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Widespread GeForce RTX 4080 SUPER Card Shortage Reported in North America

NVIDIA's decision to shave off $200 from its GeForce RTX 4080 GPU tier has caused a run on retail since the launch of SUPER variants late last monthVideoCardz has investigated an apparent North American supply shortage. The adjusted $999 base MSRP appears to be an irresistible prospect for discerning US buyers—today's report explains how: "a week after its release, that GeForce RTX 4080 SUPER cards are not available at any major US retailer for online orders." At the time of writing, no $999 models are available to purchase via e-tailers (for delivery)—BestBuy and Micro Center have a smattering of baseline MSRP cards (including the Founders Edition), but for in-store pickup only. Across the pond, AD103 SUPER's supply status is a bit different: "On the other hand, in Europe, the situation appears to be more favorable, with several retailers listing the cards at or near the MSRP of €1109."

The cheapest custom GeForce RTX 4080 SUPER SKU, at $1123, seems to be listed by Amazon.com. Almost all of Newegg's product pages are displaying an "Out of Stock" notice—ZOTAC GAMING's GeForce RTX 4080 SUPER Trinity OC White Edition model is on "back order" for $1049.99, while the only "in stock" option is MSI's GeForce RTX 4080 Super Expert card (at $1149.99). VideoCardz notes that GeForce RTX 4070 SUPER and RTX 4070 TI SUPER models are in plentiful supply, which highlights a big contrast in market conditions for NVIDIA's latest Ada Lovelace families. The report also mentions an ongoing shortage of GeForce RTX 4080 (Non-SUPER) cards, going back weeks prior to the official January 31 rollout: "Similar to the RTX 4090, finding the RTX 4080 at its $1200 price point has proven challenging." Exact sales figures are not available to media outlets—it is unusual to see official metrics presented a week or two after a product's launch—so we will have to wait a little longer to find out whether demand has far outstripped supply in the USA.

AI Power Consumption Surge Strains US Electricity Grid, Coal-Powered Plants Make a Comeback

The artificial intelligence boom is driving a sharp rise in electricity use across the United States, catching utilities and regulators off guard. In northern Virginia's "data center alley," demand is so high that the local utility temporarily halted new data center connections in 2022. Nation-wide, electricity consumption at data centers alone could triple by 2030 to 390 TeraWatt Hours. Add in new electric vehicle battery factories, chip plants, and other clean tech manufacturing spurred by federal incentives, and demand over the next five years is forecast to rise at 1.5%—the fastest rate since the 1990s. Unable to keep pace, some utilities are scrambling to revise projections and reconsider previous plans of closing fossil fuel plants even as the Biden administration pushes for more renewable energy. Some older coal power plans will stay online, until the grid adds more power production capacity. The result could be increased emissions in the near term and risks of rolling blackouts if infrastructure continues lagging behind demand.

The situation is especially dire in Virginia, the world's largest data center hub. The state's largest utility, Dominion Energy, was forced to pause new data center connections for three months last year due to surging demand in Loudoun County. Though connections have resumed, Dominion expects load growth to almost double over the next 15 years. With data centers, EV factories, and other power-hungry tech continuing rapid expansion, experts warn the US national electricity grid is poorly equipped to handle the spike. Substantial investments in new transmission lines and generation are urgently needed to avoid businesses being turned away or blackouts in some regions. Though many tech companies aim to power operations with clean energy, factories are increasingly open to any available power source.

China's Chip Imports See Record 15.4% Plunge in 2023

According to new data from Chinese Customs, China's imports of integrated circuits suffered their steepest annual drop on record in 2023, falling 15.4% to $349.4 billion. The decline marks the second straight year of falling chip imports and can be attributed to economic uncertainty and US export controls on advanced semiconductors. Shipment volumes of imported chips also saw a substantial 10.8% year-over-year decrease as demand within China stagnated. The country's important tech manufacturing sector has struggled under strict zero-Covid policies and a lackluster recovery post-pandemic. Flagship manufacturing companies like TSMC recorded modest declines in 2023 sales, though TSMC still forecasts overall growth this year.

