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Google

Chromebooks Are Getting a New Button and a Host of Google AI Features (wired.com) 25

Google is introducing a new "Quick Insert" button on Chromebooks, offering contextual AI tools across the operating system. The feature debuts on Samsung's Galaxy Chromebook Plus, replacing the traditional Caps Lock key. Older Chromebooks can access Quick Insert via a keyboard shortcut. The button opens an overlay providing access to emojis, GIFs, Google's Help Me Write AI feature, and recent web links. Future updates will include AI-generated image creation.

Google is also rolling out new AI features to Chromebook Plus devices, including automatic transcription, real-time translation, and voice isolation for video calls. Standard Chromebooks will receive updates like Welcome Recap and Focus mode. Lenovo and Samsung are launching new Chromebook models to coincide with these software updates. The Lenovo Duet, a detachable 2-in-1, features an 11-inch 2K screen and starts at $349. Samsung's Galaxy Chromebook Plus boasts a 15.6-inch OLED display in a lightweight 2.58-pound package.
AI

Raspberry Pi Launches Camera Module For Vision-Based AI Applications (techcrunch.com) 15

An anonymous reader quotes a report from TechCrunch: Raspberry Pi, the company that sells tiny, cheap, single-board computers, is releasing an add-on that is going to open up several use cases -- and yes, because it's 2024, there's an AI angle. Called the Raspberry Pi AI Camera, this image sensor comes with on-board AI processing and is going to cost $70. In more technical terms, the AI Camera is based on a Sony image sensor (the IMX500) paired with a RP2040, Raspberry Pi's own microcontroller chip with on-chip SRAM. Like the rest of the line-up, the RP2040 follows Raspberry Pi's overall philosophy -- it is inexpensive yet efficient. In other words, AI startups aren't going to replace their Nvidia GPUs with RP2040 chips for inference. But when you pair it with an image sensor, you get an extension module that can capture images and process those images through common neural network models. As an added benefit, on-board processing on the camera module means that the host Raspberry Pi isn't affected by visual data processing. The Raspberry Pi remains free to perform other operations -- you don't need to add a separate accelerator. The new module is compatible with all Raspberry Pi computers.

This isn't Raspberry Pi's first camera module. The company still sells the Raspberry Pi Camera Module 3, a simple 12-megapixel image sensor from Sony (IMX708) mounted on a small add-on board that you can pair with a Raspberry Pi with a ribbon cable. As Raspberry Pi promises to keep production running for many years, the Camera Module 3 will remain available for around $25. The AI Camera is the same size as the Camera Module 3 (25mm x 24mm) but slightly thicker due to the structure of the optical sensor. It comes pre-loaded with the MobileNet-SSD model, an object detection model that can run in realtime.

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."
Open Source

New Flexible RISC-V Semiconductor Has Great Potential (ieee.org) 20

"For the first time, scientists have created a flexible programmable chip that is not made of silicon..." reports IEEE Spectrum — opening new possibilities for implantable devices, on-skin computers, brain-machine interfaces, and soft robotics.

U.K.-based Pragmatic Semiconductor produced an "ultralow-power" 32-bit microprocessor, according to the article, and "The microchip's open-source RISC-V architecture suggests it might cost less than a dollar..." This shows potential for inexpensive applications like wearable healthcare electronics and smart package labels, according to the chip's inventors: For example, "we can develop an ECG patch that has flexible electrodes attached to the chest and a flexible microprocessor connected to flexible electrodes to classify arrhythmia conditions by processing the ECG data from a patient," says Emre Ozer, senior director of processor development at Pragmatic, a flexible chip manufacturer in Cambridge, England. Detecting normal heart rhythms versus an arrhythmia "is a machine learning task that can run in software in the flexible microprocessor," he says...

Pragmatic sought to create a flexible microchip that cost significantly less to make than a silicon processor. The new device, named Flex-RV, is a 32-bit microprocessor based on the metal-oxide semiconductor indium gallium zinc oxide (IGZO). Attempts to create flexible devices from silicon require special packaging for the brittle microchips to protect them from the mechanical stresses of bending and stretching. In contrast, pliable thin-film transistors made from IGZO can be made directly at low temperatures onto flexible plastics, leading to lower costs...

"Our end goal is to democratize computing by developing a license-free microprocessor," Ozer says... Other processors have been built using flexible semiconductors, such as Pragmatic's 32-bit PlasticARM and an ultracheap microcontroller designed by engineers in Illinois. Unlike these earlier devices, Flex-RV is programmable and can run compiled programs written in high-level languages such as C. In addition, the open-source nature of RISC-V also let the researchers equip Flex-RV with a programmable machine learning hardware accelerator, enabling artificial intelligence applications.

Each Flex-RV microprocessor has a 17.5 square millimeter core and roughly 12,600 logic gates. The research team found Flex-RV could run as fast as 60 kilohertz while consuming less than 6 milliwatts of power... The Pragmatic team found that Flex-RV could still execute programs correctly when bent to a curve with a radius of 3 millimeters. Performance varied between a 4.3 percent slowdown to a 2.3 percent speedup depending on the way it was bent.

