In 1999 Slashdot reader Jeremie announced "a new project I recently started to create a complete open-source platform for Instant Messaging with transparent communication to other IM systems (ICQ, AIM, etc)." It was the first release of the eXtensible Messaging and Presence Protocol, and by 2008 Slashdot was asking if XMPP was "the next big thing." Facebook even supported it for third-party chat clients until 2015.

And here in 2025, the chair of the nonprofit XMPP Standards Foundation is long-time Slashdot reader ralphm, who is now issuing this call to action at XMPP.org: The European Digital Markets Act (DMA) is designed to break down walled gardens and enforce messaging interoperability. As a designated gatekeeper, Meta—controlling WhatsApp and Messenger—must comply. However, its current proposal falls short, risking further entrenchment of its dominance rather than fostering genuine competition. [..]

A Call to Action

The XMPP Standards Foundation urges Meta to adopt XMPP for messaging interoperability. It is ready to collaborate, continue to evolve the protocol to meet modern needs, and ensure true compliance with the DMA. Let's build an open, competitive messaging ecosystem—one that benefits both users and service providers.

It's time for real interoperability. Let's make it happen.

An anonymous reader shares a report: For decades, India's economic promise has rested on its demographic dividend -- the competitive edge of a massive, young, and increasingly educated workforce. Economists and policymakers have routinely cited the country's population profile as its ticket to economic superpower status, with projections of reaching $10 trillion in GDP and achieving high-income status by 2047. These forecasts depend heavily on a critical assumption: that roughly 500 million Indians currently aged 5-24 will find productive employment as they enter the workforce over the next two decades. But a sobering new analysis from Bernstein suggests this fundamental premise may be crumbling under the weight of rapid advances in AI.

"The advent of AI threatens to erode all the advantages of India's rich demographic dividend," write Bernstein analysts Venugopal Garre and Nikhil Arela, who characterize their assessment as a potential "doomsday scenario" for a nation that has hitched its economic wagon to services-led growth. At stake is India's $350 billion services export sector -- a sprawling ecosystem of IT outsourcing, business process management, and offshore knowledge centers that employs over 10 million workers, mostly in jobs that place them in the top 25% of the country's income distribution.

While India's IT giants have successfully navigated previous technological shifts -- from basic call centers in the late 1980s to cloud computing and data analytics more recently -- AI poses a fundamentally different challenge. Unlike earlier transitions that required human adaptation, today's AI systems threaten to replace rather than complement the workforce. "AI subscriptions that come at a fraction of the costs of India's entry level engineers can be deployed to perform tasks at higher precision and speed," the report note.

Two in five tech workers quit in the past year due to inflexible workplace policies around hours, location, and workload intensity, with most citing a desire for remote work and greater autonomy. The Register reports: The findings come from a survey of 26,000 plus staff that operate in 35 markets, including 2,548 respondents in tech, and fly in the face of more and more corporations issuing return to office mandates and demanding long working hours. Amsterdam-based recruitment biz Randstad, which commissioned the research, says 40 percent of the tech people it polled said they resigned due to hardline policies, and 56 percent threatened to seek an alternative if their requests for flexibility were ignored.

Almost three-quarters claim remote work boosts a "sense of community" with colleagues -- versus the average of 58 percent across other sectors -- and 68 percent say they'd trust their employer more if they were more easy going on hours, the intensity of the work and the place where they can work. Graig Paglieri, Randstad Digital boss, said the "IT sector has shown that personalized work benefits and flexible options are essential not only for attracting top talent but also for retaining them in competitive markets. Policies should align with organizational, team and individual needs, ensuring a flexible and tailored approach."

According to Politico, Gov. Gavin Newsom has distributed prepaid burner phones to around 100 California business leaders, giving them direct access to him and reinforcing his pro-business stance. "If you ever need anything, I'm a phone call away," read one of the notes. From the report: It was Newsom's idea, a representative said, and has already yielded some "valuable interactions." That arrangement surprised some people POLITICO spoke with, largely because Newsom is already known as an inveterate texter whose digits live in many business titans' contacts. He's also long been seen as more aligned with business interests than the Legislature, the proverbial adult in the room when private pillars like Silicon Valley need a sympathetic ear or a veto. But Newsom wanted to convey that he's intent on maintaining California's competitive edge. Phones are still going out.