Sentiment plunged further when the Biden administration heightened restrictions on China's access to cutting-edge AI-capable chips from NVIDIA and other top American suppliers. The escalating US export controls have choked off China's pipeline to advanced semiconductors needed for AI and supercomputing applications. However, early positive signs for global semiconductor demand have emerged, with worldwide chip sales rising for the first time in over a year this past November. The increase was driven by growing demand for AI and other emerging technologies that rely on advanced computing chips. While the US seeks to limit China's progress in this key strategic area, an inflection point for the battered global chip sector may be nearing.

United States Ease Stance on NVIDIA AI Chip Exports to China

The United States is softening restrictions on the significant GPU maker NVIDIA, selling artificial intelligence chips to China. While still limiting advanced chip exports deemed strategically threatening, Commerce Secretary Gina Raimondo clarified this week that NVIDIA could supply some AI processors to Chinese commercial companies. Previously, Raimondo had sharply criticized NVIDIA for attempting to sidestep regulations on selling powerful GPUs abroad. Her comments followed rumors that NVIDIA tweaked chip designs to avoid newly imposed export controls narrowly. However, after discussions between Raimondo and NVIDIA CEO Jensen Huang, the Commerce Department says NVIDIA and other US firms will be permitted to export AI chips to China for general commercial use cases. Exports are still banned on the very highest-end GPUs that could enable China to train advanced AI models rivaling American developments.

Raimondo said NVIDIA will collaborate with the US to comply with the export rules. Huang reaffirmed the company's commitment to adherence. The clarification may ease pressures on NVIDIA, as China accounts for up to 25% of its revenue. While optimistic about recent Chinese approvals for US joint ventures, Raimondo noted frustrations linger around technology controls integral to national security. The nuanced recalibration of restrictions illustrates the balances the administration must strike between economic and security interests. As one of the first big US technology exporters impacted by tightened restrictions, NVIDIA's ability to still partly supply the valuable Chinese chip market points to a selective enforcement approach from regulators in the future.

Contract Prices Bottom Out in Q3, Reigniting Buyer Momentum and Boosting DRAM Revenue by Nearly 20%, Notes Report

TrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to US$13.48 billion—marking 18% QoQ growth. This surge is attributed to a gradual resurgence in demand, prompting buyers to re-energize their procurement activities. Looking ahead to Q4, while suppliers are firmly set on price hikes, with DRAM contract prices expected to rise by approximately 13-18%, demand recovery will not be as robust as in previous peak seasons. Overall, while there is demand for stockpiling, procurement for the server sector remains tentative due to high inventory levels, suggesting limited growth in DRAM industry shipments for Q4.

Three major manufacturers witnessed Q3 revenue growth. Samsung's revenue increased by about 15.9% to US$5.25 billion thanks to stable demand for high-capacity products fueled by AI advancements and the rollout of its 1alpha nm DDR5. SK hynix showcased the most notable growth among manufacturers with a 34.4% increase, reaching about US$4.626 billion and significantly narrowing its market share gap with Samsung to less than 5%. Micron's revenue rose by approximately 4.2% to US$3.075 billion—despite a slight drop in ASP—supported by an upswing in demand and shipment volumes.

Apple to Become the First and Largest Customer of Amkor's Arizona Chip Packaging Plant

Apple has announced a partnership deal with Amkor, one of the leading chip packaging and testing manufacturers, which will build a two billion US Dollar silicon packaging facility in Peoria, Arizona. Being the only US-based OSAT (outsourced semiconductor assembly and test) provider, Amkor has decided to invest its funds and apply for the CHIPS Act, hoping to get a part of the funding from the US government's grant budget. The state-of-the-art facility in Arizona will feature over 500,000 square feet (46,452 square meters) of cleanroom space for packaging and testing chips. Using Amkor's latest technologies, the plant will support advanced computing, automotive, and communications chip packaging. It is tailored to meet the capacity needs of major customer Apple starting in 2025-2026. Apple will be the largest customer, with the Amkor facility packaging Apple-designed chips produced at the nearby TSMC wafer fabrication plant.

