Hartley Charlton reports via MacRumors: Apple is said to be developing its own AI server processor using TSMC's 3nm process, targeting mass production by the second half of 2025. According to a post by the Weibo user known as "Phone Chip Expert," Apple has ambitious plans to design its own artificial intelligence server processor. The user, who claims to have 25 years of experience in the integrated circuit industry, including work on Intel's Pentium processors, suggests this processor will be manufactured using TSMC's 3nm node.

Apple's purported move toward developing a specialist AI server processor is reflective of the company's ongoing strategy to vertically integrate its supply chain. By designing its own server chips, Apple can tailor hardware specifically to its software needs, potentially leading to more powerful and efficient technologies. Apple could use its own AI processors to enhance the performance of its data centers and future AI tools that rely on the cloud. While Apple is rumored to be prioritizing on-device processing for many of its upcoming AI tools, it is inevitable that some operations will have to occur in the cloud. By the time the custom processor could be integrated into operational servers in late 2025, Apple's new AI strategy should be well underway.

Lenovo's latest ThinkPad P1 Gen 7 laptop is set to be the first to use the new LPCAMM2 memory form factor, the successor to SODIMM sticks. From a report: While Lenovo has largely focused on the AI performance of its new laptop, which is equipped with an Intel Core Ultra CPU and Nvidia RTX 3000 Ada GPU, the company also noted that its device was the first in the world to use the LPCAMM2 memory standard. LPCAMM2 uses 64 percent less space than SODIMM and 61 percent less active power, according to Lenovo. This is thanks to it being based on LPDDR5X memory instead of regular DDR5.

Designed specifically for laptops, the LPCAMM2 standard actually has its origins in tech developed by Dell. Simply termed CAMM (Compression Attached Memory Module), it first debuted as a proprietary type of memory in Dell's Precision 7670 in 2022. However, in 2023 the PC giant donated its intellectual property to JEDEC, the organization that standardizes memory technologies. CAMM became LPCAMM2 (Low-Power Compression Attached Memory Module) in September 2023 when JEDEC finally confirmed its specifications. Samsung promptly announced plans to produce LPCAMM2 sticks, and claimed they would have 50 percent more performance and 70 percent more efficiency than their SODIMM-based predecessors. Plus, LPCAMM2 can offer dual-channel memory without requiring a second module.

50 years ago this week, PC software pioneer Gary Kildall "demonstrated CP/M, the first commercially successful personal computer operating system in Pacific Grove, California," according to a blog post from Silicon Valley's Computer History Museum. It tells the story of "how his company, Digital Research Inc., established CP/M as an industry standard and its subsequent loss to a version from Microsoft that copied the look and feel of the DRI software."

Kildall was a CS instructor and later associate professor at the Naval Postgraduate School (NPS) in Monterey, California... He became fascinated with Intel Corporation's first microprocessor chip and simulated its operation on the school's IBM mainframe computer. This work earned him a consulting relationship with the company to develop PL/M, a high-level programming language that played a significant role in establishing Intel as the dominant supplier of chips for personal computers.

To design software tools for Intel's second-generation processor, he needed to connect to a new 8" floppy disk-drive storage unit from Memorex. He wrote code for the necessary interface software that he called CP/M (Control Program for Microcomputers) in a few weeks, but his efforts to build the electronic hardware required to transfer the data failed. The project languished for a year. Frustrated, he called electronic engineer John Torode, a college friend then teaching at UC Berkeley, who crafted a "beautiful rat's nest of wirewraps, boards and cables" for the task.