Printer

HP Is Adding AI To Its Printers 140

An anonymous reader quotes a report from PCWorld, written by Michael Crider: The latest perpetrator of questionable AI branding? HP. The company is introducing "Print AI," what it calls the "industry's first intelligent print experience for home, office, and large format printing." What does that mean? It's essentially a new beta software driver package for some HP printers. According to the press release, it can deliver "Perfect Output" -- capital P capital O -- a branded tool that reformats the contents of a page in order to more ideally fit it onto physical paper.

Despite my skeptical tone, this is actually a pretty cool idea. "Perfect Output can detect unwanted content like ads and web text, printing only the desired text and images, saving time, paper, and ink." That's neat! If the web page you're printing doesn't offer a built-in print format, the software will make one for you. It'll also serve to better organize printed spreadsheets and images, too. But I don't see anything in this software that's actually AI -- or even machine learning, for that matter. This is applying the same tech (functionally, if not necessarily the same code) as the "reader mode" formatting we've seen in browsers for about a decade now. Take the text and images of a page, strip out everything else that's unnecessary, and present it as efficiently as possible. [...]

The press release does mention that support and formatting tasks can be accomplished with "simple conversational prompts," which at least might be leveraging some of the large language models that have become synonymous with AI as consumers understand it. But based on the description, it's more about selling you something than helping you. "Customers can choose to print or explore a curated list of partners that offer unique photo printing capabilities, gift certificates to be printed on the card, and so much more." Whoopee.
Power

Paralyzed Jockey Loses Ability To Walk After Manufacturer Refuses To Fix Battery For His $100,000 Exoskeleton 147

An anonymous reader quotes a report from 404 Media: After a horseback riding accident left him paralyzed from the waist down in 2009, former jockey Michael Straight learned to walk again with the help of a $100,000 ReWalk Personal exoskeleton. Earlier this month, that exoskeleton broke because of a malfunctioning piece of wiring in an accompanying watch that makes the exoskeleton work. The manufacturer refused to fix it, saying the machine was now too old to be serviced, and Straight once again couldn't walk anymore. "After 371,091 steps my exoskeleton is being retired after 10 years of unbelievable physical therapy," Straight posted on Facebook on September 16. "The reasons [sic] why it has stopped is a pathetic excuse for a bad company to try and make more money. The reason it stopped is because of a battery in the watch I wear to operate the machine. I called thinking it was no big deal, yet I was told they stopped working on any machine that was 5 years or older. I find it very hard to believe after paying nearly $100,000 for the machine and training that a $20 battery for the watch is the reason I can't walk anymore?"

Straight's experience is a nightmare scenario that highlights what happens when companies decide to stop supporting their products and do not actively support independent repair. It's also what happens without the protection of right to repair legislation that requires manufacturers to make repair parts, guides, and tools available to the general public. Specifically, a connection wire became desoldered from the battery in a watch that connects to the exoskeleton: "It's not the actual battery, but it's the little green connection piece we need to be the right fit and that's been our problem," Straight posted on Facebook. Straight's personal exoskeleton was broken for two months, he said in a video on Facebook. He was eventually able to get the device fixed after attention from an article in the Paulick Report, a website about the horse industry, and a spot on local TV. "It took me two months, and I got no results," he said in the video. With social media and news attention, "it only took you all four days, and look at the results," he said earlier this week while standing in the exoskeleton.
"This is the dystopian nightmare that we've kind of entered in, where the manufacturer perspective on products is that their responsibility completely ends when it hands it over to a customer. That's not good enough for a device like this, but it's also the same thing we see up and down with every single product," Nathan Proctor, head of citizen rights group US PIRG's right to repair project told 404 Media. "People need to be able to fix things, there needs to be a plan in place. A $100,000 product you can only use as long as the battery lasts, that's enraging. We should not have to tolerate a society where this happens."

"We have all this technology we release into the wild and it changes people's lives, but there's no long-term thinking. Manufacturers currently have no legal obligation to support the equipment indefinitely and there's no requirements that they publish sufficient documentation to allow others to do it," Proctor said. "We need to set minimum standards for documentation so that, even if a company goes bankrupt or falls off the face of the earth, a technician with sufficient knowledge can fix it."
Robotics

McDonald's Touchscreen Kiosks, Feared As Job Killers, Created More Jobs Instead (cnn.com) 204

An anonymous reader quotes a report from CNN: Some McDonald's franchisees -- which own and operate 95% of McDonald's in the United States -- are now rolling out kiosks that can take cash and accept change. But even in these locations, McDonald's is reassigning cashiers to other roles, including new "guest experience lead" jobs that help customers use the kiosks and assist with any issues. "In theory, kiosks should help save on labor, but in reality, restaurants have added complexity due to mobile ordering and delivery, and the labor saved from kiosks is often reallocated for these efforts," said RJ Hottovy, an analyst who covers the restaurant and retail industries at data analytics firm Placer.ai. Kiosks "have created a restaurant within a restaurant." And in some cases, kiosks have even been a flop. Bowling ally chain Bowlero added kiosks in lanes for customers to order food and drinks, but they went unused because staff and customers weren't fully trained on using them. "The unintended consequences have surprised a lot of people," Hottovy said.

