Linux

Will Nvidia Spark a New Generation of Linux PCs? (zdnet.com) 95

"I know, I know: 'Year of the Linux desktop ... yadda, yadda'," writes Steven Vaughan-Nichols, a ZDNet senior contributing editor. "You've heard it all before. But now there's a Linux-powered PC that many people will want..."

He's talking about Nvidia's newly-announced Project Digits, describing it as "a desktop with AI supercomputer power that runs DGX OS, a customized Ubuntu Linux 22.04 distro." Powered by MediaTek and Nvidia's Grace Blackwell Superchip, Project DIGITS is a $3,000 personal AI that combines Nvidia's Blackwell GPU with a 20-core Grace CPU built on the Arm architecture... At CES, Nvidia CEO Jensen Huang confirmed plans to make this technology available to everyone, not just AI developers. "We're going to make this a mainstream product," Huang said. His statement suggests that Nvidia and MediaTek are positioning themselves to challenge established players — including Intel and AMD — in the desktop CPU market. This move to the desktop and perhaps even laptops has been coming for a while. As early as 2023, Nvidia was hinting that a consumer desktop chip would be in its future... [W]hy not use native Linux as the primary operating system on this new chip family?

Linux, after all, already runs on the Grace Blackwell Superchip. Windows doesn't. It's that simple. Nowadays, Linux runs well with Nvidia chips. Recent benchmarks show that open-source Linux graphic drivers work with Nvidia GPUs as well as its proprietary drivers. Even Linus Torvalds thinks Nvidia has gotten its open-source and Linux act together. In August 2023, Torvalds said, "Nvidia got much more involved in the kernel. Nvidia went from being on my list of companies who are not good to my list of companies who are doing really good work." Canonical, Ubuntu Linux's parent company, has long worked closely with Nvidia. Ubuntu already provides Blackwell drivers.

The article strays into speculation, when it adds "maybe you wouldn't pay three grand for a Project DIGITS PC. But what about a $1,000 Blackwell PC from Acer, Asus, or Lenovo? All three of these companies are already selling MediaTek-powered Chromebooks...."

"The first consumer products featuring this technology are expected to hit the market later this year. I'm looking forward to running Linux on it. Come on in! The operating system's fine."
China

Chinese RISC-V Project Teases 2025 Debut of Freely Licensed Advanced Chip Design (theregister.com) 110

China's Xiangshan project aims to deliver a high-performance RISC-V processor by 2025. If it succeeds, it could be "enormously significant" for three reasons, writes The Register's Simon Sharwood. It would elevate RISC-V from low-end silicon to datacenter-level capabilities, leverage the open-source Mulan PSL-2.0 license to disrupt proprietary chip models like Arm and Intel, and reduce China's dependence on foreign technology, mitigating the impact of international sanctions on advanced processors. From the report: The prospect of a 2025 debut appeared on Sunday in a post to Chinese social media service Weibo, penned by Yungang Bao of the Institute of Computing Technology at the Chinese Academy of Sciences. The academy has created a project called Xiangshan that aims to use the permissively licensed RISC-V ISA to create a high-performance chip, with the Scala source code to the designs openly available.

Bao is a leader of the project, and has described the team's ambition to create a company that does for RISC-V what Red Hat did for Linux -- although he said that before Red Hat changed the way it made the source code of RHEL available to the public. The Xiangshan project has previously aspired to six-monthly releases, though it appears its latest design to be taped out was a second-gen chip named Nanhu that emerged in late 2023. That silicon ran at 2GHz and was built on a 14nm process node. The project has since worked on a third-gen design, named Kunminghu, and published the image [here] depicting an overview of its non-trivial micro-architecture.

Intel

Intel Says New Laptop Chips Will Extend Computer Battery Life (yahoo.com) 29

Intel, which has been fending off mounting competition in notebook processors, says a new range of chips will help enable the longest battery life available in laptops. From a report: New computers based on the latest version of its Core Ultra processors will go on sale starting this month, the company said Monday at CES, an annual consumer electronics show.

