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Power

In Just 15 Months, America Made $37B In Clean Energy Investments In Fossil Fuel-Reliant Regions (msn.com) 52

America passed a climate bill in August of 2022 with incentives to build wind and solar energy in regions that historically relied on fossil fuels. And sure enough, since then "a disproportionate amount of wind, solar, battery and manufacturing investment is going to areas that used to host fossil fuel plants," reports the Washington Post.

They cite a new analysis of investment trends from independent research firm Rhodium Group and MIT's Center for Energy and Environmental Policy Research: In Carbon County, Wyo. — a county named for its coal deposits — a power company is building hundreds of wind turbines. In Mingo County, W.Va., where many small towns were once coal towns, the Adams Fork Energy plant will sit on a former coal mining site and produce low-carbon ammonia... While communities that once hosted coal, oil or gas infrastructure make up only 18.6 percent of the population, they received 36.8 percent of the clean energy investment in the year after the Inflation Reduction Act's passage. "We're talking about in total $100 billion in investment in these categories," said Trevor Houser, a partner at Rhodium Group. "So $37 billion investment in a year for energy communities — that's a lot of money...."

Most significantly, 56.6 percent of investment in U.S. wind power in the past year has gone to energy communities, as well as 45.5 percent of the storage and battery investment... The analysis also found that significant amounts of clean energy investment were going to disadvantaged communities, defined as communities with environmental or climate burdens, and low-income communities. Many of the states benefiting are solidly Republican...

Josh Freed, senior vice president for climate and energy at the center-left think tank Third Way, is not sure whether the clean energy investments will make a difference for next year's election. But in the long term, he argues, rural Republican areas will become more dependent on clean energy — potentially shifting party alliances and shifting the position of the Republican Party itself. "It's going to change these fossil fuel communities," he said.

China

China's Secretive Sunway Pro CPU Quadruples Performance Over Its Predecessor (tomshardware.com) 73

An anonymous reader shares a report: Earlier this year, the National Supercomputing Center in Wuxi (an entity blacklisted in the U.S.) launched its new supercomputer based on the enhanced China-designed Sunway SW26010 Pro processors with 384 cores. Sunway's SW26010 Pro CPU not only packs more cores than its non-Pro SW26010 predecessor, but it more than quadrupled FP64 compute throughput due to microarchitectural and system architecture improvements, according to Chips and Cheese. However, while the manycore CPU is good on paper, it has several performance bottlenecks.

The first details of the manycore Sunway SW26010 Pro CPU and supercomputers that use it emerged back in 2021. Now, the company has showcased actual processors and disclosed more details about their architecture and design, which represent a significant leap in performance, recently at SC23. The new CPU is expected to enable China to build high-performance supercomputers based entirely on domestically developed processors. Each Sunway SW26010 Pro has a maximum FP64 throughput of 13.8 TFLOPS, which is massive. For comparison, AMD's 96-core EPYC 9654 has a peak FP64 performance of around 5.4 TFLOPS.

The SW26010 Pro is an evolution of the original SW26010, so it maintains the foundational architecture of its predecessor but introduces several key enhancements. The new SW26010 Pro processor is based on an all-new proprietary 64-bit RISC architecture and packs six core groups (CG) and a protocol processing unit (PPU). Each CG integrates 64 2-wide compute processing elements (CPEs) featuring a 512-bit vector engine as well as 256 KB of fast local store (scratchpad cache) for data and 16 KB for instructions; one management processing element (MPE), which is a superscalar out-of-order core with a vector engine, 32 KB/32 KB L1 instruction/data cache, 256 KB L2 cache; and a 128-bit DDR4-3200 memory interface.

Robotics

NYC Will Soon Be Home To 15 Robot-Run Vegetarian Restaurants From Chipotle's Founder (eater.com) 60

The founder of Chipotle is opening a new endeavor called Kernel, a vegetarian fast-casual restaurant that will be operated mostly by robots. Steve Ells is opening at least 15 locations of Kernel, the first by early 2024; the remainder are on track for NYC in the next two years, a spokesperson confirms. From a report: Kernel will serve vegetarian sandwiches, salads, and sides, made in a space that's around 1,000 square-feet or smaller. Each location would employ three workers, the Wall Street Journal reported, "rather than the dozen that many fast-casual eateries have working." The menu pricing will be on par with Chipotle's, and, Ells says, the company will pay more and offer better benefits for actual humans working than other chains.

