电子/移动/硬件

AMD Working To 'Push Rust Deep into the GPU Stack' (developers.slashdot.org)
2026-9-8 AMD

Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks (www.bloomberg.com)
2026-9-8 Intel Samsung

Sources: US negotiators used the promise of access to Nvidia's chips for an Armenian data center to broker a preliminary Armenia-Azerbaijan peace deal last year (www.wsj.com)
2026-9-5 Nvidia

Nvidia says it plans to bring DLSS 5 to older RTX 40-series GPUs “once RTX 50 Series performance is more fully tuned” (www.theverge.com)
2026-9-5 Nvidia

Sources: London-based AI infrastructure startup Nscale is in talks to raise as much as $3.5B in financing, including $2B from Nvidia, ahead of a planned IPO (www.bloomberg.com)
2026-9-5 IPO Startup AI Nvidia London

Nvidia becomes a leading global strategic tech backer, with the value of its equity investments up 10x in the past year to $99B, as it bolsters the AI sector (www.cnbc.com)
2026-9-4 AI Nvidia Equity

Q&A with Jensen Huang and Clément Delangue on the Nvidia-Hugging Face deal, scaling open-source models, the rumored $1B talent retention plan, and more (www.cnbc.com)
2026-9-4 Nvidia

A profile of Hugging Face, which started in 2016 to build a sassy chatbot for teens; CEO Clément Delangue says he approached Nvidia this summer to pursue a deal (www.wsj.com)
2026-9-4 chatbot Nvidia

Nvidia Launches Free Tool That Links Idle Computers Into a Personal AI Data Center (tech.slashdot.org)
2026-9-4 AI Nvidia

Nvidia launches Personal AI Router (PAIR), a free tool that distributes local AI inference workloads across compatible computers on a network, in beta (www.theverge.com)
2026-9-4 AI Nvidia

Nvidia says the RTX Spark N1X launches in October in two configurations: a 20-core CPU with a 6,144-core Blackwell GPU and an 18-core CPU with a 5,120-core GPU (www.tomshardware.com)
2026-9-4 Nvidia

Nvidia agrees to buy Hugging Face for $12.9B, its second-biggest purchase after it paid $20B for Groq assets at the end of last year (www.cnbc.com)
2026-9-3 Nvidia Asset

Equinix, whose stock is up 33% YTD, pushing its market cap to $100B, inks a deal with Nvidia to let customers run their AI models on the Together AI platform (www.cnbc.com)
2026-9-3 AI Nvidia

The US Army awards $192M in contracts to Palantir and Anduril to produce eight TITAN AI-powered mobile ground stations, to be delivered over the next 18 months (www.tectonicdefense.com)
2026-9-3 Mobile AI

Valencia-based iPronics raised $125M co-led by Maverick Silicon and Light Street, with participation from Nvidia, to develop optical circuit switch tech (www.reuters.com)
2026-9-2 Nvidia

Acer unveils the Swift Blade 14, an ultralight laptop weighing 1.76lbs with Intel Wildcat Lake processors, and the Swift Air 16, set to launch in December (www.theverge.com)
2026-9-2 Intel

Acer unveils the Predator Atlas 7, a 7" handheld with an Intel Arc G3 Extreme CPU, shipping in November, and the Project DualPlay Mini, an 8" concept device (www.engadget.com)
2026-9-2 Intel

Dell unveils the student-focused Dell 14S, with Intel Wildcat Lake chips and starting with 8GB of RAM and 256GB of storage, in a bid to rival the MacBook Neo (www.theverge.com)
2026-9-2 Intel MacBook

A look at South Korea's sovereign AI efforts, including its planned $919B AI infrastructure investment and Nvidia's expanded ties with Samsung and SK Hynix (newsletter.semianalysis.com)
2026-9-2 Korea Samsung AI Nvidia

Anthropic Signs $35 Billion Cloud Deal With Nvidia-Backed Lambda (slashdot.org)
2026-9-2 Nvidia

AI power infrastructure company SB Energy, which is backed by SoftBank, OpenAI, and Nvidia, files for an IPO, and says it is “substantially dependent” on OpenAI (www.cnbc.com)
2026-9-2 IPO Energy AI Nvidia

Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on, and supply chips to, a Hut 8-built Texas data center (www.wsj.com)
2026-9-1 Nvidia Texas

Nvidia plans to launch DLSS 5 on September 3 on RTX 50-series desktop and laptop GPUs and through GeForce Now, following a divisive announcement in March (www.theverge.com)
2026-9-1 Nvidia

Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8 (www.wsj.com)
2026-9-1 Nvidia Texas

Nvidia plans to invest $3.5B into MediaTek through convertible bonds; MediaTek forecasts AI chip revenue of about $2B this year (www.bloomberg.com)
2026-8-31 AI Nvidia

Taiwanese authorities raided the office of PCB maker Unimicron, an Nvidia and Intel supplier, alleging it illegally labeled China-made parts as made in Taiwan (asia.nikkei.com)
2026-8-31 China Taiwan Intel Nvidia

Sources: OpenAI bought tens of thousands of Macs for RL, Anthropic rents them, Nvidia sees Apple as its main local AI rival as Macs gain traction with AI devs (www.theinformation.com)
2026-8-31 AI Apple Nvidia

Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue (www.wsj.com)
2026-8-30 China AI Robot Nvidia

Modders get an experimental version of Nvidia's DLSS 5 Neural Rendering library running in over a dozen games after it leaked in NBA 2K27's early access build (videocardz.com)
2026-8-29 Nvidia

Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft (www.bloomberg.com)
2026-8-29 Microsoft AI Nvidia

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