Apple

HomePod With Screen 'Most Significant New Apple Product' of 2025, Says Gurman 75

In his latest Power On! newsletter, Apple analyst Mark Gurman called the company's new smart device "Apple's most significant release of the year because it's the first step toward a bigger role in the smart home." The device in question is rumored to be a new smart hub that could look like a HomePod with a seven-inch screen. Digital Trends reports: Gurman calls the new smart device a "smaller and cheaper iPad that lets users control appliances, conduct FaceTime chats and handle other tasks." It doesn't sound like the new hub will stand alone, though; Gurman goes on to say that it "should be followed by a higher-end version in a few years." That version should be able to pan and tilt to keep users in-frame during video calls, or just to keep the display visible as someone moves around the home.

[...] Other details are still known, like whether the device will use an original operating system. The overall plan is to make the new smart device the center of an Apple-based smart home and open the doors to a more conversational Siri.
AI

Nvidia Dismisses China AI Threat, Says DeepSeek Still Needs Its Chips 77

Nvidia has responded to the market panic over Chinese AI group DeepSeek, arguing that the startup's breakthrough still requires "significant numbers of NVIDIA GPUs" for its operation. The US chipmaker, which saw more than $600 billion wiped from its market value on Monday, characterized DeepSeek's advancement as "excellent" but asserted that the technology remains dependent on its hardware.

"DeepSeek's work illustrates how new models can be created using [test time scaling], leveraging widely-available models and compute that is fully export control compliant," Nvidia said in a statement Monday. However, it stressed that "inference requires significant numbers of NVIDIA GPUs and high-performance networking." The statement came after DeepSeek's release of an AI model that reportedly achieves performance comparable to those from US tech giants while using fewer chips, sparking the biggest one-day drop in Nvidia's history and sending shockwaves through global tech stocks.

Nvidia sought to frame DeepSeek's breakthrough within existing technical frameworks, citing it as "a perfect example of Test Time Scaling" and noting that traditional scaling approaches in AI development - pre-training and post-training - "continue" alongside this new method. The company's attempt to calm market fears follows warnings from analysts about potential threats to US dominance in AI technology. Goldman Sachs earlier warned of possible "spillover effects" from any setbacks in the tech sector to the broader market. The shares stabilized somewhat in afternoon trading but remained on track for their worst session since March 2020, when pandemic fears roiled markets.
AI

DeepSeek Rattles Wall Street With Claims of Cheaper AI Breakthroughs 154

Chinese AI startup DeepSeek is challenging U.S. tech giants with claims it can deliver performance comparable to leading AI models at a fraction of the cost, sparking debate among Wall Street analysts about the industry's massive spending plans. While Jefferies warns that DeepSeek's efficient approach "punctures some of the capex euphoria" following Meta and Microsoft's $60 billion commitments this year, Citi questions whether such results were achieved without advanced GPUs.

Goldman Sachs suggests the development could reshape competition by lowering barriers to entry for startups. Founded in 2023 by former hedge fund executive Liang Wenfeng, DeepSeek's open-source models have gained traction with its mobile app topping charts across major markets. DeepSeek's latest AI model had sparked over $1 trillion rout in US and European technology stocks Monday, before even the U.S. market opened.
United States

America Lags on Renewable Energy. Blame Regulations and Grid Connection Issues (msn.com) 127

"For years, renewable energy proponents have hoped to build a U.S. electric grid powered by wind, solar, geothermal and — to a lesser extent — nuclear power..." writes the Washington Post. In America's power markets "the economics of clean energy are strong," with renewable energy cheaper than fossil fuel plants in many jurisdictions.

