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Intel

Intel's Stock Drops 9%. Are They Struggling to Remain Relevant? (cnbc.com) 42

"Intel used to dominate the U.S. chip industry," writes CNBC. But now "it's struggling to stay relevant." Intel's long-awaited turnaround looks farther away than ever after the company reported dismal first-quarter earnings. Investors pushed the shares down 9% on Friday to their lowest level of the year. Although Intel's revenue is no longer shrinking and the company remains the biggest maker of processors that power PCs and laptops, sales in the first quarter trailed estimates. Intel also gave a soft forecast for the second quarter, suggesting weak demand... Intel is the worst-performing tech stock in the S&P 500 this year, down 37%.

Meanwhile, the two best-performing stocks in the index are chipmaker Nvidia and Super Micro Computer, which has been boosted by surging demand for Nvidia-based artificial intelligence servers. Intel, long the most valuable U.S. chipmaker, is now one-sixteenth the size of Nvidia by market cap. It's also smaller than Qualcomm, Broadcom, Texas Instruments, and AMD. For decades, it was the largest semiconductor company in the world by sales, but suffered seven straight quarters of revenue declines recently, and was passed by Nvidia last year.

Intel's problems "are decades in the making," according to CNBC, suggesting that one turning point was Apple's decision not to use Intel's chips in its iPhone. Now nearly every smartphone built uses Arm chips built by Apple and Qualcomm, while Apple's huge orders for TSMC chips "provided the cash to annually upgrade the manufacturing equipment at TSMC, which eventually surpassed Intel." Around 2017, mobile chips from Apple and Qualcomm started adding AI parts to their chips called neural processing units, another advancement over Intel's PC processors. The first Intel-based laptop with an NPU shipped late last year.

Intel has since lost share in its core PC chip business to chips that grew out of the mobile revolution... Apple stopped using Intel in its PCs in 2020. Macs now use Arm-based chips, and some of the first mainstream Windows laptops with Arm-based chips are coming out later this year. Low-cost laptops running Google ChromeOS are increasingly using Arm, too...

AMD made over 20% of server CPUs sold in 2022, and shipments grew 62% that year, according to an estimate from Counterpoint Research last year. AMD surpassed Intel's market cap the same year.

Linux

45 Drives Adds Linux-Powered Mini PCs, Workstations To Growing Compute Lineup (theregister.com) 5

Tobias Mann reports via The Register: Canadian systems builder 45 Drives is perhaps best known for the dense multi-drive storage systems employed by the likes of Backblaze and others, but over the last year the biz has expanded its line-up to virtualization kit, and now low-power clients and workstations aimed at enterprises and home enthusiasts alike. 45 Drives' Home Client marks a departure from the relatively large rack-mount chassis it normally builds. Founder Doug Milburn told The Register the mini PC is something of a passion project that was born out of a desire to build a better home theater PC.

Housed within a custom passively cooled chassis built in-house by 45 Drive's parent company Protocase, is a quad-core, non-hyperthreaded Intel Alder Lake-generation N97 processor capable of boosting to 3.6GHz, your choice of either 8GB or 16GB of memory, and 250GB of flash storage. The decision to go with a 12-gen N-series was motivated in part by 45 Drives' internal workloads, Milburn explains, adding that to run PowerPoint or Salesforce just doesn't require that much horsepower. However, 45 Drives doesn't just see this as a low-power PC. Despite its name, the box will be sold under both its enterprise and home brands. In home lab environments, these small form factor x86 and Arm PCs have become incredibly popular for everything from lightweight virtualization and container hosts to firewalls and routers. [...]

In terms of software, 45 Drives says it will offer a number of operating system images for customers to choose from at the time of purchase, and Linux will be a first-class citizen on these devices. It's safe to say that Milburn isn't a big fan of Microsoft these days. "We run many hundreds of Microsoft workstations here, but we're kind of moving away from it," he said. "With Microsoft, it's a control thing; it's forced updates; it's a way of life with them." Milburn also isn't a fan of Microsoft's registration requirements and online telemetry. "We want control over what all our computers do. We want no traffic on our network that's out of here," he said. As a result, Milburn says 45 Drives is increasingly relying on Linux, and that not only applies to its internal machines but its products as well. Having said that, we're told that 45 Drives recognizes that Linux may not be appropriate for everyone and will offer Windows licenses at an additional cost. And, these both being x86 machines, there's nothing stopping you from loading your preferred distro or operating system on them after they've shipped.
These workstations aren't exactly cheap. They start at $1,099 without the dedicated GPU. "The HL15 will set you back $799-$910 for the bare chassis if you opted for the PSU or not," adds The Register. "Meanwhile, a pre-configured system would run you $1,999 before factoring in drives."
IT