Building a chip packaging facility in the US with advanced packaging types means that the domestic manufacturing of advanced silicon is now possible across almost the entire supply chain, with OSAT now being present on US soil as well. In the initial phase, this partnership will enable domestic advanced packaging capabilities for leading-edge chips down to 3 nm nodes, which Apple plans to utilize for its A and M series of processors. Along with the creation of an estimated 2,000 local jobs, the investment serves as a boost to the local economy as well. Additionally, Amkor is TSMC's strategic partner, meaning future designs and packaging will cooperate without any delays.

Chinese Loongson 3A6000 CPU Matches Intel "Raptor Lake" IPC

The Chinese chipmaker Loongson has launched its newest desktop processors, the 4-core, 8-thread 3A6000 series, based on the company's LoongArch microarchitecture. We have previously reported that the company wants to match Intel's "Willow Cove" and AMD's Zen 3 instruction per clock (IPC) levels with its 3A6000 CPU series, and today we have the first preview of the performance. Powered by the LA664 cores, 3A6000 is built on a 14/12 nm manufacturing process, with clock speeds going from 2.0 to 2.5 GHz and power consumption of up to 50 Watts. It features 256 KB of L2 cache and 16 MB of L3 cache in total.

While several hardware partners are announcing new Loongson-powered solutions, ASUS China's "Uncle Tony" managed to get his hands on one of them and overclocker the CPU to 2.63 GHz on air cooling. In overclocking tests using liquid nitrogen cooling, a 3A6000 processor reached 3.0 GHz, though there are indications that there is still overhead. In standard out-of-the-box configuration, the 3A6000 performs similarly to Intel's Core i3-10100 four-core CPU, an achievement for Loongson but still behind Intel's latest offerings that clock nearly twice as high. This rapid development of Loongson IP has led to a massive performance increase, matching the IPC of modern CPUs. We are still left to see more information about these 3A6000 series SKUs; however, early benchmarks suggest a significant improvement. You can see the CPU benchmarks below, which include UnixBench and SPEC CPU 2006.

Lenovo Files Patent Infringement Action Against ASUS with the US ITC

Lenovo (United States) Inc., part of the global technology corporation, Lenovo Group, filed a patent infringement action on November 15th with the United States International Trade Commission (ITC) against ASUSTeK Computer Inc. and ASUS Computer International (ASUS) for infringement of a variety of Lenovo's patents related to software, hardware, and connectivity across multiple ASUS products. The action is in response to ASUS's August 2023 filings in the Regional Court of Munich related to cellular technologies, where Lenovo had offered a cross-licensing deal as a solution.

Lenovo is a strong proponent of cross-licensing agreements, open and transparent negotiations, and licensing within the industry on fair, reasonable, and non-discriminatory (FRAND) terms. This is evidenced by the Group's ongoing litigation with InterDigital, where it advocated for greater transparency and less discrimination in licensing negotiations and was proven by the UK Court to be a willing licensee. The action against ASUSTeK reflects the Group's commitment to protecting its significant contributions to technology innovation and industry "firsts" over the past 39 years, building a portfolio of over 28,000 patents with a further 14,000 applications pending.

NVIDIA is Rushing GeForce RTX 4090 Orders to China Before Export Restrictions

NVIDIA is reportedly rushing shipments of GeForce RTX 4090 GPUs to China in anticipation of expected export restrictions. We have already reported that NVIDIA might be canceling 5 billion US Dollars worth of orders. The US government will require an export license for shipping RTX 4090s to China, effectively restricting sales to the country. NVIDIA's add-in-board (AIB) partners are reportedly working at full capacity to produce as many RTX 4090 products for the Chinese market as possible before the potential restriction on November 17. While it remains unclear whether the export restrictions will ultimately be implemented, the anticipation of such measures has prompted NVIDIA and its partners to accelerate their production.

