Ubuntu

Ubuntu 25.04 'Plucky Puffin' Arrives With Linux 6.14, GNOME 48, and ARM64 Desktop ISO (canonical.com) 51

Canonical today released Ubuntu 25.04 "Plucky Puffin," bringing significant upgrades to the non-LTS distribution including Linux kernel 6.14, GNOME 48 with triple buffering, and expanded hardware support.

For the first time, Ubuntu ships an official generic ARM64 desktop ISO targeting virtual machines and Snapdragon-based devices, with initial enablement for the Snapdragon X Elite platform. The release also adds full support for Intel Core Ultra Xe2 integrated graphics and "Battlemage" discrete GPUs, delivering improved ray tracing performance and hardware-accelerated video encoding.

Networking improvements include wpa-psk-sha256 Wi-Fi support and enhanced DNS resolution detection. The installer now better handles BitLocker-protected Windows partitions for dual-boot scenarios. Other notable changes include JPEG XL support by default, NVIDIA Dynamic Boost enabled on supported laptops, Papers replacing Evince as the default document viewer, and APT 3.0 becoming the standard package manager. Ubuntu 25.04 will receive nine months of support until January 2026.
Desktops (Apple)

Apple Says All Mac Minis With Intel Are Now Vintage (macrumors.com) 46

Apple has officially designated all Intel-based Mac minis as "vintage" or "obsolete," marking the end of an era. This means Apple no longer guarantees parts or service for these devices, as they've surpassed the 5- to 7-year support window. 9to5Mac reports: Apple periodically adds devices to its ever-growing list of vintage and obsolete products. That happened today, as spotted by MacRumors, with two noteworthy "vintage" additions: iPhone 6s and Mac mini (2018). The latter product is especially significant, because the 2018 Mac mini was the last remaining Intel model that was not yet labeled either vintage or obsolete.

So what are those timelines exactly? Per Apple's definitions: Vintage: "Apple stopped distributing them for sale more than 5 and less than 7 years ago." Obsolete: "Apple stopped distributing them for sale more than 7 years ago." [...] Since these products are now considered vintage, Apple no longer guarantees that parts for repairs will be readily available.

Intel

Intel To Sell Majority Stake In Altera For $4.46 Billion To Fund Revival Effort (cnbc.com) 15

Intel will sell a 51% stake in its Altera programmable chip unit to private equity firm Silver Lake for $4.46 billion, aiming to cut costs, raise cash, and streamline the company's focus as it shifts toward becoming a contract chip manufacturer. CNBC reports: The deal, announced on Monday, values Altera at $8.75 billion, a sharp decline from the $17 billion Intel paid in 2015. [...] Since last year, Intel has taken steps to spin Altera out as a separate unit and said it planned to sell a portion of its stake. "Today's announcement reflects our commitment to sharpening our focus, lowering our expense structure and strengthening our balance sheet," [CEO Lip-Bu Tan], who took the helm after former top boss Pat Gelsinger's ouster, said.

Altera makes programmable chips that can be used for various purposes from telecom equipment to military. Reuters had first reported in November that Silver Lake was among potential suitors competing for a minority stake in Altera. The deal is expected to close in the second half of 2025, after which Intel expects to deconsolidate Altera's financial results from Intel's financial statements, the company said.

AMD

New Supercomputing Record Set - Using AMD's Instinct GPUs (tomshardware.com) 23

"AMD processors were instrumental in achieving a new world record," reports Tom's Hardware, "during a recent Ansys Fluent computational fluid dynamics simulation run on the Frontier supercomputer at the Oak Ridge National Laboratory."

The article points out that Frontier was the fastest supercomputer in the world until it was beaten by Lawrence Livermore Lab's El Capitan — with both computers powered by AMD GPUs: According to a press release by Ansys, it ran a 2.2-billion-cell axial turbine simulation for Baker Hughes, an energy technology company, testing its next-generation gas turbines aimed at increasing efficiency. The simulation previously took 38.5 hours to complete on 3,700 CPU cores. By using 1,024 AMD Instinct MI250X accelerators paired with AMD EPYC CPUs in Frontier, the simulation time was slashed to 1.5 hours. This is more than 25 times faster, allowing the company to see the impact of the changes it makes on designs much more quickly...