Captchas Are Getting Harder (wsj.com) 83

Captchas that aim to distinguish humans from nefarious bots are demanding more brain power. WSJ: The companies and cybersecurity experts who design Captchas have been doing all they can to stay one step ahead of the bad actors figuring out how to crack them. A cottage industry of third-party Captcha-solving firms -- essentially, humans hired to solve the puzzles all day -- has emerged. More alarmingly, so has technology that can automatically solve the more rudimentary tests, such as identifying photos of motorcycles and reading distorted text. "Software has gotten really good at labeling photos," said Kevin Gosschalk, the founder and CEO of Arkose Labs, which designs what it calls "fraud and abuse prevention solutions," including Captchas. "So now enters a new era of Captcha -- logic based."

That shift explains why Captchas have started to both annoy and perplex. Users no longer have to simply identify things. They need to identify things and do something with that information -- move a puzzle piece, rotate an object, find the specter of a number hidden in a roomscape. Compounding this bewilderment is the addition to the mix of generative AI images, which creates new objects difficult for robots to identify but baffles humans who just want to log in. "Things are going to get even stranger, to be honest, because now you have to do something that's nonsensical," Gosschalk said. "Otherwise, large multimodal models will be able to understand."

AI

OpenAI's Sam Altman and Other Tech Leaders To Serve on AI Safety Board (wsj.com) 32

Sam Altman of OpenAI and the chief executives of Nvidia, Microsoft and Alphabet are among technology-industry leaders joining a new federal advisory board focused on the secure use of AI within U.S. critical infrastructure, in the Biden administration's latest effort to fill a regulatory vacuum over the rapidly proliferating technology. From a report: The Artificial Intelligence Safety and Security Board is part of a government push to protect the economy, public health and vital industries from being harmed by AI-powered threats, U.S. officials said. Working with the Department of Homeland Security, it will develop recommendations for power-grid operators, transportation-service providers and manufacturing plants, among others, on how to use AI while bulletproofing their systems against potential disruptions that could be caused by advances in the technology.

In addition to Nvidia's Jensen Huang, Microsoft's Satya Nadella, Alphabet's Sundar Pichai and other leaders in AI and technology, the panel of nearly two dozen consists of academics, civil-rights leaders and top executives at companies that work within a federally recognized critical-infrastructure sector, including Kathy Warden, chief executive of Northrop Grumman, and Delta Air Lines Chief Executive Ed Bastian. Other members are public officials, such as Maryland Gov. Wes Moore and Seattle Mayor Bruce Harrell, both Democrats.

Transportation

Honda To Spend $11 Billion On Four EV Factories In North America (arstechnica.com) 132

Jonathan M. Gitlin reports Ars Technica: Honda announced today that it will spend $11 billion to expand its electric vehicle manufacturing presence in North America. The Japanese automaker already has a number of factories in the US, Mexico, and Canada, and it's this last one that will benefit from the expansion, with four EV-related plants planned for Ontario. Honda says it has begun evaluating requirements for what it's calling an "innovative and environmentally responsible" EV factory and a standalone EV battery plant in Alliston, Ontario, which is already home to Honda's two existing Canadian manufacturing facilities.

Additionally, the automaker wants to set up another two sites as joint ventures. One will be a plant that processes cathode active materials and their precursors -- the various elements like nickel and manganese that are combined with lithium in lithium-ion batteries -- set up in a partnership with POSCO Future M, a South Korean battery material and chemical company. (POSCO is already working with General Motors on another joint venture battery precursor material facility in Betancour, Quebec, that is supposed to become operational in 2026.) A second joint venture will be a partnership with Asahi Kasei, which will manufacture battery separators, the material that keeps the anode and cathode apart. The locations of these two joint ventures have not yet been announced.

Honda thinks it will be able to start making EVs in Ontario in 2028 and says the assembly plant will have the capacity to build 240,000 EVs per year. Meanwhile, the battery plant is planned to have an annual output of 36 GWh.