As you'd expect from the former CEO of Chipotle -- which had at least five foodborne illness outbreaks between 2015 and 2018, costing the company $25 million per the Justice Department -- "the new system's design helps better ensure food safety," Ells told the Journal. It has taken $10 million in his personal funds to start Kernel, along with $36 million from investors. The company suggests customers may not want much interaction with other people -- and neither do CEOs. "We've taken a lot of human interaction out of the process and left just enough," he told the Journal. Yet in a 2022 study on the future of dining out conducted by commerce site, PYMNTS, of 2,500 people surveyed, 63 percent of diners believe restaurants are becoming increasingly understaffed, and 39 percent said that they are becoming less personal.

Power

Giant Batteries Drain Economics of Gas Power Plants (reuters.com) 188

Batteries used to store power produced by renewables are becoming cheap enough to make developers abandon scores of projects for gas-fired generation worldwide. Reuters reports: The long-term economics of gas-fired plants, used in Europe and some parts of the United States primarily to compensate for the intermittent nature of wind and solar power, are changing quickly, according to Reuters' interviews with more than a dozen power plant developers, project finance bankers, analysts and consultants. They said some battery operators are already supplying back-up power to grids at a price competitive with gas power plants, meaning gas will be used less. The shift challenges assumptions about long-term gas demand and could mean natural gas has a smaller role in the energy transition than posited by the biggest, listed energy majors.

In the first half of the year, 68 gas power plant projects were put on hold or cancelled globally, according to data provided exclusively to Reuters by U.S.-based non-profit Global Energy Monitor. [...] "In the early 1990s, we were running gas plants baseload, now they are shifting to probably 40% of the time and that's going to drop off to 11%-15% in the next eight to 10 years," Keith Clarke, chief executive at Carlton Power, told Reuters. Developers can no longer use financial modelling that assumes gas power plants are used constantly throughout their 20-year-plus lifetime, analysts said. Instead, modellers need to predict how much gas generation is needed during times of peak demand and to compensate for the intermittency of renewable sources that are hard to anticipate.

The cost of lithium-ion batteries has more than halved from 2016 to 2022 to $151 per kilowatt hour of battery storage, according to BloombergNEF. At the same time, renewable generation has reached record levels. Wind and solar powered 22% of the EU's electricity last year, almost doubling their share from 2016, and surpassing the share of gas generation for the first time, according to think tank Ember's European Electricity Review. "In the early years, capacity markets were dominated by fossil fuel power stations providing the flexible electricity supply," said Simon Virley, head of energy at KPMG. Now batteries, interconnectors and consumers shifting their electricity use are also providing that flexibility, Virley added.

Portables (Apple)

Apple Plans To Equip MacBooks With In-House Cellular Modems (macrumors.com) 42

According to Bloomberg's Mark Gurman, Apple plans to ditch Qualcomm and build its own custom modem that could launch around 2026. MacRumors reports: Writing in his latest Power On newsletter, Gurman says that Apple's custom technology aspirations include integrating an in-house modem into its system-on-a-chip (SoC), which would eventually see the launch of MacBooks with built-in cellular connectivity. Gurman says Apple will "probably need two or three additional years to get that chip inside cellular versions of the Apple Watch and iPad -- and the Mac, once the part is integrated into the company's system-on-a-chip."

Apple has explored the possibility of developing MacBooks with cellular connectivity in the past. Indeed, the company reportedly considered launching a MacBook Air with 3G connectivity, but former CEO Steve Jobs said in 2008 that Apple decided against it, since it would take up too much room in the case. An integrated SoC would solve that problem. Gurman's latest newsletter also said some of Apple's other ongoing in-house chip projects include camera sensors, batteries, a combined Wi-Fi and Bluetooth chip that will eventually replace parts from Broadcom, Micro-LED displays for Apple devices, and a non-invasive glucose monitoring system.

United States

US Autoworkers End Strike with Pay Raises and a Chance to Unionize EV Battery Plants (apnews.com) 145

There's been predictions that a transition to electric vehicles would hurt autoworkers. But this week U.S. autoworkers ended their strike after winning "significant gains in pay and benefits," reports the Associated Press: The United Auto Workers union overwhelmingly ratified new contracts with Ford and Stellantis, that along with a similar deal with General Motors will raise pay across the industry, force automakers to absorb higher costs and help reshape the auto business as it shifts away from gasoline-fueled vehicles...