But the Post spoke to the "electricity modeling" director at nonpartisan clean energy think tank Energy Innovation, who offered this assessment. "The technology is ready, and the financial services are ready — but the question nobody really put enough thought into was, could the government keep up? And at the moment, the answer is no." [R]enewable developers say that the new technologies are stymied by complicated local and federal regulations, a long wait to connect to the electricity grid, and community opposition... "The U.S. offshore wind business is at a very nascent stage versus Europe or China," Rob Barnett, a senior analyst at Bloomberg Intelligence, said in an email. "With the new permitting pause, it's doubtful much progress for this emerging industry will be made...." After the Inflation Reduction Act passed, Rhodium Group — an independent clean energy research firm — estimated that between 2023 and 2025, on average, the country would add between 36 and 46 gigawatts of clean electricity to the grid every year. Late last year, however, the group found that the country only installed around 27 gigawatts in 2023. The U.S.'s renewable growth is now expected to fall on the low end of that range — or miss it entirely.

"It actually is really hard to build a lot of this stuff fast," said Trevor Houser, partner in climate and energy at Rhodium Group. As a result, Rhodium found, the country only cut carbon emissions by 0.2 percent in 2024... A significant amount of this lag has come from wind power, where problems with supply chains and getting permits and approval to build has put a damper on development. But solar construction is also on the low end of what experts were expecting...

Developers point to lags in the interconnection queue — a system that gives new solar, wind or fossil fuel projects permission to connect to the larger electricity grid. According to a report from Lawrence Berkeley National Laboratory, it can now take nearly 3 years for a project to get through the queue. The grid operator that covers the Mid-Atlantic and parts of the Midwest, PJM, had over 3,300 projects in its queue at the end of 2023. The vast majority of these applications are for renewables — more than the entire number of active wind farms in the nation... There are possible solutions. Some developers hope to reuse old fossil fuel sites, like coal plants, that are already connected to the grid — bypassing the long queue entirely. The Federal Energy Regulatory Commission has instated new rules to make it easier to build transmission lines.

Part of the problem is that wind and solar facilities "sometimes need to be built hundreds or even thousands of miles away" — requiring long transmission lines. Sandhya Ganapathy, CEO of EDP Renewables North America, tells the Post that in America, "The grid that we have was never designed to handle this kind of load." And yet last year just 255 miles of new transmission line were built in the U.S., according to the American Clean Power Association. And Ganapathy also complains that approval for a new renewable energy project takes "anywhere between six to eight years" — which makes developers hesitant to build. "Why are we taking a big risk of a massive investment if I will not be able to sell the electrons?"

The end result? The Washington Post writes that "Experts once hoped that by the end of the decade the United States could generate up to 80 percent of its power with clean power... Now, some wonder if the country will be able to reach even 60 percent."
The Internet

Starlink's Satellite Internet is Cheaper than Leading ISPs in Five African Countries (restofworld.org) 118

"In at least five of the 16 African countries where the service is available, a monthly Starlink subscription is cheaper than the leading fixed internet service provider," reports Rest of World.

"Starlink, launched in 2019 by Elon Musk's SpaceX, has become the leading satellite internet provider in the world." Now available in more than 100 countries, Starlink can also be a relatively affordable option for users trying to log on in countries with limited internet service providers... A Rest of World analysis indicates that in at least five of the 16 African countries where the service is available, a monthly Starlink subscription is cheaper than the leading fixed internet service provider... [Kenya, Ghana, Zimbabwe, Mozambique, and Cape Verde — though not including the upfront costs of Starlink hardware.]

Historically, internet connections around the globe have typically been enabled by ground-based internet service providers using fiber-optic cables and mobile base stations. But in many parts of the world, that infrastructure is sparse or nonexistent. "This is where satellite providers come in," said Nitinder Mohan, a computer science professor at the Delft University of Technology in the Netherlands who has studied Starlink's performance around the world. "I can be in the middle of a forest and, if I have a direct view of the sky, I can get my internet connectivity," he told Rest of World. "Regions which are previously underconnected — where there was no way of getting internet connectivity to them — now with these satellites, you can actually enable that...." According to the latest figures by the International Telecommunication Union, a U.N. agency focused on information and communication technologies, 38% of the population in Africa uses the internet, compared to 91% of Europe...