Intel

TSMC Unveils 1.6nm Process Technology With Backside Power Delivery (tomshardware.com) 43

An anonymous reader quotes a report from Tom's Hardware: TSMC announced its leading-edge 1.6nm-class process technology today, a new A16 manufacturing process that will be the company's first Angstrom-class production node and promises to outperform its predecessor, N2P, by a significant margin. The technology's most important innovation will be its backside power delivery network (BSPDN). Just like TSMC's 2nm-class nodes (N2, N2P, and N2X), the company's 1.6nm-class fabrication process will rely on gate-all-around (GAA) nanosheet transistors, but unlike the current and next-generation nodes, this one uses backside power delivery dubbed Super Power Rail. Transistor and BSPDN innovations enable tangible performance and efficiency improvements compared to TSMC's N2P: the new node promises an up to 10% higher clock rate at the same voltage and a 15%-20% lower power consumption at the same frequency and complexity. In addition, the new technology could enable 7%-10% higher transistor density, depending on the actual design.

The most important innovation of TSMC's A16 process, which was unveiled at the company's North American Technology Symposium 2024, is the introduction of the Super Power Rail (SPR), a sophisticated backside power delivery network (BSPDN). This technology is tailored specifically for AI and HPC processors that tend to have both complex signal wiring and dense power delivery networks. Backside power delivery will be implemented into many upcoming process technologies as it allows for an increase in transistor density and improved power delivery, which affects performance. Meanwhile, there are several ways to implement a BSPDN. TSMC's Super Power Rail plugs the backside power delivery network to each transistor's source and drain using a special contact that also reduces resistance to get the maximum performance and power efficiency possible. From a production perspective, this is one of the most complex BSPDN implementations and is more complex than Intel's Power Via.
Volume production of A16 is slated for the second half of 2026. "Therefore, actual A16-made products will likely debut in 2027," notes the report. "This timeline positions A16 to potentially compete with Intel's 14A node, which will be Intel's most advanced node at the time."
United States

New Rule Compels US Coal-Fired Power Plants To Capture Emissions - or Shut Down (theguardian.com) 89

Coal-fired power plants would be forced to capture smokestack emissions or shut down under a rule issued on Thursday by the Environmental Protection Agency (EPA). From a report: New limits on greenhouse gas emissions from fossil fuel-fired electric plants are the Biden administration's most ambitious effort yet to roll back planet-warming pollution from the power sector, the nation's second-largest contributor to the climate crisis. The rules are a key part of Joe Biden's pledge to eliminate carbon pollution from the electricity sector by 2035 and economy-wide by 2050.

The rule was among four separate measures targeting coal and natural gas plants that the EPA said would provide "regular certainty" to the power industry and encourage them to make investments to transition "to a clean energy economy." They also include requirements to reduce toxic wastewater pollutants from coal-fired plants and to safely manage so-called coal ash in unlined storage ponds. The new rules "reduce pollution from fossil fuel-fired power plants, protect communities from pollution and improve public health -- all while supporting the long-term, reliable supply of the electricity needed to power America forward," the EPA administrator, Michael Regan, told reporters at a White House briefing.

Security

'ArcaneDoor' Cyberspies Hacked Cisco Firewalls To Access Government Networks (wired.com) 22

An anonymous reader quotes a report from Wired: Network security appliances like firewalls are meant to keep hackers out. Instead, digital intruders are increasingly targeting them as the weak link that lets them pillage the very systems those devices are meant to protect. In the case of one hacking campaign over recent months, Cisco is now revealing that its firewalls served as beachheads for sophisticated hackers penetrating multiple government networks around the world. On Wednesday, Cisco warned that its so-called Adaptive Security Appliances -- devices that integrate a firewall and VPN with other security features -- had been targeted by state-sponsored spies who exploited two zero-day vulnerabilities in the networking giant's gear to compromise government targets globally in a hacking campaign it's calling ArcaneDoor.

The hackers behind the intrusions, which Cisco's security division Talos is calling UAT4356 and which Microsoft researchers who contributed to the investigation have named STORM-1849, couldn't be clearly tied to any previous intrusion incidents the companies had tracked. Based on the group's espionage focus and sophistication, however, Cisco says the hacking appeared to be state-sponsored. "This actor utilized bespoke tooling that demonstrated a clear focus on espionage and an in-depth knowledge of the devices that they targeted, hallmarks of a sophisticated state-sponsored actor," a blog post from Cisco's Talos researchers reads. Cisco declined to say which country it believed to be responsible for the intrusions, but sources familiar with the investigation tell WIRED the campaign appears to be aligned with China's state interests.