Given those numbers, the Ansys Fluent CFD simulator apparently only used a fraction of the power available on Frontier. That means it has the potential to run even faster if it can utilize all the available accelerators on the supercomputer. It also shows that, despite Nvidia's market dominance in AI GPUs, AMD remains a formidable competitor, with its CPUs and GPUs serving as the brains of some of the fastest supercomputers on Earth.

Operating Systems

Coreboot 25.03 Released With Support For 22 More Motherboards (phoronix.com) 26

Coreboot 25.03 has been released with support for 22 new motherboards and several other significant updates, including enhanced display handling, USB debugging, RISC-V support, and RAM initialization for older Intel platforms. Phoronix reports: Coreboot 25.03 delivers display handling improvements, a better USB debugging experience, CPU topology updates, various improvements to the open-source RAM initialization for aging Intel Haswell platforms, improved USB Type-C and Thunderbolt handling, various embedded controller (EC) improvements, better RISC-V architecture support, DDR5-7500 support, and many bug fixes across the sprawling Coreboot codebase. More details, including a full list of the supported boards, can be found here.
Intel

Intel, TSMC Tentatively Agree To Form Chipmaking Joint Venture 11

Intel and Taiwan Semiconductor Manufacturing Co. have reached a preliminary agreement to form a joint venture operating Intel's chipmaking facilities, with TSMC taking a 20% stake, The Information reports [non-paywalled source]. Intel and other U.S. semiconductor companies would hold the majority of shares in the proposed venture. Instead of capital investment, TSMC has discussed sharing chipmaking methods and training Intel personnel.

The talks face internal opposition from some Intel executives concerned about widespread layoffs and the abandonment of Intel's own technology, according to the report. The deal could help TSMC neutralize a struggling competitor while potentially giving Taiwan more leverage with the U.S. administration, which recently imposed tariffs on Taiwanese goods excluding chips.
Intel

Intel Refreshes Iconic Brand (tomshardware.com) 62

Intel has unveiled a refresh of its iconic brand identity, introducing the slogan "That's the power of Intel Inside" to reconnect with consumers and highlight the chipmaker's role in modern computing. The new campaign resurrects the familiar "Intel Inside" theme that helped transform the company into a household name in the 1990s, when Intel's marketing strategy directly targeted consumers rather than system designers.

Brett Hannath, Intel's chief marketing officer, said the message reflects the company's belief that its products can unlock potential for employees, customers, consumers and partners. The original "Intel Inside" campaign, launched in 1991, revolutionized tech marketing by making processors a key selling point for PCs with its recognizable sticker and five-note jingle. The strategy helped Intel differentiate itself from competitors like AMD and Cyrix during the PC market explosion.
Media

AV1 is Supposed To Make Streaming Better, So Why Isn't Everyone Using It? (theverge.com) 46

Despite promises of more efficient streaming, the AV1 video codec hasn't achieved widespread adoption seven years after its 2018 debut, even with backing from tech giants Netflix, Microsoft, Google, Amazon, and Meta. The Alliance for Open Media (AOMedia) claims AV1 is 30% more efficient than standards like HEVC, delivering higher-quality video at lower bandwidth while remaining royalty-free.

Major services including YouTube, Netflix, and Amazon Prime Video have embraced the technology, with Netflix encoding approximately 95% of its content using AV1. However, adoption faces significant hurdles. Many streaming platforms including Max, Peacock, and Paramount Plus haven't implemented AV1, partly due to hardware limitations. Devices require specific decoders to properly support AV1, though recent products from Apple, Nvidia, AMD, and Intel have begun including them. "In order to get its best features, you have to accept a much higher encoding complexity," Larry Pearlstein, associate professor at the College of New Jersey, told The Verge. "But there is also higher decoding complexity, and that is on the consumer end."
Intel

Intel CEO Lip-Bu Tan Says Company Will Spin Off Non-Core Units (msn.com) 41

Intel Chief Executive Officer Lip-Bu Tan said the chipmaker will spin off assets that aren't central to its mission and create new products including custom semiconductors to try to better align itself with customers. From a report: Intel needs to replace the engineering talent it has lost, improve its balance sheet and better attune manufacturing processes to meet the needs of potential customers, Tan said. Speaking at his first public appearance as CEO, at the Intel Vision conference Monday in Las Vegas, Tan didn't specify what parts of Intel he believes are no longer central to its future.