The California Protocol Foundation picked up the tab. That organization gets money from businesses and nonprofits for gubernatorial expenses like trips abroad -- or, evidently, burner phones -- so taxpayers aren't on the hook. It also drew leftover funds from Newsom's inauguration account, which itself drew business, so in a roundabout way California's private sector helped fund phones nurturing ties with the private sector.

Intel's stock jumped nearly 19% this week. "However, in the past year through Wednesday's close, Intel stock had fallen 53%," notes Investor's Business Daily: The appointment of Lip-Bu Tan as CEO is a "good start" but Intel has significant challenges, Morgan Stanley analyst Joseph Moore said in a client note. Those challenges include delays in its server chip product line, a very competitive PC chip market, lack of a compelling AI chip offering, and over $10 billion in losses in its foundry business over the past 12 months. There is "no quick fix" for those issues, he said.
"There are things you can do," a Columbia business school associate professor tells the Wall Street Journal in a video interview, "but it's going to be incremental, and it's going to be extremely risky... They will try to be competitive in the foundry manufacturing space," but "It takes very aggressive investments."

Meanwhile, TSMC is exploring a joint venture where they'd operate Intel's factories, even pitching the idea to AMD, Nvidia, Broadcam, and Qualcomm, according to Reuters. (They add that Intel "reported a 2024 net loss of $18.8 billion, its first since 1986," and talked to multiple sources "familiar with" talks about Intel's future). Multiple companies have expressed interest in buying parts of Intel, but two of the four sources said the U.S. company has rejected discussions about selling its chip design house separately from the foundry division. Qualcomm has exited earlier discussions to buy all or part of Intel, according to those people and a separate source. Intel board members have backed a deal and held negotiations with TSMC, while some executives are firmly opposed, according to two sources.
"They say Lip-Bu Tan is the best hope to fix Intel — if Intel can be fixed at all," writes the Wall Street Journal: He brings two decades of semiconductor industry experience, relationships across the sector, a startup mindset and an obsession with AI...and basketball. He also comes with tricky China business relationships, underscoring Silicon Valley's inability to sever itself from one of America's top adversaries... [Intel's] stock has lost two-thirds of its value in four short years as Intel sat out the AI boom...

Manufacturing chips is an enormous expense that Intel can't currently sustain, say industry leaders and analysts. Former board members have called for a split-up. But a deal to sell all or part of Intel to competitors seems to be off the table for the immediate future, according to bankers. A variety of early-stage discussions with Broadcom, Qualcomm, GlobalFoundries and TSMC in recent months have failed to go anywhere, and so far seem unlikely to progress. The company has already hinted at a more likely outcome: bringing in outside financial backers, including customers who want a stake in the manufacturing business...

Tan has likely no more than a year to turn the company around, said people close to the company. His decades of investing in startups and running companies — he founded a multinational venture firm and was CEO of chip design company Cadence Design Systems for 13 years — provide indications of how Tan will tackle this task in the early days: by cutting expenses, moving quickly and trying to turn Intel back into an engineering-first company. "In areas where we are behind the competition, we need to take calculated risks to disrupt and leapfrog," Tan said in a note to Intel employees on Wednesday. "And in areas where our progress has been slower than expected, we need to find new ways to pick up the pace...."

Many take this culture reset to also mean significant cuts at Intel, which already shed about 15,000 jobs last year. "He is brave enough to adjust the workforce to the size needed for the business today," said Reed Hundt, a former Intel board member who has known Tan since the 1990s.

An anonymous reader quotes a report from TechCrunch: There's a power crunch looming as AI and cloud providers ramp up data center construction. But a new report suggests that a solution lies beneath their foundations. Advanced geothermal power could supply nearly two-thirds of new data center demand by 2030, according to an analysis by the Rhodium Group. The additions would quadruple the amount of geothermal power capacity in the U.S. -- from 4 gigawatts to about 16 gigawatts -- while costing the same or less than what data center operators pay today. In the western U.S., where geothermal resources are more plentiful, the technology could provide 100% of new data center demand. Phoenix, for example, could add 3.8 gigawatts of data center capacity without building a single new conventional power plant.

