Businesses

Foxconn Building Nvidia Superchip Facility In Mexico (reuters.com) 38

Foxconn has chosen Mexico for the site of the world's largest manufacturing facility for Nvidia's GB200 superchips. These chips are a "key component of the U.S. firm's next-generation Blackwell family computing platform," notes Reuters. From the report: "We're building the largest GB200 production facility on the planet," said Benjamin Ting, Foxconn senior vice president for the cloud enterprise solutions business group. Nvidia said in August that it had started shipping Blackwell samples to its partners and customers after tweaking its design, and expected several billion dollars in revenue from these chips in the fourth quarter. Ting said the partnership between his company and Nvidia was very important and everyone was asking for Nvidia's Blackwell platform. "The demand is awfully huge," Ting said at the company's annual tech day in Taipei, standing next to Nvidia's vice president for AI and robotics, Deepu Talla.

Speaking to reporters later, Foxconn Chairman Young Liu said the plant was being built in Mexico, and that the capacity there would be "very, very enormous". He did not elaborate. Foxconn already has a large manufacturing presence in Mexico and has invested more than $500 million to date in the state of Chihuahua. Liu said the company's supply chain was ready for the AI revolution, adding its manufacturing capabilities include the "advanced liquid cooling and heat dissipation technologies necessary to complement the GB200 server's infrastructure."

Hardware

Global Semiconductor Sales Up 20.6% To Record $53.1 Billion (theregister.com) 3

Global semiconductor sales recorded a 20.6% year-on-year increase in August to $53.1 billion, according to the Semiconductor Industry Association (SIA). The Register reports: The Americas led the way, with sales up 43.9 percent to $15.4 billion over last year to notch up what may be the highest on record for August, the SIA said. This comes on the back of swelling demand from sectors such as AI, cloud computing, and automotive. Over in Asia-Pacific sales grew year-on-year by 17.1 percent to $10.95 billion, according to the World Semiconductor Trade Statistics organization, which compiles these stats for the SIA. China was up 19.2 percent to $13 billion and Japan grew two percent to $4 billion.

Europe was the outlier, recording a nine percent drop to $4.7 billion. No reason was given for this decline. However, on a worldwide basis, all continents returned positive month-on-month numbers in August for the first time since October 2023, indicating that the semiconductor industry is on a path to recovery.

AI

A Single Cloud Compromise Can Feed an Army of AI Sex Bots (krebsonsecurity.com) 28

An anonymous reader quotes a report from KrebsOnSecurity: Organizations that get relieved of credentials to their cloud environments can quickly find themselves part of a disturbing new trend: Cybercriminals using stolen cloud credentials to operate and resell sexualized AI-powered chat services. Researchers say these illicit chat bots, which use custom jailbreaks to bypass content filtering, often veer into darker role-playing scenarios, including child sexual exploitation and rape. Researchers at security firm Permiso Security say attacks against generative artificial intelligence (AI) infrastructure like Bedrock from Amazon Web Services (AWS) have increased markedly over the last six months, particularly when someone in the organization accidentally exposes their cloud credentials or key online, such as in a code repository like GitHub.

Investigating the abuse of AWS accounts for several organizations, Permiso found attackers had seized on stolen AWS credentials to interact with the large language models (LLMs) available on Bedrock. But they also soon discovered none of these AWS users had enabled logging (it is off by default), and thus they lacked any visibility into what attackers were doing with that access. So Permiso researchers decided to leak their own test AWS key on GitHub, while turning on logging so that they could see exactly what an attacker might ask for, and what the responses might be. Within minutes, their bait key was scooped up and used in a service that offers AI-powered sex chats online.

"After reviewing the prompts and responses it became clear that the attacker was hosting an AI roleplaying service that leverages common jailbreak techniques to get the models to accept and respond with content that would normally be blocked," Permiso researchers wrote in a report released today. "Almost all of the roleplaying was of a sexual nature, with some of the content straying into darker topics such as child sexual abuse," they continued. "Over the course of two days we saw over 75,000 successful model invocations, almost all of a sexual nature."

