia invests $1.5B in SB Energy (www.bloomberg.com)
25 days ago Energy Nvidia

Groq raised $350M led by Disruptive at a $3.5B valuation, down from $6.9B in September 2025 before Nvidia struck a licensing deal and hired much of its talent (www.bloomberg.com)
25 days ago Nvidia

OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (www.wsj.com)
25 days ago Energy Nvidia

Chip giants participated in startup funding rounds collectively surpassing $250B YTD; Nvidia leads the sector in deal volume with a record 59 funding rounds (news.crunchbase.com)
25 days ago Startup Nvidia

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