Geothermal resources have enormous potential to provide consistent power. Historically, geothermal power plants have been limited to places where Earth's heat seeps close to the surface. But advanced geothermal techniques could unlock 90 gigawatts of clean power in the U.S. alone, according to the U.S. Department of Energy. [...] Because geothermal power has very low running costs, its price is competitive with data centers' energy costs today, the Rhodium report said. When data centers are sited similarly to how they are today, a process that typically takes into account proximity to fiber optics and major metro areas, geothermal power costs just over $75 per megawatt hour. But when developers account for geothermal potential in their siting, the costs drop significantly, down to around $50 per megawatt hour.

The report assumes that new generating capacity would be "behind the meter," which is what experts call power plants that are hooked up directly to a customer, bypassing the grid. Wait times for new power plants to connect to the grid can stretch on for years. As a result, behind the meter arrangements have become more appealing for data center operators who are scrambling to build new capacity.

Microsoft is reportedly developing its own large language model series capable of rivaling OpenAI and Anthropic's models. SiliconANGLE reports: Sources told Bloomberg that the LLM series is known as MAI. That's presumably an acronym for "Microsoft artificial intelligence." It might also be a reference to Maia 100, an internally-developed AI chip the company debuted last year. It's possible Microsoft is using the processor to power the new MAI models. The company recently tested the LLM series to gauge its performance. As part of the evaluation, Microsoft engineers checked whether MAI could power the company's Copilot family of AI assistants. Data from the tests reportedly indicates that the LLM series is competitive with models from OpenAI and Anthropic.

That Microsoft evaluated whether MAI could be integrated into Copilot hints the LLM series is geared towards general-purpose processing rather than reasoning. Many of the tasks supported by Copilot can be performed with a general-purpose model. According to Bloomberg, Microsoft is currently developing a second LLM series optimized for reasoning tasks. The report didn't specify details such as the number of models Microsoft is training or their parameter counts. It's also unclear whether they might provide multimodal features.

The folks at Bafta are running a public survey to identify the most influential video game ever made. When The Guardian asked prominent gaming figures to weigh in, they received a fascinating array of responses with zero overlap. Game designer Mike Bithell picked Metal Gear Solid 2, while Blumhouse's Louise Blain chose the short-lived horror experiment PT. The Guardian's own games editor backed Ocarina of Time for establishing 3D game world standards.

Other notable selections included Tomb Raider (pioneering female protagonists), QWOP (inspiring experimental design), Doom (revolutionizing FPS and modding), Mario Kart (competitive social play), Journey (emotional storytelling), Princess Maker (branching narrative systems), Paperboy (everyday world simulation), and Super Mario Bros (fundamental game design principles). So, Slashdotters, what's your pick for the most influential video game ever created? Which title fundamentally changed how games are designed, played, or experienced? Did it influence you personally, the industry as a whole, or both?

Microsoft has introduced Dragon Copilot, a voice-activated AI assistant for doctors that integrates dictation and ambient listening tools to automate clinical documentation, including notes, referrals, and post-visit summaries. The tool is set to launch in May in the U.S. and Canada. CNBC reports: Microsoft acquired Nuance Communications, the company behind Dragon Medical One and DAX Copilot, for about $16 billion in 2021. As a result, Microsoft has become a major player in the fiercely competitive AI scribing market, which has exploded in popularity as health systems have been looking for tools to help address burnout. AI scribes like DAX Copilot allow doctors to draft clinical notes in real time as they consensually record their visits with patients. DAX Copilot has been used in more than 3 million patient visits across 600 health-care organizations in the last month, Microsoft said.

Dragon Copilot is accessible through a mobile app, browser or desktop, and it integrates directly with several different electronic health records, the company said. Clinicians will still be able to draft clinical notes with the assistant like they could with DAX Copilot, but they'll be able to use natural language to edit their documentation and prompt it further, Kenn Harper, general manager of Dragon products at Microsoft, told reporters on the call. For instance, a doctor could ask questions like, "Was the patient experiencing ear pain?" or "Can you add the ICD-10 codes to the assessment and plan?" Physicians can also ask broader treatment-related queries such as, "Should this patient be screened for lung cancer?" and get an answer with links to resources like the Centers for Disease Control and Prevention. [...]

