An anonymous reader quotes a report from TechCrunch: Amazon says that it will commit up to $230 million to startups building generative AI-powered applications. The investment, roughly $80 million of which will fund Amazon's second AWS Generative AI Accelerator program, aims to position AWS as an attractive cloud infrastructure choice for startups developing generative AI models to power their products, apps and services. Much of the new tranche -- including the entire portion set aside for the accelerator program -- comes in the form of compute credits for AWS infrastructure, meaning that it can't be transferred to other cloud service providers like Google Cloud and Microsoft Azure.

To sweeten the pot, Amazon is pledging that startups in this year's Generative AI Accelerator cohort will gain access to experts and tech from Nvidia, the program's presenting partner. They will also be invited to join the Nvidia Inception program, which provides companies opportunities to connect with potential investors and additional consulting resources. The Generative AI Accelerator program has also grown substantially. Last year's cohort, which had 21 startups, received only up to $300,000 in AWS compute credits, amounting to around a combined $6.3 million investment. "With this new effort, we will help startups launch and scale world-class businesses, providing the building blocks they need to unleash new AI applications that will impact all facets of how the world learns, connects, and does business," Matt Wood, VP of AI products at AWS, said in a statement. Further reading: How Amazon Blew Alexa's Shot To Dominate AI

During its earnings call on Monday, Oracle CEO Safra Catz told analysts that it is shutting down its ads business. "In Q4, we decided to exit the advertising business, which had declined to about $300 million in revenue in fiscal year '24," said Catz, according to an earnings transcript. Adweek's Catherine Perloff reports: In August 2022, Business Insider reported that Oracle Advertising made $2 billion in revenue. At the time, revenue was only growing by 2% a year and many employees had been laid off as part of a reorganization in 2022, Business Insider reported. Oracle spent billions on entering the advertising business, acquiring nearly a dozen ad technology companies for over a decade. Notable acquisitions include data firms DataLogix, bought in 2014 for $1.2 billion, and brand safety platform Moat, purchased in 2017 for a reported $850 million. "Oracle's bet on the advertising industry was undermined when Meta [...] shut down its data to third parties including Oracle in 2018, following the Cambridge Analytica scandal," notes Adweek. Europe's GDPR further restricted Oracle's advertising business, leading the company to shut down its 'AddThis' publisher audience tool in 2019, which relied on third-party data.

Assisted driving systems and robot taxis are becoming more popular in China with government help, as cities designate large areas for testing on public roads. From a report: The world's largest experiment in driverless cars is underway on the busy streets of Wuhan, a city in central China with 11 million people, 4.5 million cars, eight-lane expressways and towering bridges over the muddy waters of the Yangtze River. A fleet of 500 taxis navigated by computers, often with no safety drivers in them for backup, buzz around. The company that operates them, the tech giant Baidu, said last month that it would add a further 1,000 of the so-called robot taxis in Wuhan.

Across China, 16 or more cities have allowed companies to test driverless vehicles on public roads, and at least 19 Chinese automakers and their suppliers are competing to establish global leadership in the field. No other country is moving as aggressively. The government is providing the companies significant help. In addition to cities designating on-road testing areas for robot taxis, censors are limiting online discussion of safety incidents and crashes to restrain public fears about the nascent technology.

Surveys by J.D. Power, an automotive consulting firm, found that Chinese drivers are more willing than Americans to trust computers to guide their cars. "I think there's no need to worry too much about safety -- it must have passed safety approval," said Zhang Ming, the owner of a small grocery store near Wuhan's Qingchuan Pavilion, where many Baidu robot taxis stop. Another reason for China's lead in the development of driverless cars is its strict and ever-tightening control of data. Chinese companies set up crucial research facilities in the United States and Europe and sent the results back home. But any research in China is not allowed to leave the country. As a result, it's difficult for foreign carmakers to use what they learn in China for cars they sell in other countries.

Wells Fargo fired more than a dozen employees last month after investigating claims that they were faking work. From a report: The staffers, all in the firm's wealth- and investment-management unit, were "discharged after review of allegations involving simulation of keyboard activity creating impression of active work," according to disclosures filed with the Financial Industry Regulatory Authority. "Wells Fargo holds employees to the highest standards and does not tolerate unethical behavior," a company spokesperson said in a statement.