Since launching in Kenya in July 2023, Starlink has disrupted the existing internet service provider industry. Starlink offers high connectivity speeds and wide availability in remote areas, along with dramatically lower prices. The company also introduced a rental option... Starlink has become so popular in Kenya that the company paused new subscriptions in major cities in early November due to network overload. The company plans to deploy more infrastructure in Nairobi and Johannesburg in order to bring more people online, said Mohan, the computer science professor at Delft University.

Starlink is less than half the cost of the leading ISP in Kenya Ghana, and especially in Zimbabwe (where the difference is dramatic):

Starlink: $30
Leading ISP in Zimbabwe: $633.62

Now in Kenya legacy telecom providers like Safaricom "have responded by lowering prices and increasing internet speeds," according to the article. The head of the research wing of the Global Systems for Mobile Communications Association even told Rest of World ISPS are also developing their own satellite networks (like Vodacom's partnership with satellite mobile network AST SpaceMobile) — though ironically, AST SpaceMobile launched its first satellites with the help of SpaceX.
AI

Futurist Predicts AI-Powered 'Digital Superpowers' by 2030 (bigthink.com) 100

Unanimous AI's founder Louis Rosenberg predicts a "wave" of new superhuman abilities is coming soon that we experience profoundly "as self-embodied skills that we carry around with us throughout our lives"...

"[B]y 2030, a majority of us will live our lives with context-aware AI agents bringing digital superpowers into our daily experiences." They will be unleashed by context-aware AI agents that are loaded into body-worn devices that see what we see, hear what we hear, experience what we experience, and provide us with enhanced abilities to perceive and interpret our world... The majority of these superpowers will be delivered through AI-powered glasses with cameras and microphones that act as their eyes and ears, but there will be other form factors for people who just don't like eyewear... [For example, earbuds with built in cameras] We will whisper to these intelligent devices, and they will whisper back, giving us recommendations, guidance, spatial reminders, directional cues, haptic nudges, and other verbal and perceptual content that will coach us through our days like an omniscient alter ego... When you spot that store across the street, you simply whisper to yourself, "I wonder when it opens?" and a voice will instantly ring back into your ears, "10:30 a.m...."

By 2030, we will not need to whisper to the AI agents traveling with us through our lives. Instead, you will be able to simply mouth the words, and the AI will know what you are saying by reading your lips and detecting activation signals from your muscles. I am confident that "mouthing" will be deployed because it's more private, more resilient to noisy spaces, and most importantly, it will feel more personal, internal, and self-embodied. By 2035, you may not even need to mouth the words. That's because the AI will learn to interpret the signals in our muscles with such subtlety and precision — we will simply need to think about mouthing the words to convey our intent... When you grab a box of cereal in a store and are curious about the carbs, or wonder whether it's cheaper at Walmart, the answers will just ring in your ears or appear visually. It will even give you superhuman abilities to assess the emotions on other people's faces, predict their moods, goals, or intentions, coaching you during real-time conversations to make you more compelling, appealing, or persuasive...

I don't make these claims lightly. I have been focused on technologies that augment our reality and expand human abilities for over 30 years and I can say without question that the mobile computing market is about to run in this direction in a very big way.

Instead of Augmented Reality, how about Augmented Mentality? The article notes Meta has already added context-aware AI to its Ray-Ban glasses and suggests that within five years Meta might try "selling us superpowers we can't resist". And Google's new AI-powered operating system Android XR hopes to augment our world with seamless context-aware content. But think about where this is going. "[E]ach of us could find ourselves in a new reality where technologies controlled by third parties can selectively alter what we see and hear, while AI-powered voices whisper in our ears with targeted advice and guidance."

And yet " by 2030 the superpowers that these devices give us won't feel optional. After all, not having them could put us at a social and cognitive disadvantage."

Thanks to Slashdot reader ZipNada for sharing the news.
AMD

How Microsoft Made 2024 the Year of Windows on Arm (theverge.com) 58

"I still can't quite believe that I'm using an Arm-powered Windows laptop every day," writes a senior editor at the Verge: After more than a decade of trying to make Windows on Arm a reality, Microsoft and Qualcomm finally nailed it this year with Copilot Plus PCs. These new laptops have excellent battery life and great performance — and the app compatibility issues that have plagued Windows on Arm are mostly a thing of the past (as long as you're not a gamer). Microsoft wanted 2024 to be "the year of the AI PC," but I think it was very much the year of Windows on Arm...

