Apple called Android a "massive tracking device" in revealed internal documents
Apple insists it respects users' privacy more than Google
Apple M3 and the state of CPUs
Is it Apple and everyone else, even for CPUs?
The big picture: Apple's M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched three chips all at once. It is only getting harder to compete with them. As with all things Apple, the M3 has been extensively covered in the press, but beyond the performance metrics, a few things stood out for us, and here's our thesis on the overall sector.
Intel's Pat Gelsinger gives his candid thoughts on the company's biggest missed opportunities
Past decisions could have left Intel in a much more competitive position
New SD card standards could double speeds with move to PCIe 4.0
Possible maximum transfer speeds of 2GB/s
Time to buy an SSD? Samsung plans to raise NAND flash prices by 20% per quarter
For at least the next two quarters
"Crypto King" Sam Bankman-Fried convicted of $8 billion FTX fraud, faces up to 110 years in prison
SBF is believed to have been worth over $15 billion at the peak of FTX's popularity
Artificial intelligence may lead to the end of human employment, Elon Musk warns
Jobs would only be there for personal satisfaction
New DoorDash pop-up warns non-tipping customers to expect a longer wait for orders
Currently only a test, but it's expected to be rolled out more broadly
Arm acquires minority stake in single-board computer maker Raspberry Pi
Arm gets a slice of the Pi
Cisco unveils new AI tools to revamp Webex experience, collaboration
From real-time media models to AI codecs
Disney is buying out Comcast's stake in Hulu for $8.6 billion
Disney will soon have full ownership of Hulu
ISP launches first residential 50 Gbps service, costs $900 per month
With over $3,000 equipment and setup fees
Tinder owner leaves Epic Games "alone" to battle Google's app store policies
Alpabet's User Choice Billing option seems good enough for everybody else, but Sweeney says, "No."
US export restrictions could cost Nvidia $5 billion in lost orders, sends share price to 5-month low
Team Green temporarily lost its $1 trillion valuation
Lenovo moves beyond the PC, shows off data center, enterprise, turnkey AI solutions
Lenovo unites businesses, showcases AI strategy
Samsung just had its best quarter of the year despite operating profit falling 78%
The memory chip market is showing signs of improvement
Western Digital to spin off flash memory business after Kioxia merger talks collapse
Western Digital won't merge with Kioxia (at least, not right now)
Meta given 30 days to cease using the name Threads by company that trademarked it 11 years ago
"This is a classic David and Goliath battle"
PC CPUs are getting more interesting, and competition is coming
Why it matters: Five years ago there were only two companies that made CPUs, today there are a dozen. Most of the new entrants went after the big, profitable data center market, but now competitors are coming for PCs. Nvidia and AMD are reportedly preparing Arm-based CPUs for PCs. With Microsoft opening up the market for Arm laptop CPUs, this spells bad news for Qualcomm today, and potentially bad news for Intel over the very long term.
BP is buying Tesla Superchargers worth $100 million for its EV charging network
The new chargers will be installed across the country from next year
IBM launches AI-powered Watsonx for translating COBOL programs into Java code
Bringing mainframe computing into the cloud era
Intel boss Pat Gelsinger calls Arm's PC threat "insignificant"
But he's happy for Intel Foundry Services to manufacture Arm chips
Biden administration designates 31 tech hubs to boost innovation and create jobs across the U.S.
The focus is on rural and underserved areas
Meta's VR division lost $3.7 billion last quarter, bringing total losses to almost $40 billion since 2020
The metaverse division's quarterly revenue was its lowest on record
Nvidia RTX 4090 looks to have escaped China ban as government introduces new restrictions early
A bit of good news for Team Green