Intel was for decades the world's largest chipmaker thanks to its dominance of the computer processor market. Production technology stumbles and slow product introductions have opened the door to both long-time rivals and firms just entering the space. The company's board last month ousted its chief executive officer, citing the need to improve its offerings.

The new chips, intended for corporate PCs and high-end consumer devices, are aimed at boosting performance in two areas the company considers key selling points: battery life and the ability to run artificial intelligence functions. According to Intel, an HP laptop that uses one of the new processors can run Microsoft's Teams software for as long as 10.5 hours on a single charge. It can go 20.3 hours between charges when the user is running Microsoft's cloud-based 365 suite, Intel added. By comparison, Intel says a Dell device using a Qualcomm Snapdragon processor can last as long as 9.2 hours and 18.5 hours, respectively, under those conditions.

Stats

Steam On Linux Ends 2024 With Small Marketshare Boost, AMD Linux CPU Use Near 74% (techspot.com) 26

Phoronix reports on Valve's "Steam Survey" results for December 2024, saying the new numbers "reflect a nice upward trend for the Linux gaming statistics and a high point in recent times." In November the Steam Survey reflected a 2.03% marketshare for Linux... Roughly inline with what we have been seeing for Linux right at around the 2% threshold. With the just-published December survey numbers, there is a 0.29% increase to 2.29%...! When looking at the Linux numbers, SteamOS Holo accounts for around 36% of all Linux gamers... SteamOS Holo being the operating system of the Steam Deck and beginning to appear on other devices as well... Driven in large part by the Steam Deck relying on a custom AMD SoC/APU and AMD being popular with Linux gamers/enthusiasts for their open-source driver support, AMD CPU use on Linux commands a 73.6% marketshare.
In fact, December "saw AMD reach another record-high share among participants of Valve's survey," according to TechSpot — "up 3.02% last month, taking its total to 38.7% as Intel fell slightly to 63.4%..." Elsewhere, Windows 11 is now comfortably the most popular OS in the survey. It pulled ahead another 2% to an almost 55% share in December as Windows 10 dropped to 42.3%... However, it's a different story when looking at global users: Windows 10's share has increased two months in a row to 62.7% while Windows 11 has declined to 34.1%. Rounding up the rest of the survey, 16GB of RAM remains the most popular amount of system RAM but it's lead is declining as second-place 32GB grows; a trend that is mirrored in the VRAM category...
Phoronix adds that the Windows percent "pulled back by 0.51% to 96.1% while Apple macOS also gained 0.22% going up to a 1.61% marketshare."
IBM

IBM and GlobalFoundries Settle Multibillion-Dollar Trade Secret and Contract Lawsuits (theregister.com) 3

The Register's Jude Karabus reports: IBM and semiconductor maker GlobalFoundries have settled all of their litigation against each other, including breach of contract, patent, and trade secret suits, the pair say. The details of the settlement are confidential. All that both companies were prepared to say in yesterday's statements was that the deal they'd agreed would resolve "all litigation matters, inclusive of breach of contract, trade secrets, and intellectual property claims between the two companies." They added that the settlement would allow the companies to "explore new opportunities for collaboration in areas of mutual interest." In 2021, IBM sued GlobalFoundries for $2.5 billion, accusing it of failing to deliver on 10nm and 7nm chip production commitments, which disrupted IBM's hardware roadmap. GlobalFoundries poaching engineers countersued in 2023, alleging IBM misused trade secrets and poached engineers to support partnerships with Intel and Rapidus, potentially compromising proprietary technologies.
XBox (Games)

Russia Admits Its Homegrown Consoles Can't Match the PS5 or Xbox Series (techspot.com) 52