The Tweet that feeds this information is coming from Zed Wang, a well-known hardware leaker with historically accurate insights into NVIDIA's operations, who claims that "NVIDIA has been shipping tons of AD102 for AICs this week to manufacture as much RTX 4090 as possible before the original restriction date of RTX 4090 in China. It is still unclear whether the restriction will become true or not. But all AICs are at their full power in producing RTX 4090, regardless of that."

NVIDIA Might be Forced to Cancel US$5 Billion Worth of Orders from China

The U.S. Commerce Department seems to have thrown a big spanner into the NVIDIA machinery, by informing the company that some US$5 billion worth of AI chip orders for China falls under the latest US export restrictions. The orders are said to have been heading for Alibaba, ByteDance and Baidu, as well as possibly other major tech companies in China. This made NVIDIA's shares drop sharply when the market opened in the US earlier today, by close to five percent, dropping NVIDIA's market cap below the US$1 Trillion mark. The share price recovered somewhat in the afternoon, putting NVIDIA back in the trillion dollar club.

Based on a statement to Reuters, NVIDIA doesn't seem overly concerned, despite what appears to be huge loss in sales, with a company spokesperson issuing the following statement "These new export controls will not have a meaningful impact in the near term". The US government will implement these new export restrictions from November, which obviously didn't give NVIDIA much of a chance to avoid them and it looks as if the company is going to have to find new customers for the AI chips. Considering the current demand for NVIDIA's chips, this might not be too much of a challenge for the company though.

US Government Can't Stop Chinese Semiconductor Advancement, Notes Former TSMC VP

The Chinese semiconductor industry is advancing, and interestingly, it is growing rapidly under sanctions, even with the blacklisting of companies by the US government. China's semiconductor industry is mainly represented by companies like Semiconductor Manufacturing International Corp (SMIC) and Huawei Technologies, who are leading the investment and progress in both chip manufacturing and chip design. According to the latest interview with Bloomberg, former TSMC Vice President Burn J. Lin said that the US government and its sanctions can not stop the advancement of Chinese semiconductor companies. Currently, Lin notes that SMIC and Huawei can use older machinery to produce more advanced chips.

Even so, SMIC could progress to 5 nm technology using existing equipment, particularly with scanners and other machinery from ASML. Development under sanctions would also force China to experiment with new materials and other chip packaging techniques that yield higher performance targets. SMIC has already developed a 7 nm semiconductor manufacturing node, which Huawei used for its latest Mate 60 Pro smartphone, based on Huawei's custom HiSilicon Kirin 9000S chip. Similarly, the transition is expected to happen to the 5 nm node as well, and it is only a matter of time before we see other nodes appear. "It is just not possible for the US to completely prevent China from improving its chip technology," noted Burn J. Lin.

ASML Issues Statement Regarding New US government's Export Control Regulations

Today, the US authorities published the updated version of the advanced computing and semiconductor manufacturing equipment rule, imposing additional restrictions on export of advanced chip manufacturing technology. These regulations will become effective after a period of 30 days. Given the length and complexity of the regulations, ASML will need to carefully assess any potential implications. However, as to our business, from the information we received, it is our understanding that the new regulations will be applicable to a limited number of fabs in China related to advanced semiconductor manufacturing.

These export control measures will likely have an impact on the regional split of our systems sales in the medium to long term. However, we do not expect these measures to have a material impact on our financial outlook for 2023 and for our longer-term scenarios for 2025 and 2030, as communicated during our Investor Day in November 2022. ASML will seek further clarification from the US authorities on the scope of these new regulations. ASML is fully committed to comply with all applicable laws and regulations including export control legislation in the countries in which we operate.

Google Introduces Chromebook Plus Lineup: Better Performance and AI Capabilities

Today, Google announced its next generation of Chromebook devices, called the Chromebook Plus, said to improve upon the legacy set by Chromebooks over a decade ago. Starting at an enticing price point of $399, this new breed of Chromebooks integrates powerful AI capabilities and a range of built-in Google apps. Notably, it features tools like the Google Photos Magic Eraser and web-based Adobe Photoshop, positioning itself as a dynamic tool for productivity and creative exploration. In collaboration with hardware manufacturers such as Acer, ASUS, HP, and Lenovo, Google is launching a lineup of eight Chromebook Plus devices on the launch date, with more possibly coming in the future.

