Sunday, November 17, 2024

Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems (The Information)

The Information:
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems  —  Nvidia is grappling with new problems related to its much-anticipated Blackwell graphics processing units for artificial intelligence …



Sources: Tata Electronics agrees to buy a 60% stake in Pegatron's iPhone plant in Tamil Nadu, India, forming a joint venture, and will run the daily operations (Reuters)

Reuters:
Sources: Tata Electronics agrees to buy a 60% stake in Pegatron's iPhone plant in Tamil Nadu, India, forming a joint venture, and will run the daily operations  —  India's Tata Electronics has agreed to buy a majority stake in Taiwanese contract manufacturer Pegatron's only iPhone plant in India …



How Tim Cook may navigate Trump's presidency, a closer look at Apple's upcoming smart home command center, sources detail a new AirTag coming in 2025, and more (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
How Tim Cook may navigate Trump's presidency, a closer look at Apple's upcoming smart home command center, sources detail a new AirTag coming in 2025, and more  —  With its heavy reliance on China, Apple remains vulnerable to Donald Trump's tariffs.  But Tim Cook likely has a plan to soften the blow.



Research center Bitácora Social estimates that six out of 10 catalog sellers in Mexico now sell products from online platforms, including Shein and Temu (Daniela Dib/Rest of World)

Daniela Dib / Rest of World:
Research center Bitácora Social estimates that six out of 10 catalog sellers in Mexico now sell products from online platforms, including Shein and Temu  —  A large community of catalog saleswomen are selling items from the Chinese platform.  —  • MEXICO CITY, MEXICO



Saturday, November 16, 2024

Sources: ByteDance is valuing itself at about $300B as part of a recent buyback offer, one of its highest valuations ever (Wall Street Journal)

Wall Street Journal:
Sources: ByteDance is valuing itself at about $300B as part of a recent buyback offer, one of its highest valuations ever  —  Investors see Trump victory as a positive with threat of TikTok ban looming in U.S.  —  TikTok parent ByteDance is valuing itself at about $300 billion …



A profile of and an interview with Aura Salla, a former Meta lobbyist turned EU Parliament member, who says the EU's Big Tech regulation went too far, too fast (Morgan Meaker/Wired)

Morgan Meaker / Wired:
A profile of and an interview with Aura Salla, a former Meta lobbyist turned EU Parliament member, who says the EU's Big Tech regulation went too far, too fast  —  Aura Salla was once the tech giant's top lobbyist in Brussels.  Now, her presence as a regulator in the European Parliament is proving controversial.



An interview with Apple's Tim Millet and Tom Boger on Apple's chip strategy, making big changes to the Neural Engine after the 2017 transformer paper, and more (Nandagopal Rajan/The Indian Express)

Nandagopal Rajan / The Indian Express:
An interview with Apple's Tim Millet and Tom Boger on Apple's chip strategy, making big changes to the Neural Engine after the 2017 transformer paper, and more  —  'No other platform can touch our power performance per watt.  That's the tangible benefit to users,' Tom Boger, Vice President of Mac Product Marketing at Apple, said.



Friday, November 15, 2024

A profile of Klarna and its CEO Sebastian Siemiatkowski as it filed for a US IPO on November 13; investors hope Klarna can achieve a $150B-$200B valuation (Financial Times)

Financial Times:
A profile of Klarna and its CEO Sebastian Siemiatkowski as it filed for a US IPO on November 13; investors hope Klarna can achieve a $150B-$200B valuation  —  Swedish entrepreneur born to Polish immigrants seeks to list the ‘buy now, pay later’ fintech in New York



Filing: Samsung plans to buy back about $7.2B of its own stock in stages over the next year, in one of the larger shareholder return programs in its history (Bloomberg)

Bloomberg:
Filing: Samsung plans to buy back about $7.2B of its own stock in stages over the next year, in one of the larger shareholder return programs in its history  —  - Samsung's stock soared as much as almost 9% on Friday  — Investors fear the company is missing out on the AI boom



How Physical Intelligence is trying to give robots a humanlike understanding of the physical world by feeding data from robots doing tasks into its AI model (Will Knight/Wired)

Will Knight / Wired:
How Physical Intelligence is trying to give robots a humanlike understanding of the physical world by feeding data from robots doing tasks into its AI model  —  Physical Intelligence has assembled an all-star team and raised $400 million on the promise of a stunning breakthrough in how robots learn.



TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of stagnation (Kathrin Hille/Financial Times)

Kathrin Hille / Financial Times : TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of s...