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Intel Struggles To Meet AI Data Center Demand

Slashdot.org - Thu, 01/22/2026 - 21:02

Intel says it struggled to satisfy demand for its AI data-center CPUs while new PC chips squeeze margins. CEO Lip-Bu Tan framed the turnaround as supply-constrained, not demand-constrained, with manufacturing yields (18A) improving but still below targets. Reuters reports: The forecast underscores the difficulties faced by Intel in predicting global chip markets, where the company's current products are the result of decisions made years ago. The company, whose shares have risen 40% in the past month, recently launched a long-awaited laptop chip designed to reclaim its lead in personal computers just as a memory chip crunch is expected to depress sales across that industry. Meanwhile, Intel executives said the company was caught off guard by surging demand for server central processors that accompany AI chips. Despite running its factories at capacity, Intel cannot keep up with demand for the chips, leaving profitable data center sales on the table while the new PC chip squeezes its margins. "In the short term, I'm disappointed that we are not able "to fully meet the demand in our markets," Chief Executive Officer Lip-Bu Tan told analysts on a conference call. The company forecast current-quarter revenue between $11.7 billion and $12.7 billion, compared with analysts' average estimate of $12.51 billion, according to data compiled by LSEG. It expects adjusted earnings per share to break even in the first quarter, compared with expectations of adjusted earnings of 5 cents per share.

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Epic and Google Have a Secret $800 Million Unreal Engine and Services Deal

Slashdot.org - Thu, 01/22/2026 - 20:25

A federal judge revealed a previously undisclosed ~$800 million, six-year partnership between Epic Games and Google tied to Unreal Engine services and joint marketing. It raises questions about whether the deal influenced Epic's willingness to settle its antitrust case over Android. The Verge reports: [California District Judge James Donato] allowed Epic and Google to keep most of the details of the plan under wraps. But during the hearing, he quizzed witnesses, including Epic CEO Tim Sweeney and economics expert Doug Bernheim, on how it might impact settlement talks -- revealing some hints in the process. "You're going to be helping Google market Android, and they're going to be helping you market Fortnite; that deal doesn't exist today, right?" Donato asked Bernheim, who answered in the affirmative. He also described it as a "new business between Epic and Google." Sweeney's testimony cracked the mystery a little further. He referred to the agreement as relating to the "metaverse," a term Sweeney has used to refer to Epic's game Fortnite. "Epic's technology is used by many companies in the space Google is operating in to train their products, so the ability for Google to use the Unreal Engine more fullsome... sorry, I'm blowing this confidentiality," Sweeney said. Donato then offered a hard dollar figure on one part of the deal: "An $800 million spend over six years, that's a pretty healthy partnership," he said. We soon learned that refers to Epic spending $800 million to purchase some sort of services from Google: "Every year we've decided against Google, in this year we're deciding to use Google at market rates," he said. Sweeney did throw cold water on the idea that Epic and Google are jointly building a single new product together, though. "This is Google and Epic each separately building product lines," he clarified, when Judge Donato asked what the term sheet referred to with the line "Google and Epic will work together." Donato seemed potentially leery of the partnership, asking Bernheim whether it could constitute a "quid pro quo" that reduced Epic's incentive to push for terms that would benefit other developers. Currently, Epic is backing a settlement that would see Google reduce its standard app store fees worldwide and allow alternative app stores to register for easy installation on Android. Sweeney disputed the notion that Epic might be getting paid off to soften its terms, when it's the one paying out. "I don't see anything crooked about Epic paying Google off to encourage much more robust competition than they've allowed in the past," he said. "We view this as a significant transfer of value from Epic to Google." He also says the Epic Games Store won't get any special treatment from Android in the future under this deal. It appears that the settlement arrangement is tied to the business deal. Judge Donato suggested that Epic and Google would only make the deal if the settlement goes through. Sweeney says the specific terms of the deal have not yet been reached, but admitted that he expects them to. He told Judge Donato that yes, he considers the settlement and deal "an important part of Epic's growth plan for the future."