Long-time Slashdot reader MojoKid writes: AMD took the wraps of its next gen RDNA 4 consumer graphics architecture Friday, which was designed to enhance efficiency over the previous generation, while also optimizing performance for today's more taxing ray-traced gaming and AI workloads. RDNA 4 features next generation Ray Tracing engines, dedicated hardware for AI and ML workloads, better bandwidth utilization, and multimedia improvements for both gaming and content creation. AMD's 3rd generation Ray Accelerators in RDNA offer 2x the peak throughput of RDNA 3 and add support for a new feature called Oriented Bounding Boxes, that results in more efficient GPU utilization. 3rd Generation Matrix Accelerators are also present, which offer improved performance, along with support for 8-bit float data types, with structured sparsity.

The first cards featuring RDNA 4, the Radeon RX 9070 and 9070 XT go on sale next week, with very competitive MSRPs below $600, and are expected to do battle with NVIDIA's GeForce RTX 5070-class GPUs
The article calls it "a significant step forward" for AMD, adding that next week is "going to be very busy around here. NVIDIA is launching the final, previously announced member of the RTX 50 series and AMD will unleash the 9070 and 9070 XT."

In an interview with CNBC's Jon Fortt on Wednesday, Nvidia CEO Jensen Huang said next-gen AI will need 100 times more compute than older models as a result of new reasoning approaches that think "about how best to answer" questions step by step. From a report: "The amount of computation necessary to do that reasoning process is 100 times more than what we used to do," Huang told CNBC's Jon Fortt in an interview on Wednesday following the chipmaker's fourth-quarter earnings report. He cited models including DeepSeek's R1, OpenAI's GPT-4 and xAI's Grok 3 as models that use a reasoning process.

Huang pushed back on that idea in the interview on Wednesday, saying DeepSeek popularized reasoning models that will need more chips. "DeepSeek was fantastic," Huang said. "It was fantastic because it open sourced a reasoning model that's absolutely world class." Huang said that company's percentage of revenue in China has fallen by about half due to the export restrictions, adding that there are other competitive pressures in the country, including from Huawei.

Developers will likely search for ways around export controls through software, whether it be for a supercomputer, a personal computer, a phone or a game console, Huang said. "Ultimately, software finds a way," he said. "You ultimately make that software work on whatever system that you're targeting, and you create great software." Huang said that Nvidia's GB200, which is sold in the United States, can generate AI content 60 times faster than the versions of the company's chips that it sells to China under export controls.

Chinese AI startup DeepSeek is speeding up the release of its R2 model following the success of January's R1, which outperformed many US competitors at a fraction of the cost and triggered a $1 trillion-plus market selloff. The Hangzhou-based firm had planned a May release but now wants R2 out "as early as possible," Reuters reported Tuesday.

The upcoming model promises improved coding capabilities and reasoning in multiple languages beyond English. DeepSeek's competitive advantage stems from its parent company High-Flyer's early investment in computing power, including two supercomputing clusters acquired before U.S. export bans on advanced Nvidia chips. The second cluster, Fire-Flyer II, comprised approximately 10,000 Nvidia A100 chips. DeepSeek's cost-efficiency comes from innovative architecture choices like Mixture-of-Experts (MoE) and multihead latent attention (MLA).

According to Bernstein analysts, DeepSeek's pricing was 20-40 times cheaper than OpenAI's equivalent models. The competitive pressure has already forced OpenAI to cut prices and release a scaled-down model, while Google's Gemini has introduced discounted access tiers.

Financial Times: Venture capitalists have always been happy to back pre-profit companies. Back in the halcyon ZIRP era, they became happy to finance pre-revenue companies. But at least even Juicero, Wag and the Fyre Festival had an actual product. From Bloomberg over the weekend: "OpenAI co-founder Ilya Sutskever is raising more than $1 billion for his start-up at a valuation of over $30 billion, according to a person familiar with the matter -- vaulting the nascent venture into the ranks of the world's most valuable private technology companies.

Greenoaks Capital Partners, a San Francisco-based venture capital firm, is leading the deal for the start-up, Safe Superintelligence, and plans to invest $500 million, said the person, who asked not to be identified discussing private information. Greenoaks is also an investor in AI companies Scale AI and Databricks.

