➀ Elon Musk addresses rumors about Tesla's smartphone development on 'The Joe Rogan Experience'; ➁ He states that Tesla is not currently making a phone but could potentially create one; ➂ Musk emphasizes that creating a phone is not a priority unless necessary.
Recent #Google news in the semiconductor industry
➀ Russia fines Google an astronomical amount of 2 undecillion rubles for blocking pro-Russian channels on YouTube; ➁ The fine is described as 'a case with many, many zeroes'; ➂ Google's Russian subsidiary declared bankruptcy in 2022 but still operates services in Russia.
1. Alphabet Inc., also known as Google, reported a strong Q3 double beat with compelling business growth and margin expansion; 2. Alphabet's mid-teens revenue growth rate is highly attractive, especially compared to peers like Apple; 3. Google Cloud's revenue grew by 35%, significantly boosting Alphabet's overall operating profits and margins.
➀ Russian court imposes a massive fine of 2 undecillion roubles on Google; ➁ Fine relates to blocking access to 17 Russian TV channels; ➂ Penalty could increase if Google does not comply within nine months.
➀ Meta has been indexing the web for at least eight months to develop its own search engine for integration into Meta AI; ➁ The search engine aims to provide an alternative to Google Search and Microsoft Bing; ➂ Meta is using web crawlers for AI search and has partnered with Reuters for content sourcing.
➀ Google's next-gen Tensor G6 processor, codenamed 'Malibu', will be built on TSMC's 2nm process node; ➁ The Tensor G6 is expected to power the upcoming Pixel 11 smartphone series; ➂ The new processor promises major performance and power improvements.
➀ Google's Pixel 10 series is expected to have significant upgrades due to the company's plan to switch to TSMC for chip production.
➁ Tensor G5 and Tensor G6 chip codenames are Laguna and Malibu, respectively.
➂ The G6 chip is expected to be based on TSMC's 2nm process, offering better graphics computing performance and improved energy efficiency.
➀ Nvidia and Google are discussing the use of RISC-V architecture at the RISC-V Summit;
➁ Nvidia has been using RISC-V CPU architecture for nine years and will have a 20-minute keynote speech at the summit;
➂ Google employees, including Cliff Young, the designer of TPU, will discuss the advantages of RISC-V in AI chips;
➃ RISC-V is gaining influence as companies seek cheaper and faster CPU design methods;
➄ Apple is also using RISC-V microcontrollers in its M series CPUs;
➅ RISC-V is trying to capture a market tired of proprietary options like x86 and ARM;
➆ Omdia predicts that by 2030, the shipment of RISC-V processors may reach 17 billion, with about 46% for automotive use;
➇ RISC faces challenges such as security issues and political concerns;
➈ Alibaba has released a new chip for embedded devices with many new security extensions;
➉ Some companies have discussed selling RISC-V chips, but manufacturing issues will not be widely discussed at the summit.
➀ YouTube has unexpectedly reintroduced the YouTube Premium Lite plan in select territories after discontinuing it a year ago; ➁ The plan is currently available in Australia, Germany, and Thailand, with Google not confirming a full comeback in other regions; ➂ The Lite plan offers ad-free video watching at half the price of the standard plan but includes limited ads in the current test version.
➀ An AI researcher uses Google AI Studio to convert a 35-second screen recording into a spreadsheet; ➁ The process costs less than a cent due to the low token rate of Google AI Studio; ➂ The technology could save thousands of hours of manual labor.
➀ Google signs the world's first corporate agreement to purchase nuclear energy from multiple small modular reactors (SMR) developed by Kairos Power; ➁ The agreement aims to bring Kairos Power's first SMR online by 2030, with a total capacity of up to 500MW; ➂ Google emphasizes the importance of clean and affordable nuclear power for communities and the company's carbon-free energy goals.
➀ Baidu's revenue has grown by 51% from 2020Q1 to 2024, with a profit margin of 27% in the second half of 2024.
➁ Baidu's core business includes online marketing and other core businesses such as intelligent cloud, autonomous driving, and mobile ecology.
➂ Google's revenue growth rate in advertising business over five years is about 128%, significantly ahead of Baidu's 50%.
➃ Google's cloud business grew by more than 272%, followed by YouTube advertising and Google search advertising.
➄ Baidu's research and development investment rate is higher than most Chinese Internet companies, but its revenue growth rate has fallen behind.
➅ The market is not optimistic about the ancient AI giants due to unclear 'technology gold cross' and the curse of 'crown'.
➆ Baidu's search as a traditional leader lost traffic barriers in the mobile era, and its technology route has not yet broken through the cycle blockade.
➀ Google responds to claims Pixel smartphones send private user data to Google every 15 minutes; ➁ Google refutes the claims, stating the report lacks crucial context and misinterprets technical details; ➂ Google emphasizes user security and privacy as top priorities for Pixel devices.
➀ Google appeals a historic antitrust lawsuit ruling; ➁ The ruling threatens Google's $12.4 billion mobile gaming empire; ➂ Google argues that the changes requested by Epic could harm consumers and developers.
➀ Google Pixel 9 Pro XL reportedly sends private user information back to Google servers every 15 minutes; ➁ Cybersecurity researchers at Cybernews analyzed the Pixel 9 Pro XL's web traffic and found private data being sent; ➂ The smartphone uses PII for authentication, configuration, and logging, raising privacy concerns.
➀ Google has unveiled its AlphaChip AI-assisted chip design technology, which promises to speed up chip layout design and make it more optimal. ➁ The technology has been used to design Google's TPUs and has been adopted by MediaTek. ➂ AlphaChip uses reinforcement learning to optimize chip layouts, potentially revolutionizing the chip design process.
➀ The cost of training AI models has surged in the past year, as indicated by data from Epoch AI; ➁ The training cost for Gemini, a large language model from Google, ranges from $30 to $191 million; ➂ OpenAI's ChatGPT-4, released in 2023, had a technical creation cost between $41 million and $78 million.
➀ Google generated $238 billion in revenue from its advertising segment in 2023, representing 77% of Alphabet’s overall revenue. ➁ The US anti-trust lawsuit against Google began on September 9, 2024. ➂ Despite significant market share, competitors like Yandex and Baidu generate only a fraction of Google’s advertising revenue.
➀ Google is enhancing Chrome's security features with the latest update; ➁ An improved Safety Check will run in the background to protect users; ➂ Users can now stop unwanted notifications and grant one-time permissions to websites.
➀ Google has started rolling out Android 15, the latest version of its mobile operating system, starting with Pixel devices; ➁ The new version includes UI changes, graphics improvements, camera enhancements, and more; ➃ App compatibility is a priority, with changes for most apps being opt-in until targeting SDK version 35.