Cisco says the hacking campaign began as early as November 2023, with the majority of intrusions taking place between December and early January of this year, when it learned of the first victim. "The investigation that followed identified additional victims, all of which involved government networks globally," the company's report reads. In those intrusions, the hackers exploited two newly discovered vulnerabilities in Cisco's ASA products. One, which it's calling Line Dancer, let the hackers run their own malicious code in the memory of the network appliances, allowing them to issue commands to the devices, including the ability to spy on network traffic and steal data. A second vulnerability, which Cisco is calling Line Runner, would allow the hackers' malware to maintain its access to the target devices even when they were rebooted or updated. It's not yet clear if the vulnerabilities served as the initial access points to the victim networks, or how the hackers might have otherwise gained access before exploiting the Cisco appliances.
Cisco advises that customers apply its new software updates to patch both vulnerabilities.

A separate advisory (PDF) from the UK's National Cybersecurity Center notes that physically unplugging an ASA device does disrupt the hackers' access. "A hard reboot by pulling the power plug from the Cisco ASA has been confirmed to prevent Line Runner from re-installing itself," the advisory reads.
Transportation

Updating California's Grid For EVs May Cost Up To $20 Billion (arstechnica.com) 116

An anonymous reader quotes a report from Ars Technica: Two researchers at the University of California, Davis -- Yanning Li and Alan Jenn -- have determined that nearly two-thirds of [California's] feeder lines don't have the capacity that will likely be needed for car charging. Updating to handle the rising demand might set its utilities back as much as 40 percent of the existing grid's capital cost. Li and Jenn aren't the first to look at how well existing grids can handle growing electric vehicle sales; other research has found various ways that different grids fall short. However, they have access to uniquely detailed data relevant to California's ability to distribute electricity (they do not concern themselves with generation). They have information on every substation, feeder line, and transformer that delivers electrons to customers of the state's three largest utilities, which collectively cover nearly 90 percent of the state's population. In total, they know the capacity that can be delivered through over 1,600 substations and 5,000 feeders.[...]

By 2025, only about 7 percent of the feeders will experience periods of overload. By 2030, that figure will grow to 27 percent, and by 2035 -- only about a decade away -- about half of the feeders will be overloaded. Problems grow a bit more slowly after that, with two-thirds of the feeders overloaded by 2045, a decade after all cars sold in California will be EVs. At that point, total electrical demand will be close to twice the existing capacity. The problems aren't evenly distributed, though. They appear first in high-population areas like the Bay Area. And throughout this period, most of the problems are in feeders that serve residential and mixed-use neighborhoods. The feeders that serve neighborhoods that are primarily business-focused don't see the same coordinated surge in demand that occurs as people get home from work and plug in; they're better able to serve the more erratic use of charging stations at office complexes and shopping centers. In terms of the grid, residential services will need to see their capacity expand by about 16 gigawatts by 2045. Public chargers will need nine gigawatts worth of added capacity by the same point. The one wild card is direct current fast charging. Eliminating fast chargers entirely would reduce the number of feeders that need upgrades by 12 percent. Converting all public stations to DC fast charging, in contrast, would boost that number by 15 percent. So the details of the upgrades that will be needed will be very sensitive to the impatience of EV drivers.

Paying for the necessary upgrades will be pricey, but there's a lot of uncertainty here. Li and Jenn came up with a range of anywhere between $6 billion and $20 billion. They put this in context in two ways. The total capital invested in the existing grid is estimated to be $51 billion, so the cost of updating it could be well over a third of its total value. At the same time, the costs will be spread out over decades and only total up to (at most) three times the grid's annual operation and maintenance costs. So in any one year, the costs shouldn't be crippling. All that might be expected to drive the cost of electricity up. But Li and Jenn suggest that the greater volume of electricity consumption will exert a downward pressure on prices (people will pay more overall but pay somewhat less per unit of electricity). Based on a few economic assumptions, the researchers conclude that this would roughly offset the costs of the necessary grid expansion, so the price per unit of electricity would be largely static.
The findings have been published in the journal Proceedings of the National Academy of Sciences (PNAS).
IT

Lenovo First To Implement LPCAMM2 in Laptop (theregister.com) 20

Lenovo's latest ThinkPad P1 Gen 7 laptop is set to be the first to use the new LPCAMM2 memory form factor, the successor to SODIMM sticks. From a report: While Lenovo has largely focused on the AI performance of its new laptop, which is equipped with an Intel Core Ultra CPU and Nvidia RTX 3000 Ada GPU, the company also noted that its device was the first in the world to use the LPCAMM2 memory standard. LPCAMM2 uses 64 percent less space than SODIMM and 61 percent less active power, according to Lenovo. This is thanks to it being based on LPDDR5X memory instead of regular DDR5.

