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Siliconangle

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Intel finally gets a new CEO: industry veteran Lip-Bu Tan

  • Intel has appointed Lip-Bu Tan as its new CEO, ending a lengthy search for a leader after the ouster of previous CEO Pat Gelsinger in December.
  • Tan, a veteran in the industry, previously served as the CEO of Cadence Design Systems Inc., a company providing software used by major chip designers like Intel.
  • The appointment of Tan comes after Intel faced challenges, including losing market share to competitors and failing to make a significant impact in the AI sector.
  • Tan aims to double down on areas where Intel has momentum, take calculated risks to disrupt, and find ways to pick up the pace in areas lagging behind the competition.
  • Intel's stock rose over 12% following Tan's appointment, marking a positive response from investors.
  • Analysts have stressed the importance for Intel to focus on chip design and potentially spin off its foundry business to enhance competitiveness in the market.
  • While Tan's appointment is seen as a positive step, it is expected to take one to two years for Intel's turnaround to fully materialize.
  • Intel reported beating earnings and revenue expectations in January but offered weak guidance for the future due to factors like economic uncertainty and competition.
  • The company's market capitalization stands at $89.5 billion, significantly smaller than that of rival Nvidia, reflecting industry dynamics and performance.
  • Despite challenges, Intel looks to capitalize on growth opportunities under Tan's leadership and accelerate its turnaround in the semiconductor market.

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Samsung

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Samsung Advances AI in Mobile Networks With NVIDIA

  • Samsung is collaborating with NVIDIA to advance AI-RAN technologies in mobile networks.
  • The collaboration aims to expand the ecosystem of CPU and GPU companies, supporting the adoption of AI in mobile networks.
  • Samsung has achieved interoperability between its virtualized RAN and NVIDIA's accelerated computing, integrating AI capabilities.
  • The companies will explore AI-RAN options using Samsung vRAN and NVIDIA's Grace CPU and/or GPU based AI platform.

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Siliconangle

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Report: TSMC could launch joint venture with partners to run Intel’s fabs

  • Taiwan Semiconductor Manufacturing Co. (TSMC) is considering forming a joint venture with chipmakers Nvidia, Advanced Micro Devices (AMD), Broadcom, and Qualcomm to operate Intel's fabs.
  • Under the plan, the chipmakers would take stakes in the joint venture with TSMC and be responsible for day-to-day management of the plants, while TSMC would hold up to a 50% stake and handle the operations.
  • Intel, facing fierce competition and financial losses, is exploring business unit sales and previously considered separating its chip design and foundry groups.
  • TSMC, known for its advanced technology development, is specifically interested in Intel's upcoming 18A manufacturing process, which offers significant improvements in processing speeds, energy usage, and power efficiency.

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Pcgamesn

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This new gaming laptop design hopes to replace your PC using a desktop RTX 5090

  • An interesting new gaming laptop concept is hoping to raise funds on Kickstarter, bringing together a laptop-style form factor using top-spec desktop components.
  • The unique project claims to be the world’s first fully built-in water-cooled gaming laptop design, while also claiming support for Nvidia GeForce RTX 5090 gaming GPUs and brand-new AMD Ryzen 9 9950X3D gaming CPUs, although the bulky and untested design means it might be an unappealing option for most gamers.
  • We’ve seen DIY gaming laptops appear before, like this Chinese-built RTX 4090 laptop which used desktop-grade components inside a laptop-style shell casing.
  • This particular design looks more like a server chassis with a screen attached, but the ability to use the best gaming PC components from Nvidia and AMD might make it an appealing option for serious enthusiasts – if the product does eventually make it to market, that is.

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Guardian

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Pokémon Go maker to sell games to Saudi-owned company for $3.5bn

  • Niantic Labs will sell its video game division to Saudi Arabia-owned Scopely for $3.5bn.
  • Niantic will distribute an additional $350m to its equity holders under the deal.
  • Niantic will spin off its geospatial artificial intelligence (AI) business into a new firm called Niantic Spatial.
  • The move advances Saudi Arabia's ambition to become the 'ultimate global hub' for gaming.

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Medium

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Why is NVIDIA Dropping GTX 10 & 16 Series Support in 2025?