The key to Windows on Arm's revival this year was Qualcomm's Snapdragon X Elite processors, which were announced in April. They've provided the type of performance and power efficiency only previously available with Apple's MacBooks and challenged Intel and AMD to do better in the x86 space. After much debate over Microsoft's MacBook Air-beating benchmarks, the reviews rolled in and showed that Windows on Arm was indeed capable of matching and beating Apple's MacBook Air. Qualcomm even hired the "I'm a Mac" guy to promote Windows on Arm PCs, showing how confident it was in challenging Apple's laptop dominance.

Microsoft and Qualcomm also worked closely with developers to make key apps compatible, and it's now very rare to run into an app compatibility issue that can't be solved by a native Arm64 version or Microsoft's improved emulator. Even Google, which previously shunned Windows Phone, has created Arm64 versions of Chrome and Google Drive to support Microsoft's efforts. With developers continually providing native versions of their apps, it makes it a lot easier to switch to a Windows on Arm laptop. The only big exception is gaming, where x86 still reigns supreme for compatibility and performance...

It's hard not to see 2025 as the year that Windows on Arm continues to eat into the laptop space. A Dell leak revealed Qualcomm is preparing new chips for 2025, and the chip maker has also been rolling out cheaper Arm-based chips to bring laptop prices down.

The article acknowledges that both AMD and Intel "have the key advantage of game compatibility that Windows on Arm is definitely not ready for..." But "Given the Windows on Arm gaming situation, a new generation of Nvidia's GPUs could help generate fresh excitement around x86 laptops throughout 2025." And "Nvidia might also be planning to help the Windows on Arm effort. The chip maker has long been rumored to be planning to launch Arm PC chips as soon as 2025... Whatever happens to laptops in 2025, you can guarantee that there's going to be fierce competition between Intel, AMD, and Qualcomm."

But the author still complains about the dedicated Copilot key on his new WIndows-on-Arm laptop. "While the Copilot experience on Windows has gone through several confusing revisions, it's still a key I accidentally press and then get frustrated when a Copilot window appears."
Japan

Japan Sees Nuclear as Cheapest Baseload Power Source in 2040 (financialpost.com) 72

Nuclear power is forecast to be the cheapest baseload electricity source in Japan in 2040, highlighting the government's desire to restart the nation's idled reactors. From a report: The cost of constructing and operating a new nuclear power plant for 2040 is estimated at 12.5 yen ($0.08) per kilowatt-hour, according to documents released from a trade ministry panel meeting on Monday. This cost assumes reactors will be used for 40 years at a 70% operational rate. The meeting was held to discuss the so-called levelized cost of electricity for each power asset, the document said.

A previous study published in 2021 saw LNG-fired power plants as the cheapest power source in 2030. However, the latest analysis includes a cost to reduce emissions, while fuel prices are also higher. Intermittent renewable sources, like large-scale and residential solar, were priced lower than nuclear for 2040, the most recent report showed. However, when including the total system cost, including deployment of batteries, nuclear is cheaper than solar in some scenarios.

Japan is currently in the process of revising its national energy strategy, which will dictate its power mix targets beyond 2030. The government has doubled down on nuclear as a way to curb dependence on pricey fossil fuels. The analysis released Monday also estimated LCOE of ammonia and hydrogen co-fired electricity, as well as pairing carbon capture and storage with LNG and coal power plants -- technologies that the Japanese government is considering for its long-term energy transition. Co-firing with hydrogen boosted the cost of an LNG plant by about 6% for deployment in 2040, while CCS didn't meaningfully change the price.