The companies agreed to dramatically raise pay for top-scale assembly plant workers, with increases and cost-of-living adjustments that would translate into 33% wage gains. Top assembly plant workers are to receive immediate 11% raises and will earn roughly $42 an hour when the contracts expire in April of 2028. Under the agreements, the automakers also ended many of the multiple tiers of wages they had used to pay different workers.

They also agreed in principle to bring new electric-vehicle battery plants into the national union contract. This provision will give the UAW an opportunity to unionize the EV battery plants plants, which will represent a rising share of industry jobs in the years ahead.

In October the union's president criticized what had been the original trajectory of the auto industry. "The plan was to draw down engine and transmission plants, and permanently replace them with low-wage battery jobs. We had a different plan. And our plan is winning."

And this week the union's president said they had not only "raised wages dramatically for over a hundred thousand workers" — and improved their retirement security. "We took a major step towards ensuring a just transition to electric vehicles."

In Belvidere, Illinois, the union "won a commitment from Stellantis to reopen a shuttered factory and even add an EV battery plant," the Associated Press notes.

"The new contract agreements were widely seen as a victory for the UAW," their article adds — and perhaps even for other autoworkers. After the UAW's president announced plans to try unionizing other plants, three foreign automakers in the U.S. — Honda, Toyota and Hyundai — "quickly responded to the UAW contract by raising wages for their factory workers."
Robotics

Could AI and Tech Advancements Bring a New Era of Evolution? (noemamag.com) 117

A professor of religion at Columbia University writes, "I do not think human beings are the last stage in the evolutionary process." Whatever comes next will be neither simply organic nor simply machinic but will be the result of the increasingly symbiotic relationship between human beings and technology. Bound together as parasite/host, neither people nor technologies can exist apart from the other because they are constitutive prostheses of each other... So-called "artificial" intelligence is the latest extension of the emergent process through which life takes ever more diverse and complex forms.
The article lists "four trajectories that will be increasingly important for the symbiotic relationship between humans and machines."

- Writing about neuroprosthetics, the professor argues that "Increasing possibilities for symbiotic relations between computers and brains will lead to alternative forms of intelligence that are neither human nor machinic, but something in between."

- Then there's biobots. The article argues that with nanotechnology, "it will be increasingly difficult to distinguish the natural from the artificial."

But there's also an interesting discussion about synthetic biology. "Michael Levin and his colleagues at the Allen Discovery Center of Tufts University — biologists, computer scientists and engineers — have created "xenobots," which are "biological robots" that were produced from embryonic skin and muscle cells from an African clawed frog." As Levin and his colleagues wrote in 2020...

Here we show a scalable pipeline for creating functional novel lifeforms: AI methods automatically design diverse candidate lifeforms in silico to perform some desired function, and transferable designs are then created using a cell-based construction toolkit to realize living systems with predicted behavior. Although some steps in this pipeline still require manual intervention, complete automation in the future would pave the way for designing and deploying living systems for a wide range of functions.

And the article concludes with a discussion of organic-relational AI: While Levin uses computational technology to create and modify biological organisms, the German neurobiologist Peter Robin Hiesinger uses biological organisms to model computational processes by creating algorithms that evolve. This work involves nothing less than developing a new form of "artificial" intelligence... Non-anthropocentric AI would not be merely an imitation of human intelligence, but would be as different from our thinking as fungi, dog and crow cognition is from human cognition.

Machines are becoming more like people and people are becoming more like machines. Organism and machine? Organism or machine? Neither organism nor machine? Evolution is not over; something new, something different, perhaps infinitely and qualitatively different, is emerging.

Who would want the future to be the endless repetition of the past?

Power

Why Bill Gates Remains Hopeful about Innovative New Climate Solutions (gatesnotes.com) 64

Bill Gates argues that when it comes to climate change, "there are more reasons to be hopeful than many people realize — and it's not just that renewable energy sources like wind and solar are getting cheaper.

"And it's not just because many of the steps already taken to reduce carbon emissions are working: Carbon emissions from fossil fuels will probably peak in 2025." The main thing that makes me optimistic is all the innovation I'm seeing. As someone who has been funding climate solutions for years, I get to learn from ingenious scientists who are working on ideas that will help the world solve climate change. And their work makes me confident that innovation will help the world get on track to meet its climate goals.