The round marks a significant valuation jump from the $5 billion that Sutskever's company was worth before, according to Reuters, which earlier reported some details of the new funding. The financing talks are ongoing and the details could still change."

OK, so a jump from a $5bn valuation less than half a year ago to $30bn must mean that Safe Superintelligence has an absolutely killer product right? SSI focuses on developing safe AI systems. It isn't generating revenue yet and doesn't intend to sell AI products in the near future. "This company is special in that its first product will be the safe superintelligence, and it will not do anything else up until then," Sutskever told Bloomberg in June. "It will be fully insulated from the outside pressures of having to deal with a large and complicated product and having to be stuck in a competitive rat race."

"[O]ur intrepid China reporter, Caiwei Chen, has identified a new trend unfolding within China's tech scene: Companies that were dominant in electric vehicles are betting big on translating that success into developing humanoid robots," writes MIT Technology Review's James O'Donnell. "I spoke with her about what she found out and what it might mean for Trump's policies and the rest of the globe..." An anonymous reader quotes an excerpt from the report: Your story looks at electric-vehicle makers in China that are starting to work on humanoid robots, but I want to ask about a crazy stat. In China, 53% of vehicles sold are either electric or hybrid, compared with 8% in the US. What explains that?

Price is a huge factor -- there are countless EV brands competing at different price points, making them both affordable and high-quality. Government incentives also play a big role. In Beijing, for example, trading in an old car for an EV gets you 10,000 RMB (about $1,500), and that subsidy was recently doubled. Plus, finding public charging and battery-swapping infrastructure is much less of a hassle than in the US.

You open your story noting that China's recent New Year Gala, watched by billions of people, featured a cast of humanoid robots, dancing and twirling handkerchiefs. We've covered how sometimes humanoid videos can be misleading. What did you think?

I would say I was relatively impressed -- the robots showed good agility and synchronization with the music, though their movements were simpler than human dancers'. The one trick that is supposed to impress the most is the part where they twirl the handkerchief with one finger, toss it into the air, and then catch it perfectly. This is the signature of the Yangko dance, and having performed it once as a child, I can attest to how difficult the trick is even for a human! There was some skepticism on the Chinese internet about how this was achieved and whether they used additional reinforcement like a magnet or a string to secure the handkerchief, and after watching the clip too many times, I tend to agree.

President Trump has already imposed tariffs on China and is planning even more. What could the implications be for China's humanoid sector?

Unitree's H1 and G1 models are already available for purchase and were showcased at CES this year. Large-scale US deployment isn't happening yet, but China's lower production costs make these robots highly competitive. Given that 65% of the humanoid supply chain is in China, I wouldn't be surprised if robotics becomes the next target in the US-China tech war.

In the US, humanoid robots are getting lots of investment, but there are plenty of skeptics who say they're too clunky, finicky, and expensive to serve much use in factory settings. Are attitudes different in China?

Skepticism exists in China too, but I think there's more confidence in deployment, especially in factories. With an aging population and a labor shortage on the horizon, there's also growing interest in medical and caregiving applications for humanoid robots.

DeepSeek revived the conversation about chips and the way the US seeks to control where the best chips end up. How do the chip wars affect humanoid-robot development in China?

Training humanoid robots currently doesn't demand as much computing power as training large language models, since there isn't enough physical movement data to feed into models at scale. But as robots improve, they'll need high-performance chips, and US sanctions will be a limiting factor. Chinese chipmakers are trying to catch up, but it's a challenge.

"Magnus Carlsen, the world's top chess player, is bored of chess," the Washington Post wrote Friday: Carlsen has spent much of the past year appearing to dismiss the game he has mastered: It was no longer exciting to play, he told a podcast in March. In December, he withdrew from defending a world championship because he was penalized for wearing jeans to the tournament.

How would the world's best player spice up the game? Change the rules, and add a touch of reality TV.