Iphone

Apple Plans Thinner, Foldable iPhones To Revive Growth (msn.com) 92

Apple is preparing a series of major design and format changes to its lineup of iPhones and potentially other products, according to WSJ, a bid to revive growth after years of offering largely incremental upgrades. From the report: Starting next year, Apple plans to introduce an iPhone that will be thinner than the approximately 8-millimeter profile of current models, said people familiar with the company's plans. The model is intended to be cheaper than Pro models, with a simplified camera system to reduce costs.

The company is also planning two foldable devices, the people said. A larger device, intended to serve as a laptop, would have a screen that unfolds to be nearly as large as some desktop monitors, at about 19 inches. A smaller model would unfold to a display size that would be larger than an iPhone 16 Pro Max, intended to serve as a foldable iPhone, the people said.

Both foldable designs have been in development for years, but some key parts weren't ready. Major challenges included improving the hinge, a mechanism that allows the device to fold and unfold, and the display cover, a flexible material protecting the foldable screen. Current foldable phones on the market aren't thin, light or energy-efficient enough to meet Apple's standards, which is why Apple has been slower to enter this segment, said Jeff Pu, an analyst with Hong Kong-based brokerage Haitong International Securities.

United Kingdom

UK Low-Carbon Renewable Power Set To Overtake Fossil Fuels For First Time 62

Rising renewables, low demand and cheaper power imports all helped reduce fossil fuel use in the UK power system to record lows. From a report: For the first full year wind, solar, and hydropower will generate more electricity than all fossil fuels combined. Homegrown UK renewable power will cross a significant threshold in 2024, overtaking fossil fuel generation for the first full year. Wind, solar and hydropower are set to generate a combined 37% of UK electricity in 2024 (103 TWh), compared to 35% from fossil fuels (97 TWh). Just 3 years ago, in 2021, fossil fuels generated 46% of UK electricity, while low-carbon renewables generated 27%.

Including biomass, renewables overtook fossil fuels in the UK in 2020, fell below fossil power the following year as biomass production fell, and again overtook in 2023. However, Ember's analysis raises concerns about biomass being categorised as clean power in the UK, given the significant emissions risks and lack of domestic pellet production. Bioenergy, which includes biomass and biogas power, is set to provide 14% of UK electricity in 2024.

Fossil generation in 2024 has fallen by two-thirds since 2000, with the long awaited phase-out of coal power, and gas increasingly displaced by cheaper, cleaner power sources. Coal started to decline rapidly from 2012 and since 2020, coal power has made up only 2% of generation in the UK, dropping to zero by October 2024. Gas has seen a gradual decline since 2016. Across 2024 there has been a large decrease in fossil gas power, which provided 30% of electricity in 2024 (85 TWh), down from 34% in 2023 (98 TWh).
The Internet

Cable Groups Fight Data Cap Regulation With Restaurant Analogies (arstechnica.com) 126

Cable industry lobbyists have urged the Federal Communications Commission to avoid regulating data caps and overage charges, comparing broadband plans to restaurant menus in a filing last week.

NCTA - The Internet & Television Association argued that usage-based pricing benefits low-income consumers by providing cheaper options, pushing back against advocacy groups who say data caps disproportionately harm price-sensitive users. The group likened different pricing models to restaurants offering tasting menus, buffets, or unlimited soup and salad.

Consumer advocates, including Public Knowledge and Free Press, countered that low-income households often have no choice but to accept data caps since lower-priced plans typically include usage limits. They cited examples of users like Gloria Simmons, a Georgia retiree who pays $60 monthly for internet service plus $10 for every 50 gigabytes over her data allowance.
Businesses

IT Giant Favored Indian H-1B Workers Over US Employees (bloomberg.com) 112

chiguy writes: In October, a jury in a federal class-action lawsuit returned a verdict that found Cognizant intentionally discriminated against more than 2,000 non-Indian employees between 2013 and 2022. The verdict, which echoed a previously undisclosed finding from a 2020 US Equal Employment Opportunity Commission investigation, centered on discrimination claims based on race and national origin. Cognizant, based in Teaneck, New Jersey, was found to have preferred workers from India, most of whom joined the firm's US workforce of about 32,000 using skilled-worker visas called H-1Bs.