Even some of the benefits of kiosks touted by chains -- they upsell customers by suggesting menu items and speed up orders -- don't always play out. A recent study from Temple University researchers found that, when a line forms behind customers using kiosks, they experience more stress when placing their orders and purchase less food. And some customers take longer to order tapping around on kiosks and paying than they do telling a cashier they'd like to order a burger and fries. Not to mention the kiosks can malfunction or break down. "If kiosks really improved speed of service, order accuracy, and upsell, they'd be rolled out more extensively across the industry than they are today," Hottovy said.

Kiosks have also been threatened as a fast-food industry response to higher minimum wage laws. [...] But the quick-service and fast-casual segments of the restaurant industry continue to grow. Staffing levels were nearly 150,000 jobs, or 3%, above pre-pandemic levels, according to the latest Labor Department data. Christopher Andrews, a sociologist at Drew University who studies the effects of technology on work, said the impacts of kiosks were similar to other self-service technology such as ATMs and self-checkout machines in supermarkets. Both technologies were predicted to cause job losses. "The introduction of ATMs did not result in massive technological unemployment for bank tellers," he said. "Instead, it freed them up from low-value tasks such as depositing and cashing checks to perform other tasks that created value."
Self-checkout have also not resulted in retail job losses, the report adds. "In some cases, self-checkout backfired for chains because self-checkout leads to higher merchandise losses from customer errors and more intentional shoplifting than when human cashiers are ringing up customers."
Power

World's Biggest Banks Pledge Support For Nuclear Power 81

Fourteen of the world's biggest banks and financial institutions are pledging to increase their support for nuclear energy [non-paywalled link], a move that governments and the industry hope will unlock finance for a new wave of nuclear power plants. FT: At an event on Monday in New York with White House climate policy adviser John Podesta, institutions including Bank of America, Barclays, BNP Paribas, Citi, Morgan Stanley and Goldman Sachs will say they support a goal first set out at the COP28 climate negotiations last year to triple the world's nuclear energy capacity by 2050.

They will not spell out exactly what they would do, but nuclear experts said the public show of support was a long-awaited recognition that the sector had a critical role to play in the transition to low-carbon energy. The difficulty and high cost of financing nuclear projects has been an obstacle to new plants and contributed to a significant slowdown in western countries since a wave of reactors was built in the 1970s and 1980s.
Power

$1 Billion Solar and Battery Storage Project Breaks Ground In Utah 26

rPlus Energies has broken ground on a $1 billion solar + battery storage project in east-central Utah. Electrek reports: The Green River Energy Center in Emery County, Utah, is a 400-megawatt (MW) solar and 400 MW/1,600-megawatt-hour battery storage project that will supply power to western electric utility PacifiCorp under a power purchase agreement. EliTe Solar is supplying solar panels, and Tesla is providing battery storage. Sundt Construction is the engineering, procurement, and construction contractor for the project. Securing over $1 billion in construction debt financing in July, the Green River project is expected to create around 500 jobs. Salt Lake City-based rPlus Energies gives the target completion date as 2026.
Power

How California Cuts Greenhouse Gas Emissions - While Its Economy Grows (ca.gov) 197

In 2022 about 346,000 electric cars were reportedly sold in California. But the same year its greenhouse gas emissions dropped a whopping 9.3 million metric tons — the amount produced by 2.2 million gas-powered cars — lowering emissions 2.4% from the year before. "The biggest drop came from transportation, due largely to the increased use of renewable fuels," according to the state's Air Resources Board, touting a newly-released report. (And electricity sector emissions also fell by 2.6 million metric tons, or 4.1%, "even as electricity usage rose," according to The Hill — "a dichotomy that the regulators attributed to an increase in solar and wind power generation.")

So despite a growing economy, "the latest data underscores a continued trend of steady emissions decline..." according to a statement from the Board. "Between 2000 to 2022, emissions fell by 20% while California's gross domestic product increased by 78%, pointing to the effectiveness of the state's climate change and air quality programs." And the amount of carbon dioxide equivalent emitted per unit of economic output ("carbon intensity") has also dropped 55% in the last 20 years: [In 2022] the electricity sector had its lowest carbon intensity since 2000. Wind and solar now represent 30% of generation and in-state solar increased by 15% from 2021, driven by requirements under the state's Cap-and-Trade Program and Renewables Portfolio Standard. Furthermore, California increased its battery storage by 757% from 2019 through 2023, bolstering its renewable energy efforts. The storage capacity is enough to power 6.6 million homes for up to four hours.

Industrial emissions declined by 2%, also falling to the lowest level in 22 years. While refinery emissions remained essentially flat, emissions from oil and gas extraction declined, as did emissions from other fuel use, cement manufacturing, and cogeneration facilities. [The Hill says 2022's industrial emissions were 21.7% below year-2000 levels, according to the report.]