"We have a lot of hard work ahead," Tan said, addressing the company's customers in the audience. "There are areas where we've fallen short of your expectations." The veteran semiconductor executive is trying to restore the fortunes of a company that dominated an industry for decades, but now finds itself chasing rivals in most of the areas that define success in the field. A key question confronting its leadership is whether a turnaround is best served by the company remaining whole or splitting up its key product and manufacturing operations. Tan gave no indication that he will seek to divest either part of Intel. Instead, he highlighted the problems he needs to fix to get both units performing more successfully. Intel's chips for data center and AI-related work in particular are not good enough, he said. "We fell behind on innovation," the CEO said. "We have been too slow to adapt and meet your needs."

China

Intel and Microsoft Staff Allegedly Lured To Work For Fake Chinese Company In Taiwan (theregister.com) 12

Taiwanese authorities have accused 11 Chinese companies, including SMIC, of secretly setting up disguised entities in Taiwan to illegally recruit tech talent from firms like Intel and Microsoft. The Register reports: One of those companies is apparently called Yunhe Zhiwang (Shanghai) Technology Co., Ltd and develops high-end network chips. The Bureau claims its chips are used in China's "Data East, Compute West" strategy that, as we reported when it was announced in 2022, calls for five million racks full of kit to be moved from China's big cities in the east to new datacenters located near renewable energy sources in country's west. Datacenters in China's east will be used for latency-sensitive applications, while heavy lifting takes place in the west. Staff from Intel and Microsoft were apparently lured to work for Yunhe Zhiwang, which disguised its true ownership by working through a Singaporean company.

The Investigation Bureau also alleged that China's largest chipmaker, Semiconductor Manufacturing International Corporation (SMIC), used a Samoan company to establish a presence in Taiwan and then hired local talent. That's a concerning scenario as SMIC is on the USA's "entity list" of organizations felt to represent a national security risk. The US gets tetchy when its friends and allies work with companies on the entity list.

A third Chinese entity, Shenzhen Tongrui Microelectronics Technology, disguised itself so well Taiwan's Ministry of Industry and Information Technology lauded it as an important innovator and growth company. As a result of the Bureau's work, prosecutors' offices in seven Taiwanese cities are now looking into 11 Chinese companies thought to have hidden their ties to Beijing.

Linux

Linus Torvalds Gently Criticizes Build-Slowing Testing Code Left in Linux 6.15-rc1 (phoronix.com) 25

"The big set of open-source graphics driver updates for Linux 6.15 have been merged," writes Phoronix, "but Linux creator Linus Torvalds isn't particularly happy with the pull request." The new "hdrtest" code is for the Intel Xe kernel driver and is around trying to help ensure the Direct Rendering Manager header files are self-contained and pass kernel-doc tests — basic maintenance checks on the included DRM header files to ensure they are all in good shape.
But Torvalds accused the code of not only slowing down the full-kernel builds, but also leaving behind "random" files for dependencies "that then make the source tree nasty," reports Tom's Hardware: While Torvalds was disturbed by the code that was impacting the latest Linux kernel, beginning his post with a "Grr," he remained precise in his objections to it. "I did the pull, resolved the (trivial) conflicts, but I notice that this ended up containing the disgusting 'hdrtest' crap that (a) slows down the build because it's done for a regular allmodconfig build rather than be some simple thing that you guys can run as needed (b) also leaves random 'hdrtest' turds around in the include directories," he wrote.

Torvalds went on to state that he had previously complained about this issue, and inquired why the hdr testing is being done as a regular part of the build. Moreover, he highlighted that the resulting 'turds' were breaking filename completion. Torvalds underlined this point — and his disgust — by stating, "this thing needs to *die*." In a shot of advice to fellow Linux developers, Torvalds said, "If you want to do that hdrtest thing, do it as part of your *own* checks. Don't make everybody else see that disgusting thing...."

He then noted that he had decided to mark hdrtest as broken for now, to prevent its inclusion in regular builds.

