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Businesses

Are We Entering an AI Price-Fixing Dystopia? (theatlantic.com) 61

"Algorithmic price-fixing appears to be spreading to more and more industries," warns the Atlantic. "And existing laws may not be equipped to stop it."

They start with RealPage's rental-property software (pointing out that "a series of lawsuits says it's something else: an AI-enabled price-fixing conspiracy" and "The lawsuits also argue that RealPage pressures landlords to comply with its pricing suggestions.") But the most important point is that RealPage isn't the only company doing this: Its main competitor, Yardi, is involved in a similar lawsuit. One of RealPage's subsidiaries, a service called Rainmaker, faces multiple legal challenges for allegedly facilitating price-fixing in the hotel industry. (Yardi and Rainmaker deny wrongdoing.) Similar complaints have been brought against companies in industries as varied as health insurance, tire manufacturing, and meat processing. But winning these cases is proving difficult.
The article notes that "Agreeing to fix prices is punishable with up to 10 years in prison and a $100 million fine." But it also notes concerns that algorithms could produce price-fixing-like behavior that's "almost impossible to prosecute under existing antitrust laws. Price-fixing, in other words, has entered the algorithmic age, but the laws designed to prevent it have not kept up." Last week, San Francisco passed a first-of-its-kind ordinance banning "both the sale and use of software which combines non-public competitor data to set, recommend or advise on rents and occupancy levels."

Whether other jurisdictions follow suit remains to be seen.

In the meantime, more and more companies are figuring out ways to use algorithms to set prices. If these really do enable de facto price-fixing, and manage to escape legal scrutiny, the result could be a kind of pricing dystopia in which competition to create better products and lower prices would be replaced by coordination to keep prices high and profits flowing. That would mean permanently higher costs for consumers — like an inflation nightmare that never ends.

Mozilla

Mozilla Wants You To Love Firefox Again (fastcompany.com) 142

Mozilla's interim CEO Laura Chambers "says the company is reinvesting in Firefox after letting it languish in recent years," reports Fast Company, "hoping to reestablish the browser as independent alternative to the likes of Google's Chrome and Apple's Safari.

"But some of those investments, which also include forays into generative AI, may further upset the community that's been sticking with Firefox all these years..." Chambers acknowledges that Mozilla lost sight of Firefox in recent years as it chased opportunities outside the browser, such as VPN service and email masking. When she replaced Mitchell Baker as CEO in February, the company scaled back those other efforts and made Firefox a priority again. "Yes, Mozilla is refocusing on Firefox," she says. "Obviously, it's our core product, so it's an important piece of the business for us, but we think it's also really an important part of the internet."

Some of that focus involves adding features that have become table-stakes in other browsers. In June, Mozilla added vertical tab support in Firefox's experimental branch, echoing a feature that Microsoft's Edge browser helped popularize three years ago. It's also working on tab grouping features and an easier way to switch between user profiles. Mozilla is even revisiting the concept of web apps, in which users can install websites as freestanding desktop applications. Mozilla abandoned work on Progressive Web Apps in Firefox a few years ago to the dismay of many power users, but now it's talking with community members about a potential path forward.

"We haven't always prioritized those features as highly as we should have," Chambers says. "That's been a real shift that's been very felt in the community, that the things they're asking for . . . are really being prioritized and brought to life."

Firefox was criticized for testing a more private alternative to tracking cookies which could make summaries of aggregated data available to advertisers. (Though it was only tested on a few sites, "Privacy-Preserving Attribution" was enabled by default.) But EFF staff technologist Lena Cohen tells Fast Company that approach was "much more privacy-preserving" than Google's proposal for a "Privacy Sandbox." And according to the article, "Mozilla's system only measures the success rate of ads — it doesn't help companies target those ads in the first place — and it's less susceptible to abuse due to limits on how much data is stored and which parties are allowed to access it." In June, Mozilla also announced its acquisition of Anonym, a startup led by former Meta executives that has its own privacy-focused ad measurement system. While Mozilla has no plans to integrate Anonym's tech in Firefox, the move led to even more anxiety about the kind of company Mozilla was becoming. The tension around Firefox stems in part from Mozilla's precarious financial position, which is heavily dependent on royalty payments from Google. In 2022, nearly 86% of Mozilla's revenue came from Google, which paid $510 million to be Firefox's default search engine. Its attempts to diversify, through VPN service and other subscriptions, haven't gained much traction.