Some people are skeptical when a technology person like me says innovation is the answer. And it's true that new tools aren't the only thing we need. But we won't solve the climate problem without them.

There are two reasons for this. First, we need to eliminate emissions from every sector of the economy. Although some behavior change will help, the world can't achieve its zero-emissions goals without inventing new ways of doing things. For example, the production of concrete and steel alone accounts for around 10 percent of the world's annual greenhouse gases, but right now, we don't have practical ways to make either one without releasing carbon dioxide.

The second reason is that, in a world with limited resources, innovations allow us to magnify the impact of our efforts... We couldn't solve the climate problem with existing technology even if we had unlimited resources — and, of course, we don't have unlimited resources. So we need to be as rigorous as possible about doing the most good with the funding that is available. In my view, that boils down to inventing and deploying new ways to cut emissions and to help people survive and thrive in a warming world.

Gates believes we're at "the beginning of a Clean Industrial Revolution" --pointing readers to Breakthrough Energy's recent State of the Transition Report for more details.

But Gates also provides some specific examples of optimism-fuleing breakthroughs"
  • "To reduce emissions, we need to replace the synthetic fertilizers that release nitrous oxide, a greenhouse gas, when broken down by microbes in the soil; Pivot Bio has genetically modified microbes to provide plants with the nitrogen they need without the excess greenhouse gases that synthetic alternatives produce."
  • "Cement and steel are two of the biggest sources of emissions in this category. Boston Metal is well on the way to making steel with electricity (which can be generated without emissions) instead of coal. CarbonCure and Ecocem have developed low-carbon processes for making cement, and Brimstone has a way to do it while actually removing carbon from the air."
  • "Because of inefficient windows and gaps in what's known as the building envelope, as much as 40% of heated or cooled air leaks out of the typical building. If we can drive that number down, buildings will require less heating and cooling — which will substantially lower our emissions. Aeroseal has developed a polymer that can seal ducts and other crevices; more than a quarter of a million buildings in the U.S. and Canada are already using their product. Another company, Luxwall, has developed a window that's many times more efficient than the single-pane windows used in most buildings. And unlike double-paned windows, it's thin enough to replace single-paned glass without having to rebuild the frame."

Power

World's Largest Single-Site Solar Farm Goes Online (electrek.co) 62

The world's largest single-site solar farm has gone online in the United Arab Emirates. Called the Al Dhafra solar farm, it features almost 4 million bifacial solar panels and will power nearly 200,000 homes -- all while eliminating 2.4 million tons of carbon emissions annually. Electrek reports: Now that Al Dhafra is online, the UAE's solar power production capacity has increased to 3.2 GW. In September, EWEC called for proposals to develop a 1.5 GW solar farm in Al Khazna near Abu Dhabi. UAE is aiming to triple its renewable energy capacity to 14 GW by 2030. The UAE is hosting COP28 in Dubai, which kicks off on November 30, so, understandably, its rulers would time the launch of the world's largest solar farm just ahead of that event -- it's simply good PR.

UAE is rightly being criticized for putting the CEO of its state oil company, the Abu Dhabi National Oil Company -- the world's 12th-biggest oil company by production -- in charge of COP28. It's also being criticized for hosting COP28 yet having an all-of-the-above approach to energy. The UAE Energy Strategy 2050 targets an energy mix of 44% clean energy, 38% gas, 12% "clean coal" (yes, it really says that), and 6% nuclear. It says it will become carbon neutral by 2050, but how it will do that on 50% fossil fuels is anyone's guess.

Data Storage

Scientists Use Raspberry Pi Tech To Protect NASA Telescope Data (theregister.com) 38

Richard Speed reports via The Register: Scientists have revealed how data from a NASA telescope was secured thanks to creative thinking and a batch of Raspberry Pi computers. The telescope was the Super Pressure Balloon Imaging Telescope (SuperBIT), launched on April 16, 2023, from Wanaka Airport in New Zealand. The telescope was raised to approximately 33km in altitude by NASA's 532,000-cubic-meter (18.8-million-cubic-foot) balloon and, above circa 99.5 percent of the Earth's atmosphere, it spent over a month circumnavigating the globe and acquiring observations of astronomical objects. The plan had been for the payload to transmit its data to the ground using SpaceX's Starlink constellation and the US Tracking and Data Relay Satellite System (TDRSS). However, the Starlink connection went down soon after launch, on May 1, and the TDRSS connection became unstable on May 24. The boffins decided to attempt a landing on May 25 due to poor communications and concerns the balloon might be pulled away from further land crossings by weather.

