电子/移动/硬件

The US House opens a probe on whether Nvidia knowingly provided AI tech to DeepSeek in violation of US rules and asks Nvidia for details on its Asian customers (www.nytimes.com)
30 days ago AI Nvidia

Tech stocks plunge amid uncertainty over US tariff plans and China export controls: AMD, Nvidia, and ASML dropped 7%, Applied Materials and Lam Research fell 5% (www.cnbc.com)
2025-4-17 China Nvidia AMD

Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips (t.co)
2025-4-17 Trump China Intel AI Nvidia

UBS: Nvidia's $5.5B inventory charge indicates ~$13B in actual H20 sales; Nvidia reported $17.11B in FY 2025 revenue from China, up from $10.31B in FY 2024 (www.wsj.com)
2025-4-17 China Nvidia

Nvidia GeForce RTX 5060 Ti 16GB review: great value and performance, and GDDR7 offers more bandwidth, but the GPU's pricing and availability remain uncertain (www.tomshardware.com)
2025-4-16 Nvidia

Patreon plans to test livestreaming within its mobile app and on the web with select users this week ahead of a wider rollout in summer 2025 (techcrunch.com)
2025-4-16 Mobile

SEC filing: AMD estimates new US export rules for its MI308 chips to China will cost ~$800M in inventory, purchase commitments, and related reserves charges (techcrunch.com)
2025-4-16 China AMD

Data orchestration startup Hammerspace, which counts Nvidia, Meta, Tesla, Palantir, and the DOD as clients, raised $100M, sources say at a $500M+ valuation (techcrunch.com)
2025-4-16 Startup Tesla Nvidia

Sources: Nvidia did not warn at least some major customers in advance about new US export rules on its H20 chips to China; the US told Nvidia about a week ago (www.reuters.com)
2025-4-16 China Nvidia

A look at Huawei's AI CloudMatrix 384 rack-scale system, which is less power-efficient than Nvidia's GB200 NVL72, though this is not a limiting factor in China (semianalysis.com)
2025-4-16 China AI Nvidia

Nvidia Makes Mess Afterhours, Discloses $5.5 Billion in Charges due to US Export Restrictions on its H20 Chip for China (wolfstreet.com)
2025-4-16 China Nvidia

Nvidia faces $5.5 billion charge as US restricts chip sales to China (indianexpress.com)
2025-4-16 China Nvidia

Filing: Nvidia says it will record a $5.5B charge after the US said it would require a license to export the H20 chips to China; NVDA drops 6%+ after hours (www.cnbc.com)
2025-4-16 China Nvidia

Apple Says All Mac Minis With Intel Are Now Vintage (apple.slashdot.org)
2025-4-16 Intel Apple

Nvidia unveils its RTX 5060 family, including the RTX 5060 Ti with 4,608 CUDA cores for $379 with 8GB of VRAM or $429 for 16GB of VRAM, launching on April 16 (www.theverge.com)
2025-4-15 Nvidia

Nvidia's $500B US spending plan follows a familiar pattern of companies trying to please President Trump and offers few details on what AI gear would be US-made (www.wsj.com)
2025-4-15 Trump AI Nvidia

AMD CEO says ready to start chip production at TSMC's plant in Arizona (indianexpress.com)
2025-4-15 AMD

AMD announces its first 2nm silicon fabricated on TSMC's N2 process, set to debut on its 6th-gen EPYC “Venice” chip, which is expected to launch in 2026 (www.tomshardware.com)
2025-4-15 AMD

Sources: banks are providing Silver Lake $2B in debt for its 51% acquisition of Altera; Intel will receive ~$3.4B in cash from Silver Lake as part of the deal (www.bloomberg.com)
2025-4-15 Intel Silver

Intel To Sell Majority Stake In Altera For $4.46 Billion To Fund Revival Effort (slashdot.org)
2025-4-15 Intel

Nvidia To Make AI Supercomputers in US for First Time (news.slashdot.org)
2025-4-15 AI Nvidia

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years (techcrunch.com)
2025-4-14 AI Nvidia

Intel says it will sell a 51% stake in Altera to Silver Lake, valuing the programmable chip unit at $8.7B; Intel bought Altera for $15B in 2015 (www.reuters.com)
2025-4-14 Intel Silver

Sources: Intel is nearing a deal to sell its stake in Altera to Silver Lake and could announce it as soon as this week; Intel paid $17B for Altera in 2015 (www.bloomberg.com)
2025-4-14 Intel Silver

New Supercomputing Record Set - Using AMD's Instinct GPUs (tech.slashdot.org)
2025-4-13 AMD

Alphabet, Nvidia invest in OpenAI co-founder Sutskever's SSI: Report (indianexpress.com)
2025-4-12 Nvidia Alphabet

Source: Alphabet and Nvidia are among investors backing Safe Superintelligence; Google Cloud announced on April 9 that SSI is using its TPUs for AI research (www.reuters.com)
2025-4-12 Google AI Nvidia Alphabet

China exempts products from AMD, Nvidia, Intel, Qualcomm, and others that are made by Taiwanese companies like TSMC from the 125% tariff on US products (www.tomshardware.com)
2025-4-12 China Taiwan Intel Nvidia AMD

France To Tighten Mobile Phone Ban in Middle Schools (mobile.slashdot.org)
2025-4-12 France Mobile Ban

Razer launches PC Remote Play, a new app that lets you play PC games on mobile devices (indianexpress.com)
2025-4-11 Mobile

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