电子/移动/硬件

Alibaba Cloud details a GPU pooling system that it claims reduced the number of Nvidia H20 required by 82% when serving dozens of LLMs of up to 72B parameters (www.scmp.com)
2025-10-20 Alibaba Nvidia

OpenAI's Broadcom deal shows how the AI startup is diversifying its chip suppliers, including Nvidia chips for training and Broadcom chips for inference (www.wsj.com)
2025-10-20 Startup AI Nvidia

Shares of ISU Petasys, a South Korea-based multi-layer PCB supplier for AI servers used by Alphabet, Nvidia, Microsoft, and others, are up 215% so far this year (www.forbes.com)
2025-10-18 Korea Microsoft AI Nvidia Alphabet

Nvidia and TSMC unveil the first Blackwell chip wafer made in the US, which will eventually become Blackwell chips (www.axios.com)
2025-10-18 Nvidia

Source: OpenAI expects to spend 20% to 30% less on AI chips co-developed with Broadcom than on chips from Nvidia, which is notoriously backlogged on GPU orders (www.bloomberg.com)
2025-10-17 AI Nvidia

Kayak launches a ChatGPT-powered chatbot on its desktop and mobile website that lets users ask travel questions and compare flights, hotels, and car rentals (techcrunch.com)
2025-10-17 Mobile chatbot

Nvidia partners with startup Firmus on Project Southgate, a $2.9B initial undertaking to build renewable energy-powered AI data centers across Australia (www.bloomberg.com)
2025-10-16 Australia Energy Startup AI Nvidia Renewable

Sources: Rakuten began considering a US IPO of its credit card business after SoftBank announced plans to launch an IPO for its mobile payment app PayPay (www.reuters.com)
2025-10-16 IPO Mobile Credit Card

Nvidia and AI coding startup Poolside plan a 500-acre data center on a Texas ranch powered by natural gas; sources: Poolside is raising $2B at a $14B valuation (www.wsj.com)
2025-10-16 Startup AI Nvidia Texas

An investment consortium including BlackRock, Nvidia, xAI, and Microsoft plans to acquire Texas-based Aligned Data Centers from Macquarie in a $40B deal (t.co)
2025-10-15 Microsoft Nvidia Texas

UK startup Nscale signs an up to $14B deal with Microsoft to deploy ~104K Nvidia GB300 chips for Microsoft in Texas within 18 months and 12,600 GPUs in Portugal (t.co)
2025-10-15 Microsoft Startup Nvidia Texas Portugal

YouTube starts rolling out its redesigned video player, which features rounded, slightly translucent on-screen buttons, across mobile, web, and TV globally (www.theverge.com)
2025-10-15 Mobile YouTube

Hands-on with Nvidia's DGX Spark: trades some performance and bandwidth for 128GB of unified memory, Nvidia's software ecosystem is valuable, and more (www.theregister.com)
2025-10-15 Nvidia

Intel unveils Crescent Island, a data center GPU designed for AI inference workloads, featuring Intel's Xe3P microarchitecture and 160GB of LPDDR5X memory (www.crn.com)
2025-10-15 Intel AI

Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first chip for rack-sized systems (www.cnbc.com)
2025-10-14 Oracle AMD

Store your files securely with this Western Digital portable drive deal (www.bleepingcomputer.com)
2025-10-14 Western Digital

Nvidia says it is donating the Vera Rubin NVL144 server rack architecture to the Open Compute Project and outlines its vision for “gigawatt AI factories” (siliconangle.com)
2025-10-14 AI Nvidia

Researchers used an off-the-shelf system to compile a vast collection of private data, including T-Mobile users' calls and texts, sent by satellites unencrypted (www.wired.com)
2025-10-14 Mobile

Nvidia says it will begin selling the DGX Spark mini PC for AI developers on October 15 on Nvidia.com and select third-party retailers for $3,999 (www.pcmag.com)
2025-10-14 AI Nvidia

Meta brings back job listings on Facebook, available for mobile users in the US via a dedicated Jobs tab in Marketplace, and across Groups and Pages (www.pcmag.com)
2025-10-14 Facebook Mobile

OpenAI's blockbuster deals with Nvidia and AMD add a new layer to its complicated ownership structure and will dilute existing shareholders like Microsoft (www.ft.com)
2025-10-13 Microsoft Nvidia AMD

AMD Amps Up Chip War - But Nvidia's Still Leading (slashdot.org)
2025-10-13 Nvidia AMD

Sources: xAI is building world models for use in gaming and robotics, and has hired two AI researchers, Zeeshan Patel and Ethan He, from Nvidia to work on them (www.ft.com)
2025-10-12 AI Robot Nvidia

AMD's SVP of AI Vamsi Boppana says the company's AI software, designed with input from OpenAI, helped secure the multi-billion dollar deal with OpenAI (www.forbes.com)
2025-10-12 AI AMD

The Senate passes a measure requiring Nvidia and AMD to prioritize US customers over China for advanced AI chip sales, as part of a defense policy bill (www.bloomberg.com)
2025-10-11 China AI Nvidia Senate AMD

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local companies not to buy Nvidia's products (www.ft.com)
2025-10-11 China Nvidia

A profile of Singapore-based Megaspeed, which bought $2B of Nvidia chips and is under US probe for possibly helping Chinese companies evade export controls (www.nytimes.com)
2025-10-10 China Singapore Nvidia

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local tech companies to avoid Nvidia products (t.co)
2025-10-10 China Nvidia

Over three days in Arizona, Intel executives repeatedly asserted that its 18A process is the most advanced chip production tech developed and deployed in the US (www.bloomberg.com)
2025-10-10 Intel

Intel's Open Source Future in Question as Exec Says He's Done Carrying the Competition (news.slashdot.org)
2025-10-10 Intel Open Source

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