Friday, November 22, 2024

Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October (Christiaan Hetzner/Fortune)

Christiaan Hetzner / Fortune:
Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October  —  Nvidia founder and CEO Jensen Huang doesn't have any real competition in the market for AI training chips.  —  MADS CLAUS RASMUSSEN—RITZAU SCANPIX/AFP VIA GETTY IMAGES



The EU closes a four-year long investigation into Apple's rules for e-book and audiobook app developers after the complainant withdrew its complaint (Foo Yun Chee/Reuters)

Foo Yun Chee / Reuters:
The EU closes a four-year long investigation into Apple's rules for e-book and audiobook app developers after the complainant withdrew its complaint  —  EU antitrust regulators on Friday closed a four-year long investigation into Apple's (AAPL.O) rules for competing e-book and audiobook apps developers …



A UK CMA report finds that Apple's policies hold back innovation in mobile browsers and recommends investigating Apple and Google's mobile ecosystems (Tim Hardwick/MacRumors)

Tim Hardwick / MacRumors:
A UK CMA report finds that Apple's policies hold back innovation in mobile browsers and recommends investigating Apple and Google's mobile ecosystems  —  Apple's restrictions on mobile browsers are limiting innovation and holding back new features that could benefit iPhone users …



Microsoft President Brad Smith calls on Donald Trump to "push harder" against cyberattacks from Russia, China, and Iran amid a wave of state-sponsored hacks (Tim Bradshaw/Financial Times)

Tim Bradshaw / Financial Times:
Microsoft President Brad Smith calls on Donald Trump to “push harder” against cyberattacks from Russia, China, and Iran amid a wave of state-sponsored hacks  —  Big Tech group's president calls on new US administration to take tougher approach on state-sponsored cyber attacks



Wednesday, November 20, 2024

Google tightens its rules against "parasite SEO" content, or articles that have little to do with the website's focus, after cracking down on "reputation abuse" (Mia Sato/The Verge)

Mia Sato / The Verge:
Google tightens its rules against “parasite SEO” content, or articles that have little to do with the website's focus, after cracking down on “reputation abuse”  —  Google is tightening its rules against “parasite SEO” content, or articles and pages that often have little …



SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push (Bloomberg)

Bloomberg:
SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push  —  - SMIC has more than doubled in two months as market eyes Trump  — Competition looms and valuation not attractive: Morgan Stanley



ProRata, which is launching an AI search engine next month, inks licensing deals with DMG Media and more; sources say DMG bought a stake that values it at $130M (Daniel Thomas/Financial Times)

Daniel Thomas / Financial Times:
ProRata, which is launching an AI search engine next month, inks licensing deals with DMG Media and more; sources say DMG bought a stake that values it at $130M  —  Groups including Guardian, Telegraph and Daily Mail agree licensing deals to ensure payment for content



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.



Arizona's Maricopa County is set to have the second largest concentration of US data centers by 2028, as the state races to increase electricity production (Pranshu Verma/Washington Post)

Pranshu Verma / Washington Post : Arizona's Maricopa County is set to have the second largest concentration of US data centers by 202...