According to Bloomberg (paywalled), Microsoft is helping finance AMD's expansion into AI chips. Meanwhile, AMD is working with Microsoft to create an in-house chipset, codenamed Athena, for the software giant's data centers. Paul Thurrott reports: Athena is designed as a cost-effective replacement for AI chipsets from Nvidia, which currently dominates this market. And it comes with newfound urgency as Microsoft's ChatGPT-powered Bing chatbot workloads are incredibly expensive using third-party chips. With Microsoft planning to expand its use of AI dramatically this year, it needs a cheaper alternative.

Microsoft's secretive hardware efforts also come amid a period of Big Tech layoffs. But the firm's new Microsoft Silicon business, led by former Intel executive Rani Borkar, is growing and now has almost 1,000 employees, several hundred of which are working on Athena. The software giant has invested about $2 billion on this effort so far, Bloomberg says. (And that's above the $11 billion it's invested in ChatGPT maker OpenAI.) Bloomberg also says that Microsoft intends to keep partnering with Nvidia too, and that it will continue buying Nvidia chipsets as needed.

Analyst Jean-Louis Gassee, writing at Monday Note about Intel's habit of requesting investors that they wait for the company to catch up to the competition: Concurrently, the company's revenue for its new IFS foundry business decreased by 24% to an insignificant $118M, with a $140M operating loss gingerly explained as "increased spending to support strategic growth." Other Intel businesses such as Networking (NEX) products and Mobileye -- yet another Autonomous Driving Technology -- add nothing promising to the company's picture. This doesn't prevent [Intel CEO Pat] Gelsinger from once again intoning the Just You Wait refrain. This time, the promise is to "regain transistor performance and power performance leadership by 2025."

Is it credible?

We all agree that the US tech industry would be better served by Intel providing a better alternative to TSMC's and Samsung's advanced foundries. Indeed, We The Taxpayers are funding efforts to stimulate our country's semiconductor sector at the tune of $52B. I won't comment other than to reminisce about a difficult late 80s conversation with an industry CEO when, as an Apple exec, I naively opposed an attempt to combat the loss of semiconductor memory business to foreign competitors by subsidizing something tentatively called US Memories. But, in this really complicated 2023 world, what choices do we actually have?

For years I've watched Intel's repeated mistakes, the misplaced self-regard, the ineffective leadership changes for this Silicon Valley icon, for the inventor of the first commercial microprocessor, only to be disappointed time and again as the company failed to shake the Wintel yoke -- while Microsoft successfully diversified. I fervently hope Pat Gelsinger succeeds. His achievement would resonate deeply, it would bring to mind another historic turnaround: Steve Jobs' 1997 return to the Apple he had "left" in 1985.

When Intel debuts its forthcoming Meteor Lake client processors, the company may drop its iconic "i" CPU branding and add a new moniker. Chipzilla today told The Register "We are making brand changes as we're at an inflection point in our client roadmap in preparation for the upcoming launch of our Meteor Lake processors. We will provide more details regarding these exciting changes in the coming weeks." From the report: The Register asked Intel about branding after semiconductor analyst Dylan Patel on Monday tweeted "Imagine you're losing market share when you've been monopoly for decades, and your bright idea is to burn all brand recognition to the ground!" "That's Intel's plan by removing the 'i' in i7 i5 i3. All the decades brand recognition being lit on fire for no reason!"

Patel labelled the rebranding a "horrible very short sighted move" that won't fix Intel's woes and "will cause more harm than good, as many buyers know + recognize the i7 i5 branding, they won't once it's changed." "The new branding sounds bad with ultra strewn about + confusing scheme."

Patel's mention of "Ultra" branding appears to be a reference to this benchmark result for game Ashes of the Singularity: Escalation which lists a processor called "Intel Core Ultra 5 1003H".

For Red Hat's 30th anniversary, North Carolina's News & Observer newspaper ran a special four-part series of articles.

