Tuesday, August 6, 2024

Q&A with Intel VP Robert Hallock on the upcoming Lunar Lake chips, Intel using TSMC nodes, and how the Arm vs. x86 power debates are based on a false premise (Vaidyanathan Subramaniam/Notebookcheck)

Vaidyanathan Subramaniam / Notebookcheck:
Q&A with Intel VP Robert Hallock on the upcoming Lunar Lake chips, Intel using TSMC nodes, and how the Arm vs. x86 power debates are based on a false premise  —  With Lunar Lake all set to officially launch ahead of IFA 2024 next month, NotebookCheck had an email chat with Intel's Robert Hallock …



Google losing its US antitrust case may have major ripple effects for Apple, Amazon, and Meta, just as Microsoft's loss in 2000 influenced the Google decision (Steve Lohr/New York Times)

Steve Lohr / New York Times:
Google losing its US antitrust case may have major ripple effects for Apple, Amazon, and Meta, just as Microsoft's loss in 2000 influenced the Google decision  —  Nearly a quarter-century after Microsoft lost a similar case, a judge's decision that Google abused a monopoly in internet search is likely to have major ripple effects.



The US awards South Korea's SK Hynix an initial $450M in grants and $500M in loans to build an advanced chip packaging facility in Indiana under the CHIPS Act (Bloomberg)

Bloomberg:
The US awards South Korea's SK Hynix an initial $450M in grants and $500M in loans to build an advanced chip packaging facility in Indiana under the CHIPS Act  —  - Firm to get $450 million Chips Act grant, $500 million loan  — Indiana facility focused on advanced packaging, research



Monday, August 5, 2024

After failing to win concessions, ~6,500 unionized Samsung Electronics workers in South Korea, who declared an indefinite strike in July, returned to work (Jin Yu Young/New York Times)

Jin Yu Young / New York Times:
After failing to win concessions, ~6,500 unionized Samsung Electronics workers in South Korea, who declared an indefinite strike in July, returned to work  —  The indefinite strike, the first in the electronics company's history, comprised only a sliver of its labor force and lasted less than a month.



Elon Musk says Neuralink has implanted its device in a second trial patient, who had a spinal cord injury, and 400 of the implant's 1,024 electrodes are working (Rachael Levy/Reuters)

Rachael Levy / Reuters:
Elon Musk says Neuralink has implanted its device in a second trial patient, who had a spinal cord injury, and 400 of the implant's 1,024 electrodes are working  —  Neuralink has successfully implanted in a second patient its device designed to give paralyzed patients the ability …



Analysis: the vast majority of damages from July's CrowdStrike global IT outage will go uninsured; CrowdStrike reported nearly 24K enterprise customers in Q1 (Evan Gorelick/Bloomberg)

Evan Gorelick / Bloomberg:
Analysis: the vast majority of damages from July's CrowdStrike global IT outage will go uninsured; CrowdStrike reported nearly 24K enterprise customers in Q1  —  - Insured losses estimated between $300 million and $1.5 billion  — The days-long outage took a $5.4 billion toll on Fortune 500



Sunday, August 4, 2024

An investigation finds an active trade in Nvidia chips in China despite US restrictions; some Chinese orgs with state military ties have bought restricted chips (New York Times)

New York Times:
An investigation finds an active trade in Nvidia chips in China despite US restrictions; some Chinese orgs with state military ties have bought restricted chips  —  The U.S. is trying to stop China from getting Nvidia microchips to advance its military.  The private sector is fighting back.



Sources: OpenAI has a watermarking tech to detect text written by ChatGPT with 99.9% reliability, but the project launch has been mired in internal debates (Wall Street Journal)

Wall Street Journal:
Sources: OpenAI has a watermarking tech to detect text written by ChatGPT with 99.9% reliability, but the project launch has been mired in internal debates  —  Technology that can detect text written by artificial intelligence with 99.9% certainty has been debated internally for two years



Thoughts on first Apple Intelligence beta, which may arrive after the new iPhones launch, Apple's industrial design team leadership reshuffle, and Q3 earnings (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Thoughts on first Apple Intelligence beta, which may arrive after the new iPhones launch, Apple's industrial design team leadership reshuffle, and Q3 earnings  —  The first preview of Apple Intelligence for developers shows just how far the company has to go to live up to the hype.



Apple Services Q3 revenue topped Mac, iPad, and wearables combined and may soon exceed hardware profits, but its services can't ever have priority over hardware (Jason Snell/Six Colors)

Jason Snell / Six Colors:
Apple Services Q3 revenue topped Mac, iPad, and wearables combined and may soon exceed hardware profits, but its services can't ever have priority over hardware  —  Apple's latest quarterly results were about as boring as you can get while still featuring $21.4 billion in profit and setting an all-time third-quarter record.



Saturday, August 3, 2024

A look at Bungie's future after it laid off 220 staffers, as current and former employees say it grew too fast and tried to develop too many projects at once (Jason Schreier/Bloomberg)

Jason Schreier / Bloomberg:
A look at Bungie's future after it laid off 220 staffers, as current and former employees say it grew too fast and tried to develop too many projects at once  —  The creator of Halo and Destiny laid off more than 200 people this week including several top executives  —  Hi everyone.



Filings: Warren Buffett's Berkshire Hathaway slashed its stake in Apple by ~50% in Q2, following a 13% cut in Q1, leaving it with a position worth $84.2B (Eric Platt/Financial Times)

Eric Platt / Financial Times:
Filings: Warren Buffett's Berkshire Hathaway slashed its stake in Apple by ~50% in Q2, following a 13% cut in Q1, leaving it with a position worth $84.2B  —  Cash holdings hit a record high as billionaire investor dumps $76bn of stocks  —  Warren Buffett's Berkshire Hathaway has slashed …



Microsoft, Alphabet, Amazon, and Meta boosted capex by 50% to a total of $106B in H1 2024, as they build AI infrastructure and pledge more investment hikes (Financial Times)

Financial Times:
Microsoft, Alphabet, Amazon, and Meta boosted capex by 50% to a total of $106B in H1 2024, as they build AI infrastructure and pledge more investment hikes  —  Technology stocks have been volatile as Microsoft, Meta, Amazon and Google report huge increases in their investments in artificial intelligence



How AI-formulated bioweapons became a security obsession inside Washington, DC, forcing officials to take tech advances in weaponizing disease seriously (Riley Griffin/Bloomberg)

Riley Griffin / Bloomberg:
How AI-formulated bioweapons became a security obsession inside Washington, DC, forcing officials to take tech advances in weaponizing disease seriously  —  A stunt got White House officials to take technological advances in weaponizing disease seriously.  —  Rocco Casagrande entered …



California Gov. Newsom signs Senate Bill 976 to protect minors, banning "addictive feeds", barring social media notifications from 12am to 6am, and more (Taryn Luna/Los Angeles Times)

Taryn Luna / Los Angeles Times : California Gov. Newsom signs Senate Bill 976 to protect minors, banning “addictive feeds”, barring socia...