电子/移动/硬件

Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China (www.bloomberg.com)
26 days ago China Thailand AI Nvidia

Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours (www.cnbc.com)
26 days ago AI Nvidia

MediaTek launches the first phase of its Taiwan data center, aimed at R&D, powered by Nvidia's B200 platform, and built on Nvidia's DGX SuperPOD infrastructure (asia.nikkei.com)
27 days ago Taiwan Nvidia

Nvidia is investing $500M in Corning as part of its partnership to expand US manufacturing of fiber optics for AI infrastructure; GLW jumps 20%+ pre-market (www.wsj.com)
28 days ago AI Manufacturing Nvidia

Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech, boosting Corning's US capacity 10x (www.cnbc.com)
28 days ago Manufacturing Nvidia Texas

OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (www.thedeepview.com)
28 days ago Microsoft Intel Nvidia AMD

Finnish AI lab QuTwo, led by ex-AMD Silo AI CEO Peter Sarlin, raised a €25M angel round at a €325M valuation, and secures $23M in committed partnership revenue (techcrunch.com)
28 days ago AI Finland AMD

Xbox CEO Asha Sharma says Xbox “will begin winding down Copilot on mobile and will stop development of Copilot on console” as part of a strategic shift (www.theverge.com)
29 days ago Mobile Xbox

AMD reports Q1 revenue up 38% YoY to $10.25B, Data Center revenue up 57% to $5.8B, and forecasts Q2 revenue above estimates, as AI chip demand stays strong (www.reuters.com)
29 days ago AI AMD

Sources: Apple held exploratory talks with Intel and Apple executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US (www.bloomberg.com)
29 days ago Intel Samsung Apple Texas

Putin is mocked with hilarious social media memes for his paranoia over military parade drone attack after cutting off mobile internet connection in Moscow (www.dailymail.co.uk)
29 days ago Putin Mobile Drone

Intel stock jumps 12%+, hitting a new all-time high, on a report that Apple has had early-stage talks with Intel about enlisting Intel's chipmaking services (www.cnbc.com)
29 days ago Intel Apple

ElevenLabs raised $550M+ in its Series D, up from a previously announced $500M, adding BlackRock, Nvidia, and others as investors; its ARR passed $500M in Q1 (tech.eu)
29 days ago Nvidia

Dutch quantum processor company QuantWare raised a $178M Series B from Intel, In-Q-Tel, and others to build KiloFab, a dedicated quantum manufacturing facility (tech.eu)
29 days ago Intel Manufacturing Netherlands Quantum

Nscale agrees to spend €695M on infrastructure in Portugal in an expansion of its Microsoft partnership, supplying 66K+ Nvidia Rubin GPUs from late 2027 (www.bloomberg.com)
29 days ago Microsoft Nvidia Portugal

Sources: Apple held exploratory talks with Intel and its executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US (www.bloomberg.com)
29 days ago Intel Samsung Apple Texas

Expanded AMD HDMI 2.1 Support Is Coming To Linux (linux.slashdot.org)
30 days ago Linux AMD

Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis (www.crn.com)
30 days ago Intel AI

Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired” (www.tomshardware.com)
30 days ago China AI Nvidia

Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (www.politico.eu)
30 days ago Nvidia

Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (www.bloomberg.com)
2026-5-4 AI Nvidia

Sources: Nigerian mobile payments service OPay is preparing for a US IPO at a $4B valuation with Citigroup, Deutsche Bank, and JPMorgan Chase advising (www.bloomberg.com)
2026-5-3 IPO Mobile JPMorgan Nigeria

Sources: the US DOD strikes agreements with Nvidia, Microsoft, Reflection AI, and AWS to use their AI tools on classified military networks for “lawful” use (www.bloomberg.com)
2026-5-1 Microsoft AI Nvidia

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (www.ft.com)
2026-5-1 China AI Nvidia

Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (www.cnbc.com)
2026-5-1 Intel

Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (www.reuters.com)
2026-5-1 4Q Western Digital

Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models (tech.eu)
2026-5-1 Startup AI Airbus AMD

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (www.reuters.com)
2026-4-30 China AI Nvidia

The Quad should share intel on critical-mineral supply risks (www.aspistrategist.org.au)
2026-4-30 Intel

Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year (siliconangle.com)
2026-4-29 Nvidia

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