Microsoft

Microsoft Exec Tells Staff There Won't Be an Amazon-style Return-to-Office Mandate Unless Productivity Drops (yahoo.com) 56

Microsoft won't impose a new return-to-office mandate unless management concludes that productivity has dropped, a high-level exec has reportedly told workers. From a report: The software and cloud-computing giant currently allows employees to work remotely, with many new hires promised the flexibility of working from home at least half the week. But that isn't written in stone. According to two anonymous sources that spoke with Business Insider, executive vice president Scott Guthrie recently told staff at his Microsoft's Cloud and AI group, which includes Azure, that a policy change isn't on the cards at present -- so long as workers stay productive.

While no statement has been provided as of press time, Microsoft told Business Insiderthat the company's work policies have not changed. Amazon CEO Andy Jassy's bombshell decree has roiled tech employees across the sector, many of whom dread a return to hours wasted in traffic jams on the long daily commute.

Businesses

AI Chipmaker Cerebras Files For IPO To Take On Nvidia (cnbc.com) 24

Cerebras Systems, an AI chip startup, filed (PDF) for an IPO and plans to trade under the ticker "CBRS" on Nasdaq. CNBC reports: Cerebras competes with Nvidia, whose graphics processing units are the industry's choice for training and running AI models. Cerebras says on its website that its WSE-3 chip comes with more cores and memory than Nvidia's popular H100. It's also a physically larger chip. In addition to selling chips, Cerebras offers cloud-based services that rely on its own computing clusters. [...] In addition to Nvidia, Cerebras cites AMD, Intel, Microsoft and Google as competitors, "as well as internally developed custom application-specific integrated circuits and a variety of private companies." Taiwan Semiconductor Manufacturing Company makes the Cerebras chips. Cerebrus warned investors that any possible supply chain disruptions may hurt the company.

Cerebras was founded in 2016 and is based in Sunnyvale, California. Andrew Feldman, the startup's co-founder and CEO, sold server startup SeaMicro to AMD for $355 million in 2012. The company said in 2021 that it was valued at over $4 billion in a $250 million funding round.In May, G42 committed to purchasing $1.43 billion in orders from Cerebras before March 2025, according to the filing. G42 currently owns under 5% of Cerebras' Class A shares, and the firm has an option to purchase more depending on how much Cerebras product it buys.

Power

The Hot New Trend in Commercial Real Estate? Renting to Data Centers (yahoo.com) 49

U.S. real estate developers "are having a hard time keeping up with demand," reports the Los Angeles Times, "as businesses in search of secure spots for their servers rent nearly every square foot that becomes available..." Construction of new data centers is at "extraordinary levels" driven by "insatiable demand," a recent report on the industry by real estate brokerage JLL found. "Never in my career of 25 years in real estate have I seen demand like this on a global scale," said JLL real estate broker Darren Eades, who specializes in data centers...

The biggest drivers are AI and cloud service providers that include some of the biggest names in tech, such as Amazon, Microsoft, Google and Oracle. With occupancy in conventional office buildings still down sharply following the impact of the COVID-19 pandemic and property values falling, data centers represent a rare ripe opportunity for real estate developers, who are pursuing opportunities in major markets like Los Angeles and less urban locales that are served by plentiful and preferably cheap power needed to run data centers. "If you can find a cluster of power to build a site, they'll come," Eades said of developers. Construction is taking place at an "extraordinary" pace nationwide and still not keeping up, the JLL data center report said. [Data center] "Vacancy declined to a record low of 3% at midyear due to insatiable demand and despite rampant construction."

Development increased more than sevenfold in two years, with the pipeline of new projects leveling off in the first half of 2024, a potential signal that the U.S. power grid cannot support development at a faster pace. But when projects currently under construction or planned are complete, the U.S. colocation market, in which businesses rent space in a data center owned by another company for their servers and other computing hardware, will triple in size from current levels... Real estate investors and landlords are being drawn into the market because demand from tenants is high and they are likely to renew their leases after shouldering the costs of setting up data centers. "They invest in their space and in your space and they tend to stick around longer," said Mark Messana, president of Downtown Properties, which owns offices in Los Angeles and San Francisco. "As we all know, the office market is struggling a little bit, so it's nice to be able to have some data customers in the mix..."

Power demand for computing is growing so intense that it threatens to strain the nation's electrical grid, sending users to remote locations where power is plentiful and preferably cheap. Data center developers are working in Alabama, the Dakotas and Indiana, "traditionally states that wouldn't have data centers," Eades said.