Late one afternoon in the fall of 1974, together with John Torode, in the backyard workshop of his home at 781 Bayview Avenue, Pacific Grove, Gary "loaded my CP/M program from paper tape to the diskette and 'booted' CP/M from the diskette, and up came the prompt: *

[...] By successfully booting a computer from a floppy disk drive, they had given birth to an operating system that, together with the microprocessor and the disk drive, would provide one of the key building blocks of the personal computer revolution... As Intel expressed no interest in CP/M, Gary was free to exploit the program on his own and sold the first license in 1975.
What happened next? Here's some highlights from the blog post:

• "Reluctant to adapt the code for another controller, Gary worked with Glen Ewing to split out the hardware dependent-portions so they could be incorporated into a separate piece of code called the BIOS (Basic Input Output System)... The BIOS code allowed all Intel and compatible microprocessor-based computers from other manufacturers to run CP/M on any new hardware. This capability stimulated the rise of an independent software industry..."

• "CP/M became accepted as a standard and was offered by most early personal computer vendors, including pioneers Altair, Amstrad, Kaypro, and Osborne..."

• "[Gary's company] introduced operating systems with windowing capability and menu-driven user interfaces years before Apple and Microsoft... However, by the mid-1980s, in the struggle with the juggernaut created by the combined efforts of IBM and Microsoft, DRI had lost the basis of its operating systems business."

• "Gary sold the company to Novell Inc. of Provo, Utah, in 1991. Ultimately, Novell closed the California operation and, in 1996, disposed of the assets to Caldera, Inc., which used DRI intellectual property assets to prevail in a lawsuit against Microsoft."

Remember when Apple filed a lawsuit against chip startup Rivos (saying that in one year Rivos hired more than 40 former Apple employees to work on competing system-on-a-chip technology)? Apple settled that suit in February.

And now Tuesday Rivos announced that it raised $250 million, according to Reuters, "in a funding round that will enable it to manufacture its first server chip geared for artificial intelligence," combining a CPU with an AI-accelerating component optimized for LLMs and data analytics. Nvidia gobbled up more than 80% market share of AI chips in 2023. But a host of startups and chip giants have started to launch competing products, such as Intel's Gaudi 3 and Meta's inference chip — both unveiled last week. Rivos is tight-lipped about the specifics of the product, but has disclosed that its plans include designing chips based on the RISC-V architecture, which is an open source alternative to the architectures made by Arm, Intel, and Advanced Micro Devices.. [U]sing the open source alternative means Rivos does not have to pay a license fee to Arm. "RISC-V doesn't have a (large) software ecosystem, so I decided to form a company and then build software-defined hardware — just like what CUDA did with Nvidia," said Lip-Bu Tan, founding managing partner at Walden Catalyst, one of Rivos' investors.
Meanwhile, there's a rumor that Allen Wu, former chief executive of Arm China, has founded a new company that will develop chips based on RISC-V. Tom's Hardware writes: Under the leadership of the controversial Allen Wu, Zhongzhi Chip is reportedly attracting a notable influx of talent, including numerous former employees of Arm, indicating the new company's serious ambitions in the chip sector... [T]he company's operational focus remains partially unclear, with speculation around whether it will primarily engage in its own R&D initiatives or represent Tenstorrent in China as its agent... which develops HPC CPUs and AI processors based on the RISC-V ISA... Based on the source report, Zhongzhi Chip is leveraging its connections and forming alliances with several other leading global RISC-V chip developers.

Long-time Slashdot reader AmiMoJo shares an article from TechSpot: Zilog is retiring the Z80 after 48 years on the market. Originally developed as a project stemming from the Intel 8080, it eventually rose to become one of the most popular and widely used 8-bit CPUs in both gaming and general computing devices.

The iconic IC device, developed by Federico Faggin, will soon be phased out, and interested parties only have a few months left to place their orders before Zilog's manufacturing partner ends support for the technology... Federico Faggin, an Intel engineer, founded Zilog in 1974 after his work on the Intel 4004, the first 4-bit CPU. The Zilog Z80 was then released in July 1976, conceived as a software-compatible 'extension' and enhancement of the Intel 8080 processor.
Back in 1999 Slashdot was calling Zilog's updated eZ80 "one of the fastest 8-bit CPUs available today, executing code 4 times faster than a standard Z80 operating at the same clock speed."