Designed specifically for laptops, the LPCAMM2 standard actually has its origins in tech developed by Dell. Simply termed CAMM (Compression Attached Memory Module), it first debuted as a proprietary type of memory in Dell's Precision 7670 in 2022. However, in 2023 the PC giant donated its intellectual property to JEDEC, the organization that standardizes memory technologies. CAMM became LPCAMM2 (Low-Power Compression Attached Memory Module) in September 2023 when JEDEC finally confirmed its specifications. Samsung promptly announced plans to produce LPCAMM2 sticks, and claimed they would have 50 percent more performance and 70 percent more efficiency than their SODIMM-based predecessors. Plus, LPCAMM2 can offer dual-channel memory without requiring a second module.

Android

Google-Backed Glance Pilots Android Lockscreen Platform in US (techcrunch.com) 18

Glance, which operates a popular lockscreen platform targeting Android smartphones, is setting its sights on the U.S. market. From a report: The Indian startup recently commenced a pilot program in partnership with Motorola and Verizon in the U.S., with plans for a full launch in the country later this year, sources familiar with the matter told TechCrunch. The Bengaluru-headquartered startup, backed by investors, including Google and Jio Platforms, has already made significant inroads in India, Southeast Asia, and Japan, where it expanded last year. According to a person familiar with the matter, Glance's lockscreen platform today reaches more than 450 million smartphones and is active on about 300 million of them, delivering those customers a customized feed of news, local events, sports updates, media content, and interactive games directly to their lockscreens without requiring them to install additional apps. The recently launched Moto G Power smartphone in the U.S. shipped with Glance's platform, the report says.

Further reading: Motorola Spoiled a Good Budget Phone With Bloatware.
Television

What Comes After OLED? Meet QDEL (arstechnica.com) 49

An anonymous reader quotes a report from Ars Technica: Quantum dots are already moving in the premium display category, particularly through QD-OLED TVs and monitors. The next step could be QDEL, short for "quantum dot electroluminescent," also known as NanoLED, screens. Not to be confused with the QLED (quantum light emitting diode) tech already available in TVs, QDEL displays don't have a backlight. Instead, the quantum dots are the light source. The expected result is displays with wider color spaces than today's QD-OLEDs (quantum dot OLEDs) that are also brighter, more affordable, and resistant to burn-in. It seems like QDEL is being eyed as one of the most potentially influential developments for consumer displays over the next two years. If you're into high-end display tech, QDEL should be on your radar.

You may know QDEL as NanoLED because that's what Nanosys, a quantum dot supplier developing the technology, calls it. QDEL has gone by other names, such as QLED -- before Samsung claimed that acronym for LCD-LED TVs that use quantum dots. You may also see QDEL referred to as QD-EL, QD-LED, or EL-QD. As the alphabet soup suggests, there are still some things to finalize with this tech. This article will mostly use the term QDEL, with occasional references to NanoLED. If none of those names sound familiar, it's probably because you can't buy any QDEL products yet. Suppliers suggest that could change in the next few years; Nanosys is targeting 2026 for commercial availability. [...]

Today's OLED screens use OLED material as their light source, with QD-OLED specifically applying quantum dots to convert the light into color. In QLED, the light source is a white backlight; QDEL displays apply electricity directly to quantum dots, which then generate light. QDEL uses a layer of quantum dots sandwiched between an anode and cathode to facilitates the flow of electricity into the quantum dots. QDEL displays have pixels made of a red quantum dot subpixel, green quantum dot subpixel, and -- differing from today's QLED and QD-OLED displays -- blue quantum dot subpixel. QDEL displays use the same quantum dot cores that QD-OLED and QLED products use, [Jeff Yurek, Nanosys' VP of marketing] told me, adding, "The functionalization of the outer layer of the [quantum dots] needs to be changed to make it compatible with each display architecture, but the cores that do the heavy lifting are pretty much the same across all of these."

Because QDEL pixels make their own light and can therefore turn off completely, QDEL displays can deliver the same deep blacks and rich contrast that made OLED popular. But with the use of direct-view quantum dots, stakeholders are claiming the potential for wider color gamuts than we've seen in consumer displays before. With fewer layers and parts, there are also implications for QDEL product pricing, longevity, and even thinness. [...] The fact that quantum dots are already being successfully applied to LCD-LED and OLED screens is encouraging for future QDEL products. QDEL stakeholders claim that the tech could bring efficiencies like lower power consumption and higher brightness than OLED. (Research using a prototype device has recorded quantum dot light-emitting diodes reaching 614,000 nits. Of course, those aren't the type of results you should expect to see in a real-life consumer product.) There's also hope that QDEL could eventually last longer than OLED, especially since QDEL doesn't rely on organic materials that can cause burn-in.