Earlier this year, Russia President Vladimir Putin called on the government to develop its own domestically produced gaming consoles with proprietary operating systems and cloud-based platforms. "With Russia heavily sanctioned and looking to promote its own products, one of its in-development consoles is powered by the Elbrus processor," notes TechSpot. However, the processor is "designed primarily for domestic applications in critical infrastructure, defense, and other sensitive areas" and "can't match high-end CPUs from Intel, AMD, and Arm." From the report: The Russian government admits that this device isn't going to be on the same level as current-gen machines. "I hope my colleagues will approach this task with full responsibility and come up with something truly groundbreaking," said Anton Gorelkin, Deputy Chairman of the State Duma Committee on Information Policy. "It is obvious to everyone: Elbrus processors are not yet at the level required to compete equally with the PS5 and Xbox, which means the solution must be unconventional." Gorelkin said that Russian consoles aren't being designed only to play ports of hundreds of old, less-demanding games. He added that they should primarily serve the purpose of promoting and popularizing domestic video game products.

Another organization following Putin's instructions is Russian telecommunications firm MTS. Its console (above) will use the company's cloud-based gaming platform, called Fog Play. It allows owners of high-end PCs to rent out their computing power to those with less-powerful equipment, charging an hourly price. Those with more powerful PCs can access games on the service and use their own hardware to play them. MTS' device is expected to cost no more than $45 and come with an Xbox-like controller, suggesting it's unlikely to appeal to those who enjoy current-gen console games.

Intel

Intel Suffers Worst Year Since 1971 IPO (cnbc.com) 34

Intel's market value plunged 61% in 2024, marking its worst performance since going public in 1971, while rival chipmaker Broadcom saw shares surge 111% on AI advances. Broadcom, now valued at $1.1 trillion, leverages its custom XPU chips and networking gear for major cloud providers including Google, helping companies build AI infrastructure at lower costs than Nvidia's GPUs.

Further reading: Intel Weighed $20 Billion Nvidia Takeover in 2005.
AMD

How Microsoft Made 2024 the Year of Windows on Arm (theverge.com) 58

"I still can't quite believe that I'm using an Arm-powered Windows laptop every day," writes a senior editor at the Verge: After more than a decade of trying to make Windows on Arm a reality, Microsoft and Qualcomm finally nailed it this year with Copilot Plus PCs. These new laptops have excellent battery life and great performance — and the app compatibility issues that have plagued Windows on Arm are mostly a thing of the past (as long as you're not a gamer). Microsoft wanted 2024 to be "the year of the AI PC," but I think it was very much the year of Windows on Arm...

The key to Windows on Arm's revival this year was Qualcomm's Snapdragon X Elite processors, which were announced in April. They've provided the type of performance and power efficiency only previously available with Apple's MacBooks and challenged Intel and AMD to do better in the x86 space. After much debate over Microsoft's MacBook Air-beating benchmarks, the reviews rolled in and showed that Windows on Arm was indeed capable of matching and beating Apple's MacBook Air. Qualcomm even hired the "I'm a Mac" guy to promote Windows on Arm PCs, showing how confident it was in challenging Apple's laptop dominance.

Microsoft and Qualcomm also worked closely with developers to make key apps compatible, and it's now very rare to run into an app compatibility issue that can't be solved by a native Arm64 version or Microsoft's improved emulator. Even Google, which previously shunned Windows Phone, has created Arm64 versions of Chrome and Google Drive to support Microsoft's efforts. With developers continually providing native versions of their apps, it makes it a lot easier to switch to a Windows on Arm laptop. The only big exception is gaming, where x86 still reigns supreme for compatibility and performance...

It's hard not to see 2025 as the year that Windows on Arm continues to eat into the laptop space. A Dell leak revealed Qualcomm is preparing new chips for 2025, and the chip maker has also been rolling out cheaper Arm-based chips to bring laptop prices down.