As of Saturday, all of the DRM-Next code had made it into Linux 6.15 Git, notes Phoronix. "But Linus Torvalds is expecting all this 'hdrtest' mess to be cleaned up."
Science

A New Image File Format Efficiently Stores Invisible Light Data (arstechnica.com) 11

An anonymous reader quotes a report from Ars Technica: Imagine working with special cameras that capture light your eyes can't even see -- ultraviolet rays that cause sunburn, infrared heat signatures that reveal hidden writing, or specific wavelengths that plants use for photosynthesis. Or perhaps using a special camera designed to distinguish the subtle visible differences that make paint colors appear just right under specific lighting. Scientists and engineers do this every day, and they're drowning in the resulting data. A new compression format called Spectral JPEG XL might finally solve this growing problem in scientific visualization and computer graphics. Researchers Alban Fichet and Christoph Peters of Intel Corporation detailed the format in a recent paper published in the Journal of Computer Graphics Techniques (JCGT). It tackles a serious bottleneck for industries working with these specialized images. These spectral files can contain 30, 100, or more data points per pixel, causing file sizes to balloon into multi-gigabyte territory -- making them unwieldy to store and analyze.

[...] The current standard format for storing this kind of data, OpenEXR, wasn't designed with these massive spectral requirements in mind. Even with built-in lossless compression methods like ZIP, the files remain unwieldy for practical work as these methods struggle with the large number of spectral channels. Spectral JPEG XL utilizes a technique used with human-visible images, a math trick called a discrete cosine transform (DCT), to make these massive files smaller. Instead of storing the exact light intensity at every single wavelength (which creates huge files), it transforms this information into a different form. [...]

According to the researchers, the massive file sizes of spectral images have reportedly been a real barrier to adoption in industries that would benefit from their accuracy. Smaller files mean faster transfer times, reduced storage costs, and the ability to work with these images more interactively without specialized hardware. The results reported by the researchers seem impressive -- with their technique, spectral image files shrink by 10 to 60 times compared to standard OpenEXR lossless compression, bringing them down to sizes comparable to regular high-quality photos. They also preserve key OpenEXR features like metadata and high dynamic range support.
The report notes that broader adoption "hinges on the continued development and refinement of the software tools that handle JPEG XL encoding and decoding."

Some scientific applications may also see JPEG XL's lossy approach as a drawback. "Some researchers working with spectral data might readily accept the trade-off for the practical benefits of smaller files and faster processing," reports Ars. "Others handling particularly sensitive measurements might need to seek alternative methods of storage."
Operating Systems

Linux Kernel 6.14 Is a Big Leap Forward In Performance, Windows Compatibility (zdnet.com) 34

An anonymous reader quotes a report from ZDNet, written by Steven Vaughan-Nichols: Despite the minor delay, Linux 6.14 arrives packed with cutting-edge features and improvements to power upcoming Linux distributions, such as the forthcoming Ubuntu 25.04 and Fedora 42. The big news for desktop users is the improved NTSYNC driver, especially those who like to play Windows games or run Windows programs on Linux. This driver is designed to emulate Windows NT synchronization primitives. What that feature means for you and me is that it will significantly improve the performance of Windows programs running on Wine and Steam Play. [...] Gamers always want the best possible graphics performance, so they'll also be happy to see that Linux now supports recently launched AMD RDNA 4 graphics cards. This approach includes support for the AMD Radeon RX 9070 XT and RX 9070 graphics cards. Combine this support with the recently improved open-source RADV driver and AMD gamers should see the best speed yet on their gaming rigs.

Of course, the release is not just for gamers. Linux 6.14 also includes several AMD and Intel processor enhancements. These boosts focus on power management, thermal control, and compute performance optimizations. These updates are expected to improve overall system efficiency and performance. This release also comes with the AMDXDNA driver, which provides official support for AMD's neural processing units based on the XDNA architecture. This integration enables efficient execution of AI workloads, such as convolutional neural networks and large language models, directly on supported AMD hardware. While Rust has faced some difficulties in recent months in Linux, more Rust programming language abstractions have been integrated into the kernel, laying the groundwork for future drivers written in Rust. [...] Besides drivers, Miguel Ojeda, Rust for Linux's lead developer, said recently that the introduction of the macro for smart pointers with Rust 1.84: derive(CoercePointee) is an "important milestone on the way to building a kernel that only uses stable Rust functions." This approach will also make integrating C and Rust code easier. We're getting much closer to Rust being grafted into Linux's tree.