In the first article Red Hat co-founder Bob Young remembers Red Hat's first big breakthrough: winning InfoWorld's "OS of the Year" award in 1998 — at a time when Microsoft's Windows controlled 85% of the market. "How is that possible," Young said, "that one of the world's biggest technology companies, on this strategically critical product, loses the product of the year to a company with 50 employees in the tobacco fields of North Carolina?" The answer, he would tell the many reporters who suddenly wanted to learn about his upstart company, strikes at "the beauty" of open-source software.

"Our engineering team is an order of magnitude bigger than Microsoft's engineering team on Windows, and I don't really care how many people they have," Young would say. "Like they may have thousands of the smartest operating system engineers that they could scour the planet for, and we had 10,000 engineers by comparison...."

Young was a 40-year-old Canadian computer equipment salesperson with a software catalog when he noticed what Marc Ewing was doing. [Ewing was a recent college graduate bored with his two-month job at IBM, selling customized Linux as a side hustle.] It's pretty primitive, but it's going in the right direction, Young thought. He began reselling Ewing's Red Hat product. Eventually, he called Ewing, and the two met at a tech conference in New York City. "I needed a product, and Marc needed some marketing help," said Young, who was living in Connecticut at the time. "So we put our two little businesses together."

Red Hat incorporated in March 1993, with the earliest employees operating the nascent business out of Ewing's Durham apartment. Eventually, the landlord discovered what they were doing and kicked them out.
The four articles capture the highlights. ("A visual effects group used its Linux 4.1 to design parts of the 1997 film Titanic.") And it doesn't leave out Red Hat's skirmishes with Microsoft. ("Microsoft was owned by the richest person in the world. Red Hat engineers were still linking servers together with extension cords. ") "We were changing the industry and a lot of companies were mad at us," says Michael Ferris, Red Hat's VP of corporate development/strategy. Soon there were corporate partnerships with Netscape, Intel, Hewlett-Packard, Compaq, Dell, and IBM — and when Red Hat finally goes public in 1999, its stock sees the eighth-largest first-day gain in Wall Street history, rising in value in days to over $7 billion and "making overnight millionaires of its earliest employees."

But there's also inspiring details like the quote painted on the wall of Red Hat's headquarters in Durham: "Every revolution was first a thought in one man's mind; and when the same thought occurs to another man, it is the key to that era..." It's fun to see the story told by a local newspaper, with subheadings like "It started with a student from Finland" and "Red Hat takes on the Microsoft Goliath."

Something I'd never thought of. 2001's 9/11 terrorist attack on the World Trade Center "destroyed the principal data centers of many Wall Street investment banks, which were housed in the twin towers. With their computers wiped out, financial institutions had to choose whether to rebuild with standard proprietary software or the emergent open source. Many picked the latter." And by the mid-2000s, "Red Hat was the world's largest provider of Linux...' according to part two of the series. "Soon, Red Hat was servicing more than 90% of Fortune 500 companies." By then, even the most vehement former critics were amenable to Red Hat's kind of software. Microsoft had begun to integrate open source into its core operations. "Microsoft was on the wrong side of history when open source exploded at the beginning of the century, and I can say that about me personally," Microsoft President Brad Smith later said.

In the 2010s, "open source has won" became a popular tagline among programmers. After years of fighting for legitimacy, former Red Hat executives said victory felt good. "There was never gloating," Tiemann said.

"But there was always pride."
In 2017 Red Hat's CEO answered questions from Slashdot's readers.

An anonymous reader quotes a report from Wired: The U.S. Department of Justice, Mandiant, and Microsoft stumbled upon the SolarWinds breach six months earlier than previously reported, WIRED has learned, but were unaware of the significance of what they had found. The breach, publicly announced in December 2020, involved Russian hackers compromising the software maker SolarWinds and inserting a backdoor into software served to about 18,000 of its customers. That tainted software went on to infect at least nine US federal agencies, among them the Department of Justice (DOJ), the Department of Defense, Department of Homeland Security, and the Treasury Department, as well as top tech and security firms including Microsoft, Mandiant, Intel, Cisco, and Palo Alto Networks. The hackers had been in these various networks for between four and nine months before the campaign was exposed by Mandiant.