Another headline, from 2001: Zilog To File For Chapter 11...

Amazon staff went undercover on Walmart, eBay and other marketplaces as a third-party seller called "Big River," WSJ reports. The mission: to scoop up information on pricing, logistics and other business practices. From the report: For nearly a decade, workers in a warehouse in Seattle's Denny Triangle neighborhood have shipped boxes of shoes, beach chairs, Marvel T-shirts and other items to online retail customers across the U.S. The operation, called Big River Services International, sells around $1 million a year of goods through e-commerce marketplaces including eBay, Shopify, Walmart and Amazon under brand names such as Rapid Cascade and Svea Bliss. "We are entrepreneurs, thinkers, marketers and creators," Big River says on its website. "We have a passion for customers and aren't afraid to experiment."

What the website doesn't say is that Big River is an arm of Amazon that surreptitiously gathers intelligence on the tech giant's competitors. Born out of a 2015 plan code named "Project Curiosity," Big River uses its sales across multiple countries to obtain pricing data, logistics information and other details about rival e-commerce marketplaces, logistics operations and payments services, according to people familiar with Big River and corporate documents viewed by The Wall Street Journal. The team then shared that information with Amazon to incorporate into decisions about its own business.

[...] The story of Big River offers new insight into Amazon's elaborate efforts to stay ahead of rivals. Team members attended their rivals' seller conferences and met with competitors identifying themselves only as employees of Big River Services, instead of disclosing that they worked for Amazon. They were given non-Amazon email addresses to use externally -- in emails with people at Amazon, they used Amazon email addresses -- and took other extraordinary measures to keep the project secret. They disseminated their reports to Amazon executives using printed, numbered copies rather than email. Those who worked on the project weren't even supposed to discuss the relationship internally with most teams at Amazon.

Framework, the company known for designing and selling upgradeable, modular laptops, has struggled with providing up-to-date software for its products. Ars Technica's Andrew Cunningham spoke with CEO Nirav Patel to discuss how the company is working on fixing these issues. Longtime Slashdot reader snikulin shares the report: Driver bundles remain un-updated for years after their initial release. BIOS updates go through long and confusing beta processes, keeping users from getting feature improvements, bug fixes, and security updates. In its community support forums, Framework employees, including founder and CEO Nirav Patel, have acknowledged these issues and promised fixes but have remained inconsistent and vague about actual timelines. [...] Patel says Framework has taken steps to improve the update problem, but he admits that the team's initial approach -- supporting existing laptops while also trying to spin up firmware for upcoming launches -- wasn't working. "We started 12th-gen [Intel Framework Laptop] development, basically the 12th-gen team was also handling looking back at 11th-gen [Intel Framework Laptop] to do firmware updates there," Patel told Ars. "And it became clear, especially as we continued to add on more platforms, that just wasn't a sustainable path to proceed on."

Part of the issue is that Framework relies on external companies to put together firmware updates. Some components are provided by Intel, AMD, and other chip companies to all PC companies that use their chips. Others are provided by Insyde, which writes UEFI firmware for Framework and others. And some are handled by Compal, the contract manufacturer that actually produces Framework's systems and has also designed and sold systems for most of the big-name PC companies. As far back as August 2023, Patel has written that the plan is to work with Compal and Insyde to hire dedicated staff to provide better firmware support for Framework laptops. However, the benefits of this arrangement have been slow to reach users. "[Compal] started recruiting on their side towards the end of last year," Patel told Ars. "And now, just at the beginning of this year, we've been able to get that whole team into place and start onboarding them. And especially after Lunar New Year, which is in early February, that team is now up and running at full speed." The goal, Patel says, is to continuously cycle through all of Framework's actively supported laptops, updating each of them one at a time before looping back around and starting the process over again. Functionality-breaking problems and security fixes will take precedence, while additional features and user requests will be lower-priority. ... snikulin adds: "As a recent Framework 13/AMD owner, I can confirm that it does not sleep properly on a default Windows 11 install. When I close the lid in the evening, the battery is dead the next morning. It's interesting to hear from Linus Sebastian (LTT) on the topic because he is a stakeholder in Framework."