In addition, Linux 6.14 supports Qualcomm's latest Snapdragon 8 Elite mobile processor, enhancing performance and stability for devices powered by this chipset. That support means you can expect to see much faster Android-based smartphones later this year. This release includes a patch for the so-called GhostWrite vulnerability, which can be used to root some RISC-V processors. This fix will block such attacks. Additionally, Linux 6.14 includes improvements for the copy-on-write Btrfs file system/logical volume manager. These primarily read-balancing methods offer flexibility for different RAID hardware configurations and workloads. Additionally, support for uncached buffered I/O optimizes memory usage on systems with fast storage devices.
Linux 6.14 is available for download here.
China

US Expands Export Blacklist To Keep Computing Tech Out of China (theverge.com) 30

The U.S. has added 80 entities to its export blacklist to prevent China from acquiring advanced American chips for military development, including AI, quantum tech, and hypersonic weapons. The Verge reports: More than 50 of the new entities added to the list are based in China, with others located in Iran, Taiwan, Pakistan, South Africa, and the United Arab Emirates. BIS says the restrictions have been applied to entities that acted "contrary to US national security and foreign policy," and are intended to hinder China's ability to develop high-performance computing capabilities, quantum technologies, advanced artificial intelligence, and hypersonic weapons.

Six of the newly blacklisted entities are subsidiaries of Inspur Group -- China's leading cloud computing service provider and a major customer for US chip makers such as Nvidia, AMD, and Intel -- which BIS alleges had contributed to projects developing supercomputers for the Chinese military. The Beijing Academy of Artificial Intelligence is another addition to the list, which has criticized its inclusion.
"American technology should never be used against the American people," said Jeffrey Kessler, Under Secretary of Commerce for Industry and Security. "BIS is sending a clear, resounding message that the Trump administration will work tirelessly to safeguard our national security by preventing U.S. technologies and goods from being misused for high performance computing, hypersonic missiles, military aircraft training, and UAVs that threaten our national security."
Operating Systems

Linux Kernel 6.14 Officially Released (9to5linux.com) 8

prisoninmate shares a report: Highlights of Linux 6.14 include Btrfs RAID1 read balancing support, a new ntsync subsystem for Win NT synchronization primitives to boost game emulation with Wine, uncached buffered I/O support, and a new accelerator driver for the AMD XDNA Ryzen AI NPUs (Neural Processing Units).

Also new is DRM panic support for the AMDGPU driver, reflink and reverse-mapping support for the XFS real-time device, Intel Clearwater Forest server support, support for SELinux extended permissions, FUSE support for io_uring, a new fsnotify file pre-access event type, and a new cgroup controller for device memory.

Unix

Rebooting A Retro PDP-11 Workstation - and Its Classic 'Venix' UNIX (blogspot.com) 36

This week the "Old Vintage Computing Research" blog published a 21,000-word exploration of the DEC PDP-11, the 16-bit minicomputer sold by Digital Equipment Corporation. Slashdot reader AndrewZX calls the blog post "an excellent deep dive" into the machine's history and capabilities "and the classic Venix UNIX that it ran." The blogger still owns a working 1984 DEC Professional 380, "a tank of a machine, a reasonably powerful workstation, and the most practical PDP-adjacent thing you can actually slap on a (large) desk."

But more importantly, "It runs PRO/VENIX, the only official DEC Unix option for the Pros." In that specific market it was almost certainly the earliest such licensed Unix (in 1983) and primarily competed against XENIX, Microsoft's dominant "small Unix," which first emerged for XT-class systems as SCO XENIX in 1984. You'd wonder how rogue processes could be prevented from stomping on each other in such systems when neither the Intel 8086/8088 nor the IBM PC nor the PC/XT had a memory management unit, and the answer was not to try and just hope for the best. It was for this reason that IBM's own Unix variant PC/IX, developed by Interactive Systems Corporation under contract as their intended AT&T killer, was multitasking but single-user since in such an architecture there could be no meaningful security guarantees...