Devices and software to imitate employee activity, sometimes known as "mouse movers" or "mouse jigglers," took off during the pandemic-spurred work-from-home era, with people swapping tips for using them on social-media sites Reddit and TikTok. Such gadgets are available on Amazon.com for less than $20.

A former Microsoft employee claims the tech giant dismissed his repeated warnings about a security flaw that was later exploited in the SolarWinds hack, prioritizing business interests over customer safety. Andrew Harris, who worked on Microsoft's cloud security team, says he discovered the weakness in 2016 but was told fixing it could jeopardize a multibillion-dollar government contract and the company's competitive edge, ProPublica reported Thursday.

The flaw, in a Microsoft product called Active Directory Federation Services, allowed hackers to bypass security measures and access sensitive cloud data. Russian hackers exploited the vulnerability in the 2020 SolarWinds attack, breaching several U.S. agencies. Microsoft continues to deny wrongdoing, insisting customer protection is its top priority. The revelations come at a time when Microsoft is facing increasing scrutiny over its security practices and seeks to expand its government business.

T-Mobile's recent price hikes of up to $5 per line on older smartphone plans have left many customers shocked due to the company's previous "Un-contract" promise. Announced in 2017, T-Mobile pledged never to change the price customers pay for their plans. However, a now-removed FAQ revealed that the guarantee only ensured T-Mobile would pay the final month's charges if prices increased and customers chose to leave within 60 days. The price increases affect various plans, despite T-Mobile's earlier promises of "no crazy strings, no hoops to jump through, no hidden fees, no BS."

Lynn Conway, a pioneering computer scientist who made significant contributions to VLSI design and microelectronics, and a prominent advocate for transgender rights, died Sunday from a heart condition. She was 85. Pulitzer Prize-winning journalist Michael Hiltzik remembers Conway in a column for the Los Angeles Times: As I recounted in 2020, I first met Conway when I was working on my 1999 book about Xerox PARC, Dealers of Lightning, for which she was a uniquely valuable source. In 2000, when she decided to come out as transgender, she allowed me to chronicle her life in a cover story for the Los Angeles Times Magazine titled "Through the Gender Labyrinth." That article traced her journey from childhood as a male in New York's strait-laced Westchester County to her decision to transition. Years of emotional and psychological turmoil followed, even as he excelled in academic studies. [Conway earned bachelor's and master's degrees in electrical engineering from Columbia University in 1961, quickly joining a team at IBM to design the world's fastest supercomputer. Despite personal success, she faced significant emotional turmoil, leading to her decision to transition in 1968. Initially supportive, IBM ultimately fired Conway due to their inability to reconcile her transition with the company's conservative image.]

The family went on welfare for three months. Conway's wife barred her from contact with her daughters. She would not see them again for 14 years. Beyond the financial implications, the stigma of banishment from one of the world's most respected corporations felt like an excommunication. She sought jobs in the burgeoning electrical engineering community around Stanford, working her way up through start-ups, and in 1973 she was invited to join Xerox's brand new Palo Alto Research Center, or PARC. In partnership with Caltech engineering professor Carver Mead, Conway established the design rules for the new technology of "very large-scale integrated circuits" (or, in computer shorthand, VLSI). The pair laid down the rules in a 1979 textbook that a generation of computer and engineering students knew as "Mead-Conway."

VLSI fostered a revolution in computer microprocessor design that included the Pentium chip, which would power millions of PCs. Conway spread the VLSI gospel by creating a system in which students taking courses at MIT and other technical institutions could get their sample designs rendered in silicon. Conway's life journey gave her a unique perspective on the internal dynamics of Xerox's unique lab, which would invent the personal computer, the laser printer, Ethernet, and other innovations that have become fully integrated into our daily lives. She could see it from the vantage point of an insider, thanks to her experience working on IBM's supercomputer, and an outsider, thanks to her personal history.

After PARC, she was recruited to head a supercomputer program at the Defense Department's Advanced Research Projects Agency, or DARPA -- sailing through her FBI background check so easily that she became convinced that the Pentagon must have already encountered transgender people in its workforce. A figure of undisputed authority in some of the most abstruse corners of computing, Conway was elected to the National Academy of Engineering in 1989. She joined the University of Michigan as a professor and associate dean in the College of Engineering. In 2002 she married a fellow engineer, Charles Rogers, and with him lived active life -- with a shared passion for white-water canoeing, motocross racing and other adventures -- on a 24-acre homestead not far from Ann Arbor, Mich. In 2020, Conway received a formal apology from IBM for firing her 52 years earlier. Diane Gherson, an IBM senior vice president, told her, "Thanks to your courage, your example, and all the people who followed in your footsteps, as a society we are now in a better place.... But that doesn't help you, Lynn, probably our very first employee to come out. And for that, we deeply regret what you went through -- and know I speak for all of us."