A crypto wallet maker claimed this week that hackers may be targeting people with an iMessage "zero-day" exploit -- but all signs point to an exaggerated threat, if not a downright scam. From a report: Trust Wallet's official X (previously Twitter) account wrote that "we have credible intel regarding a high-risk zero-day exploit targeting iMessage on the Dark Web. This can infiltrate your iPhone without clicking any link. High-value targets are likely. Each use raises detection risk." The wallet maker recommended iPhone users to turn off iMessage completely "until Apple patches this," even though no evidence shows that "this" exists at all. The tweet went viral, and has been viewed over 3.6 million times as of our publication. Because of the attention the post received, Trust Wallet hours later wrote a follow-up post. The wallet maker doubled down on its decision to go public, saying that it "actively communicates any potential threats and risks to the community."

Intel, Nvidia, AMD, and Arm are among Canonical's "silicon partners," a program that "ensures maximum Ubuntu compatibility and long-term support with certified hardware," according to Web Pro News.

And now Qualcomm is set to be Canonical's next silicon partner, "giving Qualcomm access to optimized versions of Ubuntu for its processors." Companies looking to use Ubuntu on Qualcomm chips will benefit from an OS that provides 10 years of support and security updates.

The collaboration is expected to be a boon for AI, edge computing, and IoT applications. "The combination of Qualcomm Technologies' processors with the popularity of Ubuntu among AI and IoT developers is a game changer for the industry," commented Dev Singh, Vice President, Business Development and Head of Building, Enterprise & Industrial Automation, Qualcomm Technologies, Inc...
"Optimised Ubuntu and Ubuntu Core images will be available for Qualcomm SoCs," according to the announcement, "enabling enterprises to meet their regulatory, compliance and security demands for AI at the edge and the broader IoT market with a secure operating system that is supported for 10 years." Qualcomm Technologies chose to partner with Canonical to create an optimised Ubuntu for Qualcomm IoT chipsets, giving developers an easy path to create safe, compliant, security-focused, and high-performing applications for multiple industries including industrial, robotics and edge automation...

Developers and enterprises can benefit from the Ubuntu Certified Hardware program, which features a growing list of certified ODM boards and devices based on Qualcomm SoCs. These certified devices deliver an optimised Ubuntu experience out-of-the-box, enabling developers to focus on developing applications and bringing products to market.

An anonymous reader shared this report from BleepingComputer: Researchers have demonstrated the "first native Spectre v2 exploit" for a new speculative execution side-channel flaw that impacts Linux systems running on many modern Intel processors. Spectre V2 is a new variant of the original Spectre attack discovered by a team of researchers at the VUSec group from VU Amsterdam. The researchers also released a tool that uses symbolic execution to identify exploitable code segments within the Linux kernel to help with mitigation.

The new finding underscores the challenges in balancing performance optimization with security, which makes addressing fundamental CPU flaws complicated even six years after the discovery of the original Spectre....

As the CERT Coordination Center (CERT/CC) disclosed yesterday, the new flaw, tracked as CVE-2024-2201, allows unauthenticated attackers to read arbitrary memory data by leveraging speculative execution, bypassing present security mechanisms designed to isolate privilege levels. "An unauthenticated attacker can exploit this vulnerability to leak privileged memory from the CPU by speculatively jumping to a chosen gadget," reads the CERT/CC announcement. "Current research shows that existing mitigation techniques of disabling privileged eBPF and enabling (Fine)IBT are insufficient in stopping BHI exploitation against the kernel/hypervisor."
"For a complete list of impacted Intel processors to the various speculative execution side-channel flaws, check this page updated by the vendor."