The telescope itself was destroyed during the landing; it was dragged along the ground for 3km by a parachute that failed to detach, leaving a trail of debris in its wake. Miraculously, though, SuperBIT's solid-state drive was recovered intact. However, other than as a reference, its data was not needed thanks to the inclusion of Raspberry Pi-powered hardware in the form of four Data Recovery System (DRS) capsules. Each capsule included a Raspberry Pi 3B and 5TB of solid-state storage. A parachute, a Global Navigation Satellite System (GNSS) receiver, and an Iridium short-burst data transceiver were also included so the hardware could report its location to the recovery team. The capsules were connected to the main payload via Ethernet, and 24V DC was also available.

The plan had been to release the first DRS capsule on day 40, and then another every 20 days after that, whenever SuperBIT passed over land. However, when it became clear that SuperBIT would have to come down on May 25, it was decided to drop two DRS capsules over Argentina's Santa Cruz Province. Both of the DRS capsules released were recovered from their reported locations -- a curious cougar apparently nosed around one of them without causing damage -- and the data was fully intact. Of the unreleased DRS capsules, one failed for unknown reasons at launch -- the team speculated that perhaps a cable came loose -- but the other also contained an intact data set.

Power

Prices For Offshore Wind Power To Rise By 50% (bbc.com) 188

Simon Jack reports via the BBC: The price paid to generate electricity by offshore wind farms is set to rise by more than 50% as the government tries to entice energy firms to invest. Its comes after an auction for offshore wind projects failed to attract any bids, with firms arguing the price set for electricity generated was too low. The BBC understands the government now will raise the price it pays from 44 pounds per MWh to as much as 70 pounds. It is hoped more offshore wind capacity will lead to cheaper energy bills. Energy companies have told the BBC that electricity produced out at sea would remain cheaper and less prone to shock increases compared to power derived from gas-fired power stations.

The UK is a world leader in offshore wind and is home to the world's four largest farms, supporting tens of thousands of jobs, which provided 13.8% of the UK's electricity generation last year, according to government statistics. But when the government revealed in September that no companies bid for project contracts, plans to nearly quadruple offshore wind capacity from 13 gigawatts GW to 50 by 2030 -- enough to power every home in the UK -- were dealt a heavy blow.

The technology has been described as the "jewel in the UK's renewable energy crown," but firms have been hit by higher costs for building offshore farms, with materials such as steel and labour being more expensive. According to energy companies, the government's failure to recognize the impact of higher costs led some firms to abandon existing projects, and all operators to boycott the most recent auction.

Power

Qi2 Wireless Charging Spec Is Here, Offering Speed Boosts and Magnets (arstechnica.com) 37

An anonymous reader quotes a report from Ars Technica: If you've only ever used standard Qi chargers with devices that don't have their own schemes, the Wireless Power Consortium's announcement today of the first Qi 2.0 devices being ready to launch before the holidays, with more than 100 in the queue behind them, is great. Qi2 sports a "Magnetic Power Profile" (MPP), created with help by Apple's MagSafe team, to help align devices and chargers' coils for faster, more efficient charging. Qi2-certified devices set onto Qi2 chargers can achieve 15 W charging, up from 7.5 W in the standard Qi scheme.

That brings Qi2 devices up to the same speed as iPhones on MagSafe chargers, and it clears up some consumer confusion about how fast a device might charge on Qi, MagSafe, or proprietary chargers. Should a phone and charger be Qi2 certified, you can now expect about 15 W out of it, regardless of whatever Google, Apple, or third party is behind them. Android and iPhone users alike are no longer beholden to their primary hardware vendor if they want 15 W of wireless juice. This announcement does not, however, bring the Qi2 standard close to the far-out speeds that proprietary setups now offer. [...]

