Cloud Profits May Be Slowing at Microsoft and Amazon

“Once-booming demand for cloud-computing services is slowing…” reports Bloomberg. “When Microsoft and Amazon report results next week, analysts are anticipating the slowest revenue growth for their cloud-computing businesses since the firms started breaking out performance last decade.”

For years, demand for cloud-computing services has steadily driven growth at both Microsoft and Amazon… Microsoft’s Intelligent Cloud unit, which is home to its Azure cloud-services business, accounted for 38% of its revenue and 39% of operating income in 2022. Amazon Web Services was the fastest-growing of the Seattle-based company’s major businesses last year and generated $22.8 billion in operating income. The rest of Amazon’s businesses combined posted a $10.6 billion operating loss.

For both companies, cracks are starting to appear. In the first three months of 2023, growth for Microsoft’s Azure unit and Amazon Web Services is expected to fall to 31% and 14%, respectively, excluding currency fluctuations, according to the average of analyst estimates compiled by Bloomberg. A year ago, Azure sales expanded 49% and Amazon Web Services 37%.

In a shareholder letter released last week, Amazon said AWS “faces short-term head winds” related to the economic backdrop that will “soften” the growth rate. This echoed what it said in its most recent results. Microsoft also warned of a slowdown in cloud software sales last quarter. Wall Street has been getting more cautious. UBS lowered growth estimates for Azure last week, warning “customer efforts to optimize/trim their cloud spend will be deeper and last longer than most think….” Jefferies [financial services company] sees slowing cloud demand as “a key concern” for Amazon. Analyst Brent Thill said that because AWS generates so much of Amazon’s operating income, “a stabilization in cloud is crucial for shares to outperform.”

For Alec Young, chief investment strategist at MAPsignals, Microsoft and Amazon remain attractive despite the slowdown, which he expects to be a temporary pause before growth re-accelerates. “There’s still a lot of runway ahead for cloud computing, so I don’t think investors should obsess too much over the level of growth over a couple quarters,” he said.

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Another Ocean Climate Solution Attempted by California Researchers

The Associated Press visited a 100-foot barge moored in Los Angeles where engineers built “a kind of floating laboratory to answer a simple question: Is there a way to cleanse seawater of carbon dioxide and then return it to the ocean so it can suck more of the greenhouse gas out of the atmosphere to slow global warming?”

The technology, dubbed SeaChange, developed by the University of California Los Angeles engineering faculty, is meant to seize on the ocean’s natural abilities, said Gaurav Sant, director of UCLA’s Institute for Carbon Management. The process sends an electrical charge through seawater flowing through tanks on the barge. That then sets off a series of chemical reactions that trap the greenhouse gas into a solid mineral that includes calcium carbonate — the same thing seashells are made of. The seawater is then returned to the ocean and can pull more carbon dioxide out of the air. The calcium carbonate settles to the sea floor.

Plans are now underway to scale up the idea with another demonstration site starting this month in Singapore. Data collected there and at the Port of Los Angeles will help in the design of larger test plants. Those facilities are expected to be running by 2025 and be able to remove thousands of tons of CO2 per year. If they are successful, the plan is to build commercial facilities to remove millions of tons of carbon annually, Sant said…

Scientists estimate at least 10 billion metric tons of carbon will need to be removed from the air annually beginning in 2050, and the pace will need to continue over the next century… According to the UCLA team, at least 1,800 industrial-scale facilities would be needed to capture 10 billion tons of atmospheric carbon dioxide per year, but fewer could still make a dent.
The article notes alternate ideas from other researchers — including minerals on beaches that increase the ocean’s alkalinity so it can absorb more carbon dioxide.

But this SeaChange process also produces hydrogen. So the director of UCLA’s Carbon Management institute also founded a startup that generates revenue from that hydrogen (and from “carbon credits” sold to other companies) — hoping to lower the cost of removing atmospheric carbon to below $100 per metric ton.

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Python’s PyPI Will Sell ‘Organization Accounts’ to Corporate Projects to Fund Staff

Last year Python’s massive PyPI repository of pre-written software packages had 235.7 billion downloads — a 57% annual growth in its download counts and bandwidth. So now Python’s nonprofit Python Software Foundation has an announcement.
Their director of infrastructure said today that they’re rolling out “the first step in our plan to build financial support and long-term sustainability of PyPI, while simultaneously giving our users one of our most requested features: organization accounts.”

Organizations on PyPI are self-managed teams, with their own exclusive branded web addresses. Our goal is to make PyPI easier to use for large community projects, organizations, or companies who manage multiple sub-teams and multiple packages.