Google

Google Fires More Employees Over Protest of Cloud Contract With Israel (axios.com) 227

Google has fired another 20 workers for participating in protests against its $1.2 billion cloud computing contract with the Israeli government, according to an activist group representing the workers. From a report: In total, the company has now fired around 50 employees over sit-in protests held in Google offices last week that were part of yearslong discontent among a group of Google and Amazon workers over claims that Israel is using the companies' services to harm Palestinians. Google has denied those claims, saying Project Nimbus, the cloud-computing contract, doesn't involve "highly sensitive, classified, or military workloads relevant to weapons or intelligence services," and that Israeli government ministries that use its commercial cloud must agree to its terms of services and other policies.

No Tech For Apartheid, the group representing the workers, claimed in a statement that Google is attempting to "quash dissent, silence its workers, and reassert its power over them." "That's because Google values its profit, and its $1.2 billion contract with the Israeli government and military, more than people. And it certainly values it over its own workers," it said. The group said it will continue organizing until Google cancels Project Nimbus.
Further reading: Google To Employees: 'We Are a Workplace'.
Power

California Is Grappling With a Growing Problem: Too Much Solar (washingtonpost.com) 335

An anonymous reader quotes a report from the Washington Post: In sunny California, solar panels are everywhere. They sit in dry, desert landscapes in the Central Valley and are scattered over rooftops in Los Angeles's urban center. By last count, the state had nearly 47 gigawatts of solar power installed -- enough to power 13.9 million homes and provide over a quarter of the Golden State's electricity. But now, the state and its grid operator are grappling with a strange reality: There is so much solar on the grid that, on sunny spring days when there's not as much demand, electricity prices go negative. Gigawatts of solar are "curtailed" -- essentially, thrown away. In response, California has cut back incentives for rooftop solar and slowed the pace of installing panels. But the diminishing economic returns may slow the development of solar in a state that has tried to move to renewable energy. And as other states build more and more solar plants of their own, they may soon face the same problems.

Curtailing solar isn't technically difficult -- according to Paul Denholm, senior research fellow at the National Renewable Energy Laboratory, it's equivalent to flipping a switch for grid operators. But throwing away free power raises electricity prices. It has also undercut the benefits of installing rooftop solar. Since the 1990s, California has been paying owners of rooftop solar panels when they export their energy to the grid. That meant that rooftop solar owners got $0.20 to $0.30 for each kilowatt-hour of electricity that they dispatched. But a year ago, the state changed this system, known as "net-metering," and now only compensates new solar panel owners for how much their power is worth to the grid. In the spring, when the duck curve is deepest, that number can dip close to zero. Customers can get more money back if they install batteries and provide power to the grid in the early evening or morning.

The change has sparked a huge backlash from Californians and rooftop solar companies, which say that their businesses are flagging. Indeed, Wood Mackenzie predicts that California residential solar installations in 2024 will fall by around 40 percent. Some state politicians are now trying to reverse the rule. "Under the CPUC's leadership California is responsible for the largest loss of solar jobs in our nation's history," Bernadette del Chiaro, the executive director of the California Solar and Storage Association, said in a statement referring to California's public utility commission. But experts say that it reflects how the economics of solar are changing in a state that has gone all-in on the technology. [...] To cope, [California's grid operator, known as CAISO] is selling some excess power to nearby states; California is also planning to install additional storage and batteries to hold solar power until later in the afternoon. Transmission lines that can carry electricity to nearby regions will also help -- some of the lost power comes from regions where there simply aren't enough power lines to carry a sudden burst of solar. Denholm says the state is starting to take the steps needed to deal with the glut. "There are fundamental limits to how much solar we can put on the grid before you start needing a lot of storage," Denholm said. "You can't just sit around and do nothing."
Further reading: The Energy Institute discusses this problem in a recent blog post.

Since 2020, the residential electricity rates in California have risen by as much as 40% after adjusting for inflation. While there's been "a lot of finger-pointing about the cause of these increases," the authors note that the impact on rates is multiplied when customers install their own generation and buy fewer kilowatts-hours from the grid because those households "contribute less towards all the fixed costs in the system." These fixed costs include: vegetation management, grid hardening, distribution line undergrounding, EV charging stations, subsidies for low income customers, energy efficiency programs, and the poles and wires that we all rely on whether we are taking electricity off the grid or putting it onto the grid from our rooftop PV systems.