Each model boasts improved hardware configurations over the regular Chromebook, including processors like the Intel Core i3 12th Gen or the AMD Ryzen 3 7000 series, a minimum of 8 GB RAM, and 128 GB storage. Users are also in for a visual treat with a 1080p IPS display, ensuring crisp visuals for entertainment and work. And for the modern remote workforce, video conferencing gets a substantial upgrade. Every Chromebook Plus comes equipped with a 1080p camera and utilizes AI enhancements to elevate video call clarity, with compatibility spanning various platforms, including Google Meet, Zoom, and Microsoft Teams. Set to be available from October 8, 2023, in the US and October 9 in Canada and Europe, the Chromebook Plus is positioning itself as the go-to device for many users. On the other hand, the AI features are slated for arrival in 2024, when companies ensure their software is compatible.
Below you can see the upcoming models.

IDC Forecasts Worldwide Quantum Computing Market to Grow to $7.6 Billion in 2027

International Data Corporation (IDC) today published its second forecast for the worldwide quantum computing market, projecting customer spend for quantum computing to grow from $1.1 billion in 2022 to $7.6 billion in 2027. This represents a five-year compound annual growth rate (CAGR) of 48.1%. The forecast includes base quantum computing as a service as well as enabling and adjacent quantum computing as a service.

The new forecast is considerably lower than IDC's previous quantum computing forecast, which was published in 2021. In the interim, customer spend for quantum computing has been negatively impacted by several factors, including: slower than expected advances in quantum hardware development, which have delayed potential return on investment; the emergence of other technologies such as generative AI, which are expected to offer greater near-term value for end users; and an array of macroeconomic factors, such as higher interest and inflation rates and the prospect of an economic recession.

China Hosts 40% of all Arm-based Servers in the World

The escalating challenges in acquiring high-performance x86 servers have prompted Chinese data center companies to accelerate the shift to Arm-based system-on-chips (SoCs). Investment banking firm Bernstein reports that approximately 40% of all Arm-powered servers globally are currently being used in China. While most servers operate on x86 processors from AMD and Intel, there's a growing preference for Arm-based SoCs, especially in the Chinese market. Several global tech giants, including AWS, Ampere, Google, Fujitsu, Microsoft, and Nvidia, have already adopted or developed Arm-powered SoCs. However, Arm-based SoCs are increasingly favorable for Chinese firms, given the difficulty in consistently sourcing Intel's Xeon or AMD's EPYC. Chinese companies like Alibaba, Huawei, and Phytium are pioneering the development of these Arm-based SoCs for client and data center processors.

However, the US government's restrictions present some challenges. Both Huawei and Phytium, blacklisted by the US, cannot access TSMC's cutting-edge process technologies, limiting their ability to produce competitive processors. Although Alibaba's T-Head can leverage TSMC's latest innovations, it can't license Arm's high-performance computing Neoverse V-series CPU cores due to various export control rules. Despite these challenges, many chip designers are considering alternatives such as RISC-V, an unrestricted, rapidly evolving open-source instruction set architecture (ISA) suitable for designing highly customized general-purpose cores for specific workloads. Still, with the backing of influential firms like AWS, Google, Nvidia, Microsoft, Qualcomm, and Samsung, the Armv8 and Armv9 instruction set architectures continue to hold an edge over RISC-V. These companies' support ensures that the software ecosystem remains compatible with their CPUs, which will likely continue to drive the adoption of Arm in the data center space.

Intel Refutes Alleged Core CPU Price Hikes, Current Prices Unchanged

Recent rumors suggested that Intel contemplated a price hike across all of its Core processors. This speculation originated from a forum staff member from PCGH who claimed to have received related information indicating a possible correspondence from Intel to its wholesalers about an impending price rise. In response to these rumors, Intel confirmed to HardwareLuxx that it has no plans to increase processor prices currently. The company stated that the Recommended Customer Price (RCP), which is generally quoted in US dollars for 1,000 unit prices as per their Ark database, will persist unchanged. Intel clarified that it hadn't shared such news with its customers or partners, nor was it considering a price change for its CPU portfolio at the moment.