One of Venix's interesting little idiosyncrasies, seen in all three Pro versions, was the SUPER> prompt when you've logged on as root (there is also a MAINT> prompt when you're single-user...

Although Bill Gates had been their biggest nemesis early on, most of the little Unices that flourished in the 1980s and early 90s met their collective demise at the hands of another man: Linus Torvalds. The proliferation of free Unix alternatives like Linux on commodity PC hardware caused the bottom to fall out of the commercial Unix market.

The blogger even found a 1989 log for the computer's one and only guest login session — which seems to consist entirely of someone named tom trying to exit vi.

But the most touching part of the article comes when the author discovers a file named /thankyou that they're certain didn't come with the original Venix. It's an ASCII drawing of a smiling face, under the words "THANK YOU FOR RESCUING ME".

"It's among the last files created on the system before it came into my possession..."

It's all a fun look back to a time when advances in semiconductor density meant microcomputers could do nearly as much as the more expensive minicomputers (while taking up less space) — leaving corporations pondering the new world that was coming: As far back as 1974, an internal skunkworks unit had presented management with two small systems prototypes described as a PDP-8 in a VT50 terminal and a portable PDP-11 chassis.

Engineers were intrigued but sales staff felt these smaller versions would cut into their traditional product lines, and [DEC president Ken] Olsen duly cancelled the project, famously observing no one would want a computer in their home.

Intel

Nvidia Not Approached for Intel Stake, CEO Says (reuters.com) 8

Nvidia has not been approached about acquiring a stake in Intel, CEO Jensen Huang said on Wednesday, addressing speculation about potential semiconductor industry consolidation.

"Nobody's invited us to a consortium," Huang told reporters at Nvidia's annual developer conference. "Nobody invited me. Maybe other people are involved, but I don't know. There might be a party. I wasn't invited."

Reuters previously reported that Taiwan Semiconductor Manufacturing Co (TSMC) had approached Nvidia, Broadcom and Advanced Micro Devices about joining a potential joint venture to operate Intel's factories. Other media outlets reported Intel was considering separating its manufacturing operations with U.S. President Donald Trump's support, potentially transferring control to a TSMC-led consortium.
GNOME

GNOME 48 Released (9to5linux.com) 60

prisoninmate writes: GNOME 48 desktop environment has been released after six months of development with major new features that have been expected for more than four years, such as dynamic triple buffering, HDR support, and much more. 9to5Linux reports:

"Highlights of GNOME 48 include dynamic triple buffering to boost the performance on low-end GPUs, such as Intel integrated graphics or Raspberry Pi computers, Wayland color management protocol support, new Adwaita fonts, HDR (High Dynamic Range) support, and a new Wellbeing feature with screen time tracking.

"GNOME 48 also introduces a new GNOME Display Control (gdctl) utility to view the active monitor configuration and set new monitor configuration using command line arguments, implements a11y keyboard monitoring support, adds output luminance settings, and it now centers new windows by default."

Transportation

GM Taps Nvidia To Boost Its Self-Driving Projects 11

General Motors is partnering with Nvidia to enhance its self-driving and manufacturing capabilities by leveraging Nvidia's AI chips, software, and simulation tools. "GM says it will apply several of Nvidia's products to its business, such as the Omniverse 3D graphics platform which will run simulations on virtual assembly lines with an eye on reducing downtime and improving efficiency," reports The Verge. "The automaker also plans to equip its next-generation vehicles with Nvidia's 'AI brain' for advanced driver assistance and autonomous driving. And it will employ the chipmaker's AI training software to make its vehicle assembly line robots better at certain tasks, like precision welding and material handling." From the report: GM already uses Nvidia's GPUs to train its AI software for simulation and validation. Today's announcement was about expanding those use cases into improving its manufacturing operations and autonomous vehicles, GM CEO Mary Barra said in a statement. (Dave Richardson, GM's senior VP of Software and Services Engineering will be joining NVIDIA's Norm Marks for a fireside chat at the conference.) "AI not only optimizes manufacturing processes and accelerates virtual testing but also helps us build smarter vehicles while empowering our workforce to focus on craftsmanship," Barra said. "By merging technology with human ingenuity, we unlock new levels of innovation in vehicle manufacturing and beyond."

