Nvidia is Forming a New Business Unit to Make Custom Chips

An anonymous reader shared this report from Reuters:

Nvidia is building a new business unit focused on designing bespoke chips for cloud computing firms and others, including advanced AI processors, nine sources familiar with its plans told Reuters. The dominant global designer and supplier of AI chips aims to capture a portion of an exploding market for custom AI chips and shield itself from the growing number of companies pursuing alternatives to its products.

The Santa Clara, California-based company controls about 80% of high-end AI chip market, a position that has sent its stock market value up 40% so far this year to $1.73 trillion after it more than tripled in 2023. Nvidia’s customers, which include ChatGPT creator OpenAI, Microsoft, Alphabet, and Meta Platforms, have raced to snap up the dwindling supply of its chips to compete in the fast-emerging generative AI sector. Its H100 and A100 chips serve as a generalized, all-purpose AI processor for many of those major customers. But the tech companies have started to develop their own internal chips for specific needs. Doing so helps reduce energy consumption, and potentially can shrink the cost and time to design.

Nvidia is now attempting to play a role in helping these companies develop custom AI chips that have flowed to rival firms such as Broadcom and Marvell Technology, said the sources, who declined to be identified because they were not authorized to speak publicly…
Nvidia moving into this territory has the potential to eat into Broadcom and Marvell sales.

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Apple Is Settling Chip Secrets Theft Case Against Startup Rivos, Former Employees

In 2022 Apple filed a lawsuit against startup Rivos. The lawsuit said that in one year Rivos had hired more than 40 former Apple employees to work on competing system-on-a-chip technology, according to Reuters, “and that at least two former Apple engineers took gigabytes of confidential information with them to Rivos.”

But Friday Bloomberg reported that the two companies told a judge that they’d “signed an agreement that potentially settles the case.”

“The agreement provides for remediation of Apple confidential information based on a forensic examination of Rivos systems and other activities,” according to the filing in federal court in San Jose, California. “The parties currently are working through that process.”

More details from Engadget:

Apple also accused the defendant of instructing the employees it hired away to steal presentations and other proprietary information for unreleased iPhone chip designs that cost billions of dollars to develop. Rivos countersued Apple last year, accusing the larger company of restricting employees’ ability to work elsewhere and of hindering emerging startups’ growth by using anticompetitive measures.
The court dismissed Apple’s trade secret claims against Rivos in April 2023, though the company was allowed to file a revised complaint. Apple already settled with its six former employees who filed a countersuit against the iPhonemaker along with Rivos after they dropped their claims against each other last month.

Both companies are now requesting the court to put their cases on hold until March 15, when they expect the settlement to be completed.

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Instagram and Threads Will Stop Recommending Political Content

In a blog post today, Meta announced that it’ll stop showing political content across Instagram and Threads unless users explicitly choose to have it recommended to them. The Verge reports: Meta announced that it’s expanding an existing Reels policy that limits political content from people you’re not following (including posts about social issues) from appearing in recommended feeds to more broadly cover the company’s Threads and Instagram platforms. “Our goal is to preserve the ability for people to choose to interact with political content, while respecting each person’s appetite for it,” said Instagram head Adam Mosseri, announcing on Threads that the changes will be applied over the next few weeks. Facebook is also expected to roll out these new controls at a later, undisclosed date.

Users who still want to have content “likely to mention governments, elections, or social topics that affect a group of people and/or society at large” recommended to them can choose to turn off this limitation within their account settings. The changes will apply to public accounts when enabled and only in places where content is being recommended, such as Explore, Reels, in-feed recommendations, and suggested users. The update won’t change how users view content from accounts they choose to follow, so accounts that aren’t eligible to be recommended can still post political content to their followers via their feed and Stories.

For creators, Meta says that “if your account is not eligible to be recommended, none of your content will be recommended regardless of whether or not all of your content goes against our recommendations guidelines.” When these changes do go live, professional accounts on Instagram will be able to use the Account Status feature to check if posting political content is impacting their eligibility for recommendation. Professional accounts can also use Account Status to contest decisions that revoke this eligibility, alongside editing, removing, or pausing politically related posts until the account is eligible to be recommended again.

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With Miami Move, Jeff Bezos Proves Zip Codes Do Matter

Longtime Slashdot reader theodp writes: Our goal,” Amazon founder Jeff Bezos explained in a Feb. 2021 Instagram post announcing the location of a second tuition-free @BezosAcademy preschool in Tacoma, WA, “is to unlock the potential in kids to become creative leaders, original thinkers, and lifelong learners — regardless of their zip code.”