WIRED can now confirm that the operation was actually discovered by the DOJ six months earlier, in late May 2020 -- but the scale and significance of the breach wasn't immediately apparent. Suspicions were triggered when the department detected unusual traffic emanating from one of its servers that was running a trial version of the Orion software suite made by SolarWinds, according to sources familiar with the incident. The software, used by system administrators to manage and configure networks, was communicating externally with an unfamiliar system on the internet. The DOJ asked the security firm Mandiant to help determine whether the server had been hacked. It also engaged Microsoft, though it's not clear why the software maker was also brought onto the investigation.

It's not known what division of the DOJ experienced the breach, but representatives from the Justice Management Division and the US Trustee Program participated in discussions about the incident. The Trustee Program oversees the administration of bankruptcy cases and private trustees. The Management Division advises DOJ managers on budget and personnel management, ethics, procurement, and security. Investigators suspected the hackers had breached the DOJ server directly, possibly by exploiting a vulnerability in the Orion software. They reached out to SolarWinds to assist with the inquiry, but the company's engineers were unable to find a vulnerability in their code. In July 2020, with the mystery still unresolved, communication between investigators and SolarWinds stopped. A month later, the DOJ purchased the Orion system, suggesting that the department was satisfied that there was no further threat posed by the Orion suite, the sources say. According to WIRED, the DOJ said it "notified the US Cybersecurity and Infrastructure Agency (CISA) about the breach at the time it occurred -- though a US National Security Agency spokesperson expressed frustration that the agency was not also notified."

"But in December 2020, when the public learned that a number of federal agencies were compromised in the SolarWinds campaign -- the DOJ among them -- neither the DOJ nor CISA revealed to the public that the operation had unknowingly been found months earlier. The DOJ initially said its chief information officer had discovered the breach on December 24."

According to FBI Director Christopher Wray, Chinese hackers vastly outnumber U.S. cyber intelligence staff "by at least 50 to 1." CNBC reports: "To give you a sense of what we're up against, if each one of the FBI's cyber agents and intel analysts focused exclusively on the China threat, Chinese hackers would still outnumber FBI Cyber personnel by at least 50 to 1," Wray said in prepared remarks for a budget hearing before a House Appropriations subcommittee on Thursday. The disclosure highlights the massive scale of cyber threats the U.S. is facing, particularly from China. Wray said the country has "a bigger hacking program than every other major nation combined and have stolen more of our personal and corporate data than all other nations -- big or small -- combined."

The agency is requesting about $63 million to help it beef up its cyber staff with 192 new positions. Wray said this would also help the FBI put more cyber staff in field offices to be closer to where victims of cyber crimes actually are.

In the company's first-quarter earnings results (PDF) on Wednesday, Intel reported a 133% annual reduction in earnings per share. "Revenue dropped nearly 36% year over year to $11.7 billion," adds CNBC. From the report: In the first quarter, Intel swung to a net loss of $2.8 billion, or 66 cents per share, from a net profit of $8.1 billion, or $1.98 per share, last year. Excluding the impact of inventory restructuring, a recent change to employee stock options and other acquisition-related charges, Intel said it lost 4 cents a share, which was a narrower loss than analyst had expected. Revenue decreased to $11.7 billion from $18.4 billion a year ago.

It's the fifth consecutive quarter of falling sales for the semiconductor giant and the second consecutive quarter of losses. It's also Intel's largest quarterly loss of all time, beating out the fourth quarter of 2017, when it lost $687 million. Intel hopes that by 2026 that it can manufacture chips as advanced as those made by TSMC in Taiwan, and it can compete for custom work like Apple's A-series chips in iPhones. Intel said on Thursday it was still on track to hit that goal.