GM will adopt Nvidia's in-car software products to build next-gen vehicles with autonomous driving capabilities. That includes the company's Drive AGX system-on-a-chip (SoC), similar to Tesla's Full Self-Driving chip or Intel's Mobileye EyeQ. The SoC runs the "safety-certified" DriveOS operating system, built on the Blackwell GPU architecture, which is capable of delivering 1,000 trillion operations per second (TOPS) of high-performance compute, the company says. [...] In a briefing with reporters, Ali Kani, Nvidia's vice president and general manager of automotive, described the chipmaking company's automotive business as still in its "infancy," with the expectation that it will only bring in $5 billion this year. (Nvidia reported over $130 billion in revenue in 2024 for all its divisions.)

Nvidia's chips are in less than 1 percent of the billions of cars on the road today, he added. But the future looks promising. The company is also announcing deals with Tier 1 auto supplier Magna, which helped build Sony's Afeela concept, to use Drive AGX in the company's next-generation advanced driver assist software. "We believe automotive is a trillion dollar opportunity for Nvidia," Kani said.
Intel

Intel's Stock Jumps 18.8% - But What's In Its Future? (msn.com) 47

Intel's stock jumped nearly 19% this week. "However, in the past year through Wednesday's close, Intel stock had fallen 53%," notes Investor's Business Daily: The appointment of Lip-Bu Tan as CEO is a "good start" but Intel has significant challenges, Morgan Stanley analyst Joseph Moore said in a client note. Those challenges include delays in its server chip product line, a very competitive PC chip market, lack of a compelling AI chip offering, and over $10 billion in losses in its foundry business over the past 12 months. There is "no quick fix" for those issues, he said.
"There are things you can do," a Columbia business school associate professor tells the Wall Street Journal in a video interview, "but it's going to be incremental, and it's going to be extremely risky... They will try to be competitive in the foundry manufacturing space," but "It takes very aggressive investments."

Meanwhile, TSMC is exploring a joint venture where they'd operate Intel's factories, even pitching the idea to AMD, Nvidia, Broadcam, and Qualcomm, according to Reuters. (They add that Intel "reported a 2024 net loss of $18.8 billion, its first since 1986," and talked to multiple sources "familiar with" talks about Intel's future). Multiple companies have expressed interest in buying parts of Intel, but two of the four sources said the U.S. company has rejected discussions about selling its chip design house separately from the foundry division. Qualcomm has exited earlier discussions to buy all or part of Intel, according to those people and a separate source. Intel board members have backed a deal and held negotiations with TSMC, while some executives are firmly opposed, according to two sources.
"They say Lip-Bu Tan is the best hope to fix Intel — if Intel can be fixed at all," writes the Wall Street Journal: He brings two decades of semiconductor industry experience, relationships across the sector, a startup mindset and an obsession with AI...and basketball. He also comes with tricky China business relationships, underscoring Silicon Valley's inability to sever itself from one of America's top adversaries... [Intel's] stock has lost two-thirds of its value in four short years as Intel sat out the AI boom...

Manufacturing chips is an enormous expense that Intel can't currently sustain, say industry leaders and analysts. Former board members have called for a split-up. But a deal to sell all or part of Intel to competitors seems to be off the table for the immediate future, according to bankers. A variety of early-stage discussions with Broadcom, Qualcomm, GlobalFoundries and TSMC in recent months have failed to go anywhere, and so far seem unlikely to progress. The company has already hinted at a more likely outcome: bringing in outside financial backers, including customers who want a stake in the manufacturing business...

Tan has likely no more than a year to turn the company around, said people close to the company. His decades of investing in startups and running companies — he founded a multinational venture firm and was CEO of chip design company Cadence Design Systems for 13 years — provide indications of how Tan will tackle this task in the early days: by cutting expenses, moving quickly and trying to turn Intel back into an engineering-first company. "In areas where we are behind the competition, we need to take calculated risks to disrupt and leapfrog," Tan said in a note to Intel employees on Wednesday. "And in areas where our progress has been slower than expected, we need to find new ways to pick up the pace...."

Many take this culture reset to also mean significant cuts at Intel, which already shed about 15,000 jobs last year. "He is brave enough to adjust the workforce to the size needed for the business today," said Reed Hundt, a former Intel board member who has known Tan since the 1990s.

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