Livestock emissions, which are responsible for 70% of agriculture's greenhouse gas emissions, peaked in 2012 and once again saw reductions in 2022. The decrease is driven by the use of methane digesters funded by the California Climate Investments and incentivized by the Low Carbon Fuel Standard, which capture emissions at the source and convert them to clean fuel.

Landfill methane emissions also continued to decline in 2022. This decline can be attributed in part to the state's efforts to reduce disposal of organic waste, as well as the California Landfill Methane Regulation, which requires landfill operators to monitor and capture emissions escaping from their facilities.

One local news site calls the drop in emissions "shocking," but adds that "the trend is expected to continue. In the second quarter of 2024, 118,181 zero-emission vehicles were purchased in the state, good for about one-quarter of all new car sales."

California governor Gavin Newsom said his state "is proving that climate action goes hand-in-hand with economic growth. We've slashed carbon pollution by a whopping 20% since the turn of the century all while building the world's fifth largest economy. Cleaner air, more good jobs — that's the California way."
Power

How Cyprus Became a World Leader In Solar Heating (theguardian.com) 138

The republic of Cyprus "has outstripped all other EU member states in embracing hot-water solar systems," reports the Guardian, "with an estimated 93.5 % of households exploiting the alternative energy form for domestic needs." EU figures show the eastern Mediterranean island exceeding renewable energy targets set in the heating and cooling of buildings thanks to the widespread use of the solar thermal technology... [First introduced in the late 1960s], the solar thermal systems not only collected solar energy as heat — usually generated through electricity and the burning of fossil fuels — they were extremely cost-effective and had helped spawn an entire industry [says Charalampos Theopemptou, the island's first environment commissioner and the head of the Cypriot parliament's environment committee].

"It's been great for low-income families and then there's the jobs: so many have been generated," the MP says. "There are the local manufacturers who produce the parts and then all the people who are trained to install them. It's big business." In his role as environment commissioner, Theopemptou pushed hard to make the solar systems obligatory on all newly constructed residential and commercial buildings... The popularity of the water heaters is such that a union of local solar thermal industrialists was established in 1977. Since then, more than 962,564 square cubic metres of "solar [panel] collectors" have been installed, the union says. Increasingly, the country's vibrant tourist industry has also resorted to the green solution with solar-powered hot water systems deployed in, they say, close to 100% of hotels...

For Demetra Asprou, a retired engineer, it's obvious that a region blessed with more than 300 days of sunshine a year should embrace solar energy. "It reduces electricity costs, increases the efficiency with which hot water is provided and is kind to the environment," she says. "Why would anyone use other, more traditional means to heat up water when only a few hours of sunlight, between 11am and 2pm, is enough for a 200-litre [44-gallon] tank to be filled with warm water that will last 48 hours? On days when there is no sunlight, which is rare, you always have electricity as a backup if necessary... Installation costs may be three times higher today, but there are EU-funded grants that the government hands out and within a year it's all paid off," she says. "After that, you basically have free hot water and see your electricity bills greatly reduced. In a country like Cyprus, it's a no-brainer."

Thanks to Slashdot reader votsalo for sharing the article.
Transportation

GM Electric Vehicles Can Now Use Tesla Superchargers (msn.com) 81

The Washington Post reports that electric vehicles made by General Motors now can use Tesla's Superchargers. (GM's charger adapters "will first be made available to customers in the United States, followed by availability for Canadian customers later this year.") The Post writes that the move "expands the number of vehicles compatible with the North American Charging Standard developed by Tesla" — and also marks "another step forward for efforts to settle on a universal public charger network for battery-powered cars and trucks in the U.S.

"It could also allay some GM customers' concerns about a lack of charging options." The new changes take effect immediately, along with sales of the GM-approved power adapters... The deal makes roughly 17,800 Tesla Superchargers available to drivers of GM-manufactured vehicles such as the Chevy Bolt, Cadillac Lyriq and Silverado EV, with the help of an adapter that costs $225... GM estimates that the partnership with Tesla contributes to an overall network of 231,800 fast chargers across the United States available to drivers of its vehicles. GM is also part of IONNA, a joint venture of eight automakers that plans to build at least 30,000 high-powered chargers nationwide.
GM's statement calls it "a move that will help accelerate fast and convenient charging options for current and future EV drivers." And the move comes 15 months after GM announced it was adopting the standard — a move followed within weeks by similar announcements from Rivian, Ford, Volvo, Nissan, Hyundai and Kia. "Ford and Rivian have started distributing adapters for their EVs," the Washington Post points out, "while others, such as BMW, Honda, Hyundai and Mercedes-Benz have promised to start making their vehicles compatible this year or next."

"Knowing we will now have access to Tesla Supercharger locations means that range anxiety has now virtually evaporated..." argues a Chevy owner at CleanTechnica: This is mostly good news for drivers of electric cars from GM. Tesla and The General have been bitter enemies in the past, with GM opposing Tesla's direct sales model in many states. The once fierce battle has cooled in recent years, but GM essentially won by keeping Tesla from selling direct to the public in several US states, including its new home of Texas. Nevertheless, the two companies are now cooperating, which is a bonus for drivers...