Intel's Client Computing group, which includes the chips that power the majority of desktop and laptop Windows PCs, reported $5.8 billion in revenue, down 38% on an annual basis. Intel's server chip division, under its Data Center and AI segment suffered an even worse decline, falling 39% to $3.7 billion. Its smallest full line of business, Network and Edge, posted $1.5 billion in sales, down 30% from the same time last year. One bright spot was Mobileye, which went public last year but is still controlled by Intel. Mobileye makes systems and software for self-driving cars, and reported 16% sales growth to $458 million.

A new set of patches have been released for the Intel Linux graphics driver that "can provide 10-15% better performance when operating in the tuned mode," reports Phoronix. From the report: The set of Intel i915 Linux kernel graphics driver patches are about exposing the Intel RPS (Requested Power State) up/down thresholds. Right now the Intel Linux kernel driver has static values set for the up/down thresholds between power states while these patches would make them dynamically configurable by user-space. Google engineer Syed Faaiz Hussain raised the issue that they experimented with the Intel RPS tuning and were able to manage up to 15% better performance. With Counter-Strike: Global Offensive with OpenGL was a 14.5% boost, CS:GO with Vulkan was 12.9% faster, and Civilization VI with OpenGL was 11% faster while Strange Brigade was unchanged. No other game numbers were provided.

But as this is about changing the threshold for how aggressively the Intel graphics hardware switches power states, the proposed patches leave it up to user-space to adjust the thresholds as they wish. Google engineers are interested in hooking this into Feral's GameMode so that the values could be automatically tuned when launching games and then returning to their former state when done gaming, in order to maximize battery life / power efficiency. The only downside with these current patches are that they work only for non-GuC based platforms... So the latest Alder/Raptor Lake notebooks as well as Intel DG2/Alchemist discrete graphics currently aren't able to make use of this tuning option.

The low-profile firm that has become crucial to a half-trillion-dollar global industry. From a report: In 1984, Martin van den Brink, a young Dutch engineer, joined a newly created venture in a quiet corner of the Netherlands. Little did he know then that about 40 years on the company would be so crucial to the $580 billion semiconductor industry that it would be the epicenter of a US-China chip war. ASML Holding NV, where Van den Brink is now the chief technology officer, practically owns the market for a critical piece of equipment needed to produce the brains of everything that makes modern life possible -- from cars and smartphones to computers, microwaves and airplanes. With the company's high-end machines churning out chips that can also go into state-of-the-art weapons and artificial intelligence devices, ASML is effectively being treated as critical infrastructure for US national security and has become a target of industrial espionage for China. "I never expected to be where we are today," said Van den Brink.

Over his nearly four decades at the company, ASML has gone from a bit player competing with the likes of Nikon, Canon and Ultratech to the world's only maker of very high-end semiconductor lithography equipment. Its ascent has made it Europe's most valuable technology company, with a market capitalization of over $247 billion -- more than twice that of its customer Intel. In an industry where devices typically cost $10 million, ASML commands about $180 million for its current top-end machine. And although the chip market has softened recently, ASML is still growing and its long-term outlook seems intact, thanks to the insatiable demand for computing power.

"This is a company that the world can't exist without," said Jon Bathgate, a fund manager at NZS Capital in Denver, which has about $2 billion under management, with ASML as one of its biggest holdings. "They've got a 20-year head start... Investors have clearly realized how important ASML is as a company and how difficult it would be to replicate. It's a natural monopoly with secular growth winds. That's unique." As chips become for geopolitics in the 21st century what oil was in the last one, ASML's singular success has thrust it squarely in the crosshairs of the intensifying tensions between the US and China. With the US focused on the strategic importance of semiconductors, Presidents Donald Trump and Joe Biden have done everything to ensure that China is a couple of generations behind in chips. No company is more critical to that effort than ASML.