The case is part of a wave of recent discrimination claims against IT outsourcing companies that underscore growing concerns that these firms have exploited a broken employment-visa system to secure a cheaper, more malleable workforce. In the process, US workers say they've been disadvantaged. The industry, which provides computer services to other companies, makes extensive use of H-1Bs; over the past decade and a half, no employer has obtained more of them than Cognizant, federal records show.

Open Source

Slashdot's Interview with Bruce Perens: How He Hopes to Help 'Post Open' Developers Get Paid (slashdot.org) 61

Bruce Perens, original co-founder of the Open Source Initiative, has responded to questions from Slashdot readers about a new alternative he's developing that hopefully helps "Post Open" developers get paid.

But first, "One of the things that's clear from the Slashdot patter is that people are not aware of what I've been doing, in general," Perens says. "So, let's start by filling that in..."

Read on for the rest of his wide-ranging answers....
Transportation

'Solar Paint' Being Developed By Mercedes-Benz Could Revolutionize EV Charging (mbusa.com) 222

"Mercedes-Benz is researching a new type of solar modules that could be seamlessly applied to the bodywork of electric vehicles," according to a recent Mercedes-Benz press release.

They describe the 5-micrometer coating as "similar to a wafer-thin layer of paste... significantly thinner than a human hair" — but creating an active photovoltaic surface with an efficiency of 20%. An area of 118.4 square feet (equivalent to the surface of a mid-size SUV) could produce energy for up to 7,456 miles per year under ideal conditions [based on daylight conditions from their testing in Stuttgart]. The energy generated by the solar cells is used for driving or fed directly into the high-voltage battery...

Solar paint has a high level of efficiency and contains no rare earths or silicon — only non-toxic, readily available raw materials. It is easy to recycle and considerably cheaper to produce than conventional solar modules. The Mercedes-Benz research department is currently working to enable use of the new solar paint on all exterior vehicle surfaces — regardless of shape or angle.

Solar paint could power 62% of the travel for a typical Stuttgart driver, their announcement notes. But in a sunnier city like Los Angeles, "It could be used for 100% of their driving, on average." (And "the surplus of energy could be fed directly into the home network via bidirectional charging.")

Mercedes-Benz researchers "initially thought the tech had limited scope for mass production," reports EV Central, "until experiments were carried out with prototypes coated with the paint in real-world scenarios. Instead of just coating the roof and bonnet to form a 1.8-square-metre surface area, one scientist suggested covering an entire car with the new solar paint, ramping up the surface area to more than 11m2. Another difference to the [Mercedes-Benz 2022 Vision EQXX concept] is instead of wiring the body panels to the 12-volt system, scientists hardwired the body panels to the Benz's high-voltage battery and the performance of the paint was well beyond expectations... Available in all colours, engineers admit the solar paint work best in darker shades. When it's launched, the tech should be as durable as regular paint. The photovoltaic surface is protected by at least two protective lacquer finishes to ensure it isn't damaged in daily use.
Mercedes-Benz says the solar paint could mean "increased electric range and fewer charging stops." And this is significant, because "Electric vehicle charging and infrastructure are two major obstacles to EV adoption on a mass scale," writes Autoblog — arguing that Mercedes-Benz "may have a solution... " Alternative methods of energy harnessing could help alleviate range anxiety, increase an EV's driving distance, and reduce charging costs across the board. Not only that but considering the cost of producing Mercedes' solar coating and the lack of rare earth metals, it could be the leading solution to charging concerns... While the German automaker says the solar paint isn't ready for production on a mass scale, research, and development are progressing at a steady rate. If all goes well, we'll hopefully see solar coating as an accessory EV charging solution within the next decade.
Thanks to long-time Slashdot reader schwit1 for sharing the news.
Power

Utilities Are Trying Enormous 'Flow' Batteries Big Enough to Oust Coal Power Plants (yahoo.com) 143

To help replace power plants, Japan's northernmost island, Hokkaido, "is turning to a new generation of batteries designed to stockpile massive amounts of energy," reports the Washington Post.