A number of accessory makers, including stalwarts Anker and Belkin, had already lined up their Qi2-compatible offerings, waiting for the certification to drop. It will be interesting to see if Qi2 brings a wave of magnet mania to Android phones, akin to the MagSafe-induced blitz a few years back. Magnetic charging packs, wallets, wireless charging for a non-wireless-charging phone -- there's a lot to work with, especially at now somewhat more respectable charging speeds. Regarding speed, the WPC told Android Authority back in January that the Qi2 standards group intends to standardize charging speeds above 15 W by mid-2024. If you need a fast charge, plugging in the right cable to a well-powered source is still the most certain route. But with magnetic alignment and a good deal more universal compatibility, Qi2 drags the broader wireless charging market forward.

China

Tencent Stockpiled Nvidia AI Chips for 'a Couple of Generations' (bloomberg.com) 23

Tencent dismissed concerns that US export controls will constrain its AI development capabilities, at least for the foreseeable future. From a report: The Shenzhen-based company has stockpiled Nvidia's H800 artificial intelligence accelerators, enough to develop its proprietary Hunyuan AI model for at least another couple of generations, President Martin Lau said on an analyst call after earnings on Wednesday. "Right now we actually have one of the largest inventories of AI chips in China among all the players," Lau said. "We were the first to put in orders for H800 and that allows us to have a pretty good inventory of H800 chips. So we have enough chips to continue our development."

The Biden administration in October escalated export controls on AI semiconductors heading to China, depriving the Asian nation from access to a broad range of the world's best AI-training hardware. The purpose of the measures is to prevent China's military from obtaining the advanced technology, Washington argues, but they're also making business harder for the country's private sector. Elsewhere in China, AI industry veteran Kai-Fu Lee's unicorn startup 01.AI has been buying up the Nvidia chips it needs to develop its own foundation models, with Lee saying the company has enough semiconductors for the next 18 months.

Bug

Intel Fixes High-Severity CPU Bug That Causes 'Very Strange Behavior' (arstechnica.com) 22

An anonymous reader quotes a report from Ars Technica: Intel on Tuesday pushed microcode updates to fix a high-severity CPU bug that has the potential to be maliciously exploited against cloud-based hosts. The flaw, affecting virtually all modern Intel CPUs, causes them to "enter a glitch state where the normal rules don't apply," Tavis Ormandy, one of several security researchers inside Google who discovered the bug, reported. Once triggered, the glitch state results in unexpected and potentially serious behavior, most notably system crashes that occur even when untrusted code is executed within a guest account of a virtual machine, which, under most cloud security models, is assumed to be safe from such faults. Escalation of privileges is also a possibility.

The bug, tracked under the common name Reptar and the designation CVE-2023-23583, is related to how affected CPUs manage prefixes, which change the behavior of instructions sent by running software. Intel x64 decoding generally allows redundant prefixes -- meaning those that don't make sense in a given context -- to be ignored without consequence. During testing in August, Ormandy noticed that the REX prefix was generating "unexpected results" when running on Intel CPUs that support a newer feature known as fast short repeat move, which was introduced in the Ice Lake architecture to fix microcoding bottlenecks. The unexpected behavior occurred when adding the redundant rex.r prefixes to the FSRM-optimized rep mov operation. [...]

Intel's official bulletin lists two classes of affected products: those that were already fixed and those that are fixed using microcode updates released Tuesday. An exhaustive list of affected CPUs is available here. As usual, the microcode updates will be available from device or motherboard manufacturers. While individuals aren't likely to face any immediate threat from this vulnerability, they should check with the manufacturer for a fix. People with expertise in x86 instruction and decoding should read Ormandy's post in its entirety. For everyone else, the most important takeaway is this: "However, we simply don't know if we can control the corruption precisely enough to achieve privilege escalation." That means it's not possible for people outside of Intel to know the true extent of the vulnerability severity. That said, anytime code running inside a virtual machine can crash the hypervisor the VM runs on, cloud providers like Google, Microsoft, Amazon, and others are going to immediately take notice.

