电子/移动/硬件

Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (www.wsj.com)
2026-2-28 AI Nvidia

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each (www.cnbc.com)
2026-2-28 Amazon Nvidia

Permalink to Sauce Labs Launches Industry's First Programmable Mobile Device Cloud for the AI Era (sdtimes.com)
2026-2-27 Cloud Mobile AI

The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran (www.tomshardware.com)
2026-2-27 Intel

Nvidia stock is down 4%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about the chipmaker's better-than-expected earnings (www.cnbc.com)
2026-2-27 AI Nvidia

Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings (www.theinformation.com)
2026-2-26 Nvidia

Nvidia says the US government granted it a license to ship a small number of H200 chips to Chinese customers, but it's unclear if Beijing will allow any imports (www.bloomberg.com)
2026-2-26 China Nvidia

The UK's Virgin Media O2 launches Europe's first satellite-to-mobile service, powered by Starlink and initially available for £3/month on select Samsung devices (www.reuters.com)
2026-2-26 Europe Mobile Samsung

AMD will buy $150M in Nutanix stock and provide up to $100M to fund joint initiatives to develop an infrastructure platform for powering AI applications (www.bloomberg.com)
2026-2-26 AI AMD

Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei (www.reuters.com)
2026-2-26 China Nvidia AMD

Nvidia reports Q4 revenue up 73% YoY to $68.13B, vs. $66.21B est., Data Center revenue up 75% to $62.3B, and forecasts Q1 revenue above estimates (www.bloomberg.com)
2026-2-26 4Q Nvidia

A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments (www.bloomberg.com)
2026-2-25 Trump China AI Nvidia

Anthropic starts rolling out Remote Control for Claude Code, letting users control a session begun in the terminal from the Claude mobile app or the web (x.com)
2026-2-25 Mobile

MatX, an AI chip startup founded by two alumni of Google's chip business, raised $500M+ led by Jane Street and Situational Awareness to compete with Nvidia (www.bloomberg.com)
2026-2-25 Google Startup AI Nvidia

Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026 (www.wsj.com)
2026-2-24 AMD

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans (www.nytimes.com)
2026-2-24 China Taiwan Apple AMD

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation (www.reuters.com)
2026-2-24 Trump Nvidia

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 (www.wsj.com)
2026-2-23 Nvidia Lenovo

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops using the Arm-based Nvidia-MediaTek system-on-a-chip, which could come in H1 2026 (www.wsj.com)
2026-2-23 Nvidia Lenovo

Sources: Nvidia is close to finalizing a $30B equity investment into OpenAI that will replace the long-term $100B commitment agreed by the companies last year (www.ft.com)
2026-2-20 Nvidia Equity

Meta says it is “explicitly separating” Quest VR from its Worlds platform, making Worlds “almost exclusively mobile”, letting it better compete with Roblox (www.theverge.com)
2026-2-20 VR Mobile

Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral (www.theinformation.com)
2026-2-20 AI Goldman AMD

Mobile gaming company Scopely buys a majority stake in Istanbul-based studio Loom, maker of puzzle game Pixel Flow!; a source says the deal values Loom at $1B+ (www.hollywoodreporter.com)
2026-2-20 Mobile

Fei-Fei Li's World Labs raised $1B from a16z, Nvidia, AMD, and others to advance its world models focused on robotics and scientific discovery (www.bloomberg.com)
2026-2-19 Robot Nvidia AMD

Yotta says it is investing $2B to deploy Nvidia's Blackwell B300 GPUs at its Noida data center campus in India to create one of Asia's largest AI superclusters (economictimes.indiatimes.com)
2026-2-18 India Asia AI Nvidia

Nvidia says it is working with Peak XV and other VC firms in India to fund AI startups; over 4,000 Indian AI startups have joined its global startup program (www.cnbc.com)
2026-2-18 India Startup AI Nvidia

Filing: Nvidia unloaded 1.1M Arm shares, worth about $140M based on Arm's closing price on Tuesday, sometime in Q4, bringing Nvidia's stake to zero (www.bloomberg.com)
2026-2-18 4Q Nvidia

Sources: Western Digital plans to raise $3.09B by selling a Sandisk stake at $535-$555/share, a 9.4% discount to Tuesday's close; the offering is oversubscribed (www.bloomberg.com)
2026-2-18 Western Digital

Meta commits to buy millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; source: Meta's in-house AI chip strategy has suffered technical challenges (www.ft.com)
2026-2-18 AI Nvidia

SEC filing: Liftoff withdraws its IPO filing without specifying a reason, less than two weeks after the mobile ad platform postponed plans to price its IPO (www.bloomberg.com)
2026-2-18 IPO Mobile

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