The article acknowledges that both AMD and Intel "have the key advantage of game compatibility that Windows on Arm is definitely not ready for..." But "Given the Windows on Arm gaming situation, a new generation of Nvidia's GPUs could help generate fresh excitement around x86 laptops throughout 2025." And "Nvidia might also be planning to help the Windows on Arm effort. The chip maker has long been rumored to be planning to launch Arm PC chips as soon as 2025... Whatever happens to laptops in 2025, you can guarantee that there's going to be fierce competition between Intel, AMD, and Qualcomm."

But the author still complains about the dedicated Copilot key on his new WIndows-on-Arm laptop. "While the Copilot experience on Windows has gone through several confusing revisions, it's still a key I accidentally press and then get frustrated when a Copilot window appears."
Businesses

Valve Makes More Money Per Employee Than Amazon, Microsoft, and Netflix Combined (techspot.com) 32

jjslash shares a report from TechSpot: A Valve employee recently provided PC Gamer with a rough calculation of the company's per-employee income, revealing that Valve generates more money per person than several of the world's largest companies. While the data is a few years old and doesn't account for some significant recent trends in the tech sector, Valve's ranking in this metric likely hasn't shifted much over that time. Exact figures for Valve's per-hour and per-employee net income remain redacted. However, a chart from 2018 confirms that Valve's per-employee income exceeded that of companies like Facebook, Apple, Netflix, Alphabet/Google, Microsoft, Intel, and Amazon. Facebook ranks second with a high revenue per employee of $780,400 annually, or $89 per hour, surpassing competitors like Apple and Microsoft due to its relatively smaller workforce of under 70,000. Amazon, by contrast, with over 1.5 million employees, earns significantly less per employee at $15,892 annually, or $1.81 per hour.

Further reading: Valve Runs Its Massive PC Gaming Ecosystem With Only About 350 Employees
Bitcoin

El Salvador Strikes $1.4 Billion IMF Deal After Scaling Back Bitcoin Policies (bbc.com) 15

El Salvador secured a $1.4 billion loan deal with the IMF after agreeing to scale back its bitcoin policies, making cryptocurrency acceptance voluntary for businesses and limiting public sector involvement. The deal aims to stabilize the country's economy, with bitcoin's recent rally boosting the value of El Salvador's holdings. The BBC reports: In 2021, El Salvador became the first country in the world to make bitcoin legal tender. This week, the cryptocurrency briefly hit a fresh record high of more than $108,000.

"The potential risks of the Bitcoin project will be diminished significantly in line with Fund policies," the IMF announcement said. "Legal reforms will make acceptance of Bitcoin by the private sector voluntary. For the public sector, engagement in Bitcoin-related economic activities and transactions in and purchases of Bitcoin will be confined."
Last Friday, El Salvdaor purchased more than 11 BTC worth $1.07 million and executed another 11 BTC purchase on Sunday, according to crypto data platform Arkham. El Salvador's President, Nayib Bukele, is ramping up buys "with an interim goal of acquiring 20,000 more Bitcoin," reports the Daily Hodl.
AI

San Francisco Unicorn 'Scale AI' Accused of Wage Theft (sfgate.com) 27

They provide training data to top AI companies including OpenAI and Meta, according to its web site. Founded in 2016, San Francisco-based Scale AI now has over 900 employees, eventually growing beyond "unicorn" status with over $1.35 billion in ivnestments. In May the company's valuation was over $14 billion, with investors including Amazon, Meta, Nvidia, Cisco, Intel, and AMD (as well as earlier investments from Y Combinator and $100 million from Peter Thiel's Founders Fund). SFGate calls them "a buzzy San Francisco startup with high-dollar ties across the tech industry".

But SFGate also report Scale AI "was sued Tuesday by a former worker with allegations that the company is committing wage theft and misclassifying workers." Steve McKinney filed the suit against Scale and several top executives, including 27-year-old billionaire CEO Alexandr Wang, in San Francisco Superior Court. With the filing, the former contractor aims to be a lead plaintiff for a class-action lawsuit against Scale; a judge will need to certify his proposed class of current and former contractors within California...