Despite some niggling concerns, this is a big deal for EV drivers in North America. Tesla Superchargers are the gold standard in the industry today. There are fast, reliable, and always located in clean, well-lit places where restrooms and fresh foods are available. This could very well change the conversation about electric cars to the point where by the time GM, Ford, and Stellantis get their plug-in hybrids into showrooms, the demand for them will have shrunk considerably.

One GM executive says in this week's statement that "GM's ongoing efforts to help accelerate the expansion of public charging infrastructure is an integral part of our commitment to an all-electric future."
United Kingdom

Why the UK's Power Grid is Sidelining Clean-Energy Battery Storage (ft.com) 95

The administrators of Great Britain's power grid admit that it's often unable to use energy-storage batteries due to old computer systems and an old network with "not enough cables", according to the Financial Times — though the system operator says they're making progress after upgrading their system last December: The company has plans to lower the rate at which batteries are sidelined to single figures by early next year [said Craig Dyke, from National Grid's electricity system operator], calling current levels "higher than where we want them to be". Dyke's comments came in response to a letter from four leading battery storage groups which said National Grid's "electricity system operator" or ESO division was making the country's power costlier and dirtier by failing to use their technology properly. "Consumers are paying more, clean renewable energy is being wasted, and fossil fuel generation is being used instead," they said... depriving them of revenue and undermining investor confidence.
While the U.K. has the world's second-largest offshore wind market, the article notes that when the system operator can't send its power where it's needed, "the ESO pays wind farms in one place to switch off... and can also need to pay gas-fired power plants in another area to turn on. These payments add up to hundreds of millions of pounds each year, and the costs are passed on to household and business energy bills."

"Use of battery storage abroad has soared in places such as California, where batteries soak up solar power during the day and regularly supply a fifth of the state's power in the evening..."

Thanks to long-time Slashdot reader AmiMoJo for sharing the article.
Intel

Qualcomm Approached Intel About a Takeover (msn.com) 35

Friday the Wall Street Journal reported Qualcomm recently "made a takeover approach" to Intel, which has a market value of roughly $90 billion ("according to people familiar with the matter...") A deal is far from certain, the people cautioned. Even if Intel is receptive, a deal of that size is all but certain to attract antitrust scrutiny, though it is also possible it could be seen as an opportunity to strengthen the U.S.'s competitive edge in chips... Both Intel and Qualcomm have become U.S. national champions of sorts as chip-making gets increasingly politicized. Intel is in line to get up to $8.5 billion of potential grants for factories in the U.S. as Chief Executive Pat Gelsinger tries to build up a business making chips on contract for outsiders...
Both Intel and Qualcomm have been "overshadowed" by Nvidia's success in powering the AI boom, the article points out.

But "To get the deal done, Qualcomm could intend to sell assets or parts of Intel to other buyers... A deal would significantly broaden Qualcomm's horizons, complementing its mobile-phone chip business with chips from Intel that are ubiquitous in personal computers and servers..." Qualcomm's approach follows a more than three-year turnaround effort at Intel under Gelsinger that has yet to bear significant fruit. For years, Intel was the biggest semiconductor company in the world by market value, but it now lags behind rivals including Qualcomm, Broadcom, Texas Instruments and AMD. In August, following a dismal quarterly report, Intel said it planned to lay off thousands of employees and pause dividend payments as part of a broad cost-saving drive. Gelsinger last month laid out a roadmap to slash costs by more than $10 billion in 2025, as the company reported a loss of $1.6 billion for the second quarter, compared with a $1.5 billion profit a year earlier...

Intel earlier this year began to report separate financial results of its manufacturing operations, which many on Wall Street saw as a prelude to a possible split of the company. Some analysts have argued Intel should be split into two, mirroring a shift in the industry toward specializing in either chip design or chip manufacturing. Splitting up immediately might not be possible, however, Bernstein Research analyst Stacy Rasgon said in a recent note. Intel's manufacturing arm is money-losing and hasn't gained strong traction with customers other than Intel itself since Gelsinger opened the factories to outside chip designers three years ago. Gelsinger has been doubling down on the company's factory ambitions, outlining spending of hundreds of billions of dollars building new plants in the U.S., Europe and Israel in recent years.

Given Intel's market value, a successful takeover of the entire company would rank as the all-time largest technology M&A deal, topping Microsoft's $69 billion acquisition of Activision Blizzard.

Intel's stock "had its biggest one-day drop in over 50 years in August after the company reported disappointing earnings," reports CNBC. Partly because of that one-day, 26% drop, Intel's shares "are down 53% this year as investors express doubts about the company's costly plans to manufacture and design chips."

But the Register remains skeptical about Qualcomm taking over Intel: Chipzilla may not be worth much to Qualcomm unless it can renegotiate the x86/x86-64 cross-licensing patent agreement between Intel and AMD, which dates back to 2009. That agreement is terminated if a change in control happens at either Intel or AMD.

While a number of the patents expired in 2021, it's our understanding that agreement is still in force and Qualcomm would be subject to change of control rules. In other words, Qualcomm wouldn't be able to produce Intel-designed x86-64 chips unless AMD gave the green light. It's also likely one of the reasons why no one bought AMD when it was dire straits; whoever took over it would have to deal with Intel.