Displays

iPad Pro OLED Panels Rumored To Start Production In 2024 (macrumors.com) 21

According to the Korea Herald, Apple is expected to begin production of OLED displays for its next-gen iPad Pro in February 2024. MacRumors reports: Sources familiar with the matter speaking to the Korea Herald claim that LG Display is set to initiate OLED production for the new iPad Pro as early as February next year at their facility in Paju, Gyeonggi Province -- a time frame around three months sooner than previously expected. The displays are expected to be three times the price of those used in iPhones, which could translate to higher prices for customers. [...] Apple is reportedly seeking around 10 million OLED panels for the iPad in 2024. LG is expected to supply around 60% of the OLED panels, with the remaining portion supplied by Samsung, which is expected to focus on the 11-inch model only. Production of the panels for the next-generation iPad Pro is expected to help LG Displays' financial recovery next year. LG and Samsung are said to be currently finalizing price negotiations with Apple.
Data Storage

SanDisk Extreme Pro Failures Result From Design and Manufacturing Flaws, Says Data Recovery Firm (tomshardware.com) 38

Anton Shilov reports via Tom's Hardware: A new report from a data recovery company now points the finger at design and manufacturing flaws as the underlying issue with the recent flood of SanDisk Extreme Pro failures that eventually spurred a class action lawsuit. It became clear in May that some of Western Digital's SanDisk Extreme Pro 4TB SSDs suffered from sudden data loss; at this point, the company promised a firmware update to owners of the 4TB models. However, the 2TB and 3TB models also suffer from the same issue, and Western Digital did not promise any firmware updates for these drives.

Markus Hafele, Managing Director of Attingo, a data recovery company, told FutureZone that the problem lies in hardware, not firmware, which could explain the lack of corrective firmware updates for those models and SanDisk's continued silence about the source of the issues. Attingo, which has been in the data recovery business for over 25 years, normally sees these failed SanDisk Extreme Pro SSDs at least once a week. The problem appears to be rather complex. According to HÃfele, the components used in these SSDs are too big for the circuit board, causing weak connections (i.e., high impendence and high temperatures) and making them prone to breaking. He also says that the soldering material used to attach these components is prone to forming bubbles and breaking easily.

It remains unknown whether the cause is cheap solder, the componentry, or both contribute to the issues observed. However, newer revisions of these SanDisk Extreme Pro SSDs seem to have been modified with extra epoxy resin to secure the oversized components. This suggests that Western Digital might know about the hardware problems. Nevertheless, these newer models are still failing, thus sending data recovery service customers to firms like Attingo. According to the head of Attingo, the issue seems to be affecting multiple product lineups, including both SanDisk Extreme Portable SSD as well as the SanDisk Extreme Pro Portable SSD.

AI

Nvidia Upgrades Processor as Rivals Challenge Its AI Dominance (bloomberg.com) 39

Nvidia, the world's most valuable chipmaker, is updating its H100 artificial intelligence processor, adding more capabilities to a product that has fueled its dominance in the AI computing market. From a report: The new model, called the H200, will get the ability to use high-bandwidth memory, or HBM3e, allowing it to better cope with the large data sets needed for developing and implementing AI, Nvidia said Monday. Amazon's AWS, Alphabet's Google Cloud and Oracle's Cloud Infrastructure have all committed to using the new chip starting next year.

The current version of the Nvidia processor -- known as an AI accelerator -- is already in famously high demand. It's a prized commodity among technology heavyweights like Larry Ellison and Elon Musk, who boast about their ability to get their hands on the chip. But the product is facing more competition: AMD is bringing its rival MI300 chip to market in the fourth quarter, and Intel claims that its Gaudi 2 model is faster than the H100. With the new product, Nvidia is trying to keep up with the size of data sets used to create AI models and services, it said. Adding the enhanced memory capability will make the H200 much faster at bombarding software with data -- a process that trains AI to perform tasks such as recognizing images and speech.

Displays

iOS Beta Adds 'Spatial Video' Recording. Blogger Calls Them 'Astonishing', 'Breathtaking', 'Compelling' (daringfireball.net) 95

MacRumors writes that the second beta of iOS 17.2 "adds a new feature that allows an iPhone 15 Pro or iPhone 15 Pro Max to record Spatial Video" — that is, in the immersive 3D format for the yet-to-be-released Apple Vision Pro (where it can be viewed in the "Photos" app): Spatial Video recording can be enabled by going to the Settings app, tapping into the Camera section, selecting Formats, and toggling on "Spatial Video for Apple Vision Pro..." Spatial Videos taken with an iPhone 15 Pro can be viewed on the iPhone as well, but the video appears to be a normal video and not a Spatial Video.
Tech blogger John Gruber got to test the technology, watching the videos on a (still yet-to-be-released) Vision Pro headset. "I'm blown away once again," he wrote, calling the experience "astonishing."