McKinney, whose complaint says he was paid on an hourly basis and worked on a project eventually sold to Meta, is accusing Scale of amassing its clout and cash by exploiting workers. "Scale AI is the sordid underbelly propping up the generative AI industry," the complaint says, before rattling off a list of allegations about its treatment of contractors. The document accuses Scale of bait-and-switch hiring promises; demanding off-the-clock, unpaid work; denying overtime pay; and unfairly booting contractors from projects...

The Tuesday complaint calls Scale's control over its contractors "Orwellian." The company makes contractors download a tool to track much of their computer use, including by taking periodic screenshots, the suit alleges. The lawsuit also alleges that Scale reassigns the workers to varyingly paid projects and docks pay if a task takes more than it was supposed to, plus posits that Scale is in violation of California's "ABC" test, which monitors use of the designation "independent contractor." It argues that contracted "Taskers" like McKinney should be classified as employees instead...

The complaint, along with arguing for class-action certification, seeks restitution, punitive damages and changes to Scale's worker classification model.

The article adds that "Per Fortune, Scale's armies of contractors marked up images for Cruise and Waymo to help autonomous cars understand their surroundings..."
Graphics

Intel Arc B580 Battlemage Tested: $250 Graphics Cards Are Worthy Once Again (hothardware.com) 19

MojoKid writes: Today's release and review launch of the new Intel Arc B580 marks a second-gen effort from the company, with a fully refreshed Intel Xe2 graphics architecture, aka Battlemage, that promises big gains in performance and efficiency. Comparing Arc B580 to its Arc Alchemist ancestors, you can see that it's somewhat of a smaller GPU. It has fewer of nearly everything, and yet its performance specifications don't look too far off. A lot of this comes down to massive architectural improvements with an eye toward efficiency and making better use of the resources that were already there.

With 12GB of GDDR6 memory at 19Gbps, Arc B580 delivers performance that typically beats a GeForce RTX 4060 and even an RTX 4060 Ti in spots, especially when its extra 4GB of frame buffer memory comes into play. All in, Intel's latest Arc graphics offering is a strong contender in the $250 graphics card segment, and it should sell well in the months ahead, based on its value proposition, improved performance in ray tracing and advanced upscaling technologies.

Microsoft

HDMI 2.2 Specs With Increased Bandwidth To Be Announced at CES 2025 (videocardz.com) 42

HDMI Forum will announce new specifications with increased bandwidth capabilities at CES 2025, ahead of anticipated graphics card launches from AMD and NVIDIA. The announcement, scheduled for January 6, is expected to introduce HDMI 2.2 standard alongside a new cable supporting higher resolutions and refresh rates.

Current HDMI 2.1 specification maxes out at 48 Gbps bandwidth, allowing 10K resolution at 120 Hz with compression. The upgrade aims to compete with DisplayPort 2.1, which offers up to 80 Gbps bandwidth and is already supported by recent AMD and Intel GPUs.
Intel

Intel Executives Say a Manufacturing Spinoff Is Possible (yahoo.com) 30

Intel's interim co-CEOs acknowledged that the company may be forced to sell its manufacturing operations if a new chipmaking technology slated for next year does not succeed. Reuters reports: Speaking at a Barclays investment banking conference in San Francisco on Thursday, Michelle Johnston Holthaus and David Zinsner - who were tapped as co-CEOs after the ouster of former CEO Pat Gelsinger last week - were asked if the company's continued combination of manufacturing and design was tied to the success of a new chipmaking technology called 18A due next year. Intel plans to use that technology to bring manufacturing of a flagship PC chip back in-house after being forced to outsource its biggest product to rival Taiwan Semiconductor Manufacturing. "Pragmatically, do I think it makes sense that they're completely separated and there's no tie?" Holthaus said of the company's product and manufacturing divisions. "I don't think so. But someone will decide that."