We’re making organizations available to community projects for free, forever, and to corporate projects for a small fee. Additional priority support agreements will be available to all paid subscribers, and all revenue will go right back into PyPI to continue building better support and infrastructure for all our users… Having more people using and contributing to Python every year is an fantastic problem to have, but it is one we must increase organizational capacity to accommodate. Increased revenue for PyPI allows it to become a staffed platform that can respond to support requests and attend to issues in a timeframe that is significantly faster than what our excellent (but thinly spread) largely volunteer team could reasonably handle.

We want to be very clear — these new features are completely optional. If features for larger projects don’t sound like something that would be useful to you as a PyPI maintainer, then there is no obligation to create an organization and absolutely nothing about your PyPI experience will change for you.

We look forward to discussing what other features PyPI users would like to see tackled next…

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US Department of Homeland Security is Now Studying How to Make Use of AI

America’s Department of Homeland Security “will establish a new task force to examine how the government can use artificial intelligence technology to protect the country,” reports CNBC.
The task force was announcement by department secretary Alejandro Mayorkas Friday during a speech at a Council on Foreign Relations event:
“Our department will lead in the responsible use of AI to secure the homeland,” Mayorkas said, while also pledging to defend “against the malicious use of this transformational technology.” He added, “As we do this, we will ensure that our use of AI is rigorously tested to avoid bias and disparate impact and is clearly explainable to the people we serve….”

Mayorkas gave two examples of how the task force will help determine how AI could be used to fine-tune the agency’s work. One is to deploy AI into DHS systems that screen cargo for goods produced by forced labor. The second is to use the technology to better detect fentanyl in shipments to the U.S., as well as identifying and stopping the flow of “precursor chemicals” used to produce the dangerous drug.

Mayorkas asked Homeland Security Advisory Council Co-Chair Jamie Gorelick to study “the intersection of AI and homeland security and deliver findings that will help guide our use of it and defense against it.”

The article also notes that earlier this week America’s defense department hired a former Google AI cloud director to serve as its first advisor on AI, robotics, cloud computing and data analytics.

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New Version of Rust Speeds Compilation With Less Debugging Info By Default

The Rust team released a new version Thursday — Rust 1.69.0 — boasting over over 3,000 new commits from over 500 contributors.

Phoronix highlights two new improvements:

In order to speed-up compilation speeds, Rust 1.69 and moving forward debug information is no longer included in build scripts by default. Cargo will avoid emitting debug information in build scripts by default — leading to less informative backtraces in build scripts when problems arise, but faster build speeds by default. Those wanting the debug information emitted can now set the debug flag in their Cargo.toml configuration.

The Cargo build shipped by Rust 1.69 is also now capable of suggesting fixes automatically for some of the generated warnings. Cargo will also suggest using “cargo fix” / “cargo clippy –fix” when it knows the errors can be automatically fixed.

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Scientists Discover First ‘Neutron-Rich’ Isotope of Uranium Since 1979

An anonymous reader shared this report from LiveScience: Scientists have discovered and synthesized an entirely new isotope of the highly radioactive element uranium. But it might last only 40 minutes before decaying into other elements. The new isotope, uranium-241, has 92 protons (as all uranium isotopes do) and 149 neutrons, making it the first new neutron-rich isotope of uranium discovered since 1979. While atoms of a given element always have the same number of protons, different isotopes, or versions, of those elements may hold different numbers of neutrons in their nuclei. To be considered neutron-rich, an isotope must contain more neutrons than is common to that element…

“We measured the masses of 19 different actinide isotopes with a high precision of one part per million level, including the discovery and identification of the new uranium isotope,” Toshitaka Niwase, a researcher at the High-energy Accelerator Research Organization (KEK) Wako Nuclear Science Center (WNSC) in Japan, told Live Science in an email. “This is the first new discovery of a uranium isotope on the neutron-rich side in over 40 years.” Niwase is the lead author of a study on the new uranium isotope, which was published March 31 in the journal Physical Review Letters…

Niwase and colleagues created the uranium-241 by firing a sample of uranium-238 at platinum-198 nuclei at Japan’s RIKEN accelerator. The two isotopes then swapped neutrons and protons — a phenomenon called “multinucleon transfer.” The team then measured the mass of the created isotopes by observing the time it took the resulting nuclei to travel a certain distance through a medium. The experiment also generated 18 new isotopes, all of which contained between 143 and 150 neutrons.