AmiMoJo writes: Huawei Technologies is building a massive semiconductor equipment research and development center in Shanghai as the Chinese tech titan continues to beef up its chip supply chain to counter a U.S. crackdown. The centre's mission includes building lithography machines, vital equipment for producing cutting-edge chips. To staff the new center, Huawei is offering salary packages worth up to twice as much as local chipmakers, industry executives and sources briefed on the matter told Nikkei Asia. The company has already hired numerous engineers who have worked with top global chip tool builders like Applied Materials, Lam Research, KLA and ASML, they said, adding that chip industry veterans with more than 15 years of experience at leading chipmakers like TSMC, Intel and Micron are also among recent and potential hires. The report says Huawei is investing about 12 billion yuan ($1.66 billion) for this R&D chip plant, making it one of Shanghai's top projects for 2024.

Working for the company is no easy task, says one chip engineering: "Working with them is brutal. It's not 996 -- meaning working from 9 a.m. to 9 p.m., six days a week. ... It will literally be 007 -- from midnight to midnight, seven days a week. No days off at all. The contract will be for three years, [but] the majority of people can't survive till renewal."

China's push to replace foreign technology is now focused on cutting American chip makers out of the country's telecoms systems. From a report: Officials earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core to their networks by 2027, a move that would hit American chip giants Intel and Advanced Micro Devices, people familiar with the matter said. The deadline given by China's Ministry of Industry and Information Technology aims to accelerate efforts by Beijing to halt the use of such core chips in its telecom infrastructure. The regulator ordered state-owned mobile operators to inspect their networks for the prevalence of non-Chinese semiconductors and draft timelines to replace them, the people said.

In the past, efforts to get the industry to wean itself off foreign semiconductors have been hindered by the lack of good domestically made chips. Chinese telecom carriers' procurements show they are switching more to domestic alternatives, a move made possible in part because local chips' quality has improved and their performance has become more stable, the people said. Such an effort will hit Intel and AMD the hardest, they said. The two chip makers have in recent years provided the bulk of the core processors used in networking equipment in China and the world.

Tom's Hardware: Intel is discontinuing its boxed overclockable Core i5, i7, and i9 Raptor Lake CPUs. Every K-series chip in the lineup will be discontinued on May 24th, 2024, after which vendors will no longer be able to purchase them. Intel's product change document states that the last product discontinuance order date and non-cancelable/non-returnable cut-off points will start on May 24th, 2024, and final shipments will end on June 28th, 2024.

We don't expect 13th Gen K-series CPU supply to evaporate instantly but expect availability to gradually dissipate, along with price increases as vendors move to sell off all remaining overclockable Raptor Lake CPU inventory. That said, most 12th-Gen Alder Lake CPUs are still priced very competitively, even to this day, so we could potentially see the same behavior with these discontinued Raptor Lake CPUs (until stock inevitably runs out).

An anonymous reader quotes a report from Ars Technica: Hardware sold for years by the likes of Intel and Lenovo contains a remotely exploitable vulnerability that will never be fixed. The cause: a supply chain snafu involving an open source software package and hardware from multiple manufacturers that directly or indirectly incorporated it into their products. Researchers from security firm Binarly have confirmed that the lapse has resulted in Intel, Lenovo, and Supermicro shipping server hardware that contains a vulnerability that can be exploited to reveal security-critical information. The researchers, however, went on to warn that any hardware that incorporates certain generations of baseboard management controllers made by Duluth, Georgia-based AMI or Taiwan-based AETN are also affected.

BMCs are tiny computers soldered into the motherboard of servers that allow cloud centers, and sometimes their customers, to streamline the remote management of vast fleets of servers. They enable administrators to remotely reinstall OSes, install and uninstall apps, and control just about every other aspect of the system -- even when it's turned off. BMCs provide what's known in the industry as "lights-out" system management. AMI and AETN are two of several makers of BMCs. For years, BMCs from multiple manufacturers have incorporated vulnerable versions of open source software known as lighttpd. Lighttpd is a fast, lightweight web server that's compatible with various hardware and software platforms. It's used in all kinds of wares, including in embedded devices like BMCs, to allow remote administrators to control servers remotely with HTTP requests. [...] "All these years, [the lighttpd vulnerability] was present inside the firmware and nobody cared to update one of the third-party components used to build this firmware image," Binarly researchers wrote Thursday. "This is another perfect example of inconsistencies in the firmware supply chain. A very outdated third-party component present in the latest version of firmware, creating additional risk for end users. Are there more systems that use the vulnerable version of lighttpd across the industry?"