According to The Verge, Best Buy conducted another round of layoffs and job restructurings to "right size" the business in response to declining sales post-pandemic. Further layoffs and changes are expected throughout the year. From the report: The layoffs appeared to have mostly targeted in-home sales roles called designers, who would go to customers' homes to help identify products that would work in their space. It's not clear how many were let go, but designers who weren't laid off have been moved into a different, largely in-store role. Also, pay scales for a similar, existing in-store "consultant" position were revamped. Best Buy confirmed the layoffs in an email to The Verge but declined to share how many people were let go or how pay was changing. "Many of our team members were moved to new areas or roles where our customers need it most," Best Buy spokesperson Ryan Furlong told The Verge. He said some employees in Best Buy's "Design and Consult workforce" -- the collection of roles with in-store workers (called consultants) and in-home field sales positions (called designers) -- will be transitioned into a new "Premium Designer role."

Best Buy has been drastically restructuring in recent months, responding to factors like falling sales after the pandemic spiked consumer electronics spending. Best Buy CEO Corie Barry told investors in February that they should expect layoffs this year, and two months ago, mass layoffs of Geek Squad employees were reported. Barry repeated similar things during the company's first quarter earnings call in May, saying that many of Best Buy's moves to "right size" its business "are being implemented throughout this year."

An anonymous reader quotes a report from the Mercury News: Krista DeWeese has been laid off four times in the last eight years. She wakes up every morning feeling anxious. Will I lose my job today -- again? Will I have enough to pay the rent? Even though she's an educated, experienced marketing professional, worrisome thoughts trail the 47-year-old Fremont native's every waking moment. Currently a contract worker at a health science company, she has been struggling to find secure work that pays enough to keep up with the exorbitant cost of living in the Bay Area. She has a lot of company. The past year has been tough for the Bay Area, as thousands of layoffs skittered across the region. Even workers at Silicon Valley's tech titans -- including Meta, Apple and Google -- have faced job cuts. Since 2022, tech companies in the region have slashed roughly 40,000 jobs. And with each layoff, workers are entering a market that is less friendly to job seekers than it used to be.

New research from tech advocacy organization Women Impact Tech, which examined job and salary data nationwide from 2020 to 2023, affirmed what many people already know: companies are tightening their belts -- slicing jobs and salaries alike -- and many people are struggling to find work that pays enough to live comfortably in the Bay Area. Despite having the highest tech salaries in the country, Silicon Valley has experienced the biggest drop in pay compared to other tech hubs, falling 15% from 2022 to 2023, according to Women Impact Tech. And with inflation, DeWeese and others are watching their spending power shrink. More than 10 years ago, she was earning over $100,000 in total compensation. That amount has dropped 15% since she was laid off from Yahoo in 2016, and has not increased since. "I feel like my career has been frozen in time," DeWeese said. "Things have been at a standstill."

Paula Bratcher Ratliff, president of New York-based Women Impact Tech, said that the shrinking pay hits especially hard for women, given the continuing gender pay gap. "The Bay Area took one of the largest hits," Ratliff said. "Women make up about 28% of the entire workforce in tech. When you're seeing an overall decline at 15%, and for pay equity, women have not made much traction." [...] Despite the trend of shrinking salaries in the world's tech capital, Ratliff, with Women Impact Tech, doesn't believe it's necessarily a race to the bottom. "Today, about every company is a tech company, whether they're in retail, consumer goods or hospitality," Ratliff said. "There's so many opportunities in tech without having to focus on those jobs with the tech organizations alone. We're seeing great companies emerge." While it's still unclear where the light is at the end of the tunnel for DeWeese, she remains hopeful her situation will improve. "You have to have hope or else you're just going to live in fear of being let go, again and again," she said.