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EU Parliament Calls For Detachment From US Tech Giants

Slashdot.org - Thu, 01/22/2026 - 19:45

The European Parliament is calling on the European Commission to reduce dependence on U.S. tech giants by prioritizing EU-based cloud, AI, and open-source infrastructure. The report frames "European Tech First," public procurement reform, and Public Money, Public Code as necessary self-defense against growing U.S. control over critical digital infrastructure. Heise reports: In terms of content, the report focuses on a strategic reorientation of public procurement and infrastructure. The compromise line adopted stipulates that member states can favor European tech providers in strategic sectors to systematically strengthen the technological capacity of the Community. The Greens even called for a stricter regulation here, where the use of products "Made in EU" should become the rule and exceptions would have to be explicitly justified. They also pushed for a definition for cloud infrastructure that provides for full EU jurisdiction without dependencies on third countries. With the decision, the MEPs want to lay the foundation for a European digital public infrastructure based on open standards and interoperability. The principle of Public Money, Public Code is anchored as a strategic foundation to reduce dependence on individual providers. Software specifically developed for administration with tax money should therefore be made available to everyone under free licenses. For financing, the Parliament relies on the expansion of public-private investments. A "European Sovereign Tech Fund" endowed with ten billion euros was discussed beforehand, for example, to specifically build strategic infrastructures that the market does not provide on its own. The shadow rapporteur for the Greens, Alexandra Geese, sees Europe ready to take control of its digital future with the vote. As long as European data is held by US providers subject to laws such as the Cloud Act, security in Europe is not guaranteed.

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New Jersey Law Requires E-Bike Drivers To Have License, Insurance

Slashdot.org - Thu, 01/22/2026 - 19:02

An anonymous reader quotes a report from CBS News: As one of his final acts in office, former New Jersey Gov. Phil Murphy signed into law new requirements for e-bikes in his state. The new legislation signed Monday requires that owners and operators of e-bikes have licenses, registration and insurance. Owners and operators of e-bikes must be at least 17 years old and have a valid driver's license or be at least 15 years old with a motorized bicycle license under the law, which covers all types of electric bikes. "We are in a new era of e-bike use that requires updated safety standards to help prevent accidents, injuries, and fatalities. Requiring registration and licensing will improve their safe use and having them insured will protect those injured in accidents," said Senate President Nick Scutari, who co-sponsored the bill. The legislation follows an increase in crashes involving e-bikes, including multiple incidents that killed or injured young people in New Jersey in 2025. [...] Registration and licensing fees for e-bikes will be waived for one year, and riders will have six months to get the registration, insurance and license that they need under the law.

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The Microsoft-OpenAI Files

Slashdot.org - Thu, 01/22/2026 - 18:20

Longtime Slashdot reader theodp writes: GeekWire takes a look at AI's defining alliance in The Microsoft-OpenAI Files, an epic story drawn from 200+ documents, many made public Friday in Elon Musk's ongoing suit accusing OpenAI and its CEO Sam Altman of abandoning the nonprofit mission (Microsoft is also a defendant). Musk, who was an OpenAI co-founder, is seeking up to $134 billion in damages. "Previously undisclosed emails, messages, slide decks, reports, and deposition transcripts reveal how Microsoft pursued, rebuffed, and backed OpenAI at various moments over the past decade, ultimately shaping the course of the lab that launched the generative AI era," reports GeekWire. "The latest round of documents, filed as exhibits in Musk's lawsuit, [...] show how Nadella and Microsoft's senior leadership team rally in a crisis, maneuver against rivals such as Google and Amazon, and talk about deals in private." Even though Microsoft didn't have a seat on the OpenAI board, text messages between Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman following Altman's firing as CEO in Nov. 2023 (news of which sent Microsoft's stock plummeting), revealed in the latest filings, show just how influential Microsoft was. A day after Altman's firing, Nadella sent Altman a detailed message from Brad Smith, Microsoft's president and top lawyer, explaining that Microsoft had created a new subsidiary called Microsoft RAI (Responsible Artificial Intelligence) Inc. from scratch -- legal work done, papers ready to file as soon as the WA Secretary of State opened Monday morning -- and was ready to capitalize and operationalize it to "support Sam in whatever way is needed," including absorbing the OpenAI team at a calculated cost of roughly $25 billion. (Altman's reply: "kk"). Just days later, as he planned his return as CEO to the now-reeling-from-Microsoft-punches nonprofit, Altman joined Microsoft's Nadella, Smith, and CTO Kevin Scott in a text messaging thread in which the four vetted prospective board members to replace those who had ousted Altman. Later that night, OpenAI announced Altman's return with the newly constituted board. If you like stories with happy Microsoft endings, as part of an agreement clearing the way for OpenAI to restructure as a for-profit business, Microsoft in October received a 27% ownership stake in OpenAI worth approximately $135 billion and retains access to the AI startup's technology until 2032, including models that achieve AGI.