"Since those fixed costs still need to be paid, rates go up, shifting costs onto the kWhs still being bought from the grid."
Businesses

Apple Acquires Datakalab, a French Startup Behind AI and Computer Vision Tech (9to5mac.com) 1

According to French business magazine Challenges, Apple has acquired Datakalab -- a Paris-based startup specializing in artificial intelligence compression and computer vision technology. 9to5Mac reports: Datakalab described itself as "experts in low power, runtime efficient, and deep learning algorithms" that work on device. On its LinkedIn page, Datakalab highlights "industry leading compression and adaptation to deploy embedded computer vision that is fast, cost-effective and precise." Prior to the Apple acquisition had between 10 and 20 employees.

From Datakalab's now-defunct website: "Datakalab is a French technology company that develops computer image analysis algorithms to measure flows in public space. The images are instantly transformed into anonymized statistical data processed locally in 100ms. Datakalab does not store any images or personal data and only keeps statistical data. Datakalab products are built according to the principle of 'Privacy by Design.'"

While neither Apple nor DatakaLab have acknowledged the acquisition, Challenges says that the deal was reported to the European Commission this month. The report says that Datakalab's two founders did not join Apple, but multiple other employees did make the jump. Datakalab also held multiple patents related to AI compression and vision technology.
The acquisition makes perfect sense given Apple's rumored ambitions to run its upcoming AI-related features in iOS 18 "entirely on device."
United States

Biden Marks Earth Day by Announcing $7 Billion in Solar Power Grants (time.com) 106

President Joe Biden travels to Triangle, Virginia, Monday to mark Earth Day, where he'll unveil $7 billion in grant funding for solar power under the Inflation Reduction Act and announce new steps to stand up his administration's American Climate Corps -- a program popular with youth climate groups. From a report: The announcements come days after the Biden administration made several significant conservation announcements, including barring oil drilling on nearly half of the national petroleum reserve in Alaska. Under the Environmental Protection Agency's Solar for All program, the administration will announce funding awards to states territories, tribal governments, municipalities and nonprofits "to develop long-lasting solar programs that are targeted towards the communities and people who need them most," EPA Deputy Administrator Janet McCabe told reporters. Per McCabe, the funding will enable nearly one million households in low-income and disadvantaged communities to benefit from solar power, saving more than $350 million in electric costs annually and more than $8 billion over the life of the program for overburdened households.
Power

AI Needs So Much Electricity That Tech Companies Are Getting Into Energy Business (sherwood.news) 50

An anonymous reader shares a report: To accommodate tech companies' pivots to artificial intelligence, tech companies are increasingly investing in ways to power AI's immense electricity needs. Most recently, OpenAI CEO Sam Altman invested in Exowatt, a company using solar power to feed data centers, according to the Wall Street Journal. That's on the heals of OpenAI partner, Microsoft, working on getting approval for nuclear energy to help power its AI operations. Last year Amazon, which is a major investor in AI company Anthropic, said it invested in more than 100 renewable energy projects, making it the "world's largest corporate purchaser of renewable energy for the fourth year in a row."
Power

What Happened After Amazon Electrified Its Delivery Fleet? (yahoo.com) 202

Bloomberg looks at America's biggest operator of private electrical vehicle charging infrastructure: Amazon. "In a little more than two years, Amazon has installed more than 17,000 chargers at about 120 warehouses around the U.S." — and had Rivian build 13,500 custom electric delivery vans. Amazon has a long way to go. The Seattle-based company says its operations emitted about 71 million metric tons of carbon dioxide equivalent in 2022, up by almost 40% since Jeff Bezos's 2019 vow that his company would eventually stop contributing to the emissions warming the planet. Many of Amazon's emissions come from activities — air freight, ocean shipping, construction and electronics manufacturing, to name a few — that lack a clear, carbon-free alternative, today or any time soon. The company has not made much progress on decarbonization of long-haul trucking, whose emissions tend to be concentrated in industrial and outlying areas rather than the big cities that served as the backdrop for Amazon's electric delivery vehicle rollout...

Another lesson Amazon learned is one the company isn't keen to talk about: Going green can be expensive, at least initially. Based on the type of chargers Amazon deploys — almost entirely midtier chargers called Level 2 in the industry — the hardware likely cost between $50 million and $90 million, according to Bloomberg estimates based on cost estimates supplied by the National Renewable Energy Laboratory. Factoring in costs beyond the plugs and related hardware — like digging through a parking lot to lay wires or set up electrical panels and cabinets — could double that sum. Amazon declined to comment on how much it spent on its EV charging push.
In addition to the expense of the chargers, electric vehicle-fleet operators are typically on the hook for utility upgrades. When companies request the sort of increases to electrical capacity that Amazon has — the Maple Valley warehouse has three megawatts of power for its chargers — they tend to pay for them, making the utility whole for work done on behalf of a single customer. Amazon says it pays upgrade costs as determined by utilities, but that in some locations the upgrades fit within the standard service power companies will handle out of their own pocket.

