电子/移动/硬件

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (www.bloomberg.com)
2026-2-4 Nvidia

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours (www.bloomberg.com)
2026-2-4 4Q AMD

At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect (www.reuters.com)
2026-2-4 Intel AI Cisco

YouTube Kills Background Playback on Third-Party Mobile Browsers (news.slashdot.org)
2026-2-4 Mobile YouTube

Oracle says the Nvidia-OpenAI deal has “zero impact” on its financial relationship with OpenAI and it is “highly confident in OpenAI's ability to raise funds” (x.com)
2026-2-3 Oracle Nvidia

Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year, including from Cerebras and Groq (www.reuters.com)
2026-2-3 AI Nvidia

France plotting ‘political revenge' in Africa – Russian intel (www.rt.com)
2026-2-2 Russia France Intel Africa

An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch (arstechnica.com)
2026-2-1 Android Interview Nvidia

Nvidia CEO Denies OpenAI's $100B Investment from Nvidia is 'Stalled' (hardware.slashdot.org)
2026-2-1 Nvidia

Q&A with AMD CTO Mark Papermaster, who says AMD is the first customer for TSMC's 2nm process, on AMD's rise since he joined in 2011, AI in chip design, and more (morethanmoore.substack.com)
2026-2-1 AI AMD

Nvidia CEO Jensen Huang said the company will “absolutely” be involved in OpenAI's current funding round, though the investment will be “nothing like” $100B (www.bloomberg.com)
2026-2-1 Nvidia

Mobile device shake detection (slicker.me)
2026-1-31 Mobile

Inside China's execution conveyor belt: How 'mobile injection vans and firing squads are used to put thousands to death a year' - outstripping capital punishment figures for the rest of the world combined (www.dailymail.co.uk)
2026-1-31 China Mobile

Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal (www.wsj.com)
2026-1-31 Nvidia

Sources: China has given DeepSeek approval to buy Nvidia's H200 AI chips but imposes regulatory conditions, which are still being finalized (www.reuters.com)
2026-1-30 China AI Nvidia

Nvidia GeForce NOW Is Now Available Natively On Linux (games.slashdot.org)
2026-1-30 Linux Nvidia

Nvidia launches a native GeForce NOW app for Linux, starting with Debian-based Ubuntu, after releasing a Steam Deck app in 2025; in a hands-on, it works well (www.windowscentral.com)
2026-1-30 Linux Ubuntu Nvidia

Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (www.reuters.com)
2026-1-29 China AI Nvidia

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
2026-1-29 Amazon Microsoft Nvidia

DHS reveals that NEC is the vendor that sold Mobile Fortify, a facial recognition app used by federal immigration agents to identify people in the field, to CBP (www.wired.com)
2026-1-29 Mobile Immigration Facial Recognition

Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (www.ft.com)
2026-1-28 Nvidia

Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (en.yna.co.kr)
2026-1-28 Nvidia

Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (www.reuters.com)
2026-1-28 China Nvidia

Yahoo launches Scout, an AI answer engine powered by Claude, in beta for US users on desktop and mobile, and joins Microsoft's Publisher Content Marketplace (www.axios.com)
2026-1-28 Microsoft Mobile AI Yahoo

Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables (techcrunch.com)
2026-1-27 Google Nvidia

Intel Panther Lake laptop CPU review: the 18A-based Core Ultra X9 388H outperforms Apple's M5 and AMD's top-tier Strix Halo in some tests like 4K video exports (www.theverge.com)
2026-1-27 Intel Apple AMD

Nvidia invests an additional $2B in CoreWeave to help speed up adding 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPU; CRWV jumps 9%+ (www.bloomberg.com)
2026-1-27 AI Nvidia

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (stratechery.com)
2026-1-27 Intel Samsung

Sources: Samsung enters the final qualification phase to supply its HBM4 chips to Nvidia, and targets mass production in February; Samsung's shares jumped 3.2% (www.bloomberg.com)
2026-1-26 Samsung Nvidia

Intel's stock, riding high for months after the US government took a 10% stake, crashed 17% on Jan. 23, after the company flagged continued operational issues (www.wsj.com)
2026-1-24 Intel

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