"The Hokkaido Electric Power Network (HEPCO Network) is deploying flow batteries, an emerging kind of battery that stores energy in hulking tanks of metallic liquid." [F]low batteries are making their debut in big real-world projects. Sumitomo Electric, the company that built the Hokkaido plant, has also built flow batteries in Taiwan, Belgium, Australia, Morocco and California. Hokkaido's flow battery farm was the biggest in the world when it opened in April 2022 — a record that lasted just a month before China built one that is eight times bigger and can deliver as much energy as an average U.S. natural gas plant. "It looks like flow batteries are finally about to take off with interest from China," said Michael Taylor, an energy analyst at the International Renewable Energy Agency, an international group that studies and promotes green energy. "When China starts to get comfortable with a technology and sees it working, then they will very quickly scale their manufacturing base if they think they can drive down the costs, which they usually can...."

Lithium-ion batteries are perfect for smartphones because they're lightweight and fit in small spaces, even if they don't last long and have to be replaced frequently. Utilities have a different set of priorities: They need to store millions of times more energy, and they have much more room to work with. "If you think about utility-scale stationary applications, maybe you don't need lithium-ion batteries. You can use another one that is cheaper and can provide the services that you want like, for example, vanadium flow batteries," said Francisco Boshell, a researcher at the International Renewable Energy Agency...

Flow batteries are designed to tap giant tanks that can store a lot of energy for a long time. To boost their storage capacity, all you have to do is build a bigger tank and add more vanadium. That's a big advantage: By contrast, there's no easy way to adjust the storage capacity of a lithium-ion battery — if you want more storage, you have to build a whole new battery... One major barrier to building more of these battery farms is finding enough vanadium. Three-quarters of the world's supply comes as a by-product from 10 steel mills in China and Russia, according to Kara Rodby [a battery analyst at the investment firm Volta Energy Technologies] who got her PhD at the Massachusetts Institute of Technology studying the design and market for flow batteries. Australia, South Africa and the United States also produce vanadium, but in much smaller quantities. Mines that have been proposed could boost supply. And some flow battery start-ups are trying to sidestep the vanadium problem entirely by using different materials that are easier to buy.

The other hurdle is their up-front cost. Vanadium flow batteries are at least twice as expensive to build as lithium-ion batteries, Rodby said, and banks are hesitant to lend money to fund an unfamiliar technology. But experts say flow batteries can be cheaper in the long run because they're easier to maintain and last longer. A lithium-ion battery might have to be replaced after 10 years, but Rodby says flow batteries can last much longer. "There really is no finite lifetime for a flow battery in the way there is for lithium-ion," Rodby said.

Here's an interesting statistic from the article. "Over the next six years, utilities will have to build 35 times as many batteries as there are today to soak up all extra renewable energy that will come online, according to the International Energy Agency."
EU

Apple Gets EU Warning To Stop Geo-Blocking on App, iTunes Stores (yahoo.com) 69

Apple was notified by the European Union that its geo-blocking practices are potentially in breach of consumer protection rules, adding to the iPhone maker's regulatory issues in the bloc. From a report: Apple's App Store, iTunes Store and other media services unlawfully discriminate against European customers based on their place of residence, according to a European Commission statement on Tuesday.

The notification comes as Apple is facing the first-ever fine under the Digital Markets Act, or DMA, for failing to allow app developers to steer users to cheaper deals, Bloomberg News reported last week. That penalty is set to come months after the Cupertino, California-based company was hit with a $1.9 billion fine for similar abuses under the bloc's traditional competition rules.

The geo-locating investigation was conducted together with a network of national consumer authorities and found Apple media services only allow users to use payment cards issued in the countries they registered their Apple accounts, according to the statement. The App Store also blocks users from downloading apps offered in other countries, the investigation found.