Chambers says that becoming less dependent on Google is "absolutely a priority," and acknowledges that building an ad-tech business is one way of doing that. Mozilla is hoping that emerging privacy regulations and wider adoption of anti-tracking tools in web browsers will increase demand for services like Anonym and for systems like Firefox's privacy-preserving ad measurements. Other revenue-generating ideas are forthcoming. Chambers says Mozilla plans to launch new products outside of Firefox under a "design sprint" model, aimed at quickly figuring out what works and what doesn't. It's also making forays into generative AI in Firefox, starting with a chatbot sidebar in the browser's experimental branch.

Chambers "says to expect a bigger marketing push for Firefox in the United States soon, echoing a 'Challenge the default' ad campaign that was successful in Germany last summer. Mozilla's nonprofit ownership structure, and the idea that it's not beholden to corporate interests, figures heavily into those plans."
Transportation

Kia and Hyundai's New Anti-Theft Software is Lowering Car-Stealing Rates (cnn.com) 43

An anonymous reader shared this report from CNN: More than a year after Hyundai and Kia released new anti-theft software updates, thefts of vehicles with the new software are falling — even as thefts overall remain astoundingly high, according to a new analysis of insurance claim data. The automakers released the updates starting last February, after a tenfold increase in thefts of certain Hyundai and Kia models in just the past three years — sparked by a series of social media posts that showed people how to steal the vehicles. "Whole vehicle" theft claims — insurance claims for the loss of the entire vehicle — are 64% lower among the Hyundai and Kia cars that have had the software upgrade, compared to cars of the same make, model and year without the upgrade, according to the Highway Loss Data Institute. "The companies' solution is extremely effective," Matt Moore, senior vice president of HLDI, an industry group backed by auto insurers, said in a statement...

Between early 2020 and the first half of 2023, thefts of Hyundai and Kia models rose more than 1,000%.

The article points out that HDLI's analysis covered 2023, and "By the end of that year, only about 30% of vehicles eligible for the security software had it installed. By now, around 61% of eligible Hyundai vehicles have the software upgrade, a Hyundai spokesperson said."

The car companies told CNN that more than 2 million Hyundai and Kia vehicles have gotten the update (part of a $200 million class action settlement reached in May of 2023).
Security

Some Def Con Attendees Forgive Crowdstrike - and Some Blame Microsoft Windows (techcrunch.com) 93

Fortune reports that Crowdstrike "is enjoying a moment of strange cultural cachet at the annual Black Hat security conference, as throngs of visitors flock to its booth to snap selfies and load up on branded company shirts and other swag." (Some attendees "collectively shrugged at the idea that Crowdstrike could be blamed for a problem with a routine update that could happen to any of the security companies deeply intertwined with Microsoft Windows.") Others pointed out that Microsoft should take their fair share of the blame for the outage, which many say was caused by the design of Windows in its core architecture that leads to malware, spyware and driver instability. "Microsoft should not be giving any third party that level of access," said Eric O'Neill, a cybersecurity expert, attorney and former FBI operative. "Microsoft will complain, well, it's just the way that the technology works, or licensing works, but that's bullshit, because this same problem didn't affect Linux or Mac. And Crowdstrike caught it super-early."
Their article notes that Crowdstrike is one of this year's top sponsors of the conference. Despite its recent missteps, Crowdstrike had one of the biggest booths, notes TechCrunch, and "As soon as the doors opened, dozens of attendees started lining up." They were not all there to ask tough questions, but to pick up T-shirts and action figures made by the company to represent some of the nation-state and cybercriminal grups it tracks, such as Scattered Spider, an extortion racket allegedly behind last year's MGM Resorts and Okta cyberattacks; and Aquatic Panda, a China-linked espionage group.

"We're here to give you free stuff," a CrowdStrike employee told people gathered around a big screen where employees would later give demos. A conference attendee looked visibly surprised. "I just thought it would be dead, honestly. I thought it would be slower over there. But obviously, people are still fans, right?"