An anonymous reader quotes a report from ZDNet, written by Steven Vaughan-Nichols: The latest Linux kernel is out with a slew of new features -- and, for once, this release has been nice and easy. [...] Speaking of Rust, everyone's favorite memory-safe language, the new kernel comes with user-mode Linux support for Rust code. Miguel Ojeda, the Linux kernel developer, who's led the efforts to bring Rust to Linux, said the additions mean we're, "getting closer to a point where the first Rust modules can be upstreamed."

Other features in the Linux 6.3 kernel include support and enablement for upcoming and yet-to-be-released Intel and AMD CPUs and graphics hardware. While these updates will primarily benefit future hardware, several changes in this release directly impact today's users' day-to-day experience. The kernel now supports AMD's automatic Indirect Branch Restricted Speculation (IBRS) feature for Spectre mitigation, providing a less performance-intensive alternative to the retpoline speculative execution.

Linux 6.3 also includes new power management drivers for ARM and RISC-V architectures. RISC-V has gained support for accelerated string functions via the Zbb bit manipulation extension, while ARM received support for scalable matrix extension 2 instructions. For filesystems, Linux 6.3 brings AES-SHA2-based encryption support for NFS, optimizations for EXT4 direct I/O performance, low-latency decompression for EROFS, and a faster Brtfs file-system driver. Bottom line: many file operations will be a bit more secure and faster.

For gamers, the new kernel provides a native Steam Deck controller interface in HID. It also includes compatibility for the Logitech G923 Xbox edition racing wheel and improvements to the 8BitDo Pro 2 wired game controllers. Who says you can't game on Linux? Single-board computers, such as BannaPi R3, BPI-M2 Pro, and Orange Pi R1 Plus, also benefit from updated drivers in this release. There's also support for more Wi-Fi adapters and chipsets. These include: Realtek RTL8188EU Wi-Fi adapter support; Qualcomm Wi-Fi 7 wireless chipset support; and Ethernet support for NVIDIA BlueField 3 DPU. For users dealing with complex networks that have both old-school and modern networks, the new kernel can also handle multi-path TCP handling mixed flows with IPv4 and IPv6. Linux 6.3 is available from kernel.org. You can learn how to compile the Linux kernel yourself here.

Phoronix reports: If you rely on an Intel I219-LM Gigabit Ethernet adapter, you will want to look forward to upgrading your Linux kernel build soon... A fix was committed Thursday after Intel engineers discovered this particular Ethernet chipset had only been running at around 60% of its maximum speed due to a regression introduced back in 2020...

Since the release of Linux 5.8 in mid-2020, this Ethernet adapter had been running at around 60% of its advertised potential due to an e1000e driver regression.

Remember that U.S. Air National Guardsman who's suspected of leaking classified documents? The New York Times has discovered "a previously undisclosed chat group on Discord" where the same airman apparently also posted "sensitive information" including "secret intelligence on the Russian war effort," this time to a group with 600 members — and "months earlier than previously known," in February of 2022. The case against Airman Teixeira, 21, who was arrested on April 13, pertains to the leaking of classified documents on another Discord group of about 50 members, called Thug Shaker Central. There, he began posting sensitive information in October 2022, members of the group told The Times. His job as an information technology specialist at an Air Force base in Massachusetts gave him top secret clearance... The user claimed to be posting information from the National Security Agency, the Central Intelligence Agency and other intelligence agencies.

The additional information raises questions about why authorities did not discover the leaks sooner, particularly since hundreds more people would have been able to see the posts... The exposure of some of America's most closely guarded secrets has prompted criticism about how the Pentagon and intelligence agencies protect classified data, and whether there are weaknesses in both vetting people for security clearances and enforcing the mantra that access to secrets should only be given to people with a "need to know."

Unlike Thug Shaker Central, the second chat room was publicly listed on a YouTube channel and was easily accessed in seconds... Apparently eager to impress others in the group who questioned his analysis, he said: "I have a little more than open source info. Perks of being in a USAF intel unit," referring to the United States Air Force... At times, he appeared to be posting from the military base where he was stationed... Airman Teixeira also claimed that he was actively combing classified computer networks for material on the Ukraine war.