An anonymous reader quotes a report from TechCrunch: A Finnish startup called Flow Computing is making one of the wildest claims ever heard in silicon engineering: by adding its proprietary companion chip, any CPU can instantly double its performance, increasing to as much as 100x with software tweaks. If it works, it could help the industry keep up with the insatiable compute demand of AI makers. Flow is a spinout of VTT, a Finland state-backed research organization that's a bit like a national lab. The chip technology it's commercializing, which it has branded the Parallel Processing Unit, is the result of research performed at that lab (though VTT is an investor, the IP is owned by Flow). The claim, Flow is first to admit, is laughable on its face. You can't just magically squeeze extra performance out of CPUs across architectures and code bases. If so, Intel or AMD or whoever would have done it years ago. But Flow has been working on something that has been theoretically possible -- it's just that no one has been able to pull it off.

Central Processing Units have come a long way since the early days of vacuum tubes and punch cards, but in some fundamental ways they're still the same. Their primary limitation is that as serial rather than parallel processors, they can only do one thing at a time. Of course, they switch that thing a billion times a second across multiple cores and pathways -- but these are all ways of accommodating the single-lane nature of the CPU. (A GPU, in contrast, does many related calculations at once but is specialized in certain operations.) "The CPU is the weakest link in computing," said Flow co-founder and CEO Timo Valtonen. "It's not up to its task, and this will need to change."

CPUs have gotten very fast, but even with nanosecond-level responsiveness, there's a tremendous amount of waste in how instructions are carried out simply because of the basic limitation that one task needs to finish before the next one starts. (I'm simplifying here, not being a chip engineer myself.) What Flow claims to have done is remove this limitation, turning the CPU from a one-lane street into a multi-lane highway. The CPU is still limited to doing one task at a time, but Flow's Parallel Processing Unit (PPU), as they call it, essentially performs nanosecond-scale traffic management on-die to move tasks into and out of the processor faster than has previously been possible. [...] Flow is just now emerging from stealth, with [about $4.3 million] in pre-seed funding led by Butterfly Ventures, with participation from FOV Ventures, Sarsia, Stephen Industries, Superhero Capital and Business Finland. The primary challenge Flow faces is that for its technology to be integrated, it requires collaboration at the chip-design level. This means chipmakers need to redesign their products to include the PPU, which is a substantial investment.

Given the industry's cautious nature and the existing roadmaps of major chip manufacturers, the uptake of this new technology might be slow. Companies are often reluctant to adopt unproven technologies that could disrupt their long-term plans.

The white paper can be read here. A Flow Computing FAQ is also available here.

Four more U.S. states on Tuesday joined the Justice Department's lawsuit against Apple alleging the iPhone maker is monopolizing smartphone markets, the department said in a statement. From a report: The four states are Indiana, Massachusetts, Nevada and Washington, the Justice Department said. The original lawsuit was filed in March, and 15 states and the District of Columbia joined the lawsuit at the time. The lawsuit alleges that Apple uses its market power to get more money from consumers, developers, content creators, artists, publishers, small businesses and merchants. The civil lawsuit accuses Apple of an illegal monopoly on smartphones, maintained by imposing contractual restrictions on, and withholding critical access from, developers. The Justice Department has previously said Apple charges as much as $1,599 for an iPhone and makes a larger profit than any rival. Officials also said Apple imposes hidden charges on various business partners - from software developers to credit card companies and even rivals such as Alphabet's, Google, in ways that ultimately raise prices for consumers.

An anonymous reader shares a report: Who would have thought that Raspberry Pi, the maker of the tiny, cheap, single-board computers, would become a public company? Yet, this is exactly what's happening: Raspberry Pi priced its IPO on the London Stock Exchange on Tuesday morning at $3.56 per share, valuing it at $689 million. Shortly after that, the company's shares jumped a nice 32% to $4.70. It means that Raspberry Pi could end up raising more than $200 million during its IPO process.

Raspberry Pi has sold 60 million units since its inception. In 2023 alone, Raspberry Pi generated $266 million in revenue and $66 million in gross profit. Raspberry Pi Ltd, the public company, is the commercial subsidiary of the Raspberry Pi Foundation. The Foundation says it wants to make it easier for people to learn coding through a low-cost, programmable computer. It also remains the main shareholder of Raspberry Pi Ltd.

An anonymous reader quotes a report from The Register: A study claims to have proof of what some have suspected: return to office mandates are just back-channel layoffs and post-COVID work culture is making everyone miserable. HR software biz BambooHR surveyed more than 1,500 employees, a third of whom work in HR. The findings suggest the return to office movement has been a poorly-executed failure, but one particular figure stands out -- a quarter of executives and a fifth of HR professionals hoped RTO mandates would result in staff leaving. While that statistic essentially admits the quiet part out loud, there was some merit to that belief. People did quit when RTO mandates were enforced at many of the largest companies, but it wasn't enough, the study reports.