For CrowdStrike at Black Hat, there was an element of business as usual, despite its global IT outage that caused widespread disruption and delays for days — and even weeks for some customers. The conference came at the same time as CrowdStrike released its root cause analysis that explained what happened the day of the outage. In short, CrowdStrike conceded that it messed up but said it's taken steps to prevent the same incident happening again. And some cybersecurity professionals attending Black Hat appeared ready to give the company a second chance....

TechCrunch spoke to more than a dozen conference attendees who visited the CrowdStrike booth. More than half of attendees we spoke with expressed a positive view of the company following the outage. "Does it lower my opinion of their ability to be a leading-edge security company? I don't think so," said a U.S. government employee, who said he uses CrowdStrike every day.

Although TechCrunch does note that one engineer told his parent company they might consider Crowdstrike competitor Sophos...
Crime

Cyber-Heist of 2.9 Billion Personal Records Leads to Class Action Lawsuit (theregister.com) 18

"A lawsuit has accused a Florida data broker of carelessly failing to secure billions of records of people's private information," reports the Register, "which was subsequently stolen from the biz and sold on an online criminal marketplace." California resident Christopher Hofmann filed the potential class-action complaint against Jerico Pictures, doing business as National Public Data, a Coral Springs-based firm that provides APIs so that companies can perform things like background checks on people and look up folks' criminal records. As such National Public Data holds a lot of highly personal information, which ended up being stolen in a cyberattack. According to the suit, filed in a southern Florida federal district court, Hofmann is one of the individuals whose sensitive information was pilfered by crooks and then put up for sale for $3.5 million on an underworld forum in April.

If the thieves are to be believed, the database included 2.9 billion records on all US, Canadian, and British citizens, and included their full names, addresses, and address history going back at least three decades, social security numbers, and the names of their parents, siblings, and relatives, some of whom have been dead for nearly 20 years.

Hofmann's lawsuit says he 'believes that his personally identifiable information was scraped from non-public sources," according to the article — which adds that Hofmann "claims he never provided this sensitive info to National Public Data...

"The Florida firm stands accused of negligently storing the database in a way that was accessible to the thieves, without encrypting its contents nor redacting any of the individuals' sensitive information." Hofmann, on behalf of potentially millions of other plaintiffs, has asked the court to require National Public Data to destroy all personal information belonging to the class-action members and use encryption, among other data protection methods in the future... Additionally, it seeks unspecified monetary relief for the data theft victims, including "actual, statutory, nominal, and consequential damages."
Power

Samsung's New EV Battery Tech: 600-Mile Ranges, and 9-Minute Charges? (pcmag.com) 126

"Samsung's latest solid-state battery technology will power up premium EVs first, giving them up to 621 miles of range," writes PC Magazine: The new batteries — which promise to improve vehicle range, decrease charging times, and eliminate risk of battery fires — could go into mass production as soon as 2027. Multiple automakers have been reportedly testing samples. Samsung did not list any by name but it's worked with Hyundai, Stellantis, and General Motors, among others. "We supplied samples to customers from the end of last year to the beginning of this year and are receiving positive feedback," Samsung SDI VP Koh Joo-young said at SNE Battery Day 2024 in Seoul, according to Korean outlet The Elec and translated by Google.

Perhaps unsurprisingly, the batteries won't be cheap. They will initially go in "super premium EVs" and will offer 900 to 1,000 kilometers (559-621 miles) of range and improved safety... Samsung's presentation also reiterated previously announced plans to create batteries that can charge in nine minutes and last 20 years by 2029.

More details from Notebookcheck: According to Samsung SDI's VP, automakers are interested in its solid-state battery packs because they are smaller, lighter, and much safer than what's in current electric cars. Apparently, they are also rather expensive to produce, since it warns that they will first go into the "super premium" EV segment. Those Samsung defines as luxury electric cars that can cover more than 600 miles on a charge.

Samsung's oxide solid-state battery technology is rated for an energy density of about 500 Wh/kg, which is about double the density of mainstream EV batteries. Those have capacities that already allow more than 300 miles on a charge, so 600 miles of range in a similar footprint is not out of the question, but the issue is production costs.