The article includes "the mother of all data centers" in the western U.S. — a 30-story building where "thousands of miles of undersea fiber-optic cables disappear into an ordinary-looking office tower." Once a prestigious location for businesses, "The recent departure of a law firm that had been in the building more than 50 years cleared out five floors that will quickly be re-leased to data tenants, said Eades, who represents the landlord..."

To retrofit the building for data centers, "two elevators were removed so the empty shafts could hold water pipes used to help keep the temperature cool enough for the heat-producing servers" — and developers are happy rents "can be double what they are at newer downtown office high-rises, according to real estate data provider CoStar...

"By 2030, data centers could account for as much as 11% of U.S. power demand — up from 3% now, according to analysts at Goldman Sachs."
Programming

Are AI Coding Assistants Really Saving Developers Time? (cio.com) 142

Uplevel provides insights from coding and collaboration data, according to a recent report from CIO magazine — and recently they measured "the time to merge code into a repository [and] the number of pull requests merged" for about 800 developers over a three-month period (comparing the statistics to the previous three months).

Their study "found no significant improvements for developers" using Microsoft's AI-powered coding assistant tool Copilot, according to the article (shared by Slashdot reader snydeq): Use of GitHub Copilot also introduced 41% more bugs, according to the study...

In addition to measuring productivity, the Uplevel study looked at factors in developer burnout, and it found that GitHub Copilot hasn't helped there, either. The amount of working time spent outside of standard hours decreased for both the control group and the test group using the coding tool, but it decreased more when the developers weren't using Copilot.

An Uplevel product manager/data analyst acknowledged to the magazine that there may be other ways to measure developer productivity — but they still consider their metrics solid. "We heard that people are ending up being more reviewers for this code than in the past... You just have to keep a close eye on what is being generated; does it do the thing that you're expecting it to do?"

The article also quotes the CEO of software development firm Gehtsoft, who says they didn't see major productivity gains from LLM-based coding assistants — but did see them introducing errors into code. With different prompts generating different code sections, "It becomes increasingly more challenging to understand and debug the AI-generated code, and troubleshooting becomes so resource-intensive that it is easier to rewrite the code from scratch than fix it."

On the other hand, cloud services provider Innovative Solutions saw significant productivity gains from coding assistants like Claude Dev and GitHub Copilot. And Slashdot reader destined2fail1990 says that while large/complex code bases may not see big gains, "I have seen a notable increase in productivity from using Cursor, the AI powered IDE." Yes, you have to review all the code that it generates, why wouldn't you? But often times it just works. It removes the tedious tasks like querying databases, writing model code, writing forms and processing forms, and a lot more. Some forms can have hundreds of fields and processing those fields along with doing checks for valid input is time consuming, but can be automated effectively using AI.
This prompted an interesting discussion on the original story submission. Slashdot reader bleedingobvious responded: Cursor/Claude are great BUT the code produced is almost never great quality. Even given these tools, the junior/intern teams still cannot outpace the senior devs. Great for learning, maybe, but the productivity angle not quite there.... yet.

It's damned close, though. GIve it 3-6 months.

And Slashdot reader abEeyore posted: I suspect that the results are quite a bit more nuanced than that. I expect that it is, even outside of the mentioned code review, a shift in where and how the time is spent, and not necessarily in how much time is spent.
Agree? Disagree? Share your own experiences in the comments.

And are developers really saving time with AI coding assistants?
Businesses

Oracle Owns Nearly a Third of Arm Chip House Ampere, Could Take Control In 2027 (theregister.com) 6

The Register's Tobias Mann reports: Oracle could choose to take control of Ampere Computing, the Arm processor designer it has backed and uses in its cloud. A proxy statement [PDF] filed on Wednesday reveals that Oracle held 29 percent stake in Ampere as of May 31, 2024, and has the option to gain majority control over the chip house in 2027. "The total carrying value of our investments in Ampere, after accounting for losses under the equity method of accounting, was $1.5 billion as of May 31, 2024," the filing reads. Oracle also revealed it extended $600 million in loans in the form of convertible debt to Ampere during its 2024 fiscal year, on top of $400 million in debt given during the prior fiscal year. Ampere's debts are set to mature beginning June 2026, when Oracle will have the option of converting those investments into additional equity in the chip startup. "If either of such options is exercised by us or our co-investors, we would obtain control of Ampere and consolidate its results with our results of operations," the filing explains.