  • NVIDIA has announced that it will drop support for the GTX 10 and 16 series GPUs in 2025.
  • This decision comes as older technologies struggle to meet the demands of modern gaming and software updates.
  • The GTX 10 series was launched in 2016, while the GTX 16 series was released in 2019.
  • This announcement puts gamers and content creators on alert as they will need to upgrade their graphics cards for continued support.

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Silicon

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TSMC Discusses Intel Foundry Joint Venture With Other Firms

  • Taiwan Semiconductor Manufacturing Co. (TSMC) is discussing a possible joint venture with Nvidia, Advanced Micro Devices (AMD), Broadcom, and Qualcomm to operate Intel's chip-making factories.
  • Last month, TSMC was reported to be considering taking a controlling stake in Intel's manufacturing operations at the request of the Trump administration.
  • The joint venture proposal would have TSMC running the operations of Intel's foundry division, which manufactures chips, but would not give TSMC more than a 50 percent stake.
  • Any final deal would require approval from the Trump administration, which aims to avoid complete foreign ownership of Intel or its foundry division.

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Pcgamesn

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Nvidia GeForce RTX 5060 gaming GPU to launch imminently, new leak suggests

  • The Nvidia GeForce RTX 5060 and RTX 5060 Ti gaming GPUs are rumored to be officially announced on March 13.
  • The release to the public may take a few weeks after the official announcement.
  • Nvidia aims to dominate the mid to lower end of the GPU market with these new graphics cards.
  • Facing competition from AMD's Radeon RX 9070 XT, Nvidia may face a challenge to stay ahead in the market.

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Insider

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Stock of the Day: Intel spikes 5% after proposal for major AI firms to run company's chipmaking foundry

  • Intel stock jumped 5.5% on reports of a foundry joint venture with major chip makers.
  • TSMC approached Nvidia, Advanced Micro Devices, and Broadcom for the JV.
  • If a deal is reached, it could mark a positive reversal for Intel's fortunes.
  • Interest from other US chipmakers in Intel's foundry has been mounting.

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Digitaltrends

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AMD takes lead over Nvidia, but how long will it last?

  • A recent survey reveals that many gamers preferred AMD over Nvidia when buying a GPU.
  • Most participants in the survey opted for buying an AMD RX 9000 series GPU.
  • Availability of Nvidia GPUs at the time of launch and affordability of AMD GPUs contributed to AMD's lead.
  • As Nvidia fills its stock, the scales may tip in their favor once again.

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Insider

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From Amazon to Pinterest: The 40 tech companies that file the most H-1B immigrant work visas

  • Tech companies, especially giants like Amazon and Microsoft, file for thousands of H-1B visas annually for skilled foreign workers.
  • President Trump's immigration policies have caused a stir around the future of H-1B visas, sparking debate within the tech industry.
  • Key figures in Trump's base have expressed opposition to the H-1B program, while tech leaders like Elon Musk acknowledge the need for improvement.
  • A public analysis revealed that tech companies like Amazon, Microsoft, Google, Meta, and Apple are among the heaviest users of H-1B visas.
  • These companies utilize the program to fill various roles such as software engineers, research positions, and data science roles.
  • In the 2024 fiscal year, Amazon filed the most H-1B requests with a total of 14,783, followed by Microsoft, Alphabet, Meta, and Apple.
  • The top 40 tech companies sponsoring H-1B visas also include IBM, Intel, Oracle, Tesla, Salesforce, Nvidia, Cisco, and Qualcomm, among others.
  • The future of the H-1B program remains uncertain, and any changes could significantly impact America's largest technology companies.
  • While the number of filings does not directly translate to hires, these companies rely on H-1B visas to access global talent for critical positions.
  • The analysis focused on tech product companies like Amazon, Microsoft, and Google, excluding IT consulting firms traditionally large users of H-1B visas.