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Waymo Launches Robotaxi Service In Miami, Extending US Lead

Slashdot.org - Thu, 01/22/2026 - 17:40

Waymo has launched its paid robotaxi service in Miami, marking its sixth U.S. market and the company's first expansion of 2026. CNBC reports: As U.S. competition has lagged, Waymo's planned 2026 expansions could lock in rider demand and loyalty in the U.S. To start, Waymo will offer its services within a 60-square-mile area that includes Miami's Design District, Wynwood, Brickell and Coral Gables neighborhoods, the Google sister company said. The company began testing its vehicles in the Florida city in early 2025. Waymo said it plans to extend its service to the Miami International Airport in the near future, but did not give a specific timeline. The company said "nearly 10,000 residents" of Miami have already signed up to try its robotaxi service, and Waymo will be "inviting new riders on a rolling basis." Riders can hail a Waymo robotaxi in Miami using the company's app. Waymo is partnering with mobility company Moove for fleet management services including vehicle charging, cleaning and repairs.

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Google Begins Offering Free SAT Practice Tests Powered By Gemini

Slashdot.org - Thu, 01/22/2026 - 17:02

An anonymous reader quotes a report from Ars Technica: It's no secret that students worldwide use AI chatbots to do their homework and avoid learning things. On the flip side, students can also use AI as a tool to beef up their knowledge and plan for the future with flashcards or study guides. Google hopes its latest Gemini feature will help with the latter. The company has announced that Gemini can now create free SAT practice tests and coach students to help them get higher scores. As a standardized test, the content of the SAT follows a predictable pattern. So there's no need to use a lengthy, personalized prompt to get Gemini going. Just say something like, "I want to take a practice SAT test," and the chatbot will generate one complete with clickable buttons, graphs, and score analysis. Of course, generative AI can go off the rails and provide incorrect information, which is a problem when you're trying to learn things. However, Google says it has worked with education firms like The Princeton Review to ensure the AI-generated tests resemble what students will see in the real deal. The interface for Gemini's practice tests includes scoring and the ability to review previous answers. If you are unclear on why a particular answer is right or wrong, the questions have an "Explain answer" button right at the bottom. After you finish the practice exam, the custom interface (which looks a bit like Gemini's Canvas coding tool) can help you follow up on areas that need improvement. Google says support for the SAT is just the start, "with more tests coming in the future."

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NASA Eyes Popular PC Hardware Performance Tool for Its Flight Simulators

Slashdot.org - Thu, 01/22/2026 - 16:22

NASA Langley has initiated the U.S. government software approval process to install CapFrameX, a benchmarking tool popular among PC gaming enthusiasts, on its cockpit simulators used to train test pilots. The space agency reached out to CapFrameX, not the other way around, according to an X post from the company. NASA builds custom flight simulators from scratch for experimental aircraft like the X-59, a supersonic jet designed to produce a quiet thump rather than the traditional sonic boom. The agency's simulator teams replicate every switch, dial and knob to match the actual cockpit layout, helping pilots build muscle memory before flying the real thing.

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Half the World's 100 Largest Cities Are in High Water Stress Areas, Analysis Finds

Slashdot.org - Thu, 01/22/2026 - 15:44

Half the world's 100 largest cities are experiencing high levels of water stress, with 38 of these sitting in regions of "extremely high water stress," new analysis and mapping has shown. The Guardian: Water stress means that water withdrawals for public water supply and industry are close to exceeding available supplies, often caused by poor management of water resources exacerbated by climate breakdown. Watershed Investigations and the Guardian mapped cities on to stressed catchments revealing that Beijing, New York, Los Angeles, Rio de Janeiro and Delhi are among those facing extreme stress, while London, Bangkok and Jakarta are classed as being highly stressed. Separate analysis of NASA satellite data, compiled by scientists at University College London, shows which of the largest 100 cities have been drying or getting wetter over two decades with places such as Chennai, Tehran and Zhengzhou showing strong drying trends and Tokyo, Lagos and Kampala showing strong wetting trends. All 100 cities and their trends can be viewed on a new interactive water security atlas.

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Moderna Curbing Investments in Vaccine Trials Due To US Backlash, CEO Says

Slashdot.org - Thu, 01/22/2026 - 15:01

An anonymous reader shares a report: Moderna does not plan to invest in new late-stage vaccine trials because of growing opposition to immunizations from U.S. officials, CEO Stephane Bancel said in an interview with Bloomberg TV on Thursday. "You cannot make a return on investment if you don't have access to the U.S. market," Bancel told Bloomberg TV on the sidelines of the World Economic Forum in Davos. Bancel said regulatory delays and little support from the authorities make the market size "much smaller."

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