电子/移动/硬件

AI video generation startup Higgsfield raised $400M from DST, Goldman Sachs, Liberty Global, Intel, and others at a $5.4B valuation, up from $1.3B in January (www.ft.com)
25 days ago Intel Startup AI Goldman

Sources: Nvidia in talks to invest up to $3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio (www.theinformation.com)
27 days ago IPO Energy Nvidia

Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (www.wsj.com)
28 days ago Nvidia

Filing: Nvidia has a nearly $21B stake in SpaceX and a $30B stake in Intel; Nvidia invested as much as $2B in xAI in 2025 and $5B in Intel (www.bloomberg.com)
28 days ago Intel Nvidia SpaceX

Ukraine Finds Nvidia AI Chip In New Russian Missile (tech.slashdot.org)
28 days ago Russia AI Ukraine Nvidia

Sources: AMD plans to raise as much as $5B in what could be the chipmaker's biggest-ever investment-grade bond sale, as it ramps up spending to meet AI demand (www.bloomberg.com)
29 days ago AI AMD

Microsoft begins merging its consumer and commercial Copilot apps into a single app, with a mobile and web rollout in mid-August and desktop in mid-September (www.geekwire.com)
29 days ago Microsoft Mobile

Similarweb: Bluesky's mobile MAUs fell 27% YoY to 10.4M in June and DAUs fell 26% to 3M in July; X's mobile MAUs fell 3% to 302M and DAUs fell 7% to 123.7M (techcrunch.com)
2026-8-12 Mobile

Buy Low, Sell High: Intel Boosts its Massive Sale of Shares (wolfstreet.com)
2026-8-12 Intel

Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models (www.theinformation.com)
2026-8-12 China Nvidia

Nvidia releases Nemotron 3.5 Lightning, an open 30B-parameter MoE model that it says delivers up to 4x faster output speeds, and an agentic AI model router (siliconangle.com)
2026-8-11 AI Nvidia

IBM and Together AI sign a $240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models (www.reuters.com)
2026-8-11 IBM AI Nvidia

Big Tech's AI boom echoes the 1870s railroad expansion, and Nvidia shifting risk to institutional capital may expose investors if revenues fail to materialize (stratechery.com)
2026-8-11 AI Nvidia

Intel raised $20B in an upsized share sale, up from the $15B it was targeting; sources say the sale drew $100B+ in demand; INTC is up ~146% in 2026 so far (www.bloomberg.com)
2026-8-11 Intel

Intel Joins Race to Sell Shares at Sky-High Prices after Spike. Big Tech Figured it out, the Economy Benefits, Maybe Not Investors (wolfstreet.com)
2026-8-11 Intel

Wall Street Giants Partner With Nvidia On $500 Billion AI Financing Deal (news.slashdot.org)
2026-8-11 AI Wall Street Nvidia

Sources: Apollo, Blackstone, BlackRock, KKR, and other financial groups are partnering with Nvidia on a $500B funding package for AI infrastructure development (www.ft.com)
2026-8-11 AI Nvidia

Taiwan 'Throttles' Mobile Internet For First Time During Annual War Games (tech.slashdot.org)
2026-8-11 Taiwan Mobile

Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia (www.bloomberg.com)
2026-8-11 AI Nvidia

Intel announces a $15B common stock offering, with proceeds going to general corporate purposes like “maintaining a strong balance sheet”; INTC falls 3%+ (www.bloomberg.com)
2026-8-10 Intel

Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from its CUDA platform to Huawei's CANN requires major code rewriting (www.scmp.com)
2026-8-10 China AI Nvidia

Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds (www.theinformation.com)
2026-8-8 Nvidia Texas

AMD Buys AI Chip Startup Taalas That Hardwires AI Models Into Its Silicon (hardware.slashdot.org)
2026-8-8 Startup AI AMD

Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting foreign data centers (www.bloomberg.com)
2026-8-7 China AI Nvidia

Sydney-based AI data center company Firmus raised $2B in funding from Coatue, Nvidia, and others at a $10.5B post-money valuation, up from $5.5B in April (www.reuters.com)
2026-8-7 AI Nvidia Sydney

AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon to boost inference performance, for an undisclosed sum (www.theregister.com)
2026-8-7 Toronto AMD

Western Digital falls 10%+ after issuing guidance that didn't quite match those of Seagate; Q4 revenue rose 44% YoY to $3.75B, above a $3.7B estimate (www.barrons.com)
2026-8-7 4Q Western Digital

Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions (www.theinformation.com)
2026-8-7 Nvidia

Ooredoo, Nvidia, Nokia, and Indosat launch Zankore, Indonesia's first dedicated AI compute and neocloud platform; Ooredoo, which owns a 49% stake, commits $800M (fortune.com)
2026-8-7 AI Indonesia Nvidia Nokia

SoftBank reports Q1 net profit down 18% YoY to ~$2.2B, above ~$761M est., an ~$8.2B gain on its Intel stake, and Vision Fund up $1.7B due to its ByteDance stake (www.cnbc.com)
2026-8-6 Intel

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