The vulnerability makes it possible for hackers to identify memory addresses responsible for handling key functions. Operating systems take pains to randomize and conceal these locations so they can't be used in software exploits. By chaining an exploit for the lighttpd vulnerability with a separate vulnerability, hackers could defeat this standard protection, which is known as address space layout randomization. The chaining of two or more exploits has become a common feature of hacking attacks these days as software makers continue to add anti-exploitation protections to their code. Tracking the supply chain for multiple BMCs used in multiple server hardware is difficult. So far, Binarly has identified AMI's MegaRAC BMC as one of the vulnerable BMCs. The security firm has confirmed that the AMI BMC is contained in the Intel Server System M70KLP hardware. Information about BMCs from ATEN or hardware from Lenovo and Supermicro aren't available at the moment. The vulnerability is present in any hardware that uses lighttpd versions 1.4.35, 1.4.45, and 1.4.51. "A potential attacker can exploit this vulnerability in order to read memory of Lighttpd Web Server process," Binarly researchers wrote in an advisory. "This may lead to sensitive data exfiltration, such as memory addresses, which can be used to bypass security mechanisms such as ASLR." Advisories are available here, here, and here.

An anonymous reader shares a report: Last week South Korea's SK Hynix announced it would partner with Purdue University on a $3.9 billion semiconductor complex here, the largest single corporate investment in state history. Now comes the hard part. SK Hynix must not only build the fabrication plant, or fab, which will package high-bandwidth memory chips used in artificial intelligence, and a connected research-and-development center. It also has to staff them. "We need several hundred engineers to operate our advanced-packaging manufacturing fab -- in physics, chemistry, material science, electronics engineering," Kwak Noh-Jung, chief executive of SK Hynix, said in an interview following last week's announcement.

Staffing a fab is harder in the U.S. than in South Korea, where SK Hynix has contracts with local universities and its own in-house university. Nonetheless, Kwak said, "the final goal is very clear. We need to have very good engineers for our success in U.S." The U.S. is trying to do something unprecedented: reverse a shrinking share in a key manufacturing sector. Between 1990 and 2020, the U.S. share of world chip making shrank to 12% from 37%, while the combined share of Taiwan, South Korea and China grew to 58%. The federal CHIPS program has showered billions of dollars on Intel for fabs in several states, Taiwan Semiconductor Manufacturing Co.in Arizona and GlobalFoundries in New York and Vermont. SK Hynix hopes for support as well.

Subsidies alone won't guarantee a sustainable industry. Fabs need customers, a supply chain and, above all, a skilled, specialized workforce. From 2000 to 2017, U.S. employment in semiconductor manufacturing shrank to 181,000 from 287,000. It has since recovered to about 200,000. Why did the U.S. share of semiconductor production shrink? As in other industries, the U.S. became an expensive place to manufacture. Susan Houseman of the Upjohn Institute, who has studied outsourcing, said this wasn't "primarily a story about offshoring." U.S. companies still lead in chip design: Nvidia in artificial intelligence, Qualcomm in communications and Apple in smartphones. Over time they mostly contracted out fabrication of their chips to foundries such as TSMC who benefited from generous domestic subsidies. The theory behind CHIPS is that, by matching Asia's subsidies, the U.S. can again be competitive in chip making. Nonetheless, there is a chicken-egg problem. Fabs need a ready supply of skilled workers. But without fabs, America's best and brightest have little incentive to pursue careers in the sector.