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Unite

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From Evo 1 to Evo 2: How NVIDIA is Redefining Genomic Research and AI-Driven Biological Innovations

  • Scientists aim to decode biological sequences to unlock complex biological processes and revolutionize fields like personalized medicine and environmental sustainability.
  • Traditional tools have struggled with the complexity of biological sequences, but the rise of generative AI enables scaling over trillions of sequences for better understanding.
  • Evo 1, a groundbreaking AI model, focused on molecular biology's central dogma and genetic information flow, bridging molecular biology and evolutionary genomics.
  • Evo 1 predicted molecular interactions and genetic variations but faced challenges with complex eukaryotic genomes, leading to the development of Evo 2.
  • Evo 2, built on lessons from Evo 1, can predict functional consequences of genetic variation across all life domains due to its improved parameters and sequence length capacity.
  • Evo 2's zero-shot prediction capability allows accurate classification of genetic mutations and offers applications in healthcare, drug discovery, genetic engineering, agricultural biotechnology, and environmental science.
  • Challenges for Evo 2 include computational complexity and the need to understand how to design novel biological systems effectively.
  • NVIDIA's open-source approach with Evo 2 enables researchers worldwide to explore its capabilities, driving innovation in genomics and biotechnology.
  • Evo 2's advancements in genomic modeling hold transformative potential for personalized medicine, sustainable solutions, and reshaping biological sciences and environmental sustainability.

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Siliconangle

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Google reportedly negotiating $115M deal for eye-tracking startup AdHawk Microsystems

  • Google is reportedly in final talks to acquire eye-tracking startup AdHawk Microsystems for $115 million.
  • The acquisition is part of Google's renewed push into headsets and smart glasses.
  • AdHawk Microsystems specializes in advanced eye-tracking technology that eliminates the need for traditional cameras.
  • The company's capabilities in micro-electromechanical systems eye tracking make it suitable for integration into consumer electronics, such as smart glasses.

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The Verge

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Everything we know about Apple’s Vision Pro

  • Apple unveiled the Vision Pro at WWDC 2023, its first visionOS device set to launch on February 2nd at a starting price of $3,499.
  • The Vision Pro features advanced display technology, including hand and eye tracking, but its controls can be inconsistent.
  • The headset uses two Apple Silicon chips (M2 Ultra and R1) and offers up to two hours of usage with a tethered battery pack.
  • Users can switch between AR and VR seamlessly and engage in natural control using hand and eye tracking, as well as voice commands.
  • Apple's Vision Pro has received mixed reviews, with praise for its technical capabilities but criticism for certain tradeoffs.
  • Additional features include the ability to display the user's eyes on the front when interacting with others, and the option to add prescription lenses from Zeiss.
  • The Vision Pro has sparked discussions about its potential impact on the VR and AR landscape, with a focus on its price point and technological advancements.
  • Various updates and partnerships related to the Vision Pro, such as collaborations with companies like Metallica and Disney, have been highlighted in the coverage.
  • Apple's plans for future developments in the VR and AR space, including a rumored AR glasses project, continue to generate anticipation and speculation.
  • Overall, the Vision Pro represents Apple's foray into immersive technologies, aiming to push boundaries and deliver innovative experiences to users.
  • The reception to the Vision Pro remains a blend of excitement for its potential and scrutiny of its performance and features.

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Medium

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China has entered the era of dark factories — Fully automated Factories

  • China has entered the era of dark factories, which are fully automated manufacturing plants with minimal to no human presence.
  • Dark factories in China operate using machines, robots, and AI, enabling continuous production without breaks.
  • They offer increased productivity, cost reduction, precision, quality control, flexibility, and customization.
  • China's 'Made in China 2025' initiative focuses on innovation, digital transformation, and smart manufacturing using dark factories.
  • Government support in China has led to the adoption of robotics and AI in many companies for operational streamlining.
  • Challenges include job losses, labor market disruption, high initial investment, cybersecurity risks, and supply chain vulnerabilities.
  • Dark factories give China a competitive advantage globally in manufacturing and influence labor dynamics and technology transfer.
  • As dark factories evolve with AI, machine learning, and robotics, they are expected to further expand across China's manufacturing sectors.
  • The future of manufacturing lies in automation, and embracing dark factories will be essential for businesses to stay competitive.
  • Despite challenges, the benefits of dark factories include efficiency, cost reduction, precision, and their impact on global supply chains and labor markets.

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