More than a third (37 percent) of respondents in leadership roles believed their employers had undertaken layoffs in the past 12 months as a result of too few people quitting in protest of RTO mandates, the study found. Nearly the same number thought their management wanted employees back in the office to monitor them more closely. The end result has been the growth of a different office culture, one that's even more performative, suspicious, and divisive than before the COVID pandemic, the study concludes. According to the report, most employees working remotely and in-person both feel the need to demonstrate productivity, which for more than a third of employees means being seen socializing and moving around the office. That intense need to be visible may actually be harming productivity, study author and BambooHR's own head of HR Anita Grantham concluded in her findings. A full 42 percent of employees who responded to the Bamboo survey said they show up solely to be seen by bosses and managers. If bosses think their presence in the office is making any difference to the amount of work getting done, the results indicate that's not the case.

Remote employees and in-office employees both report spending around two hours of every day not working. Those in-office ones, of course, are probably spending those ten hours a week looking as busy as possible. Away from the office, employees feel the need to demonstrate presence by being hyper-available and never going offline -- the so-called "green status effect," the data suggests. "The distrusting and performative cultures some companies are cultivating are harmful to bottom-line growth," Grantham said, adding that RTO policies are okay, but not if they don't consider individual employee needs. "The conversation around work modes is one of the most important things to address and get clear on as a business," Grantham said. "It often gets reduced to just RTO, but it's actually a much bigger conversation."

Copycats are stepping up their attacks on small businesses. Sellers of products including merino socks and hummingbird feeders say they have lost customers to online scammers who use the legitimate business owners' videos, logos and social-media posts to assume their identities and steer customers to cheap knockoffs or simply take their money. WSJ: "We used to think you'd be targeted because you have a brand everywhere," said Alastair Gray, director of anticounterfeiting for the International Trademark Association, a nonprofit that represents brand owners. "It now seems with the ease at which these criminals can replicate websites, they can cut and paste everything." Technology has expanded the reach of even the smallest businesses, making it easy to court customers across the globe. But evolving technology has also boosted opportunities for copycats; ChatGPT and other advances in artificial intelligence make it easier to avoid language or spelling errors, often a signal of fraud.

Imitators also have fine-tuned their tactics, including by outbidding legitimate brands for top position in search results. "These counterfeiters will market themselves just like brands market themselves," said Rachel Aronson, co-founder of CounterFind, a Dallas-based brand-protection company. Policing copycats is particularly challenging for small businesses with limited financial resources and not many employees. Online giants such as Amazon.com and Meta Platforms say they use technology to identify and remove misleading ads, fake accounts or counterfeit products.

An anonymous reader shares a report: A study claims to have proof of what some have suspected: return to office mandates are just back-channel layoffs and post-COVID work culture is making everyone miserable. HR software biz BambooHR surveyed more than 1,500 employees, a third of whom work in HR. The findings suggest the return to office movement has been a poorly-executed failure, but one particular figure stands out - a quarter of executives and a fifth of HR professionals hoped RTO mandates would result in staff leaving.

While that statistic essentially admits the quiet part out loud, there was some merit to that belief. People did quit when RTO mandates were enforced at many of the largest companies, but it wasn't enough, the study reports. More than a third (37 percent) of respondents in leadership roles believed their employers had undertaken layoffs in the past 12 months as a result of too few people quitting in protest of RTO mandates, the study found. Nearly the same number thought their management wanted employees back in the office to monitor them more closely. The end result has been the growth of a different office culture, one that's even more performative, suspicious, and divisive than before the COVID pandemic, the study concludes.

Long-time Slashdot reader theodp writes: If you devoured the Childhood of Famous Americans book series as a kid and are ready for a longer read, Bill Gates has a book for you.

"I'm excited to announce my new book, Source Code, which will be published next February," Gates wrote Tuesday in a GatesNotes blog post. "It's a memoir about my early years, from childhood through my decision to leave college and start Microsoft with Paul Allen. I write about the relationships, lessons, and experiences that laid the foundation for everything in my life that followed." GeekWire explains the timing of the book release is notable: January 2025 marks the 50th anniversary of the Popular Electronics magazine issue that featured the early Altair 8800 personal computer, which inspired Gates and Allen to start the company.