Three years later, a new Amazon SEC filing reveals how much zip codes can matter, even to Bezos, the third richest person in the world. GeekWire reports: “A new Amazon [SEC] filing, detailing Jeff Bezos’ plan to sell a slice of his stake in the company, sheds fresh light on his move from Seattle to Miami — and his ability to avoid Washington state’s capital gains tax [ironically, earmarked to be funneled into early-childhood education programs and school construction] in the process. The filing reveals that the Amazon founder and executive chairman adopted a trading plan Nov. 8 to sell up to 50 million Amazon shares during a period ending in January 2025. It would be the first time he has sold Amazon stock since 2021. The plan was adopted less than a week after Bezos announced on Instagram, on Nov. 2, that he was leaving his longtime home of Seattle for sunnier skies in Miami. In his Instagram post, Bezos said he wanted to be closer to his parents and Blue Origin space venture in Florida. He did not mention taxes.”

“Given Bezos’ recent move out of Washington — where he founded and built Amazon into a global behemoth — he will also be saving around $600 million in tax expense if he ends up selling the maximum of 50 million shares under the plan, based on the company’s current stock price. That’s around $600 million in what would have otherwise been tax revenue for his former home state, as The Center Square reported Monday. The capital gains tax, passed in 2021, imposes a 7% tax on any gains of more than $250,000 from the sale of stocks and bonds, with some exceptions. It was challenged in court but ultimately ruled constitutional by the state Supreme Court last year. The tax brought in nearly $900 million in its first year of collection. Revenue goes toward early education and childcare programs, as well as school construction projects.”

It’s of course no secret that Bezos is no fan of taxes — he explored founding Amazon on an Indian reservation near San Francisco to avoid taxes, ponied up $100,000 to defeat a proposed WA state income tax aimed at improving WA state public education (joined in the fight by Microsoft and Steve Ballmer), characterized as unconstitutional attempts to make Amazon collect and pay sales taxes, and came under fire by ProPublica for paying no income tax in some years.

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David Kahn, Leading Historian of Code and Code Breaking, Dies At 93

Clay Risen reports via the New York Times: David Kahn, whose 1967 book, “The Codebreakers,” established him as the world’s pre-eminent authority on cryptology — the science of making and breaking secret codes — died on Jan. 24 in the Bronx. He was 93. His son Michael said the death, at a senior-living facility, was from the long-term effects of a stroke in 2015.

Before Mr. Kahn’s book, cryptology itself was something of a secret. Despite an explosion in cryptological technology and techniques during the 20th century and the central role they played during World War II, the subject was typically overlooked by historians, if only because their possible sources were still highly classified. “Codebreaking is the most important form of secret intelligence in the world today,” Mr. Kahn wrote in his book’s preface. “Yet it has never had a chronicler.”

Over the course of more than 1,000 pages, along with some 150 pages of notes, Mr. Kahn laid out cryptology’s long history, starting with ancient Egypt 4,000 years ago and proceeding through the French and American revolutions, the innovations wrought by the advent of the telegraph and telephone to the mid-20th century and the dawn of computer-assisted code breaking.

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John Walker, Founder of Autodesk, Dies At 74

John Walker, the founder of computer-aided design software company Autodesk and co-author of AutoCAD, passed away on February 2nd. He was 74. Consultant and programmer Owen Wengerd shared the news on behalf of John’s family (via Scanalyst, a website created by John): It is with great sadness that we announce John’s death on Friday, February 2, 2024. He was born in Maryland, USA to William and Bertha Walker, who preceded him in death. John is survived by his wife Roxie Walker and a brother, Bill Walker of West Virginia. Declining to follow in his family tradition of becoming a medical doctor, John attended Case Western Reserve University (CWRU) to pursue a future in astronomy. However, after he discovered the brave new world of computers, he never looked back. John worked at the university’s Project Chi (X) computing center where he studied computer science and earned a degree in electrical engineering.