Zinsner, also chief financial officer, outlined how Intel is already separating the finances and operations of this manufacturing division into a standalone subsidiary. Zinsner said Intel Foundry, as the division is known, is already run separately from Intel's other businesses and is setting up a separate operational board and business process software system. "That's going to happen," Zinsner said. "Does it ever fully separate? That's an open question for another day."

Intel

Former Intel CEO Calls For Prayer and Fasting For Employees 210

An anonymous reader shares a report: Former Intel chief Pat Gelsinger, who stepped down from his leadership post a week ago, is inviting people to join him in prayer and fasting for the struggling chipmaker's employees.

"Every Thursday I do a 24 hour prayer and fasting day," Gelsinger wrote on X on Sunday morning. "This week I'd invite you to join me in praying and fasting for the 100K Intel employees as they navigate this difficult period. Intel and its team is of seminal importance to the future of the industry and US."
Businesses

Startup Will Brick $800 Emotional Support Robot For Kids Without Refunds (arstechnica.com) 144

Startup Embodied is closing down, and its product, an $800 robot for kids ages 5 to 10, will soon be bricked. From a report: Embodied blamed its closure on a failed "critical funding round." On its website, it explained: "We had secured a lead investor who was prepared to close the round. However, at the last minute, they withdrew, leaving us with no viable options to continue operations. Despite our best efforts to secure alternative funding, we were unable to find a replacement in time to sustain operations."

The company didn't provide further details about the pulled funding. Embodied's previous backers have included Intel Capital, Toyota AI Ventures, Amazon Alexa Fund, Sony Innovation Fund, and Vulcan Capital, but we don't know who the lead investor mentioned above is. When it first announced Moxie in April 2020, Embodied described the robot as a "safe and engaging animate companion for children designed to help promote social, emotional, and cognitive development."

AI

Small AI Chip Maker Marvell is Now More Valuable Than Intel (msn.com) 38

This year Marvell's stock rose 95%, giving it a $100 billion market capitalization, according to the Wall Street Journal.

"The latest gains have even put Marvell's market cap ahead of much-beleaguered Intel, which still generates 10 times as much annual revenue." Marvell's recent trajectory suggests that the revenue gap will continue to narrow. The explosive growth of its data center business has finally reached a point where it can more fully offset weakness in the company's more legacy segments, which sell chips used in goods such as telecommunications gear, cable TV boxes and autos. Data center sales nearly doubled year over year to $1.1 billion in the just-ended quarter, and Marvell's projection for the current period indicates the company will end its fiscal year in January with the data center unit encompassing about 72% of its total revenue, up from 40% in the previous year.

The next year is looking bright as well. Marvell's latest deal with Amazon is a five-year "multigenerational" agreement that has Marvell helping Amazon design its own artificial intelligence chips. Amazon, which runs the world's largest cloud computing service, has been expanding its internal chip efforts significantly, in part to reduce its reliance on Nvidia for crucial AI components. Amazon announced the next generation of its largest AI chip, called Trainium, at its annual developers conference this week. Analysts believe Trainium will play a role in Marvell's AI custom revenue more than doubling in the next fiscal year ending January of 2026.

That is expected to help propel Marvell's annual revenue to more than $8 billion in fiscal 2026, up 40% from what is expected for this year, according to consensus estimates from Visible Alpha. In addition, 20% growth is expected for the following year, when Marvell expects to be in production of custom AI chips for another unnamed big tech customer that analysts believe to be Microsoft. Analyst Mark Lipacis of Evercore ISI projects that the industry for custom AI chips will reach $30 billion to $50 billion in sales by 2030. In a note to clients last week, he said Marvell "has the potential to capture one-third of that market."

Marvell's CEO "has been among the few names floated as potential replacements for the recently ousted Pat Gelsinger at Intel's corner office," the article points out — which meant he had to reassure investors on an earnings call that he was staying at Marvell.