The speculated price increase was reportedly associated with Intel's ongoing and planned factory constructions and company restructuring, according to PCGH. The need to refinance the 'fabs' was cited as the primary reason. Presently, Intel is streamlining its expenses, shutting down multiple smaller business areas, and investing significantly with state aid. However, it is doubtful that these reasons would be expressed in a wholesaler letter as grounds for price hikes. The PC market is currently sluggish, and though an uplift is predicted for the second half of this year, most segments of the PC market are still witnessing double-digit percentage reductions. In such a scenario, where buyers are becoming increasingly price-sensitive, and the market is trying to rebound, a price rise could be counterproductive.

Report: ASUS to Start Production of GPUs With No External Power Connectors

We witnessed an exciting concept during the Computex 2023 show in late May. ASUS has developed a GPU without an external power connector called GC_HPWR. Unlike current solutions, this connection type doesn't require additional cables. Using the GC_HPWR means that power is being supplied directly from the motherboard and that these special-edition GPUs also require special-edition motherboards. Thanks to the latest information from the Bilibili content creator Eixa Studio, attending Bilibili World 2023 exhibition in Shanghai, China, we have information that ASUS is preparing mass production of these zero-cable GPU solutions. Scheduled to enter mass production in Fall, ASUS plans to deliver these GPUs and accompanying motherboards before the year ends.

Additionally, it is worth noting that the motherboard lineup is called Back To Future (BTF), and the first GPU showcased was the GeForce RTX 4070 Megalodon. The PSU connectors are placed on the back side of the BTF board, while the CG_HPWR connector sits right next to the PCIe x16 expansion slot and looks like a PCIe x1 connector. You can see images of both products below.

Semiconductor Bosses Discussed China Trade Restrictions with US Government

According to various news sources, CEOs from Intel, NVIDIA and Qualcomm have been holding meetings with representatives of the US government—with the topic of discussion reportedly being the escalation of semiconductor import restrictions placed on China. AMD was notably absent from Monday's proceedings, due to Dr. Lisa Su attending to business matters in Taiwan. Commerce Secretary Gina Raimondo, National Economic Council director Lael Brainard and National Security Council director Jake Sullivan were alleged to have met with industry leaders.

Chipmakers have expressed worry about new restrictions coming into effect within the next couple of week—the latest negotiations could have touched on some sort of provision for leading silicon manufacturers. The US government believes that by limiting China's access to cutting-edge technology, it will bolster national security interests—with the Chinese military not being able to develop competitive defense systems. The Semiconductor Industry Association stated on Monday that: "overly broad, ambiguous and at times unilateral restrictions risk diminishing the US semiconductor industry's competitiveness, disrupting supply chains, causing significant market uncertainty and prompting continued escalatory retaliation by China." Intel, NVIDIA and Qualcomm did not provide any comments to press outlets following the conclusion of their meetings with senior government officials. It is speculated that Qualcomm is set to lose the most trade following the implementation of stricter rules—Bloomberg proposes that 60% of the firm's business revenue comes from Chinese territories.

AMD Ryzen 5 7600X Going for $200 at Best Buy

Best Buy has slashed $100 off of the AMD Ryzen 5 7600X's normal asking price—North American customers can obtain these 6-core/12-thread processors for $199.90 a piece. Amazon US price matching the consumer electronics store's offer earlier today, but their stocks were depleted at some point this afternoon. AMD's Ryzen 5 7600 (non-X) processor is still stuck at MSRP ($229), so its X-model sibling presents a better deal at its current lower price. Buyers will have to splash out extra on a CPU cooling solution, since Team Red does not include a Wraith Stealth or Prism air cooler as standard with the Ryzen 5 7600X's retail package. AMD + Bethesda's Starfield Game Bundle partnership campaign kicked off last week, and all of the AM5 desktop Ryzen 7000-series models qualify for the active promotion. This plays a part in boosting customer interest, but a nice discount also goes a long way—hence the quick run on Amazon's supplies of the Ryzen 5 7600X.