Ten of the world's top players gathered in a German villa on the Baltic coast this week to play in the first tournament of a new chess circuit, the Freestyle Chess Grand Slam Tour, that Carlsen co-founded. The twist: The tour randomizes the starting positions of the chess board's most important pieces, so each game begins with the queen, rooks and knights in a jumble. [It's sometimes called "Chess960" or Fischer random chess — with both players starting with the same arrangement of pieces.] Players have to adapt on the fly. Carlsen is backed by a cadre of investors who see a chance to dramatize chess with the theatrics of a television show. Players wear heart-rate monitors and give confession-booth interviews mid-match where they strategize and fret to the audience. Some purists are skeptical. So is the International Chess Federation, which sent a barrage of legal threats to Freestyle Chess before it launched this week's event.

At stake is a lucrative global market of hundreds of millions of chess players that has only continued to grow since the coronavirus pandemic launched a startling chess renaissance — and, perhaps, the authority to decide if and how a centuries-old game should evolve... The format is an antidote to the classical game, where patterns and strategies have been so rigorously studied that it's hard to innovate, Carlsen said. "It's still possible to get a [competitive] game, but you have to sort of dig deeper and deeper," Carlsen said. "I just find that there's too little scope for creativity."
The article also includes this quote from American grand master Hikaru Nakamura who runs a chess YouTube channel with 2.7 million subscribers). "An integral part of regular chess is that when you play, you spend hours preparing your opening strategy before the game. But with Fischer Random ... it's a little bit looser and more enjoyable." And German entrepreneur Jan Henric Buettner (one of the investors) says they hope to bring the drama of Formula One racecars. ("Cameras mounted at table level peer up at each player during games," the article notes at one point.)

The first Freestyle Chess Grand Slam Tour (with a $750,000 prize pool) concluded Friday, according to the article, but "Carlsen did not play in it," the Post points out. "He was upset in the semifinals by German grand master Vincent Keymer." Carlsen's reaction? "I definitely find Freestyle harder."

But Chess.com reports that Carlsen will be back to playing regular chess very soon: Global esports powerhouse Team Liquid has announced the signings of not just one, but two superstars of chess. Five-time World Champion and world number-one Magnus Carlsen and the 2018 challenger, world number-two Fabiano Caruana will represent the club ahead of the 2025 Esports World Cup (EWC)... Carlsen and Caruana, fresh from competing in the Weissenhaus Freestyle Chess Grand Slam, will first represent Team Liquid in the $150,000 Chessable Masters, which begins on February 16 and serves as the first of two qualifying events in the 2025 Champions Chess Tour. The top-12 players from the tour qualify for the EWC.
In an announcement video Carlsen reportedly trolls the FIDE, according to Indian Express. "The announcement video sees Carlsen wear a Team Liquid jersey along with a jacket and jeans. He then asks: 'Do I have to change?' To this, someone responds: 'Don't worry, we're pretty chill in esports. Welcome to Team Liquid.'"

Longtime Slashdot reader schwit1 shares a report from Popular Science: In 2021, NASCAR unveiled its Next Gen platform that included a number of rule changes from the previous iteration. Now fully symmetrical and using composite body panels instead of metal, the latest NASCAR vehicles are more like the street versions of the Chevrolet Camaro, the Ford Mustang, and the Toyota TRD Camry. Race car driving isn't an inexpensive sport, and one of the goals for the Next Gen platform was to reduce operating costs and create parity across the board. Technique Chassis, the sole chassis manufacturer for the NASCAR Cup Series, builds a modular offering in three parts. As a result, everyone is starting with the same platform, and finding a competitive advantage is in the tiniest details. One smart way to differentiate from the competition is 3D-printed parts. But this isn't your hobbyist level 3D printing.

Minnesota-based Stratasys specializes in "additive manufacturing," the process of creating an object by building it one layer at a time. Stratasys Senior Global Director of Automotive & Mobility Fadi Abro explains that this term is synonymous with 3D printing. However, the industry often reserves that description for hobby-level projects on smaller, non-industrial printers, while additive manufacturing represents robust industrial solutions. Additive manufacturing is the exact inverse of subtractive manufacturing, which requires cutting away at a solid chunk of material to achieve a final product. In art terms, additive manufacturing would be like sculpting with modeling clay while subtractive is akin to carving a shape from a block of marble. As it relates to NASCAR, Stratasys provides parts like ducts, covers, brackets, and tubing. Together with the racing organization, Stratasys reviews the current driver needs and makes recommendations for other parts and modifications. [...]