The article also includes this quote from Kellen Schefter, transportation director at the Edison Electric Institute trade group (which worked with Amazon on its electricity needs). "Amazon's scale matters. If Amazon can show that it meets their climate goals while also meeting their package-delivery goals, we can show this all actually works."
Mars

The Ingenuity Mars Helicopter Just Sent Its Last Message Home (livescience.com) 27

Two months ago the team behind NASA's Ingenuity Helicopter released a video reflecting on its historic explorations of Mars, flying 10.5 miles (17.0 kilometers) in 72 different flights over three years. It was the team's way of saying goodbye, according to NASA's video.

And this week, LiveScience reports, Ingenuity answered back: On April 16, Ingenuity beamed back its final signal to Earth, which included the remaining data it had stored in its memory bank and information about its final flight. Ingenuity mission scientists gathered in a control room at NASA's Jet Propulsion Laboratory (JPL) in California to celebrate and analyze the helicopter's final message, which was received via NASA's Deep Space Network, made up of ground stations located across the globe.

In addition to the remaining data files, Ingenuity sent the team a goodbye message including the names of all the people who worked on the mission. This special message had been sent to Perseverance the day before and relayed to Ingenuity to send home.

The helicopter, which still has power, will now spend the rest of its days collecting data from its final landing spot in Valinor Hills, named after a location in J.R.R. Tolkien's "The Lord of the Rings" books.

The chopper will wake up daily to test its equipment, collect a temperature reading and take a single photo of its surroundings. It will continue to do this until it loses power or fills up its remaining memory space, which could take 20 years. Such a long-term dataset could not only benefit future designs for Martian vehicles but also "provide a long-term perspective on Martian weather patterns and dust movement," researchers wrote in the statement. However, the data will be kept on board the helicopter and not beamed back to Earth, so it must be retrieved by future Martian vehicles or astronauts.

"Whenever humanity revisits Valinor Hills — either with a rover, a new aircraft, or future astronauts — Ingenuity will be waiting with her last gift of data," Teddy Tzanetos, an Ingenuity scientist at JPL, said in the statement.

Thursday NASA's Jet Propulsion Laboratory released another new video tracing the entire route of Ingenuity's expedition over the surface of Mars.

"Ingenuity's success could pave the way for more extensive aerial exploration of Mars down the road," adds Spacae.com: Mission team members are already working on designs for larger, more capable rotorcraft that could collect a variety of science data on the Red Planet, for example. And Mars isn't the only drone target: In 2028, NASA plans to launch Dragonfly, a $3.3 billion mission to Saturn's huge moon Titan, which hosts lakes, seas and rivers of liquid hydrocarbons on its frigid surface. The 1,000-pound (450 kg) Dragonfly will hop from spot to spot on Titan, characterizing the moon's various environments and assessing its habitability.
GUI

LXQt 2.0 Released: Lightweight Desktop is Almost Wayland Compatible (9to5linux.com) 66

This week saw the release of the LXQt 2.0 desktop environment, reports 9to5Linux. And besides bringing Qt 6 support (and a new default application menu), it also brings support for the Wayland display protocol to more components: The LXQt development is confident that the next major release, LXQt 2.1, will be fully Wayland compatible. The components that need to be ported to Wayland include ScreenGrab, LXQt Global Shortcuts, LXQt Panel's task-bar and keyboard indicator, some input settings, and settings of monitor, power button, and screen locker.

"Wayland will be the main target for LXQt 2.1.0, as Qt6 was for LXQt 2.0.0" said the devs. "Most Wayland compositors have tools that can be used instead of them, such that an LXQt-Wayland session is already possible for advanced users."

The lightweight Linux distro Lubuntu uses LXQtplace in place of GNOME — and Lubuntu 24.04 LTS will include an optional Wayland session alongside its default Xorg one, according to 9to5Linux:

I said it before and I'll say it again, 2024 is the year of the Wayland desktop... The Lubuntu team plans to support the Xorg session until 2026 to aid users with older GPUs... However, the tables will be turned next year with the Lubuntu 24.10 release, which will be shipping with Wayland by default.

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