"Before my demo, I provided Apple with my eyeglasses prescription, and the Vision Pro headset I used had appropriate corrective lenses in place. As with my demo back in June, everything I saw through the headset looked incredibly sharp..." The Vision Pro experience is highly dependent upon foveated rendering, which Wikipedia succinctly describes as "a rendering technique which uses an eye tracker integrated with a virtual reality headset to reduce the rendering workload by greatly reducing the image quality in the peripheral vision (outside of the zone gazed by the fovea)..." It's just incredible, though, how detailed and high resolution the overall effect is...

Plain old still photos look amazing. You can resize the virtual window in which you're viewing photos to as large as you can practically desire. It's not merely like having a 20-foot display — a size far more akin to that of a movie theater screen than a television. It's like having a 20-foot display with retina quality resolution, and the best brightness and clarity of any display you've ever used... And then there are panoramic photos... Panoramic photos viewed using Vision Pro are breathtaking. There is no optical distortion at all, no fish-eye look. It just looks like you're standing at the place where the panoramic photo was taken — and the wider the panoramic view at capture, the more compelling the playback experience is. It's incredible...

As a basic rule, going forward, I plan to capture spatial videos of people, especially my family and dearest friends, and panoramic photos of places I visit. It's like teleportation... When you watch regular (non-spatial) videos using Vision Pro, or view regular still photography, the image appears in a crisply defined window in front of you. Spatial videos don't appear like that at all. I can't describe it any better today than I did in June: it's like watching — and listening to — a dream, through a hazy-bordered portal opened into another world...

Nothing you've ever viewed on a screen, however, can prepare you for the experience of watching these spatial videos, especially the ones you will have shot yourself, of your own family and friends. They truly are more like memories than videos... [T]he ones I shot myself were more compelling, and took my breath away... Prepare to be moved, emotionally, when you experience this.

AMD

Gaining on Intel? AMD Increases CPU Market Share In Desktops, Laptops, and Servers (techspot.com) 21

A a report from TechSpot says AMD has recently increased its market share in the CPU sector for desktops, laptops, and servers: According to Mercury Research (via Tom's Hardware), AMD gained 5.8% unit share in desktops, 3.8% in laptops, and 5.8% in servers. In terms of revenue share, Team Red gained 4.1% in desktops, 5.1% in laptops, and 1.7% in servers. The report does not mention competitors by name, but the global PC industry only has one other major CPU supplier, Intel, which has a major stake in all the market segments.

While Intel and AMD make x86 processors for PCs, Qualcomm offers Arm-based SoCs for Windows notebooks, but its market share is minuscule by comparison. So, while the report doesn't say anything about the market share of Intel or Qualcomm, it is fair to assume that most of AMD's gains came at Intel's expense.

Thanks to Slashdot reader jjslash for sharing the news.
Power

Indonesia Floats Southeast Asia's Biggest Solar Plant For 50,000 Homes (interestingengineering.com) 22

According to Nikkei Asia (paywalled), Indonesia has officially launched Southeast Asia's largest floating solar plant. It covers an area of over 250 hectares (2.5 km^2) and should be able to produce enough renewable energy to power 50,000 homes. Interesting Engineering reports: "Today is a historical day because our big dream of building a large-scale renewable energy plant is finally achieved. We managed to build the largest floating solar plant in Southeast Asia, and the third biggest in the world," Widodo is reported to have said at the opening ceremony. "The Cirata floating solar panel is the largest floating solar panel in Southeast Asia, and also the third largest in the world," he added.

China's PowerChina Huadong Engineering Corporation Limited constructed the power plant with Indonesia's state electricity corporation PLN and the United Arab Emirates energy company Masdar. The project had an investment of $145 million. More than 340,000 solar panels cover the reservoir surface, generating 192 MW of electricity annually, complementing existing hydropower at the site. The project had experienced significant delays before construction finally commenced in December 2020. [...]

PLN and Masdar are discussing plans to expand the facility and increase its power generation capacity to 500 MW. The plant occupies only 4% of the dam's reservoir surface, and according to the Indonesian government, solar panels can occupy up to 20% of the surface of a lake or dam, making it an efficient use of space.

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