When one of the Discord users urged him not to abuse his access to classified intelligence, Teixeira replied: "too late...."
The Times says they learned about the larger chat room "from another Discord user."

Chip manufacturer GlobalFoundries said today it had filed a lawsuit against IBM, accusing it of unlawfully sharing confidential intellectual property and trade secrets. From a report: New York-based GlobalFoundries said in its complaint that IBM had shared IP and trade secrets with Rapidus, a new state-backed Japanese consortium that IBM is working with to develop and produce cutting-edge two-nanometre chips. It also asserted that IBM had unlawfully disclosed and misused its IP with Intel, noting that IBM had announced in 2021 it would collaborate with Intel on next-generation chip technology. "IBM is unjustly receiving potentially hundreds of millions of dollars in licensing income and other benefits," GlobalFoundries said in a statement. IBM pushed back in an emailed statement to Reuters saying: "GlobalFoundries filed this meritless lawsuit after a court rejected the company's attempt to dismiss IBM's legitimate fraud and breach of contract claims. Their allegations are entirely baseless, and we are confident that the court will agree."

It's been just a year since Intel officially announced its Bitcoin-mining Blockscale ASICs, but today the company announced the end of life of its first-gen Blockscale 1000-series chips without announcing any follow-up generations of the chips. From a report: We spoke with Intel on the matter, and the company told Tom's Hardware that "as we prioritize our investments in IDM 2.0, we have end-of-lifed the Intel Blockscale 1000 Series ASIC while we continue to support our Blockscale customers."

Intel's statement cites the company's tighter focus on its IDM 2.0 operations as the reason for ending the Blockscale ASICs, a frequent refrain in many of its statements as it has exited several businesses amid company-wide belt-tightening. We also asked Intel if it planned to exit the Bitcoin ASIC business entirely, but the company responded, "We continue to monitor market opportunities." In the original announcement that the company would enter the blockchain market, then-graphics-chief Raja Koduri noted that the company had created a Custom Compute Group within the AXG graphics unit to support the Bitcoin ASICs and "additional emerging technology." However, Intel recently restructured the AXG group, and Koduri left the company shortly thereafter.

In addition to the company's long-rumored mixed reality headset, Apple is expected to launch new MacBooks, as well as a "major" update to the Apple Watch's watchOS software at its Worldwide Developers Conference (WWDC) in June. All told, WWDC 2023 could end up being one of Apple's "biggest product launch events ever," according to Bloomberg's Mark Gurman. The Verge reports: Let's start with the Macs. Gurman doesn't explicitly say which macOS-powered computers Apple could announce in June, but lists around half a dozen devices it currently plans to release this year or early 2024. There's an all new 15-inch MacBook Air, an updated 13-inch MacBook Air, and new 13-inch and "high-end" MacBook Pros. Meanwhile on the Mac side Apple still needs to replace its last Intel-powered device, the Mac Pro, with an Apple Silicon model, and it also reportedly has plans to refresh its all-in-one 24-inch iMac.

Bloomberg's report notes that "at least some of the new laptops" will make an appearance. The bad news is that none are likely to run Apple's next-generation M3 chips, and will instead ship with M2-era processors. Apple apparently also has a couple of new Mac Studio computers in development, but Bloomberg is less clear on when they could launch.

Over on the software side, which is WWDC's traditional focus, watchOS will reportedly receive a "major" update that includes a revamped interface. Otherwise, we could be in for a relatively quiet show on the operating system front as iOS, iPadOS, macOS, and tvOS are not expected to receive major updates this year. Gurman does say that work to allow sideloading on iOS to comply with upcoming EU legislation is ongoing.

