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Techmeme
August 4, 2024, 1:25 AM
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Top News

The Information:
Sources: Nvidia told Microsoft, and another large cloud provider, that its new Blackwell AI chips will be delayed by three months or more due to design flaws  —  Nvidia's upcoming artificial intelligence chips will be delayed by three months or more due to design flaws …
Lucas Shaw / Bloomberg:
Sources: Meta is offering Hollywood celebrities like Judi Dench millions of dollars for the right to use their voices for AI projects; SAG-AFTRA agreed to terms  —  - Judi Dench, Awkwafina are among the celebrities holding talks  — Some terms sought by Meta trigger actors' fears of AI
Financial Times:
Microsoft, Alphabet, Amazon, and Meta boosted capex by 50% to a total of $106B in H1 2024, as they build AI infrastructure and pledge more investment hikes  —  Technology stocks have been volatile as Microsoft, Meta, Amazon and Google report huge increases in their investments in artificial intelligence
Eric Platt / Financial Times:
Filings: Warren Buffett's Berkshire Hathaway slashed its stake in Apple by ~50% in Q2, following a 13% cut in Q1, leaving it with a position worth $84.2B  —  Cash holdings hit a record high as billionaire investor dumps $76bn of stocks  —  Warren Buffett's Berkshire Hathaway has slashed …
Jason Schreier / Bloomberg:
A look at Bungie's future after it laid off 220 staffers, as current and former employees say it grew too fast and tried to develop too many projects at once  —  The creator of Halo and Destiny laid off more than 200 people this week including several top executives  —  Hi everyone.
Sergiu Gatlan / BleepingComputer:
Google Chrome warns uBlock Origin may soon be disabled and tells users to switch to other ad blockers before deprecation of Manifest V2 extensions  —  Google Chrome is now encouraging uBlock Origin users who have updated to the latest version to switch to other ad blockers before Manifest v2 extensions are disabled.
Zack Whittaker / TechCrunch:
Data breach notifications show personal data of at least 1.43M individuals was compromised in US pharmaceutical giant Cencora's February data breach  —  Cencora has so far notified over a million people around the U.S. that their personal and protected health information was compromised …
Wall Street Journal:
A profile of Huawei, which has expanded into new businesses, built out its supply chain, and boosted profit, thanks to billions of dollars in Beijing support  —  The Chinese telecom giant struggled at first under U.S. sanctions—then Beijing stepped in
Lily Hay Newman / Wired:
A security researcher says 4.6M Illinois voter and election records, including Social Security Numbers, were exposed by a contractor's unsecured databases  —  Social Security numbers, death certificates, voter applications, and other personal information was accessible on the open internet …
Ivan Mehta / TechCrunch:
Character.AI co-founders Noam Shazeer and Daniel De Freitas, and some employees, are joining Google; Google has signed a non-exclusive agreement to use its tech  —  In a big move, Character.AI co-founder and CEO CEO Noam Shazeer is returning to Google after leaving the company in October 2021 to found the a16z-backed startup.
The Information:
Character.AI told staff that investors will be bought out at a valuation of ~2.5x its $1B 2023 valuation, and it plans to adopt open-source models for products

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From Mediagazer

CNBC:
Brendan Carr says Paramount's deal for WBD has “real consumer benefits” and is “cleaner” than Netflix's and that he expects it to be approved “pretty quickly”

Maggie Harrison Dupré / Futurism:
Source: Ars Technica fired senior AI reporter Benj Edwards after his February 13 story had AI-fabricated quotes; Edwards admitted to using Claude and ChatGPT

Peter White / Deadline:
Banijay and RedBird IMI-owned All3Media announce a merger, creating a production giant with $8B in annual revenue, in a deal expected to close in H2

More News

Michael McWhertor / Polygon:
ROMHacking.net, a community of people sharing hacks and fixes for old games, winds down, closes all ROM hack submissions, and moves its data to Internet Archive
Patpicha Tanakasempipat / Bloomberg:
Apple apologizes and pulls an ad set in Thailand after backlash from Thai lawmakers and influencers who deemed its portrayal of the country offensive
Gaby Del Valle / The Verge:
Trump says Zuckerberg called him after the assassination attempt and told Trump he wouldn't endorse a Democrat because he “respected” Trump's reaction that day

Earlier Picks

Arjun Kharpal / CNBC:
Nintendo reports Q1 revenue down 46.5% YoY to ~$1.65B, vs. ~$1.92B est., net profit down 55.3% YoY to ~$536M, and Switch sales down 46% YoY to 2.1M units
Josh Sisco / Politico:
Sources: the US DOJ is investigating Nvidia's acquisition of Run:ai, a Tel Aviv-based startup that enables virtualization of GPUs, on antitrust grounds
Paul Alcorn / Tom's Hardware:
Intel extends the warranty for its boxed Core 13th and 14th Gen desktop processors by an additional two years, due to customers experiencing instability issues
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