电子/移动/硬件

President Trump says the US will allow Nvidia to ship H200 chips to “approved customers” in China and elsewhere, and that Xi Jinping “responded positively” (www.cnbc.com)
2025-12-9 Trump China Nvidia

Source: the US Department of Commerce plans to allow the export of Nvidia's old H200 chips to China, seeking a compromise over controlling exports to China (www.semafor.com)
2025-12-9 China Nvidia

Sources: Skild AI, which develops a foundational model for robots, is in talks to raise $1B+ from SoftBank and Nvidia at a $14B valuation, up from $4.7B in July (www.reuters.com)
2025-12-9 AI Robot Nvidia

India's Tata Electronics signs up Intel as the first prospective client for its upcoming chip facilities; Tata is investing ~$14B to build in Gujarat and Assam (www.reuters.com)
2025-12-9 India Intel

How TSMC, Intel, and Amkor are transforming Phoenix into the US' chip hub, investing tens of billions and showing the difficulties of large-scale US projects (www.nytimes.com)
2025-12-4 Intel

Sources: SoftBank agrees to sell a large portion of its stake in InMobi back to the Indian mobile ad company for ~$250M, reducing its holding to <10% from 30%+ (www.bloomberg.com)
2025-12-4 India Mobile

Nvidia says its GB200 Blackwell AI servers boost performance 10x compared to H200 servers for MoE models like Moonshot's Kimi K2 Thinking and DeepSeek's R1 (www.reuters.com)
2025-12-4 AI Nvidia

AT&T and Verizon Are Fighting Back Against T-Mobile's Easy Switch Tool (mobile.slashdot.org)
2025-12-4 Mobile AT&T

Intel shelves plans to spin off or sell a stake in its networking division NEX, after deciding that the business is more likely to succeed as an internal unit (www.bloomberg.com)
2025-12-4 Intel

Jensen Huang says “we don't know” if China would accept Nvidia's H200 AI chips even if the US relaxed export controls, following a meeting with President Trump (www.bloomberg.com)
2025-12-4 Trump China AI Nvidia

Freedom Mobile discloses data breach exposing customer data (www.bleepingcomputer.com)
2025-12-4 Mobile

Amazon To Use Nvidia Tech In AI Chips, Roll Out New Servers (slashdot.org)
2025-12-3 Amazon AI Nvidia

Apptopia: ChatGPT referrals to retailer mobile apps increased 28% YoY during the Black Friday weekend in 2025; Amazon's share of ChatGPT referrals grew to 54% (techcrunch.com)
2025-12-3 Amazon Mobile Black Friday

Amazon launches AWS AI Factories to deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in customers' data centers (www.datacenterdynamics.com)
2025-12-3 Amazon AI Nvidia

Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips (techcrunch.com)
2025-12-3 Amazon AI Nvidia

Trump Administration To Take Equity Stake In Former Intel CEO's Chip Startup (yro.slashdot.org)
2025-12-3 Trump Intel Startup Equity

At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI” (www.cnbc.com)
2025-12-2 Nvidia Tokyo

Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model” (techcrunch.com)
2025-12-2 AI Nvidia

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (stratechery.com)
2025-12-2 Google Nvidia

India Orders Mobile Phones Preloaded With Government App To Ensure Cyber Safety (tech.slashdot.org)
2025-12-2 India Mobile

Former CEO Blasts Intel's 'Decay': 'We Don't Know How To Engineer Anymore' (slashdot.org)
2025-12-2 Intel

Nvidia acquires $2B of Synopsys' common stock and unveils a strategic partnership to accelerate computing and AI engineering products, including deploying CUDA (www.cnbc.com)
2025-12-2 AI Nvidia

Netflix quietly removes support for casting from its mobile app to most modern TVs and streaming devices, including Chromecast, regardless of subscription plan (www.androidauthority.com)
2025-12-1 Mobile Netflix

Q&A with ex-Intel CEO Pat Gelsinger on the “decay” at Intel, the Chip Act's terrible execution, the irony of Lip-Bu Tan broadly following his strategy, and more (www.ft.com)
2025-12-1 Intel

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
2025-12-1 Google AI Nvidia

An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X (x.com)
2025-11-29 Google Nvidia AMD

Sources: Intel may start shipping a portion of Apple's lowest-end M chips as early as 2027; Apple is evaluating Intel's 18A process for the chip production (x.com)
2025-11-29 Intel Apple

US intel ‘likely' behind alleged Witkoff leak – Guardian (www.rt.com)
2025-11-28 Intel

Taiwanese prosecutors search Intel exec Lo Wen-jen's homes days after TSMC alleged he leaked sensitive info, suggesting the government is deepening its probe (www.bloomberg.com)
2025-11-27 Taiwan Intel

Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips (www.ft.com)
2025-11-27 China Alibaba AI Nvidia Southeast Asia

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