John met Roxie on Thanksgiving Day in 1972, and they married the following year. Roxie and John drove cross-country a few months later for John’s new job in California. Eventually he left that first job and worked at various others in the bay area. In late 1976, John designed his own circuit board based on the then-new Texas Instruments TMS9900 microprocessor. This venture became Marinchip Systems, and eventually led to Autodesk. The beginnings of Autodesk are well documented by John himself in The Autodesk File 2.0k and from there John’s story is best told by John himself in his prodigious work, which is all methodically organized and available to the public at his website Fourmilab 1.4k.

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Jury Awards Climate Scientist $1 Million In Defamation Lawsuit

“The jury took little time to determine that Michael Mann had been defamed by conservative writers who likened him to a pedophile,” writes longtime Slashdot reader BishopBerkeley in a follow-up to Wednesday’s story. “He has received a $1 million judgment against the writers. This was likely because scrutiny of his data showed no malfeasance or misuse of data, but the ‘conservative’ writers’ accusations continued, nevertheless.” The Associated Press reports: Mann’s research was investigated after his and other scientists’ emails were leaked in 2009 in an incident that brought further scrutiny of the “hockey stick” graph, with skeptics claiming Mann manipulated data. Investigations by Penn State and others found no misuse of data by Mann, but his work continued to draw attacks, particularly from conservatives. “Mann could be said to be the Jerry Sandusky of climate science, except for instead of molesting children, he has molested and tortured data,” Simberg wrote. Another writer, Mark Steyn, later referenced Simberg’s article in his own piece in National Review, calling Mann’s research “fraudulent.”

The jury in Superior Court of the District of Columbia awarded Mann $1 in compensatory damages from each writer; it also awarded punitive damages of $1,000 from Simberg and $1 million from Steyn. It announced its verdict after four weeks of trial and one day of deliberations. During the trial, Steyn represented himself, but said through his manager Melissa Howes that he would be appealing the $1 million award in punitive damages, saying it would have to face “due process scrutiny.”

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Apple Officially Splits iTunes For Windows Into Apple Music, TV, and Devices Apps

An anonymous reader quotes a report from MacRumors: The Apple Music, Apple TV, and Apple Devices apps that Apple has been testing for Windows machines have officially launched, ending a long preview period and bringing an end to the iTunes app on some computers. The Apple Music, Apple TV, and Apple Devices app are part of Apple’s effort to split iTunes on PC into multiple platforms to mirror how these apps work on Macs. On Windows 10 and later, PC customers can download the three separate apps to manage devices and access Apple Music and Apple TV content. Microsoft first announced plans for Apple Music and Apple TV apps for the Microsoft Store back in October 2022, so the split from iTunes has been in the works for more than a year.

The Apple Music app gives Windows users a way to listen to and manage music from their iTunes library, including iTunes Store purchases, while the Apple TV app allows users to watch and manage movies and TV shows from iTunes. Both of the apps also give access to Apple’s streaming services, Apple Music and Apple TV+. The Apple Devices app is designed to allow PC owners to update, back up, and restore and manage their iPhones and iPads, and sync content from their PCs. Using the standalone apps requires Windows 10 or later, and all three apps must be installed to transition away from iTunes. After the apps have been added to a PC, iTunes is used only to access podcasts and audiobooks. The iTunes library should not be deleted, because it is used by the Apple Music and Apple TV apps.

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TSMC To Build Second Japan Chip Factory, Raising Investment To $20 Billion

Taiwanese chipmaker TSMC announced plans to build a second chip factory in Japan by the end of 2027, bringing total investment in its Japan venture to more than $20 billion. “Taiwan Semiconductor Manufacturing Co announced plans in 2021 to build a $7 billion chip plant in Kumamoto in southern Japan’s Kyushu,” notes Reuters. From the report: In a statement, TSMC, the world’s largest contract chipmaker, said its majority-owned unit Japan Advanced Semiconductor Manufacturing in Kumamoto would build a second fabrication plant, or fab, in response to rising customer demand. The second fab will begin construction by the end of this year and with both factories the site is expected to have total monthly capacity of more than 100,000 12-inch wafers to be used for automotive, industrial, consumer and high performance computing-related applications, TSMC said. The capacity plan may be further adjusted based upon customer demand, it added.

TSMC’s expansion in Kyushu is central to the Japanese government’s efforts to rebuild the country’s position as a leading chip manufacturing centre and ensure the stable supply of chips amid trade tensions between the United States and China. The decision to build a second fab is a vote of confidence by TSMC in Japan where construction of the first fab has run smoothly and which, Reuters has reported, it sees as a source of diligent workers with a government that is easy to deal with.

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