Thanks to Slashdot reader npetrov for sharing the news.
Businesses

Cisco To Lay Off Thousands More in Second Job Cut This Year (reuters.com) 45

Cisco will cut thousands of jobs in a second round of layoffs this year as the U.S. networking equipment maker shifts focus to higher-growth areas, including cybersecurity and AI, Reuters reported Friday, citing sources. From the report: The number of people affected could be similar to or slightly higher than the 4,000 employees Cisco laid off in February, and will likely be announced as early as Wednesday with the company's fourth-quarter results, said the sources, who were not authorized to speak publicly.
China

How China Built Tech Prowess: Chemistry Classes and Research Labs (nytimes.com) 44

Stressing science education, China is outpacing other countries in research fields like battery chemistry, crucial to its lead in electric vehicles. From a report: China's domination of electric cars, which is threatening to start a trade war, was born decades ago in university laboratories in Texas, when researchers discovered how to make batteries with minerals that were abundant and cheap. Companies from China have recently built on those early discoveries, figuring out how to make the batteries hold a powerful charge and endure more than a decade of daily recharges. They are inexpensively and reliably manufacturing vast numbers of these batteries, producing most of the world's electric cars and many other clean energy systems.

Batteries are just one example of how China is catching up with -- or passing -- advanced industrial democracies in its technological and manufacturing sophistication. It is achieving many breakthroughs in a long list of sectors, from pharmaceuticals to drones to high-efficiency solar panels. Beijing's challenge to the technological leadership that the United States has held since World War II is evidenced in China's classrooms and corporate budgets, as well as in directives from the highest levels of the Communist Party.

A considerably larger share of Chinese students major in science, math and engineering than students in other big countries do. That share is rising further, even as overall higher education enrollment has increased more than tenfold since 2000. Spending on research and development has surged, tripling in the past decade and moving China into second place after the United States. Researchers in China lead the world in publishing widely cited papers in 52 of 64 critical technologies, recent calculations by the Australian Strategic Policy Institute reveal.

Security

Sellafield, World's Largest Store of Plutonium, Apologizes After Guilty Plea Over String of Cybersecurity Failings (theguardian.com) 27

Bruce66423 writes: Sellafield [U.K.'s largest nuclear site] has apologised after pleading guilty to criminal charges relating to a string of cybersecurity failings at Britain's most hazardous nuclear site, which it admitted could have threatened national security.

Among the failings at the vast nuclear waste dump in Cumbria was the discovery that 75% of its computer servers were vulnerable to cyber-attacks, Westminster magistrates court in London heard. Information that could threaten national security was left exposed for four years, the nuclear watchdog revealed, and Sellafield said it had been performing critical IT health checks that were not, in fact, being carried out.

The Guardian's investigation also revealed concerns about external contractors being able to plug memory sticks into Sellafield's system while unsupervised and that its computer servers were deemed so insecure that the problem was nicknamed Voldemort after the Harry Potter villain because it was so sensitive and dangerous.

The good news is that the problem has been spotted. The bad news is that there can be no meaningful punishment for a government owned company. One can only hope that they will do better in the future.

China

China's Drivers Fret as Robotaxis Pick Up Pace and Passengers (reuters.com) 58

China's rapid deployment of robotaxis is raising concerns among the country's 7 million ride-hailing drivers, who fear job losses as autonomous vehicles hit the streets, according to a Reuters report. At least 19 Chinese cities are conducting robotaxi trials, with seven approving tests without human monitors. Baidu's Apollo Go plans to deploy 1,000 vehicles in Wuhan by year-end and operate in 100 cities by 2030. The push for self-driving technology aligns with President Xi Jinping's call for "new productive forces," but contrasts sharply with the more cautious approach in the United States. As robotaxi fleets proliferate, some drivers worry about their livelihoods, with one Wuhan driver predicting "everyone will go hungry."
Communications

China Launches Satellites For Major Network To Rival Starlink (sciencealert.com) 63

An anonymous reader quotes a report originally published by Business Insider: A Chinese state-backed company has launched its first 18 satellites in its bid to build a vast orbital network aimed at rivaling Starlink, according to local media. The launch on Monday by Shanghai Spacecom Satellite Technology involved 18 satellites and one rocket, per The China Securities Journal, which is run by state news agency Xinhua. According to the outlet, the rocket lifted off from the Taiyuan satellite and missile launch center in Shanxi province.