Once the leading player in the semiconductor industry, the company is attempting to pull off one of tech's most complex turnrounds. From a report: It was nearly a decade ago when Intel, then the undisputed leader in global semiconductor manufacturing, made a fateful decision. A new technology, extreme lithography, was offering a way to pack more computing power on to the silicon wafers from which tiny chips, essential for widely used products like smartphones and PCs, are cut. Using light to etch complicated integrated circuits, EUV promised an unparalleled degree of miniaturisation, but Intel executives believed it would take years for the method to become practical. Instead, they stuck with older manufacturing techniques for their next generation of chips. This turned out to be a historic mistake, one with consequences that are being felt at a time when the US has put advanced chipmaking at the centre of its national industrial policy. Taiwan Semiconductor Manufacturing Company, which adopted EUV in 2019, has leapfrogged Intel to become the world's most advanced chip manufacturer, closely followed by Samsung. Along with other slips, the judgment call has left Intel -- and the US -- scrambling to catch up.

"Hindsight is 20/20," says Ann Kelleher, head of technology development at Intel and the executive charged with restoring the US chipmaker's manufacturing processes. "It's very easy to look back and say, 'If something different was done...'" Intel is today at another crucial juncture. If, as planned, the company finally produces chips made with EUV in large volume later this year, it will be an important step on the road back. Nowhere will progress be watched more anxiously than in Washington, where the Biden administration is facing an imminent decision about how much financial backing to throw behind the company. Last year's US Chips Act committed $52bn in direct subsidies to support semiconductor manufacturing and boost research and development, along with an estimated $24bn worth of tax credits over the next eight years. The law was designed to reverse a slide that has taken the US share of chip production to 12 per cent, from 37 per cent in 1990. The centrepiece of that plan is to bring leading-edge manufacturing back to the US. For better or worse, that leaves Washington with little choice but to bet heavily on Intel, despite it being the laggard in one of the tech world's most important races. Yet falling behind in advanced chip production is not the only problem hanging over Intel.

Big shifts in its customers' needs -- such as the rise of artificial intelligence -- are threatening to sideline its traditional PC and server chips. Its attempt to go into direct competition with TSMC by becoming a so-called chip foundry, manufacturing chips on behalf of other companies, represents the biggest change to its business since it abandoned its original memory chips for processors nearly 40 years ago. To make things even harder, a yawning financial hole has opened up under the company at just the moment it is trying to make up for years of under-investment with a surge in capital spending. The depth of the reversal, which the company says is caused by a temporary inventory correction, shocked Wall Street in January, when Intel warned its revenue would tumble 40 per cent in the first three months of this year. The setbacks mean that a central piece of US industrial policy is now riding on one of the most difficult and complex tech turnrounds ever attempted. As the US Department of Commerce begins to weigh how to distribute the Chips Act subsidies, deciding how fiercely to back Intel will be a central question.:

Intel on Wednesday said its chip contract manufacturing division will work with U.K.-based chip designer Arm to ensure that mobile phone chips and other products that use Arm's technology can be made in Intel's factories. From a report: Once the biggest name in chips known as central processing units (CPUs), Intel has seen long seen its technological manufacturing edge blunted by rivals such as Taiwan Semiconductor Manufacturing Co, the world leader in making chips for customers such as Apple. Intel's turnaround strategy hinges in part on opening up its factories to other chip companies, particularly those in mobile phones. It has said firms such as Qualcomm are planning to use its factories for future chip designs. "There is growing demand for computing power driven by the digitization of everything, but until now ... customers have had limited options for designing around the most advanced mobile technology," Pat Gelsinger, Intel's chief executive, said in a statement.

After a nice spike during the first two years of the pandemic, global PC shipments continued to drop for a fourth consecutive quarter. Analyst firm IDC's latest figure has Q1 down 29% from the same time last year. Canalys paints an even more troubling picture for the industry, with a full 33% drop. From a report: A disappointing 2022 holiday set the stage for the beginning of the year, as vendor inventory has continued to pile up -- a trend that is expected to carry at least into Q3. The plunge has been so consistent that last quarter's figures dipped below those of Q1 2019, putting worldwide shipments below their pre-pandemic level.