"The company is outstanding. The technology is best-in-class. I can't think of a better place to work than Marvell."
Intel

What Arm's CEO makes of the Intel debacle (theverge.com) 17

Arm " is worth almost $150 billion," writes the Verge, "which is now considerably more than Intel."

"With the news earlier this week that Intel CEO Pat Gelsinger 'retired' and Intel is evaluating its options for a possible spinoff or outright sale, I wanted to hear what [Arm CEO Rene] Haas thought should happen to his longtime frenemy. There were reports that [Haas] approached Intel about buying a big chunk of the company before Gelsinger was ousted...." Haas: As someone who has been in the industry my whole career, it is a little sad to see what's happening... Intel is an innovation powerhouse. At the same time, you have to innovate in our industry. There are lots of tombstones of great tech companies that don't reinvent themselves.

I think Intel's biggest dilemma is how to disassociate being either a vertical company [where a company owns its supply chain] or a fabless company, to oversimplify it. That is the fork in the road that they've faced for the last decade. Pat [Gelsinger] had a strategy that was very clear that vertical was the way to win. In my opinion, when he took that strategy on in 2021, that was not a three-year strategy. That was a five-to-10-year strategy. He's gone and there's a new CEO to be brought in and the decision has to be made.

My personal bias says that vertical integration is a pretty powerful thing. If they could get that right, I think they would be in an amazing position. But the cost associated with it is so high that it may be too big of a hill to climb. I'm not going to comment on the rumors that we wanted to buy them. But I think, again, if you're a vertically integrated company and the power of your strategy is in the fact that you have a product and you have fabs, inherently, you have a potential huge advantage in terms of cost versus the competition.

When Pat was the CEO, I did tell him more than once, "You ought to license Arm because if you've got your own fabs, fabs are all about volume and we can provide volume." I wasn't successful in convincing him to do that...

Haas also obliquely commented on rumors that Arm will build its own AI chips, saying that companies making hardware are closer to the "interlock" of between hardware and software and "have a much better perspective in terms of the design tradeoffs to make. So, if we were to do something, that would be one of the reasons."

The full interview will be coming to the Verge's Decoder podcast soon...
Linux

Linux Preps for Kunpeng ARM Server SoC With High Bandwidth Memory (phoronix.com) 25

An anonymous reader shared this report from Phoronix: New Linux patches from Huawei engineers are preparing new driver support for controlling High Bandwidth Memory (HBM) with the ARM-based Kunpeng high performance SoC...

[I]t would appear there is a new Kunpeng SoC coming that will feature integrated High Bandwidth Memory (HBM).Unless I missed something, this Kunpeng SoC with HBM memory hasn't been formally announced yet and I haven't been able to find any other references short of pointing to prior kernel patches working on this HBM integration... It will be interesting to see what comes of Huawei Kunpeng SoCs with HBM memory and ultimately how well they perform against other AArch64 server processors as well as the Intel Xeon and AMD EPYC competition.

Intel

Slashdot Asks: What Happened To Intel? 120

Intel's board of directors ousted CEO Pat Gelsinger after losing confidence in his ambitious turnaround strategy. The move comes as Intel posted significant losses, including $16.6 billion in Q3 2024, its worst quarterly result ever. Under Gelsinger's leadership, Intel struggled to compete in the AI chip market dominated by Nvidia, while facing manufacturing challenges and declining data center revenue.

Analysts suggest the board may be considering splitting off Intel's foundry business, though such a move could face scrutiny from the U.S. Commerce Department due to $8 billion in CHIPS Act funding. The Verge adds: But Moorhead and Creative Strategies analyst Ben Bajarin both believe Gelsinger's departure was so sudden, it can't simply have been the straw that broke the camel's back. "There must have been a decision the board made that he was not going to stick around for," Moorhead tells me.

His hunch: Intel's board may want to split off its foundry business entirely, above and beyond the spinoff that Gelsinger already announced, turning Intel into a company that simply designs chips like its direct rivals.

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