According to the document, Oracle spent roughly $48 million on Ampere processors during its 2023 fiscal year -- some of it direct with Ampere and some through a third party. By comparison, Big Red spent just $3 million on Ampere's chips and had $101.1 million worth of products available under a pre-payment order by the end of fiscal year 2024. This is despite the fact that Oracle is aggressively expanding its datacenter footprint to address growing demand for AI infrastructure. These efforts have included the deployment of massive clusters of GPUs from Nvidia and AMD with the largest campus developments nearing a gigawatt in scale. The filing also revealed that Ampere founder and CEO Renee James will not seek re-election to Oracle's board of directors.

Businesses

Dozens of Fortune 100 Companies Have Unwittingly Hired North Korean IT Workers (therecord.media) 29

"Dozens of Fortune 100 organizations" have unknowingly hired North Korean IT workers using fake identities, generating revenue for the North Korean government while potentially compromising tech firms, according to Google's Mandiant unit. "In a report published Monday [...], researchers describe a common scheme orchestrated by the group it tracks as UNC5267, which has been active since 2018," reports The Record. "In most cases, the IT workers 'consist of individuals sent by the North Korean government to live primarily in China and Russia, with smaller numbers in Africa and Southeast Asia.'" From the report: The remote workers "often gain elevated access to modify code and administer network systems," Mandiant found, warning of the downstream effects of allowing malicious actors into a company's inner sanctum. [...] Using stolen identities or fictitious ones, the actors are generally hired as remote contractors. Mandiant has seen the workers hired in a variety of complex roles across several sectors. Some workers are employed at multiple companies, bringing in several salaries each month. The tactic is facilitated by someone based in the U.S. who runs a laptop farm where workers' laptops are sent. Remote technology is installed on the laptops, allowing the North Koreans to log in and conduct their work from China or Russia.

Workers typically asked for their work laptops to be sent to different addresses than those listed on their resumes, raising the suspicions of companies. Mandiant said it found evidence that the laptops at these farms are connected to a "keyboard video mouse" device or multiple remote management tools including LogMeIn, GoToMeeting, Chrome Remote Desktop, AnyDesk, TeamViewer and others. "Feedback from team members and managers who spoke with Mandiant during investigations consistently highlighted behavior patterns, such as reluctance to engage in video communication and below-average work quality exhibited by the DPRK IT worker remotely operating the laptops," Mandiant reported.

In several incident response engagements, Mandiant found the workers used the same resumes that had links to fabricated software engineer profiles hosted on Netlify, a platform often used for quickly creating and deploying websites. Many of the resumes and profiles included poor English and other clues indicating the actor was not based in the U.S. One characteristic repeatedly seen was the use of U.S-based addresses accompanied by education credentials from universities outside of North America, frequently in countries such as Singapore, Japan or Hong Kong. Companies, according to Mandiant, typically don't verify credentials from universities overseas.
Further reading: How Not To Hire a North Korean IT Spy
Google

Google Complains To EU Over Microsoft Cloud Practices (reuters.com) 22

Alphabet unit Google filed a complaint to the European Commission on Wednesday against what it said were Microsoft's anti-competitive practices to lock customers into Microsoft's cloud platform Azure. From a report: Google, whose biggest cloud computing rivals are Microsoft and Amazon Web Services, said Microsoft was exploiting its dominant Windows Server operating system to prevent competition. Google Cloud Vice President Amit Zavery told a briefing that Microsoft made customers pay a 400% mark-up to keep running Windows Server on rival cloud computing operators. This did not apply if they used Azure. Users of rival cloud systems would also get later and more limited security updates, Zavery said.

Google pointed to a 2023 study by cloud services organization CISPE which found that European businesses and public sector bodies were paying up to 1 billion euros ($1.12 billion) per year on Microsoft licensing penalties. Microsoft in July clinched a 20-million-euro deal to settle an antitrust complaint about its cloud computing licensing practices with CISPE, averting an EU investigation. However, the settlement did not include Amazon Web Services, Google Cloud Platform and AliCloud, prompting criticism from the first two companies.

Microsoft

Admins Using Windows Server Update Services Up in Arms as Microsoft Deprecates Feature (theregister.com) 77

Microsoft giveth and Microsoft taketh away, as administrators using Windows Server Update Services (WSUS) will soon find out. From a report: Windows Server 2025 remains in preview, but Microsoft has been busy letting users know what is set for removal and what will be deprecated in the release. WSUS fits into the latter category -- still there for now, but no longer under active development. This is a big deal for many administrators who rely on the feature to deploy and manage the distribution of updates and features in an enterprise environment.