Intel on Tuesday unveiled its new "Gaudi 3" AI chip that the company claims is over twice as power-efficient and can run AI models one-and-a-half times faster than Nvidia's H100 GPU. "It also comes in different configurations like a bundle of eight Gaudi 3 chips on one motherboard or a card that can slot into existing systems," adds CNBC. From the report: Intel tested the chip on models like Meta's open-source Llama and the Abu Dhabi-backed Falcon. It said Gaudi 3 can help train or deploy models, including Stable Diffusion or OpenAI's Whisper model for speech recognition. Intel says its chips use less power than Nvidia's. Intel said that the new Gaudi 3 chips would be available to customers in the third quarter, and companies including Dell, Hewlett Packard Enterprise, and Supermicro will build systems with the chips. Intel didn't provide a price range for Gaudi 3.

Gaudi 3 is built on a five nanometer process, a relatively recent manufacturing technique, suggesting that the company is using an outside foundry to manufacture the chips. In addition to designing Gaudi 3, Intel also plans to manufacture AI chips, potentially for outside companies, at a new Ohio factory expected to open in 2027 or 2028, CEO Patrick Gelsinger told reporters last month. "We do expect it to be highly competitive" with Nvidia's latest chips, said Das Kamhout, vice president of Xeon software at Intel, on a call with reporters. "From our competitive pricing, our distinctive open integrated network on chip, we're using industry-standard Ethernet. We believe it's a strong offering."

An anonymous reader quotes a report from Ars Technica: Owners of Intel's latest 13th and 14th Gen Core i9 desktop processors have been noticing an increase in game crashes in recent months. It's happening in games like The Finals, Fortnite, and Tekken 8, and has even led Epic Games to issue a support notice to encourage Intel Core i9 13900K and 14900K owners to adjust BIOS settings. Now, Intel says it's investigating the reports. "Intel is aware of problems that occur when executing certain tasks on 13th and 14th generation core processors for desktop PCs, and is analyzing them with major affiliates," says an Intel spokesperson in a statement to ZDNet Korea.

The crashes vary in severity depending on the game, with some titles producing an "out of memory" error, others simply exiting out to the desktop, and some locking up a machine entirely. Most of the games affected seem to be based on the Unreal Engine, which could point to a stability issue that Intel needs to address. The only workarounds that seem to improve stability involve manually downclocking or undervolting Intel's processors. Epic Games has suggested changing the SVID behavior to Intel Fail Safe in the BIOS settings of Asus, Gigabyte, or MSI motherboards. Custom PC builders Power GPU recommend reducing the performance core ratio limit, which seems to help with stability in certain games.

An anonymous reader shares a report: Microsoft is getting ready to fully unveil its vision for "AI PCs" next month at an event in Seattle. Sources familiar with Microsoft's plans tell The Verge that Microsoft is confident that a round of new Arm-powered Windows laptops will beat Apple's M3-powered MacBook Air both in CPU performance and AI-accelerated tasks. After years of failed promises from Qualcomm, Microsoft believes the upcoming Snapdragon X Elite processors will finally offer the performance it has been looking for to push Windows on Arm much more aggressively. Microsoft is now betting big on Qualcomm's upcoming Snapdragon X Elite processors, which will ship in a variety of Windows laptops this year and Microsoft's latest consumer-focused Surface hardware.

Microsoft is so confident in these new Qualcomm chips that it's planning a number of demos that will show how these processors will be faster than an M3 MacBook Air for CPU tasks, AI acceleration, and even app emulation. Microsoft claims, in internal documents seen by The Verge, that these new Windows AI PCs will have "faster app emulation than Rosetta 2" -- the application compatibility layer that Apple uses on its Apple Silicon Macs to translate apps compiled for 64-bit Intel processors to Apple's own processors.

App emulation has been a big problem for Windows on Arm over the past decade, but Microsoft did deliver x64 app emulation for Windows 11 more than two years ago. This helps ensure apps can run on Windows on Arm devices when there isn't a native ARM64 version. Native Arm apps are key for improved performance on upcoming Windows on Arm laptops, and Google has just recently released its own ARM64 version of Chrome ready for these upcoming devices.