These satellites mark the first step in the company's effort to create a 15,000-strong network of Low Earth Orbit satellites, which the firm has dubbed the "Thousand Sails Constellation." The company said it plans to reach that final tally by 2030, per The China Securities Journal. Domestic media has widely called the project the Chinese version of Starlink, which runs about 6,000 satellites. Elon Musk has said that he plans to eventually host a network of 42,000 satellites.

The Thousand Sails Constellation, also known as the G60 project, is one of three planned major satellite networks in the country. Each is expected to field 10,000 or more satellites. Most are anticipated to orbit between 200 and 1,200 miles above the Earth's surface, which is also where Starlink satellites are generally found. The three constellations, along with dozens of ambitious space projects from other Chinese firms, have been fueled by a recent push from the central government to loop the private sector into its science and technology goals.

Businesses

Dell Reportedly Laying Off 12,500 Employees (siliconangle.com) 89

"We are getting leaner," said Dell's Bill Scannell and John Byrne in an internal memo to employees on Monday. "We're streamlining layers of management and reprioritizing where we invest." While no official numbers have been confirmed, a source close to the matter told SiliconANGLE that 12,500 layoffs, or about 10% of Dell's worldwide workforce, were planned across the company starting Tuesday. However, that number could be high. "It's unlikely the number is that high because that would typically trigger an SEC filing," said theCUBE Research Chief Analyst Dave Vellante. From the report: Indeed, in February 2023, a 10-K filing with the Securities and Exchange Commission was made for a reduction of about 6,000 employees. The number of new layoffs might become more apparent when Dell files its latest earnings report on Aug. 29, which should show severance and other costs. Dell declined to provide specifics on the layoff. "Through a reorganization of our go-to-market teams and an ongoing series of actions, we are becoming a leaner company," the company said in an email to SiliconANGLE. "We are combining teams and prioritizing where we invest across the company. We continually evolve our business so we're set up to deliver the best innovation, value and service to our customers and partners."

Rumors of layoffs were swirling today on TheLayoff.com website. "Despite whatever person from corporate put in here earlier about this being a 1% layoff, it is in fact larger than that and is hitting services, sales, marketing & engineers," one person said. "Half of my team is gone in marketing and still no coms." Dell has been cutting staff for at least the past year. It laid off a total of 13,000 last year, according to CRN, including the 6,000 in February 2023 and another round in August whose numbers the company didn't specify.
The layoffs follow a 15% reduction announced by Intel last week, affecting over 16,000 workers.
Australia

Australian State Orders Public Servants To Stop Remote Working After a Newspaper Campaign Against It (apnews.com) 122

An anonymous reader quotes a report from the Associated Press: The government of Australia's most populous state ordered all public employees to work from their offices by default beginning Tuesday and urged stricter limits on remote work, after news outlets provoked a fraught debate about work-from-home habits established during the pandemic. Chris Minns, the New South Wales premier, said in a notice to agencies Monday that jobs could be made flexible by means other than remote working, such as part-time positions and role sharing, and that "building and replenishing public institutions" required "being physically present." His remarks were welcomed by business and real estate groups in the state's largest city, Sydney, who have decried falling office occupancy rates since 2020, but denounced by unions, who pledged to challenge the initiative if it was invoked unnecessarily.

The instruction made the state's government, Australia's largest employer with more than 400,000 staff, the latest among a growing number of firms and institutions worldwide to attempt a reversal of remote working arrangements introduced as the coronavirus spread. But it defied an embrace of remote work by the governments of some other Australian states, said some analysts, who suggested lobbying by a major newspaper prompted the change. "It seems that the Rupert Murdoch-owned Daily Telegraph in Sydney has been trying to get the New South Wales government to mandate essentially that workers go back to the office," said Chris F. Wright, an associate professor in the discipline of work at the University of Sydney. The newspaper cited prospective economic boons for struggling businesses.