Robotics

Do Self-Service Kiosks Actually Increase Employment at Fast-Food Restaurants? (cnn.com) 78

Instead of eliminating jobs, self-service kiosks at McDonald's and other fast-food chains "have added extra work for kitchen staff," reports CNN — and as a bonus, "pushed customers to order more food than they do at the cash register..." Kiosks "guarantee that the upsell opportunities" like a milkshake or fries are suggested to customers when they order, Shake Shack CEO Robert Lynch said on an earnings call last month. "Sometimes that is not always a priority for employees when you've got 40 people in line. You're trying to get through it as quick as possible." Kiosks also shift employees from behind the cash register to maintaining the dining area, delivering food to customers or working in the kitchen, he said. [Although a study from Temple University researchers found long lines at a kiosk stress customers — making them order less.]

Some McDonald's franchisees — which own and operate 95% of McDonald's in the United States — are now rolling out kiosks that can take cash and accept change. But even in these locations, McDonald's is reassigning cashiers to other roles, including new "guest experience lead" jobs that help customers use the kiosks and assist with any issues. "In theory, kiosks should help save on labor, but in reality, restaurants have added complexity due to mobile ordering and delivery, and the labor saved from kiosks is often reallocated for these efforts," said RJ Hottovy, an analyst who covers the restaurant and retail industries at data analytics firm Placer.ai....

Christopher Andrews, a sociologist at Drew University who studies the effects of technology on work, said the impacts of kiosks were similar to other self-service technology such as ATMs and self-checkout machines in supermarkets. Both technologies were predicted to cause job losses. "The introduction of ATMs did not result in massive technological unemployment for bank tellers," he said. "Instead, it freed them up from low-value tasks such as depositing and cashing checks to perform other tasks that created value." Self-checkout also has not caused retail job losses. In some cases, self-checkout backfired for chains because self-checkout leads to higher merchandise losses from customer errors and more intentional shoplifting than when human cashiers are ringing up customers.

Fast-food chains and retailers need to do a better job communicating what the potential benefits of kiosks and self-checkout are to consumers and employees, Andrews said. "What I think will be central for customers is that they see how this technology is providing them with more or better service rather than more unpaid busywork," he said. "Otherwise, the public is just likely to view it as yet another attempt to reduce labor costs via automation and self-service."

This article ends up taking both sides of the issue. For example, some befuddled kiosk users can take longer to order, the article points out — and of course, kiosks can also break down.

Restaurant analyst Hottovy told CNN "If kiosks really improved speed of service, order accuracy, and upsell, they'd be rolled out more extensively across the industry than they are today."
Power

Kenya, US Sign Historic Pact On Nuclear Plans (the-star.co.ke) 75

Kenya signed a Memorandum of Understanding (MoU) with the U.S. on nuclear technology cooperation during the 2024 IAEA General Conference in Vienna, with the aim of safely integrating nuclear power into Kenya's energy mix by 2035. The agreement focuses on collaboration in nuclear safety, regulatory experience, and research. The Standard reports: The historic pact came a day after Prime Cabinet Secretary Musalia Mudavadi addressed the general session of the conference. Mudavadi had outlined Kenya's ambitious plans to integrate nuclear power into the country's energy mix by 2035, as part of a broader strategy to meet its growing energy demand. Kenya's current installed energy capacity, as of 2023, totals 3,321 MW, with significant contributions from geothermal (863 MW), hydroelectric power (838 MW), wind (436 MW), solar (173 MW), biomass (2 MW), and thermal energy (678 MW). However, despite these sources, the country still faces a shortfall in its energy supply. Experts say nuclear energy will be crucial in addressing this deficit and supporting Kenya's long-term industrialization goals.

The MoU was signed by the Kenya Nuclear Regulatory Authority (KNRA) and the United States Nuclear Regulatory Commission (USNRC), with both parties expressing optimism about the future of nuclear cooperation between the two nations. [...] Areas of cooperation will include sharing of operating experience and regulatory experience, cooperation in joint programs of nuclear safety research and trainings. Kenya, along with several other developing nations, is exploring the potential use of nuclear energy beyond electricity generation, including its applications in health and agriculture. As the country moves forward with its nuclear aspirations, experts highlight the importance of robust regulatory frameworks and international cooperation to ensure the safe and effective deployment.

United States

Apple A16 SoC Now Manufactured In Arizona (appleinsider.com) 51

"Apple has begun manufacturing its A16 SoC at the newly-opened TSCM Fab 21 in Arizona," writes Slashdot reader NoMoreACs. AppleInsider reports: According to sources of Tim Culpan, Phase 1 of TSMC's Fab 21 in Arizona is making the A16 SoC of the iPhone 14 Pro in "small, but significant, numbers. The production is largely a test for the facility at this stage, but more production is expected in the coming months. The volume will ramp up massively once the second stage of the Phase 1 fab actually concludes. If everything stays on schedule, the Arizona plant will hit a target for production sometime in the first half of 2025.