Proceeds from book sales will be donated to the nonprofit United Way Worldwide, in recognition of Gates' late mother Mary's longtime work as a volunteer and board member with the organization.
"Hey, this thing is happening without us," Allen famously said to Bill Gates (who had just turned 19).

When Gates finished reading the Popular Electronics article, "he realized that Allen was right," according to one biographer. "For the next eight weeks, the two of them embarked on a frenzy of code writing that would change the nature of the computer business."

Last week America's energy secretary cheered the startup of a fourth nuclear reactor at a Georgia power plant, calling it "the largest producer of clean energy, and the largest producer of electricity in the United States" after a third reactor was started up there in December.

From the U.S. Energy Department's transcript of the speech: Each year, Units 3 and 4 are going to produce enough clean power to power 1 million homes and businesses, enough energy to power roughly 1 in 4 homes in Georgia. Preventing 10 million metric tons of carbon dioxide pollution annually. That, by the way, is like planting more than 165 million trees every year!

And that's not to mention the historic investments that [electric utility] Southern has made on the safety front, to ensure this facility meets — and exceeds — the highest operating standards in the world....

To reach our goal of net zero by 2050, we have to at least triple our current nuclear capacity in this country. That means we've got to add 200 more gigawatts by 2050. Okay, two down, 198 to go! In building [Unit] 4, we've solved our greatest design challenges. We've stood up entire supply chains.... And so it's time to cash in on our investments by building more. More of these facilities. The Department of Energy's Loan Programs Office stands ready to help, with hundreds of billions of dollars in what we call Title 17 loans... Since the President signed the Inflation Reduction Act and the Bipartisan Infrastructure Law, companies across the nation have announced 29 new or expanded nuclear facilities — across 16 states — representing about 1,600 potential new jobs. And the majority of those projects will expand the domestic uranium production and fuel fabrication, strengthening these critical supply chains...

Bottom line is, in short, we are determined to build a world-class nuclear industry in the United States, and we're putting our money where our mouth is.
America's Energy Secretary told the Washington Post that "Whether it happens through small modular reactors, or AP1000s, or maybe another design out there worthy of consideration, we want to see nuclear built." The Post notes the Energy department gave a $1.5 billion loan to restart a Michigan power plant which was decommissioned in 2022. "It would mark the first time a shuttered U.S. nuclear plant has been reactivated."

"But in this country with 54 nuclear plants across 28 states, restarting existing reactors and delaying their closure is a lot less complicated than building new ones." When the final [Georgia] reactor went online at the end of April, the expansion was seven years behind schedule and nearly $20 billion over budget. It ultimately cost more than twice as much as promised, with ratepayers footing much of the bill through surcharges and rate hikes...

Administration officials say the country has no choice but to make nuclear power a workable option again. The country is fast running short on electricity, demand for power is surging amid a boom in construction of data centers and manufacturing plants, and a neglected power grid is struggling to accommodate enough new wind and solar power to meet the nation's needs...

As the administration frames the narrative of the plant as one of perseverance and innovation that clears a path for restoring U.S. nuclear energy dominance, even some longtime boosters of the industry question whether this country will ever again have a vibrant nuclear energy sector. "It is hard for me to envision state energy regulators signing off on another one of these, given how badly the last ones went," said Matt Bowen, a nuclear scholar at the Center on Global Energy Policy at Columbia University, who was an adviser on nuclear energy issues in the Obama administration.
The article notes there are 19 AP1000 reactors (the design used at the Georgia plant) in development around the world. "None of them are being built in the United States."

As reported by Jon Peddie Research, Nvidia now holds 88% of the GPU market after its market share jumped 8% in its most recent quarter. "This jump shaves 7% off of AMD's share, putting it down to 19% total," reports XDA Developers. "And if you're wondering where that extra 1% went, it came from all of Intel's market share, squashing it down to 0%." From the report: Dr. Jon Peddie, president of Jon Peddie Research, mentions how the GPU market hasn't really looked "normal" since the 2007 recession. Ever since then, everything from the crypto boom to COVID has messed with the usual patterns. Usually, the first quarter of a year shows a bit of a dip in GPU sales, but because of AI's influence, it may seem like that previous norm may be forever gone: "Therefore, one would expect Q2'24, a traditional quarter, to also be down. But, all the vendors are predicting a growth quarter, mostly driven by AI training systems in hyperscalers. Whereas AI trainers use a GPU, the demand for them can steal parts from the gaming segment. So, for Q2, we expect to see a flat to low gaming AIB result and another increase in AI trainer GPU shipments. The new normality is no normality."