The newspaper wrote Tuesday that the premier's decision "ending the work from home era" followed its urging, although Minns did not name it as a factor. But the union representing public servants said there was scant evidence for the change and warned the state government could struggle to fill positions. "Throughout the New South Wales public sector, they're trying to retain people," said Stewart Little, the General Secretary of the Public Service Association. "In some critical agencies like child protection we're looking at 20% vacancy rates, you're talking about hundreds of jobs." Little added that government offices have shrunk since 2020 and agencies would be unable to physically accommodate every employee on site. Minns said the state would lease more space, according to the Daily Telegraph.
Further reading: Ordered Back To the Office, Top Tech Talent Left Instead, Study Finds
IT

The Business World's Favorite Laptop Has Barely Changed in 30 Years 99

Lenovo's widely used ThinkPad laptop hasn't changed much over the years. Corporate technology leaders say that's why they love it. From a report: "There's a lot to be said for familiarity and that consistent experience," said Ace Hardware Chief Information Officer Rick Williams, whose company uses about 4,000 ThinkPads. The ThinkPad brand of personal computers, originally created by International Business Machines, hit the market in 1992 before Lenovo acquired it, along with IBM's PC division, in 2005. Since then, the boxy design -- originally inspired by the Japanese bento box -- has gotten thinner and lighter, but not much else has changed from a design perspective, Lenovo said.

The logo is the same, although in 2005 Lenovo did add the red dot over the "i" in "Think" that remains today. That logo has remained angled at 37 degrees on the device. And on the keyboard the small, red, old-timey trackpoint remains nestled between the "B," "G" and "H" keys (which Lenovo says some users swear by and some CIOs say they never use). Ports and camera placement have also been relatively consistent. And despite some experimentation with colors, the laptop itself primarily remains its original black. "You're going to recognize the iconic ThinkPad," said Tom Butler, executive director for worldwide commercial portfolio and product management at Hong Kong-based Lenovo.

Its strategy might seem counterintuitive in an industry where winners and losers are often determined based on their pace of innovation, and where to stay the same often means to become obsolete. Big consumer tech companies that dominated the early 2000s, like BlackBerry, Nokia and Motorola, ultimately couldn't keep pace with competitors and struggled. But for Lenovo, which plays in the enterprise space, it's paying off. Lenovo has been leading in market share in the worldwide personal computer vendor market, based on unit shipments, on and off for more than 10 years, according to research firm Gartner.
AI

AI Is Coming for India's Famous Tech Hub (msn.com) 28

AI is upending India's technology outsourcing business. The industry is pivoting to adapt, but the changes could cost a large number of coveted jobs. From a report: The country's big outsourcing companies are already using AI and have plans to integrate it throughout their businesses. That might not save the low-end operations that run call centers or do other basic tasks within the so-called business process outsourcing sector.Â

AI is threatening to disrupt most businesses around the world, not just India's $250 billion outsourcing industry. The outsourcing boom in India over the past few decades created the "getting Bangalore-d" phenomenon in the U.S., often used for Americans who lost their jobs to more affordable Indian talent. AI's impact could have big repercussions as the industry employs 5.4 million people, according to tech-industry body Nasscom, and contributes about 8% of the country's economy. More than 80% of companies in the S&P 500 outsource some operations to India, according to HSBC.

Apple

Apple Thinks Bing is Pretty Bad (theverge.com) 86

U.S. Judge Amit Mehta released a 286-page ruling Monday in the Google search antitrust case, revealing key details of the tech giant's business practices. The document is packed with factual findings and legal conclusions and some amazing comments. Here's one, for instance: Google pays Apple billions of dollars a year to be the default search engine in Safari. But according to Eddy Cue, Apple's senior vice president of services, there's no other meaningful alternative. During the trial, he said that "there's no price that Microsoft could ever offer" to Apple to get the company to preload Bing in Safari. "I don't believe there's a price in the world that Microsoft could offer us," Cue said at another point. "They offered to give us Bing for free. They could give us the whole company."

For Google, this is a sign that they've earned their default status (which, incidentally, they pay Apple gobs of money to maintain). Judge Mehta says that this is an indication that the "market reality is that Google is the only real choice as the default GSE [general search engine]." (Of course, Cue's opinion doesn't mean Bing is objectively bad. Elsewhere, the opinion notes that Bing's search quality is comparable to Google's on desktop, though it falls behind on mobile.)

Intel

Intel Foundry Achieves Major Milestones (intel.com) 28

Intel has announced significant progress on its 18A process technology, with lead products successfully powering on and booting operating systems. The company's Panther Lake client processor and Clearwater Forest server chip, both built on 18A, achieved these milestones less than two quarters after tape-out. The 18A node, featuring RibbonFET gate-all-around transistors and PowerVia backside power delivery, is on track for production in 2025.