Nasdaq Set to Remove Activision Blizzard from Stock Exchange Top 100

Nasdaq, the American stock exchange, has revealed that an unnamed company will be replacing Activision Blizzard within its top 100 index. The timing of this development is raising some eyebrows—it is set to occur mere days after the announcement of Microsoft's victory over the US Federal Trade Commission (FTC). The giant American technology corporation is closing in on its proposed acquisition of a games publishing group comprised of Activision, Blizzard Entertainment, and King Digital Entertainment.

Prior to the market opening next week (Monday 17th July) Activision Blizzard will be removed from the Nasdaq-100 ESG Index, although the company will remain tradable. An upcoming exit from the US stock exchange could signal that Microsoft and Activision Blizzard have become increasingly confident about the finalization of their merger before a July 18 deadline. The UK's Competition and Markets Authority (CMA) is reported to be engaging in discussions with involved parties, and has paused its legal proceedings. The FTC yesterday filed for an appeal against the California court's verdict, thus immediately annoying the top brass at Microsoft/Xbox—president Brad Smith commented on the situation: "The District Court's ruling makes crystal clear that this acquisition is good for both competition and consumers...We're disappointed that the FTC is continuing to pursue what has become a demonstrably weak case, and we will oppose further efforts to delay the ability to move forward."

Intel Brings Gaudi2 Accelerator to China, to Fill Gap Created By NVIDIA Export Limitations

Intel has responded to the high demand for advanced chips in mainland China by bringing its processor, the Gaudi2, to the market. This move comes as the country grapples with US export restrictions, leading to a thriving market for smuggled NVIDIA GPUs. At a press conference in Beijing, Intel presented the Gaudi2 processor as an alternative to NVIDIA's A100 GPU, widely used for training AI systems. Despite US export controls, Intel recognizes the importance of the Chinese market, with 27 percent of its 2022 revenue generated from China. NVIDIA has also tried to comply with restrictions by offering modified versions of its GPUs, but limited supplies have driven the demand for smuggled GPUs. Intel's Gaudi2 aims to provide Chinese companies with various hardware options and bolster their ability to deploy AI through cloud and smart-edge technologies. By partnering with Inspur Group, a major AI server manufacturer, Intel plans to build Gaudi2-powered machines tailored explicitly for the Chinese market.

China's AI ambitions face potential challenges as the US government considers restricting Chinese companies access to American cloud computing services. This move could impede the utilization of advanced AI chips by major players like Amazon Web Services and Microsoft for their Chinese clients. Additionally, there are reports of a potential expansion of the US export ban to include NVIDIA's A800 GPU. As China continues to push forward with its AI development projects, Intel's introduction of the Gaudi2 processor helps country's demand for advanced chips. Balancing export controls and technological requirements within this complex trade landscape remains a crucial task for both companies and governments involved in the Chinese AI industry.

Apple Requests that US Supreme Court Reverse Ruling in Epic Games Case

Apple and Epic Games have been locked in a bitter legal feud for two years, relating to an antitrust case started by the latter company. The iPhone and Mac computer giant has made an appeal to the US Supreme Court—as demonstrated in a court filing that was released to the public on Monday (June 3). They request that justices take up its appeal of a ruling for tomorrow (June 7) by the San Francisco-based 9th U.S. Circuit Court (of Appeals). A 2021 verdict determined that Apple had to cease anti-steering practices. Apparently game developers were restricted to certain payment practices (imposing of fees) within the iOS App store. Epic Games sued Apple for anti-competitive practices back in 2020, with the US district court of California rejecting nine of out Epic's ten claims the following year—only the aforementioned anti-steering case was allowed to proceed.