The kind of printers Stratasys builds aren't the type you buy at your local electronics store, either. Each industrial-grade 3D printer costs anywhere from $20,000 to $600,000. Using this kind of equipment isn't without precedent, and builds at SEMA's annual extravaganza feature 3D parts we wouldn't have dreamed of a few years ago. [...] In the past few months, Stratasys has been on a roll, signing an extension to its 20-year partnership with the Joe Gibbs Racing team and earning the title of "Official 3D Printing Partner of NASCAR." Competition for this market continues to heat up, however, as there are startups and legacy companies pushing hard. Around the world, 3D printing companies abound. Stratasys has one major factor on its side: 35 years of experience. What's new is that today's printing is more accurate, it's faster, the materials are more robust, Abro says. "I think what's changed drastically over the past five to seven years has been all about material development," Abro explains. "We're seeing materials that are just incredible, whether it's how resistant to heat they are or how strong they are compared to how much they weigh."

"It's better, faster, cheaper. It's faster to print something than to mill it, and then it's certainly cheaper in a multitude of different ways. Number one, there's not as much skill required for 3D printing as there is in CNC machining; you need a more traditional manufacturing method."

An anonymous reader shared this report from the Telegraph: Volkswagen has teased plans for a "China-killer" electric vehicle that will cost just €20,000 ($20,664 USD or £16,700) as the German carmaker gears up to take on a flood of Beijing-backed low-cost rivals. The company on Thursday shared its first images of a new vehicle expected to be called the ID.1, which will go into production from 2027.

The low-cost EV is intended to go head to head with all-electric brands from Chinese carmakers such as BYD, which overtook Tesla in British sales for the first time last month. Previous images of the vehicle suggest it will be an electric hatchback. Thomas Schäfer, the VW chief executive, said the new model would be "an affordable, high-quality, profitable electric Volkswagen from Europe, for Europe". Quentin Willson, the motoring journalist and founder of FairCharge, said the car could be a "possible China EV killer". Dan Caesar, of Electric Vehicles UK, added: "Cheaper EVs are exactly what legacy auto-makers need to be competitive during this critical time. We would expect the ID.1 to be warmly welcomed by motorists." Ginny Buckley, of consumer advice website Electrifying, said Volkswagen had been "clear about its intent to compete with China's low-cost EVs"...

The German carmaker is planning to cut 35,000 jobs by 2030 as it grapples with stalled demand for EVs in Europe and growing competition from Chinese rivals.
Volkswagen executives describe the upcoming EV will be a "true Volkswagen for everyone," according to the article

It also notes that the number of EVs sold across Europe "fell by 3% to 3 million during 2024, according to data from analysts Rho Motion."

Senator Josh Hawley has introduced a bill that would criminalize the import, export, and collaboration on AI technology with China. What this means is that "someone who knowingly downloads a Chinese developed AI model like the now immensely popular DeepSeek could face up to 20 years in jail, a million dollar fine, or both, should such a law pass," reports 404 Media. From the report: Hawley introduced the legislation, titled the Decoupling America's Artificial Intelligence Capabilities from China Act, on Wednesday of last year. "Every dollar and gig of data that flows into Chinese AI are dollars and data that will ultimately be used against the United States," Senator Hawley said in a statement. "America cannot afford to empower our greatest adversary at the expense of our own strength. Ensuring American economic superiority means cutting China off from American ingenuity and halting the subsidization of CCP innovation."

Hawley's statement explicitly says that he introduced the legislation because of the release of DeepSeek, an advanced AI model that's competitive with its American counterparts, and which its developers claimed was made for a fraction of the cost and without access to as many and as advanced of chips, though these claims are unverified. Hawley's statement called DeepSeek "a data-harvesting, low-cost AI model that sparked international concern and sent American technology stocks plummeting." Hawley's statement says the goal of the bill is to "prohibit the import from or export to China of artificial intelligence technology, "prohibit American companies from conducting AI research in China or in cooperation with Chinese companies," and "Prohibit U.S. companies from investing money in Chinese AI development."

On January 24th Brooklyn blogger Jeffrey Emanuel made the case for shorting NVIDIA, remembers MarketWatch, "due to a number of shifting tides in the AI world, including the emergence of a China-based company called DeepSeek."