Intel released the 18A Process Design Kit 1.0 in July, enabling foundry customers to leverage these advanced technologies in their designs. "Intel is out ahead of everyone else in the industry with these innovations," Kevin O'Buckley, Intel's new head of Foundry Services stated, highlighting the node's potential to drive next-generation AI solutions. Clearwater Forest will be the industry's first mass-produced, high-performance chip combining RibbonFET, PowerVia, and Foveros Direct 3D packaging technology. It also utilizes Intel's 3-T base-die technology, showcasing the company's systems foundry approach. Intel expects its first external customer to tape out on 18A in the first half of 2025. EDA and IP partners are updating their tools to support customer designs on the new node. The success of 18A is crucial for Intel's ambitions to regain process leadership and grow its foundry business.
AI

Mainframes Find New Life in AI Era (msn.com) 56

Mainframe computers, stalwarts of high-speed data processing, are finding new relevance in the age of AI. Banks, insurers, and airlines continue to rely on these industrial-strength machines for mission-critical operations, with some now exploring AI applications directly on the hardware, WSJ reported in a feature story. IBM, commanding over 96% of the mainframe market, reported 6% growth in its mainframe business last quarter. The company's latest zSystem can process up to 30,000 transactions per second and hold 40 terabytes of data. WSJ adds: Globally, the mainframe market was valued at $3.05 billion in 2023, but new mainframe sales are expected to decline through 2028, IDC said. Of existing mainframes, however, 54% of enterprise leaders in a 2023 Forrester survey said they would increase their usage over the next two years.

Mainframes do have limitations. They are constrained by the computing power within their boxes, unlike the cloud, which can scale up by drawing on computing power distributed across many locations and servers. They are also unwieldy -- with years of old code tacked on -- and don't integrate well with new applications. That makes them costly to manage and difficult to use as a platform for developing new applications.

Mozilla

The Biggest Loser in Google Search Ruling Could Be Mozilla and Firefox (fortune.com) 111

Mozilla, the non-profit behind the Firefox browser, faces an uncertain future following Monday's landmark antitrust ruling against Google. The decision, which found Google illegally maintained its search monopoly, puts Mozilla's primary funding source at risk. In 2021-2022, Mozilla received $510 million from Google out of $593 million total revenue, according to its latest financial report. Fortune adds: You can be sure that critics of the judge's ruling will highlight the potentially devastating impact on Mozilla to make the case that the antitrust ruling will have unintended consequences on smaller tech industry players. Others might argue that Mozilla hasn't done enough with those spoils to differentiate its Firefox browser, or that it could cut a deal with another search engine like Bing if its Google deal goes away completely. Either way, Google will appeal the suit so a long battle may ensue. And there's another big domino to fall: the judge will rule on the remedy or remedies -- essentially, the business-model penalties -- that Google will face. Apple also stands to lose more than $20 billion a year that Google pays the iPhone-maker to be the default search engine on Safari. But as Fortune notes, "Apple is a large, diversified company with many sources of revenue."
AI

OpenAI Co-Founder John Schulman Is Joining Anthropic (cnbc.com) 3

OpenAI co-founder John Schulman announced Monday that he is leaving to join rival AI startup Anthropic. CNBC reports: The move comes less than three months after OpenAI disbanded a superalignment team that focused on trying to ensure that people can control AI systems that exceed human capability at many tasks. Schulman had been a co-leader of OpenAI's post-training team that refined AI models for the ChatGPT chatbot and a programming interface for third-party developers, according to a biography on his website. In June, OpenAI said Schulman, as head of alignment science, would join a safety and security committee that would provide advice to the board. Schulman has only worked at OpenAI since receiving a Ph.D. in computer science in 2016 from the University of California, Berkeley.

"This choice stems from my desire to deepen my focus on AI alignment, and to start a new chapter of my career where I can return to hands-on technical work," Schulman wrote in the social media post. He said he wasn't leaving because of a lack of support for new work on the topic at OpenAI. "On the contrary, company leaders have been very committed to investing in this area," he said. The leaders of the superalignment team, Jan Leike and company co-founder Ilya Sutskever, both left this year. Leike joined Anthropic, while Sutskever said he was helping to start a new company, Safe Superintelligence Inc. "Very excited to be working together again!" Leike wrote in reply to Schulman's message.

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