The Ninth Circuit rejected petitions from Apple and Epic late last week—both companies urged that the court reconsider an April 2023 decision about the Californian law violation. Epic thinks that certain legal decisions have been made in Apple's favor, and the latter continues to rile against the App Store order. It argues that Epic was the sole "non-representative" plaintiff, yet the injunction applies to all iOS developers and US states outside of California. Apple believes that the ruling "raises far-reaching and important questions" about the federal court's limited authority to issue injunctions that apply to organizations not directly involved in the case.

US Government Announces $42 Billion Fund for Universal Access to High-Speed Broadband

The US government yesterday revealed its $42.45 billion Broadband Equity Access and Deployment (BEAD) funding program that will aim to deliver reliable, affordable high-speed internet to everyone in the nation by 2030—including all fifty states and US territories. Evidently parts of the country are lacking in terms of online access infrastructure—the briefing room statement outlines some of these issues: "High-speed internet is no longer a luxury - it is necessary for Americans to do their jobs, to participate equally in school, access health care, and to stay connected with family and friends. Yet, more than 8.5 million households and small businesses are in areas where there is no high-speed internet infrastructure, and millions more struggle with limited or unreliable internet options."

The initiative is said to be "the largest internet funding announcement in history," and the White House is readying packages valued from $27 million to $3.3 billion—White House said that it'll award sums of (starting at) $27 million going up to a maximum $3.3 billion, based on the required level of upgrades for a given state/territory. Assistant Secretary of Commerce for Communication and Information Alan Davidson stated: "This is a watershed moment for millions of people across America who lack access to a high-speed Internet connection. Access to Internet service is necessary for work, education, healthcare, and more...States can now plan their Internet access grant programs with confidence and engage with communities to ensure this money is spent where it is most needed."

Atari Releases a New Game for VCS After 33 Years

Atari, once a leader in video game consoles, has today published... a new game! Called Mr. Run and Jump, the game is a classical 2D platformer, following Mr. Run and Jump with his trusty pal Leap the Dog, who defeats the terrifying Void and collects all the Power Gems from the Realms of Color. The gameplay is self-explanatory, as this 2D platformer aims to bring some of the vibes of older games with modernized stories and elements. Interestingly, the game is available for Xbox Series X/S, PlayStation 5, PC, and Atari 2600, also called Atari Video Computer System (VCS). The last game for Atari VCS was developed in 1990, and this game comes after 33 years to the platform.

Coming in a cartridge for the VCS console, the cartridge design has been updated a bit. It now has beveled edges and gold-plated connectors. Atari prices the cartridge at 60 USD, with availability on July 31. This version of the game is toned down a bit, as the older VCS hardware can not support all the features that modern console/PC versions have. There are 80 levels in the game and as many as five different enemy types, with a unique high-score system.
Below are more screenshots of the game.

US Judge Temporarily Blocks Microsoft's Acquisition of Activision Blizzard

The US Federal Trade Commission (FTC) filed an injunction earlier this week, in a renewed effort to temporarily block Microsoft's $69 billion bid for full ownership of the Activision Blizzard group. A judge has today granted the regulatory body's request. The court has issued a temporary restraining order—in which it states the legal measure "is necessary to maintain the status quo while the complaint is pending." The FTC proposes that the acquisition has the potential to "substantially lessen competition" within North America's gaming sector. Microsoft and Activision are required to attend a two-day hearing—scheduled for 22 June in San Francisco, California.

The FTC had previously penciled in an August 2 session with an internal administrative judge, following the expiration of Microsoft's proposed deadline (July 18) for the merger. A company spokesperson (commenting to Eurogamer) expressed that leadership was happy about the FTC's decision to bring proceedings forward in time: "Accelerating the legal process in the US will ultimately bring more choice and competition to the gaming market. A temporary restraining order makes sense until we can receive a decision from the Court, which is moving swiftly." The legal document outlines terms including the prevention of "any of their officers, directors, domestic or foreign agents, divisions, subsidiaries, affiliates, partnerships, or joint ventures from closing or consummating, directly or indirectly, the proposed transaction or a substantially similar transaction."
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