Sources say TSMC is achieving yields that are marginally behind those of Taiwan-based factories. Yield parity is expected to happen within months. TSMC has also raised its investment and moved to build additional plants in Arizona, with three set to be constructed in total. The U.S. Commerce Department previously claimed this will create 6,000 direct manufacturing jobs, on top of an estimated 20,000 construction jobs.

AI

How Amazon's Secret Weapon in Chip Design is Amazon (ieee.org) 18

In 2015 Amazon purchased chip designer Annapurna Labs, remembers IEEE Spectrum, "and proceeded to design CPUs, AI accelerators, servers, and data centers as a vertically-integrated operation."

The article argues that while AMD, Nvidia, and other big-name processor companies may also want to control the full stack (purchasing server, software, and interconnect companies) — Amazon Web Services "got there ahead of most of the competition." (IEEE Spectrum interviews Ali Saidi, technical lead for the AWS Graviton series of CPUs, and Rami Sinno, director of engineering at Annapurna Labs, on "the advantage of vertically-integrated design — and Amazon-scale...") Sinno: I was working at Arm, and I was looking for the next adventure, looking at where the industry is heading and what I want my legacy to be. I looked at two things: One is vertically integrated companies, because this is where most of the innovation is — the interesting stuff is happening when you control the full hardware and software stack and deliver directly to customers.

And the second thing is, I realized that machine learning, AI in general, is going to be very, very big. I didn't know exactly which direction it was going to take, but I knew that there is something that is going to be generational, and I wanted to be part of that. I already had that experience prior when I was part of the group that was building the chips that go into the Blackberries; that was a fundamental shift in the industry. That feeling was incredible, to be part of something so big, so fundamental. And I thought, "Okay, I have another chance to be part of something fundamental."

[...] At the end of the day, our responsibility is to deliver complete servers in the data center directly for our customers. And if you think from that perspective, you'll be able to optimize and innovate across the full stack. It might not be at the transistor level or at the substrate level or at the board level. It could be something completely different. It could be purely software. And having that knowledge, having that visibility, will allow the engineers to be significantly more productive and delivery to the customer significantly faster. We're not going to bang our head against the wall to optimize the transistor where three lines of code downstream will solve these problems, right...?

We've had very good luck with recent college grads. Recent college grads, especially the past couple of years, have been absolutely phenomenal. I'm very, very pleased with the way that the education system is graduating the engineers and the computer scientists that are interested in the type of jobs that we have for them.

It's an interesting glimpse into the unique world of designing chips at Amazon.

Graviton technical lead Saidi: I've been here about seven and a half years. When I joined AWS, I joined a secret project at the time. I was told: "We're going to build some Arm servers. Tell no one...

"In chip design, there are many different competing optimization points. You have all of these conflicting requirements, you have cost, you have scheduling, you've got power consumption, you've got size, what DRAM technologies are available and when you're going to intersect them... It ends up being this fun, multifaceted optimization problem to figure out what's the best thing that you can build in a timeframe. And you need to get it right."
Google

What a Google Exec Learned After 7 Years Trying to Give AI a Robot Body (axios.com) 33

Wired published some thoughts from Hans Peter Brondmo, the former head of "Google's seven-year mission to give AI a robot body".

An anonymous reader shared this report from Axios: Building AI-powered robots that can flexibly operate in the real world is going to take much longer than Silicon Valley believes and promises, according to the former head of Google's robotics moonshot project, writing in Wired...

Everyday Robotics spent seven years and a small Google fortune developing a one-armed robot on a wheeled platform. By the time Google pulled the plug on the project in February 2023, the robots were helping clean up researchers' desks and sorting trash during the daytime; in the evening, they were improvising dances. [Google hired a professional dancer as an artist-in-residence who teamed with "a few other engineers" to build an AI algorithm trained on the dancer's choreography preferences...]

Google founder Larry Page — favored moving directly to "end to end" (e2e) learning, where you'd hand robots a general task and they'd be able to figure out how to execute it. That, Page felt, was a goal worthy of a moonshot. But it also turned out to be out of reach. "I have come to believe," Brondmo writes, "it will take many, many thousands, maybe even millions of robots doing stuff in the real world to collect enough data to train e2e models that make the robots do anything other than fairly narrow, well-defined tasks...." ["Building robots that perform useful services — like cleaning up and wiping all the tables in a restaurant, or making the beds in a hotel — will require both AI and traditional programming for a long time to come. In other words, don't expect robots to go running off outside our control, doing something they weren't programmed to do, anytime soon."]

The bottom line: So far, robot hype is outpacing robot reality. Boston Dynamics' back-flipping humanoid and quadruped bots have wowed YouTube viewers — but you wouldn't want to let them anywhere near your office or home.

It's an interesting look back. "My job: help figure out what to do with the employees and technology left over from nine robot companies that Google had acquired," Brondmo writes: Andy "the father of Android" Rubin, who had previously been in charge, had suddenly left. Larry Page and Sergey Brin kept trying to offer guidance and direction during occasional flybys in their "spare time...." I knew from firsthand experience how hard it was to build a company that, in Steve Jobs' famous words, could put a dent in the universe, and I believed that Google was the right place to make certain big bets. AI-powered robots, the ones that will live and work alongside us one day, was one such audacious bet.