An anonymous reader writes: The massive GPU clusters needed to train Stability AI's popular text-to-image generation model Stable Diffusion are apparently also at least partially responsible for former CEO Emad Mostaque's downfall -- because he couldn't find a way to pay for them. According to an extensive expose citing company documents and dozens of persons familiar with the matter, it's indicated that the British model builder's extreme infrastructure costs drained its coffers, leaving the biz with just $4 million in reserve by last October. Stability rented its infrastructure from Amazon Web Services, Google Cloud Platform, and GPU-centric cloud operator CoreWeave, at a reported cost of around $99 million a year. That's on top of the $54 million in wages and operating expenses required to keep the AI upstart afloat.

What's more, it appears that a sizable portion of the cloudy resources Stability AI paid for were being given away to anyone outside the startup interested in experimenting with Stability's models. One external researcher cited in the report estimated that a now-cancelled project was provided with at least $2.5 million worth of compute over the span of four months. Stability AI's infrastructure spending was not matched by revenue or fresh funding. The startup was projected to make just $11 million in sales for the 2023 calendar year. Its financials were apparently so bad that it allegedly underpaid its July 2023 bills to AWS by $1 million and had no intention of paying its August bill for $7 million. Google Cloud and CoreWeave were also not paid in full, with debts to the pair reaching $1.6 million as of October, it's reported.

It's not clear whether those bills were ultimately paid, but it's reported that the company -- once valued at a billion dollars -- weighed delaying tax payments to the UK government rather than skimping on its American payroll and risking legal penalties. The failing was pinned on Mostaque's inability to devise and execute a viable business plan. The company also failed to land deals with clients including Canva, NightCafe, Tome, and the Singaporean government, which contemplated a custom model, the report asserts. Stability's financial predicament spiraled, eroding trust among investors, making it difficult for the generative AI darling to raise additional capital, it is claimed. According to the report, Mostaque hoped to bring in a $95 million lifeline at the end of last year, but only managed to bring in $50 million from Intel. Only $20 million of that sum was disbursed, a significant shortfall given that the processor titan has a vested interest in Stability, with the AI biz slated to be a key customer for a supercomputer powered by 4,000 of its Gaudi2 accelerators. The report goes on to mention further fundraising challenges, issues retaining employees, and copyright infringement lawsuits challenging the company's future prospects. The full expose can be read via Forbes (paywalled).

Intel on Tuesday disclosed $7 billion in operating losses for its foundry business in 2023, "a steeper loss than the $5.2 billion in operating losses the year before," reports Reuters. "The unit had revenue of $18.9 billion for 2023, down 31% from $27.49 billion the year before." From the report: Intel shares were down 4.3% after the documents were filed with the U.S. Securities and Exchange Commission (SEC). During a presentation for investors, Chief Executive Pat Gelsinger said that 2024 would be the year of worst operating losses for the company's chipmaking business and that it expects to break even on an operating basis by about 2027. Gelsinger said the foundry business was weighed down by bad decisions, including one years ago against using extreme ultraviolet (EUV) machines from Dutch firm ASML. While those machines can cost more than $150 million, they are more cost-effective than earlier chip making tools.

Partially as a result of the missteps, Intel has outsourced about 30% of the total number of wafers to external contract manufacturers such as TSMC, Gelsinger said. It aims to bring that number down to roughly 20%. Intel has now switched over to using EUV tools, which will cover more and more production needs as older machines are phased out. "In the post EUV era, we see that we're very competitive now on price, performance (and) back to leadership," Gelsinger said. "And in the pre-EUV era we carried a lot of costs and (were) uncompetitive." Editor's note: This story has been corrected to change the 2022 revenue figure for Intel Foundry to $27.49 billion, as reflected in the source article. We apologize for the math error.