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When Apple Comes Calling, ‘It’s the Kiss of Death’

Aspiring partners accuse Apple of copying their ideas. From a report: It sounded like a dream partnership when Apple reached out to Joe Kiani, the founder of a company that makes blood-oxygen measurement devices. He figured his technology was a perfect fit for the Apple Watch. Soon after meeting him, Apple began hiring employees from his company, Masimo, including engineers and its chief medical officer. Apple offered to double their salaries, Mr. Kiani said. In 2019, Apple published patents under the name of a former Masimo engineer for sensors similar to Masimo’s, documents show. The following year, Apple launched a watch that could measure blood oxygen levels. “When Apple takes an interest in a company, it’s the kiss of death,” said Mr. Kiani. “First, you get all excited. Then you realize that the long-term plan is to do it themselves and take it all.” Mr. Kiani is one of more than two dozen executives, inventors, investors and lawyers who described similar encounters with Apple. First, they said, came discussions about potential partnerships or integration of their technology into Apple products. Then, they said, talks stopped and Apple launched its own similar features.

Apple said that it doesn’t steal technology and that it respects the intellectual property of other companies. It said Masimo and other companies cited in this article are copying Apple, and that it would fight the claims in court. Apple has tried to invalidate hundreds of patents owned by companies that have accused Apple of violating their patents. According to lawyers and executives at some smaller companies, Apple sometimes files multiple petitions on a single patent claim and attempts to invalidate patents unrelated to the initial dispute. Many large companies, particularly in tech, have been known to scoop up employees and technology from smaller potential rivals. Software developers have given a name to what they describe as Apple’s behavior in such cases: sherlocking. The term refers to an episode about two decades ago, when Apple released a software product called “Sherlock” that helped users find files on its Mac computers and perform internet searches.

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Apple Is the One Big Tech Company Without a Clear ChatGPT Strategy

The global excitement around ChatGPT, and the haste to copy it, resembles the introduction of an Apple product. Everyone is stoked to try it, and other tech companies are working late nights to reverse engineer it. This time, Apple is nowhere to be found. Has the speed of it all caught the world’s most influential tech company by surprise? From a report: Microsoft has poured $10 billion into OpenAI, the maker of ChatGPT, and reconfigured how it builds server farms to accommodate more of Nvidia’s class-leading processors for training artificial intelligence. Alphabet’s Google has made responding to ChatGPT a top priority. Amazon has also jumped into the fray with its cloud division. That’s four of the world’s top seven most valuable companies, and yet, the most valuable of them all seems to have no ready answer for what’s coming. Bloomberg reported on an internal AI summit Apple held in February, when machine learning and other deployments of the tech across Apple products were discussed, but there was no hint of anything in the genre of generative AI.

AI in Apple products today is like irrigation for its walled garden, essential and helpful for an increasing number of functions, but ultimately it’s the hardware fruit that Apple sells. Generative AI could come in like a tidal wave. Apple, by all appearances, squandered the lead it established since becoming the first big tech company to make an AI-powered voice assistant. Siri was clearly flawed from the start, but it looks ancient by the standards of ChatGPT. To compete in this new AI race, companies need massive, bespoke computational clusters that cost hundreds of millions of dollars. Cloud services are not Apple’s strongest suit right now, as its chief for that division is leaving, and iCloud has been the subject of lament in this very newsletter. The company is investing significant resources in the augmented-reality headset we expect to debut in June and the long-mooted, capital-intensive automotive initiative.

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Apple’s VR Headset Might Run Tweaked Versions of iPad Apps

Apple’s long-rumored VR / AR headset might run adapted versions of iPad apps, according to a new report from Bloomberg. The mixed reality device’s new interface will also apparently let users access “millions” of already-available apps on the App Store. And the headset’s apps might not be the only thing that might remind you of the iPad; the Home Screen and Control Center will apparently look like the iPad’s as well, Bloomberg says. The Verge reports: Here are some of the apps you can expect, according to Bloomberg:

– Apple is working on “optimized” versions of apps like Safari and many of the core apps you might already be familiar with from an iPhone, including “Apple’s services for calendars, contacts, files, home control, mail, maps, messaging, notes, photos and reminders, as well as its music, news, stocks and weather apps.”
– There will be headset versions of FaceTime and Apple TV with features that “will look similar to their iPad counterparts.”
– Apple is apparently testing a camera app, which could let you take pictures using its many rumored cameras.
– You’ll be able to read books in VR with Apple Books and meditate with an app.
– A headset-compatible version of its new Freeform app could let you collaborate with others in mixed reality.
– Freeform won’t be the only productivity app: the headset will also apparently support Pages, Numbers, Keynote, iMovie, and GarageBand.
– Apple wants to make watching sports a “richer experience,” which could utilize technology it acquired when it bought NextVR.
– Gaming will “be a central piece of the device’s appeal.” (That feels like a smart decision.)

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