He published his 12,000-word post "on his personal blog and then shared it with the Value Investors Club website and across Reddit, X and other platforms." The next day he saw 35 people read his post. "But then the post started to go viral..." Well-known venture capitalist Chamath Palihapitiya shared Emanuel's post on Nvidia's short case with his 1.8 million X followers. Successful early stage investor Naval Ravikant shared the post with his 2.6 million followers... Morgan Brown, a vice president of product and growth at Dropbox, pointed to it in a thread that was viewed over 13 million times. Emanuel's own X post got nearly half a million views. He also quickly gained about 13,000 followers on the platform, going from about 2,000 to more than 15,000 followers...

[Emanuel] pointed to the fact that so many people in San Jose were reading his blog post. He theorized that many of them were Nvidia employees with thousands — or even millions — of dollars worth of Nvidia stock tied up in employee stock options. With that much money in a single asset, Emanuel speculated that many were already debating whether to hold the stock or sell it to lock in profits. He believes his blog post helped convince some of them to sell. "A lot of the sell pressure you saw on Monday morning wasn't necessarily what you might think. I believe a fair amount of that was from shares that had never been active because they had been sitting in workplace.schwab.com accounts..."
Emanuel stresses he's "the most bullish on AI," with MarketWatch emphasizing that "while the points Emanuel laid out in his blog post might be bearish for Nvidia, he still thinks they paint a positive future for AI." Nevertheless, Monday NVIDIA's market capitalization dropped $600 billion, which MarketWatch calls "the largest single-day market-cap drop to date for any company." What countless Wall Street firms and investment analysts had seemingly missed was being pointed out by some guy in his apartment.... Matt Levine, the prominent Bloomberg News financial columnist, noted the online chatter that claimed Emanuel's post "was an important catalyst" for the stock-market selloff and said it was a "candidate for the most impactful short research report ever." Emanuel spent the rest of the week booked solid as hedge funds paid him $1,000 per hour to speak on the phone and give his take on Nvidia and AI...

Emanuel wrote that the industry may be running low on quality data to train that AI — that is, a potential "data wall" is looming that could slow down AI scaling and reduce some of that need for training resources... Some of these companies, like Alphabet, have also been investing in building out their own semiconductor chips. For a while, Nvidia's hardware has been the best for training AI, but that might not be the case forever as more companies, such as Cerebras, build better hardware. And other GPU makers like AMD are updating their drivers software to be more competitive with Nvidia... Add all these things together — unsustainable spending and data-center building, less training data to work with, better competing hardware and more efficient AI — and you get a future where it's harder to imagine Nvidia's customers spending as much as they currently are on Nvidia hardware... "If you know that a company will only earn supersized returns for a couple years, you don't apply a multiple. You certainly don't put a 30-times multiple," Emanuel told MarketWatch.
The article notes that DeepSeek "is open-source and has been publishing technical papers out in the open for the past few months... The $5.6 million training-cost statistic that many investors cited for sparking the DeepSeek market panic was actually revealed in the V3 technical paper published on Dec. 26."

Longtime Slashdot reader nunya_bizns shares a report from Reuters: The U.S. Department of Justice has sued to block Hewlett Packard Enterprise's $14 billion deal to acquire networking gear maker Juniper Networks, arguing that it would stifle competition, according to a complaint filed on Thursday. The DOJ argued that the acquisition would eliminate competition and would lead to only two companies -- Cisco Systems and HPE -- controlling more than 70% of the U.S. market for networking equipment. More than a year ago, the server maker said that it would buy Juniper Networks for $14 billion in an all-cash deal, as it looks to spruce up its artificial intelligence offerings.

"Juniper has also introduced innovative tools that have materially decreased the cost of operating a wireless network for many customers. This competitive pressure has forced HPE to discount its offerings and invest in its own innovation," the DOJ said in its complaint. Stiff competition from Juniper forced HPE to sell its products at a discount and spend to introduce new features under the "Beat Mist" campaign, named after the networking gear company's rival product, the DOJ wrote. "Having failed to beat Mist on the merits, HPE changed tactics and in January 2024 opted to try to buy Juniper instead," the agency added.