It'll even work on a network disconnected from the internet -- download the patches to a connected computer, stick them on some removable media, import the patches to a WSUS server on the disconnected network, and away you go. A tame administrator told El Reg: "We are migrating to Intune. It's a lot more complicated than WSUS, and it takes a lot longer to get set up."

"Such is progress!" he sighed. Microsoft's advice is, unsurprisingly, to migrate to cloud tools. As well as the aforementioned Intune, there is also Windows Autopatch for client update management or Azure Update Manager for server update management. And there are plenty of third-party tools out there too, such as Ansible. Microsoft's announcement has attracted comment. One user said: "Congratulations, you just made centralized automated patching subject to internal politics and budget constraints. "I survived the era of Melissa, SQL Slammer, and other things that were solved when we no longer had to choose between paid patch management or trusting admins of every server to do the right thing. For those of you that did not live through that, buckle up!"

Google

Google To Update Street View Images Across Dozens of Countries, Deleted Blog Post Says (theverge.com) 29

Google is getting ready to show off updated Street View imagery in nearly 80 countries. The Verge: In a now-removed blog post seen by The Verge, Google announced that the new images are coming to countries like Australia, Brazil, Denmark, Japan, the Philippines, Rwanda, Serbia, South Africa, and more. Google is also bringing Street View to a handful of countries where it's never been available, including Bosnia, Namibia, Lichtenstein, and Paraguay. The company said its more portable Street View camera, which launched in 2022, will help offer images of "even more places in the future."

Google Maps and Google Earth are getting sharper satellite imagery as well, thanks to the company's cloud-removal AI tool that takes out clouds, shadows, haze, and mist. This should result in "brighter, more vibrant" images, according to Google.

IT

How Sonos Botched an App and Infuriated Its Customers 65

Sonos launched a disastrous app update in May, prompting CEO Patrick Spence to commission an internal investigation led by chief counsel Eddie Lazarus. The software release, plagued with missing features and bugs, has sparked widespread customer outrage and led to a $200 million revenue shortfall. Sonos shares have plummeted 25% this year. Lazarus interviewed about two dozen employees and reviewed meeting recordings before presenting his findings to the board in late July. Bloomberg: What has happened to Sonos is at its heart a cautionary tale of company leadership ignoring the perils of "technical debt," the term used by software engineers to describe the compounding threat of outdated code and infrastructure on security, usability and stability.

For two decades, Sonos had allowed its tech debt to pile high. When it undertook in earnest its effort to revamp its app in mid-2022, the company knew it was sitting on infrastructure and code written in languages that were pretty much obsolete. The Sonos app had been adapted and spliced and tinkered with so often, the vast majority of work being performed for the new app was less about introducing new functionality than sorting out the existing mess.

The company could have tackled its tech debt sooner but appears to have lacked a crucial element: urgency. It finally came in the form of the Sonos Ace headphones, the first product in the Sonos range to be fully mobile rather than using home or office Wi-Fi. The app needed to be rebuilt, as did the cloud computing setup underpinning it.

Ace is a critical product for Sonos. Now that Sonos' pandemic sales boom has subsided, Wall Street has started to question where revenue growth will come from. Sonos Ace is a big part of the answer. Despite the company's lofty and well-earned reputation, Sonos' share of the $100 billion audio market is only around 2% because it has not gone toe-to-toe in the headphones category with Apple, Sennheiser, Bose and the rest.
Open Source

As Companies Try 'Open Source Rug Pull', Open Source Foundations Considered Helpful (redmonk.com) 40

"In the era of the open source rug pull, the role of open source foundations is more important than ever," argues the co-founder of the developer-focused industry analyst firm RedMonk: The "rug pull" here refers to companies that have used open source as a distribution mechanism, building a community and user base, before changing the license to be restricted, rather than truly open source. "This is capitalism, yo. We've got shareholders to satisfy. It's time to relicense that software, move to a Business Source license." [...] Where open source used to be a sustainable commitment, today too often it feels like a short term tactic. Commercial open source isn't what it used to be.