Eight and a half years later — and 18 months after Google decided to discontinue its largest bet in robotics and AI — it seems as if a new robotics startup pops up every week. I am more convinced than ever that the robots need to come. Yet I have concerns that Silicon Valley, with its focus on "minimum viable products" and VCs' general aversion to investing in hardware, will be patient enough to win the global race to give AI a robot body. And much of the money that is being invested is focusing on the wrong things...

When I arrived, the lab had already hatched Waymo, Google Glass, and other science-fiction-sounding projects like flying energy windmills and stratospheric balloons that would provide internet access to the underserved... [But] in January 2023, two months after OpenAI introduced ChatGPT, Google shut down Everyday Robots, citing overall cost concerns. The robots and a small number of people eventually landed at Google DeepMind to conduct research. In spite of the high cost and the long timeline, everyone involved was shocked.

They'd tackled the problem with earnestness. ("[S]even robots working for months to learn how to pick up a rubber duckling? That wasn't going to cut it... So we built a cloud-based simulator and, in 2021, created more than 240 million robot instances in the sim.ma")

Brondmo adds this his mother had advanced Parkinson's disease, and hoped that one day robots could support her. "Our frequent conversations toward the end of her life convinced me more than ever that a future version of what we started at Everyday Robots will be coming. In fact, it can't come soon enough.

"So the question we are left to ponder becomes: How does this kind of change and future happen? I remain curious, and concerned."
United States

Microsoft, Google, Meta, and Amazon Fight Calls to Pay More for Electric Grid Updates (msn.com) 66

The Washingon Post reports that a regulatory dispute in Ohio may help answer a big question about America's power grid: who will pay for the huge upgrades needed to meet soaring energy demand "from the data centers powering the modern internet and artificial intelligence revolution?" Google, Amazon, Microsoft and Meta are fighting a proposal by an Ohio power company to significantly increase the upfront energy costs they'll pay for their data centers, a move the companies dubbed "unfair" and "discriminatory" in documents filed with Ohio's Public Utility Commission last month. American Electric Power Ohio said in filings that the tariff increase was needed to prevent new infrastructure costs from being passed on to other customers such as households and businesses if the tech industry should fail to follow through on its ambitious, energy-intensive plans. The case could set a national precedent that helps determine whether and how other states force tech firms to be accountable for the costs of their growing energy consumption... The energy demands of data centers have created similar concerns in other hot spots such as Northern Virginia, Atlanta and Maricopa County, Arizona, leaving experts concerned that the U.S. power grid may not be capable of dealing with the combined needs of the green energy transition and the computing boom that artificial intelligence companies say is coming...

Energy customers must sometimes make a monthly payment to a utility that is a percentage of the maximum amount of electricity they predict that they could need. In Ohio, data center companies had agreed to pay 60 percent of the projected amount. But in May, the power company proposed a new, 10-year fee structure raising the charges to 90 percent of the expected load, even if they don't end up using that much. The major tech companies — all of whom are increasing spending on data center infrastructure to compete in AI — strenuously opposed the proposed contract in documents filed last month... According to testimony from AEP Ohio Vice President Lisa Kelso, there are 50 pending requests from data center customers seeking electric service at more than 90 sites, a potential 30,000 megawatts of additional load — enough to power more than 20 million households. That additional demand would more than triple the utility's previous peak load in 2023, she said. Between 2020 and 2024, the data center energy load in central Ohio increased sixfold, from 100 to 600 megawatts, her testimony reads. By 2030, that amount will reach 5,000 megawatts, according to the utility's signed agreements, she testified...

Meeting that demand will require AEP Ohio to build new transmission lines, an expensive and time-consuming process... Chief among the power company's concerns, according to the documents, is what will happen if it invests billions of dollars into new grid infrastructure only for the data centers to leave for greener pastures, or for the AI bubble to burst and the facilities to need much less power than initially projected. If the power company spends big on new infrastructure but the power demand it was built to serve doesn't materialize, other customers — including business and residential payers — will be stuck with the bill, the utility said... AEP Ohio's testimony in the case also questions whether data centers bring as much to local communities as factories or other high-energy-load businesses. Since 2019, non-data center businesses have created approximately 25 jobs for every megawatt of power requested, while data centers have created less than one job per megawatt, according to Kelso's testimony.

The tech companies rejected this criticism, saying the number of jobs they create is not relevant to how much power they have a right to purchase, and highlighted their other contributions to local economies... Amazon said in filings that it pays fees as high as 75 percent of projected demand in some states but that Ohio's proposal to bill it 90 percent goes too far.

"Should the Ohio tariff be approved, Microsoft and Google both threatened in their testimony to leave Ohio." (Although at the same time, "pressure on the electric grid is mounting all over the country...")

And the article points out that on Thursday, "the White House announced measures intended to speed up data center construction for AI projects, including by accelerating permitting."

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