[...] The culprits? For starters, a lot of people purchased news systems in 2020 and 2021 as their work settings adapted to a global pandemic. Laptops tend to have a life span of around three to five years. Desktops are even longer, at three to eight. People are likely to be content with their systems for a few years at least. As vendors go, both IDC and Canalys have Apple suffering the largest drop at 40.5 and 45.5%, respectively. That's a staggering figure, likely owing -- at least in part â" to the company coming back down to earth, as the M1 chip managed to buck larger category trends in 2021/2022. That chip marked Apple's biggest PC computing update since the company shifted to Intel decades prior. In spite of what ad copy might suggest, you don't get a generational shift every year.

Slashdot reader unixbhaskar writes: A company in the U.K. calling itself Minifree has started to ship old Thinkpad (specifically the X series and T series models) with Libreboot firmware. Which is based on coreboot firmware.
More specifically, Libreboot is the free-as-in-speech replacement for proprietary BIOS/UEFI firmware, the site notes, "offering faster boots speeds, better security and many advanced features compared to most proprietary boot firmware." Those advanced features include the GNU project's multiple-OS-booting "grand unified bootloader" GNU GRUB directly in the boot flash, along with several other customization options. "The aim is simple: make it easy to have a computer that was made to run entirely on Free Software at every level, meaning no proprietary software of any kind. That includes the boot firmware, operating system, drivers and applications."

The Libreboot project's founder is also the founder of Minifree, and the profits from Minifree's sales directly fund the Libreboot project. (The whole Minifree web site runs on Libreboot-powered servers, on a network behind a Libreboot-powered router...) Their site points out that Minifree Ltd has also privately funded several new board ports to coreboot, including 90,000 USD to Raptor Engineering for ASUS KGPE-D16 and KCMA-D8 libreboot support, and 4000 AUD to Damien Zammit for Gigabyte GA-G41M-ES2L and Intel D510MO libreboot support.

The installed OS on the laptops is either encrypted Debian (KDE Plasma desktop environment), with full driver support, or "other Linux distro/BSD (e.g. OpenBSD, FreeBSD) at your request... Advanced features like encrypted /boot (GNU+Linux only), signed kernels and more are available." And the laptops are also shipped — worldwide — with "your choice of 480/960GB SSD or 2x480GB/2x960GB RAID1 SSDs, with good batteries and 16GB RAM. Free technical support via email/IRC plus 5-year warranty."

But judging by their FAQ, the support is even more extensive. "If you brick your Minifree laptop when updating Libreboot, Minifree will unbrick it for free if you send it back to us. Even if your warranty has expired! However, such bricking is rare."

VC firm Andreessen Horowitz believes the industry most affected by generative AI will be videogames. But they're not the only ones, reports the Economist: Games' interactivity requires them to be stuffed with laboriously designed content: consider the 30 square miles of landscape or 60 hours of music in "Red Dead Redemption 2", a recent cowboy adventure. Enlisting ai assistants to churn it out could drastically shrink timescales and budgets....

Making a game is already easier than it was: nearly 13,000 titles were published last year on Steam, a games platform, almost double the number in 2017. Gaming may soon resemble the music and video industries, in which most new content on Spotify or YouTube is user-generated. One games executive predicts that small firms will be the quickest to work out what new genres are made possible by AI. Last month Raja Koduri, an executive at Intel, left the chipmaker to found an AI-gaming startup.

Don't count the big studios out, though. If they can release half a dozen high-quality titles a year instead of a couple, it might chip away at the hit-driven nature of their business, says Josh Chapman of Konvoy, a gaming-focused VC firm. A world of more choice also favours those with big marketing budgets. And the giants may have better answers to the mounting copyright questions around AI. If generative models have to be trained on data to which the developer has the rights, those with big back-catalogues will be better placed than startups

. Trent Kaniuga, an artist who has worked on games like "Fortnite", said last month that several clients had updated their contracts to ban AI-generated art.