Which means that open source foundations, which provide ongoing governance and intellectual property management for open source projects, are in an interesting position, in some cases becoming more adversarial than they historically have been with vendors.... [T]he Apache Software Foundation (ASF) has done a great job of fostering sustainable, commercial, open source for decades now, most notably in the data infrastructure space — think Hadoop, Spark, Kafka, Flink etc. ["[C]ommercial open source would almost certainly never have achieved critical mass and continued success without foundations in the mix," the article notes later. "The ASF was founded in 1999, and underpinned the adoption of open source middleware in the enterprise..."] One premise behind the Cloud Native Computing Foundation (CNCF) is that user organisations can within reason trust it to stand behind the projects it incubates and manages. While not an explicit commitment, adopters generally, and enterprises specifically, have seen the CNCF imprimatur as one that they can rely on. In the era of the open source rug pull this kind of promise becomes even more important....

Sid Sijbrandij, CEO of GitLab has argued that open source companies should commit to an Open Charter as a mechanism to protect users from open source rug pulls. "Open source software isn't useful if people can't rely on the project remaining open source. Adopting Open Charter offers open source users predictability amidst the growing licensing switch trend." With a CNCF project, though, the need for this kind of charter becomes less important, because the code is by design not single source, but has a diverse set of contributors. Which is to say that open source foundations can make rug pulls a lot less likely than adoption of open source technology built by a single company. Relying on benevolent dictators is generally pretty risky. And recently the benevolent dictators have seemed... less benevolent.

In conclusion, "Open Source Foundations Considered Helpful," according to the post's title. It does argue that "Any company is within its rights to relicense its software, but it can certainly be problematic from a community and project health perspective.

"Which is exactly why open source foundations are more important than ever."
Windows

Microsoft Launches a Windows App For iPhones, Macs, and Android Devices (theverge.com) 19

Microsoft has launched a new Windows app that serves as a hub for streaming Windows environments from services like Windows 365 and Azure Virtual Desktop. However, it's limited to Microsoft work and school accounts with "no signs that Microsoft plans to support consumer accounts," notes The Verge's Tom Warren. From the report: This new unified app has been in testing for nearly a year, and includes a customizable home screen, multi-monitor support, and USB redirection so you can use local devices like webcams, storage devices, and printers as if they were plugged directly into a cloud PC. This Windows app is limited to Microsoft work and school accounts, as it's primarily designed for existing users of Remote Desktop clients for Windows and other operating systems to move to. Microsoft has had similar apps for connecting to PCs remotely in Windows for decades, including the Remote Desktop Connection app that still ships as part of Windows 11. These apps, including the new Windows one, are useful for connecting to work PCs from a personal laptop or PC. The Windows app is available from the Microsoft Store and Apple App Store. An Android version enters public preview mode today.
Twitter

X Circumvents Court-Ordered Block In Brazil (theguardian.com) 81

Late last month, Brazilian Justice Alexandre de Moraes ordered X to suspend operations in Brazil after a months-long dispute with X owner Elon Musk. The conflict centered on Musk's refusal to appoint a legal representative in the country and his refusal to take down disinformation and far-right accounts. However, on Wednesday, X bypassed the court-ordered block by utilizing third-party cloud services, allowing many Brazilian users to access the platform without the need for a virtual private network (VPN). From a report: The number of Brazilians accessing X is unknown, according to [Abrint, the Brazilian Association of Internet and Telecommunications Providers]. "I believe the change was probably intentional. Why would X use a third-party service that ends up being slower than its own?" said Basilio Perez, a board member at Abrint.

Any revised order from Brazil's national telecommunications agency Anatel, which is responsible for implementing the court ruling, will need to be more specific, because blocking cloud access is complex and may jeopardize government agencies and financial services providers, Perez said.

Anatel has identified the problem and is working to first notify content delivery network providers, followed by telecom companies to block access again to X in Brazil, according to a person familiar with the situation. The same person said it is not clear how long it will take for the providers to comply with the order...

In a statement tweeted from X's global government affairs account, the company said the restoration of service was an "inadvertent and temporary" side-effect of switching network providers.

IBM

IBM is Quietly Axing Thousands of Jobs (theregister.com) 53

IBM has been laying off a substantial number of employees this week and is trying to keep it quiet, The Register reported Wednesday, citing its sources. From the report: One IBM employee told The Register that IBM Cloud experienced "a massive layoff" in the past few days that affected thousands of people. "Unlike traditional layoffs, this one was done in secret," the insider said. "My manager told me that they were required to sign an NDA not to talk about the specifics."