Victoria Song reports via The Verge: Samsung Electronics workers went on a strike on Friday for the very first time in the company's history. The move comes at a time when the Korean corporation faces increased competition from other chipmakers, particularly as demand for AI chips grows. The National Samsung Electronics Union (NSEU), the largest of the company's several unions, called for the one-day strike at Samsung's Seoul office building as negotiations over pay bonuses and time off hit a standstill. The New York Times reports that the majority of striking workers come from Samsung's chip division. (Samsung Electronics is technically only a subsidiary comprising its consumer tech, appliances, and semiconductor divisions; Samsung itself is a conglomerate that controls real estate, retail, insurance, food production, hotels, and a whole lot more.) It's unclear how many of the NSEU's roughly 28,400 members participated in the walkout. Even so, multiple outlets are reporting that the walkout is unlikely to affect chip production or trigger shortages. Union leaders told Bloomberg that further actions are planned if management refuses to engage.

That said, the fact that it's happening at all is awkward timing for Samsung, particularly due to tensions with the chipmaking portion of its business. Last year, the division reported a 15 trillion won ($11 billion) loss, leading to a 15-year low in operating profits. The current AI boom played a big role in the massive loss. Samsung has historically been the world leader in making high-bandwidth memory chips â" the kind that are in demand right now to power next-gen generative AI features. However, last year's decline was partly because Samsung wasn't prepared for increased demand, allowing local rival SK Hynix to take the top spot.

An anonymous reader quotes a report from Ars Technica: After acquiring VMware, Broadcom swiftly enacted widespread changes that resulted in strong public backlash. A new survey of 300 director-level IT workers at companies that are customers of North American VMware provides insight into the customer reaction to Broadcom's overhaul. The survey released Thursday doesn't provide feedback from every VMware customer, but it's the first time we've seen responses from IT decision-makers working for companies paying for VMware products. It echos concerns expressed at the announcement of some of Broadcom's more controversial changes to VMware, like the end of perpetual licenses and growing costs. [...] Every person surveyed said that they expect VMware prices to rise under Broadcom. In a March "User Group Town Hall," attendees complained about "price rises of 500 and 600 percent," according to The Register. We heard in February from ServeTheHome that "smaller" cloud service providers were claiming to see costs grow tenfold. In this week's survey, 73 percent of respondents said they expect VMware prices to more than double. Twelve percent of respondents expect a price hike of 301 to 500 percent. Only 1 percent anticipate price hikes of 501 to 1,000 percent. "At this juncture post-acquisition, most larger enterprises seem to have a clear understanding of how their next procurement cycle with Broadcom will be impacted from a pricing and packaging standpoint," the report noted.

Further, 95 percent of survey respondents said they view Broadcom buying VMware as disruptive to their IT strategy, with 46 percent considering it extremely or very disruptive. Widespread concerns about cost and IT strategy help explain why 99 percent of the 300 respondents said they are concerned about Broadcom owning VMware, with 46 percent being "very concerned" and 30 percent "extremely concerned." Despite widespread anxiety over Broadcom's VMware, most of the respondents said they will likely stay with VMware either partially (43 percent of respondents) or fully (40 percent). A smaller percentage of respondents said they would move more workloads to the public cloud (38 percent) or a different hypervisor (34 percent) or move entirely to the public cloud (33 percent). This is with 69 percent of respondents having at least one contract expiring with VMware within the next 12 months. [...] Top reasons cited for considering abandoning VMware partially or totally were uncertainty about Broadcom's plans, concerns about support quality under Broadcom, and changes to relationships with channel partners (each named by 36 percent of respondents). Following closely was the shift to subscription licensing (34 percent), expected price bumps (33 percent), and personal negative experiences with Broadcom (33 percent). Broadcom's history with big buys like Symantec and CA Technologies also has 32 percent of people surveyed considering leaving VMware. "The emotional shock has started to metabolize inside of the Broadcom customer base, but it's metabolized in the form of strong commitment to mitigating the negative impacts of the Broadcom VMware acquisition," said Kyle Campos, CTPO for CloudBolt Software, the company that commissioned the study.

He warned that Broadcom could see backlash continue "for months and even years to come."