➀ Intel's shift to a more transparent strategy in technology announcements; ➁ The competition between Intel's PowerVia and TSMC's Super Power Rail; ➂ Andy Grove's philosophy of maintaining a 'healthy amount of paranoia'.

➀ AI laptops like Microsoft's Copilot+ PCs face uncertain future; ➁ Micron's Q3 earnings weaker than expected; ➂ AI PC and smartphone 'supercycle' not materializing as projected

➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.

➀ A class-action lawsuit alleges that UnitedHealthcare uses a faulty algorithm to deny patient coverage, filed by two now-deceased individuals. ➁ UnitedHealthcare CEO Brain Thompson was killed in Midtown Manhattan earlier this week, and the suspect is currently on the run. ➂ The lawsuit claims UnitedHealthcare pushed employees to use an algorithm with a 90% error rate to deny coverage.

➀ The rise of RISC-V cores and the challenges of certification; ➁ The role of Breker Verification Systems in the certification process; ➂ The complexity of certifying RISC-V ISA implementations and the efforts of RISC-V International.

➀ Qualcomm's Snapdragon X laptops have sold 720,000 units globally, capturing only 0.8% of the AI PC market; ➁ Despite a 180% growth in Q3 2024, they remain niche with less than 1.5% market share; ➂ Microsoft leads in shipments, followed by Dell, HP, Lenovo, Acer, and ASUS.

➀ NVIDIA has announced a new Grace Blackwell platform with the NVIDIA GB200 NVL4, which combines two Arm-based Grace CPUs and four Blackwell GPUs. The platform is designed for lower power deployments with a power consumption of just over 6kW. The NVL4 module is targeted to be a large node with up to 1.3TB of combined coherent memory. ➁ The GB200 NVL4 is set to ship in the second half of 2025. ➂ The NVL4 is designed as an alternative to the higher power and higher GPU count platforms offered by NVIDIA, targeting specific deployment needs.

➀ Virgin Media O2 introduces AI Granny Daisy to combat phone scammers; ➁ The AI impersonates a confused grandmother to waste scammers' time; ➂ Daisy is designed to keep scammers on the line, preventing them from targeting real victims.

➀ Researchers from Queen Mary University of London have developed new nanocomposite films from starch, offering a sustainable alternative to petroleum-based materials; ➁ The films are made from abundant natural polymer starch and highly conductive MXene, with potential applications in electronics and sensing; ➂ The nanocomposites can be tailored for various uses, including wearable technology and healthcare, and are biodegradable.

➀ ByteDance, owner of TikTok, remains the world's most valuable unicorn with a valuation of $225 billion, surpassing SpaceX and OpenAI. ➁ OpenAI raised $6.6 billion in fresh funding, doubling its valuation to $80 billion. ➂ The top list also includes companies from the apparel, fintech, and software sectors, with ByteDance, OpenAI, and Databricks focusing on AI and genAI.

➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.

➀ Imec spin-off Brailsports is developing a platform for optimizing athlete training volumes and schedules based on data analysis; ➁ The platform uses AI models to estimate individual athlete fitness and fatigue, improving performance and reducing injury risk; ➂ The platform is currently operational at cycling team Lotto Dstny, with positive results.

➀ Arm is exploring the feasibility of running LLMs on mobile devices; ➁ Arm's optimization techniques for LLMs on mobile; ➂ The importance of practical use cases for LLMs in mobile devices

➀ The traditional PC market is expected to remain flat in 2024 with 261 million units shipped, while the tablet market is forecast to grow by 7.2% year-over-year, leading to a 2.6% overall growth for PCs + tablets. ➁ Excluding China, the global traditional PC market would have grown by 2.8%, but China's economic challenges have impacted PC sales, though Huawei has sustained domestic tablet demand. ➂ IDC predicts a 4.3% year-over-year growth for traditional PCs in 2025 due to the end of Windows 10 support, which could also benefit Apple's market share. ➃ AI PC adoption is driven by the need for new PCs rather than a specific demand for AI functionality.

➀ Intel officially announced the Lunar Lake (Core Ultra 200 series) AI PC chip at Computex 2024, with a comprehensive computing power of 120TOPS. ➁ The upcoming Panther Lake, based on Intel's 18A (1.8nm) process, will feature advanced technologies like hybrid bonding and wafer-to-wafer stacking. ➂ Panther Lake will offer up to 16 CPU cores and 12 Xe3 GPU cores, significantly enhancing AI and graphics performance.

➀ Intel announced expanded benefits for AI PC partners, including a new contest offering market development funds and other incentives. ➁ The company plans to cut over $10 billion in costs and 15,000 jobs, but is still investing in AI PC innovation. ➂ The AI PC Innovation Challenge includes three tiers of prizes, encouraging partners to develop AI PC applications.

➀ AMD introduces Ryzen AI 300 chips, aiming to enhance AI PC capabilities. ➁ The company focuses on a three-pillar strategy: robust software stack, performant hardware, and open-source solutions. ➂ AMD collaborates with Microsoft and other partners to ensure a seamless AI experience on their platforms.

❶ Intel's Lunar Lake processors, aimed at thin and light notebooks, are almost entirely outsourced, leading to higher costs. ❷ The upcoming Panther Lake and Clearwater Forest processors, made using Intel's 18A process technology, promise better performance and lower costs. ❸ Intel plans to ramp up production of Lunar Lake to meet market demand, despite its high costs.

1. Dell has launched new Copilot+ PC products with advanced AI models and NPUs offering 40TOPS performance; 2. The lineup includes the XPS 13, Inspiron 14 Plus, and Latitude 7455 models, each with customizable configurations and high-performance features; 3. The company has also announced plans to release the Inspiron 14 with an 8-core Snapdragon X Plus processor in late September.

1. AMD unveiled the Zen 5 CPU microarchitecture at Computex 2024, introducing two new client platforms: Ryzen AI 300 series for laptops and Ryzen 9000 series for desktops. 2. The Ryzen AI 300 series, code-named Strix Point, features a new XDNA 2 NPU promising 50 TOPS of performance and upgraded RDNA 3.5 integrated graphics. 3. Zen 5 architecture shows significant improvements over Zen 4, with higher instructions per cycle and advancements in both graphics and AI performance.