Multiple posts on layoff-focused message boards and corroborating accounts with other sources familiar with the IT giant's operations suggest the cuts are large. Asked to confirm the layoffs, an IBM spokesperson told The Register, "Early this year, IBM disclosed a workforce rebalancing charge that would represent a very low single digit percentage of IBM's global workforce, and we still expect to exit 2024 at roughly the same level of employment as we entered with."

Python

Microsoft Releases and Patents 'Python In Excel' 67

Longtime Slashdot reader theodp writes: Python in Excel is now generally available for Windows users of Microsoft 365 Business and Enterprise," Microsoft announced in a Monday blog post. "Last August, in partnership with Anaconda, we introduced an exciting new addition to Excel by integrating Python, making it possible to seamlessly combine Python and Excel analytics within the same workbook, no setup required. Since then, we've brought the power of popular Python analytics libraries such as pandas, Matplotlib, and NLTK to countless Excel users." Microsoft also announced the public preview of Copilot in Excel with Python, which will take users' natural language requests for analysis and automatically generate, explain, and insert Python code into Excel spreadsheets.

While drawing criticism for limiting Python execution to locked-down Azure cloud containers, Python in Excel has also earned accolades from the likes of Python creator Guido van Rossum, now a Microsoft Distinguished Engineer, as well as Pandas creator Wes McKinney.

Left unmentioned in Monday's announcement is that Microsoft managed to convince the USPTO to issue it a patent in July 2024 on the Enhanced Integration of Spreadsheets With External Environments (alt. source), which Microsoft explains covers the "implementation of enhanced integrations of native spreadsheet environments with external resources such as-but not limited to-Python." All of which may come as a surprise to software vendors and individuals that were integrating Excel and external programming environments years before Microsoft filed its patent application in September 2022.
IBM

IBM Acquires Kubernetes Cost Optimization Startup Kubecost (techcrunch.com) 9

IBM has acquired Kubecost, a FinOps startup that helps teams at companies like Allianz, Audi, Rakuten, and GitLab monitor and optimize their Kubernetes clusters with a focus on efficiency and, ultimately, cost. From a report: Tuesday's announcement follows IBM's $4.3 billion acquisition of Apptio in 2023, another company in the FinOps space. In previous years, we also saw IBM acquire companies like cloud app and network management firm Turbonomic and application performance management startup Instana. Now with the acquisition of KubeCost, IBM continues this effort to bolster its IT and FinOps capabilities as enterprises increasingly look to better manage their increasingly complex cloud and on-prem infrastructure.
AI

Ellison Declares Oracle 'All In' On AI Mass Surveillance 114

Oracle cofounder Larry Ellison envisions AI as the backbone of a new era of mass surveillance, positioning Oracle as a key player in AI infrastructure through its unique networking architecture and partnerships with AWS and Microsoft. The Register reports: Ellison made the comments near the end of an hour-long chat at the Oracle financial analyst meeting last week during a question and answer session in which he painted Oracle as the AI infrastructure player to beat in light of its recent deals with AWS and Microsoft. Many companies, Ellison touted, build AI models at Oracle because of its "unique networking architecture," which dates back to the database era.

"AI is hot, and databases are not," he said, making Oracle's part of the puzzle less sexy, but no less important, at least according to the man himself - AI systems have to have well-organized data, or else they won't be that valuable. The fact that some of the biggest names in cloud computing (and Elon Musk's Grok) have turned to Oracle to run their AI infrastructure means it's clear that Oracle is doing something right, claimed now-CTO Ellison. "If Elon and Satya [Nadella] want to pick us, that's a good sign - we have tech that's valuable and differentiated," Ellison said, adding: One of the ideal uses of that differentiated offering? Maximizing AI's pubic security capabilities.

"The police will be on their best behavior because we're constantly watching and recording everything that's going on," Ellison told analysts. He described police body cameras that were constantly on, with no ability for officers to disable the feed to Oracle. Even requesting privacy for a bathroom break or a meal only meant sections of recording would require a subpoena to view - not that the video feed was ever stopped. AI would be trained to monitor officer feeds for anything untoward, which Ellison said could prevent abuse of police power and save lives. [...] "Citizens will be on their best behavior because we're constantly recording and reporting," Ellison added, though it's not clear what he sees as the source of those recordings - police body cams or publicly placed security cameras. "There are so many opportunities to exploit AI," he said.

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