电子/移动/硬件

Sources detail Intel's turnaround under Lip-Bu Tan as AI demand for CPUs boosts business; Intel's deal to make Arm's AI data center chip fell through in 2024 (www.ft.com)
2026-8-6 Intel AI

Elon Musk says SpaceX has decided to “build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture” (www.businessinsider.com)
2026-8-6 Elon Musk Nvidia SpaceX

The Days of Walking Into a T-Mobile Store May Be Numbered (mobile.slashdot.org)
2026-8-6 Mobile

SpaceX President Gwynne Shotwell says the company aims to build out ground-based infrastructure to complement its satellite network for “a true mobile service” (www.reuters.com)
2026-8-5 Mobile SpaceX

AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours (www.bloomberg.com)
2026-8-5 AMD

Alpamayo 2 Super, Nvidia's frontier open reasoning model for robotaxis and AVs, is now available for commercial use under the OpenMDW-1.1 license (blogs.nvidia.com)
2026-8-5 Nvidia

Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta; Volta says the deal runs for six years (www.bloomberg.com)
2026-8-4 Startup AI Nvidia Norway

Amazon becomes the fifth company to reach a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple; its stock closed up 4.58% on Monday (www.bloomberg.com)
2026-8-4 Amazon Microsoft Apple Nvidia Alphabet

A look at Central Asia's emerging data center race, led by Uzbekistan's 6MW TAS-1 due by year-end and Kazakhstan's 125MW facility with 100K Nvidia chips by 2027 (asia.nikkei.com)
2026-8-3 Asia Nvidia

Sensor Tower: India's mobile app market generated a record $345M in consumer spending in Q2, up 35% YoY; ChatGPT ranked No. 1 by downloads and No. 2 by revenue (techcrunch.com)
2026-8-1 India Mobile Sensor

Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies (www.bloomberg.com)
2026-7-31 Alibaba Nvidia

Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% (www.cnbc.com)
2026-7-31 Microsoft Intel AMD

Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique (www.theinformation.com)
2026-7-30 Intel AI

Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more (www.ft.com)
2026-7-30 AI Nvidia

As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment (www.ft.com)
2026-7-30 Mobile

Source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors (www.reuters.com)
2026-7-29 Intel Startup

Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ (www.ft.com)
2026-7-29 AMD

Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW (www.theblock.co)
2026-7-28 AMD

Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell (www.theinformation.com)
2026-7-28 China Startup Nvidia

Sources: Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling of AI chips into China, after searching his home and office on July 24 (www.bloomberg.com)
2026-7-28 China Taiwan AI Nvidia

LSEG data: prices for credit default swaps, a closely watched gauge of risk, tied to Oracle, SpaceX, Alphabet, Nvidia, and others rise sharply to record highs (www.ft.com)
2026-7-28 Oracle Nvidia Alphabet SpaceX

Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of thousands of chips; Hut 8 didn't name its client (www.ft.com)
2026-7-28 Nvidia Texas

Apple overtakes Nvidia to become the world's most valuable publicly traded company, two years after it lost the crown, closing at a $4.9T market cap on Monday (www.nytimes.com)
2026-7-28 Apple Nvidia

Nvidia, Tech Giants Launch AI Safety Initiative (it.slashdot.org)
2026-7-27 AI Nvidia

Xbox says it is working to resolve a “major outage” affecting its Account & Profile, Store & Subscriptions, and Apps & Mobile services (www.videogameschronicle.com)
2026-7-27 Mobile Xbox

Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (www.bloomberg.com)
2026-7-27 Startup Nvidia

Framework Laptop 13 Pro review: very good Intel Core Ultra X7 performance, excellent build quality and keyboard, but expensive because of high RAM prices (www.theverge.com)
2026-7-27 Intel

Nvidia In Talks With OpenAI To Guarantee $250 Billion Financing For Data Center (news.slashdot.org)
2026-7-27 Nvidia

Nvidia says it made a “substantial” investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an “order of magnitude” (www.wsj.com)
2026-7-27 Nvidia

Nvidia launches the Open Secure AI Alliance, a coalition with Hugging Face and others to develop and share tools for AI safety and cybersecurity (www.reuters.com)
2026-7-27 AI Nvidia

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