Power

America's First Sodium-Ion Battery Gigafactory Announced. Cost: $1.4 Billion (msn.com) 154

Sodium-ion batteries are cheaper than lithium-ion batteries — and they're also more environmentally friendly. And "In the past few years, sodium-ion battery production has increased in the United States," reports the Washington Post, with a new factory planned to manufacture them "in the same way as lithium-ion batteries, just with different ingredients. Instead of using expensive materials like lithium, nickel and cobalt, these will be made of sodium, iron and manganese..." Last month, sodium-ion battery manufacturer Natron Energy announced it would open a "gigafactory" in North Carolina that would produce 24 gigawatt hours of batteries annually, enough energy to charge 24,000 electric vehicles. But sodium-ion batteries are still early in their development compared with lithium-ion, and they have yet to hit the market on a massive scale.

"It's unlikely sodium-ion could displace lithium-ion anytime soon," said Keith Beers, polymer science and materials chemistry principal engineer at technical consultancy firm Exponent... The biggest limitation of sodium-ion batteries is their weight. Sodium weighs nearly three times as much as lithium, and it cannot store the same amount of energy. As a result, sodium-ion batteries tend to be larger. Jens Peters, an economics professor at the University of Alcalá in Madrid, said the energy density could be improved over time in sodium-ion batteries. But, he added, "what we found out so far in our assessments is that it is not a game changer."

Sodium-ion batteries are touted to be the environmentally friendly alternative to their lithium-ion counterparts, thanks to their raw materials. Sodium, iron and manganese are all abundant elements on the planet, so they require less energy to extract and cost less... Sodium-ion batteries also last longer than lithium-ion ones because they can withstand more charge cycles, said Wendell Brooks, co-CEO of Natron Energy. "Our product can have millions of cycles," said Brooks, "where lithium-ion would have three to five thousand cycles and wear out a lot faster...." Sodium-ion batteries aren't the best fit for smartphones or electric vehicles, which need to store lots of energy. However, one advantage is their low cost. And they could be a good candidate in situations where the size of the battery isn't a concern, like energy storage. "When something is built out to support grid or backup storage, it doesn't need to be very dense. It's staying put," Beers said.

Natron will invest nearly $1.4 billion in the factory "to meet the rapidly expanding demand for critical power, industrial and grid energy storage solutions," according to their announcement.

"Natron's high-performance sodium-ion batteries outperform lithium-ion batteries in power density and recharging speed, do not require lithium, cobalt, copper, or nickel, and are non-flammable... Natron's batteries are the only UL-listed sodium-ion batteries on the market today, and will be delivered to a wide range of customer end markets in the industrial power space, including data centers, mobility, EV fast charging, microgrids, and telecom, among others."
EU

Corning's Gorilla Glass Under EU Antitrust Investigation (theverge.com) 28

The European Commission has opened a formal investigation into Corning to determine whether it has broken antitrust rules with its dominant Gorilla Glass product. From a report: Corning's Alkali-aluminosilicate glass is used to protect most of the top phones and tablets, with both Samsung and Apple using it extensively across their range of devices. The EU is concerned that Corning has used a variety of exclusivity contracts to exclude rival glass makers from the phone market. "It is very frustrating and costly experience to break a mobile phone screen. Therefore, strong competition in the production of the cover glass used to protect such devices is crucial to ensure low prices and high-quality glass," says outgoing EU competition chief Margrethe Vestager.

"We are investigating if Corning, a major producer of this special glass, may have tried to exclude rival glass producers, thereby depriving consumers from cheaper and more break-resistant glass." The Commission's concerns are centered on the agreements with mobile device makers and companies that produce raw glass. The EU is looking into exclusive sourcing obligations that have required device makers to source "all of nearly all" of their glass from Corning, enabled rebates for exclusivity deals, and forced device makers to report on competitive offers and only accept them if Corning failed to price match.

Apple

Apple Delays Cut-price Vision Headset Until 2027, Analyst Ming-Chi Kuo Says 24

Apple has scrapped plans for a budget mixed-reality headset initially slated for 2025, pushing the launch to 2027, according to supply chain analyst Ming-Chi Kuo. The company will instead focus on releasing an upgraded Vision Pro next year featuring its M5 chip and enhanced AI capabilities, he said. The canceled lower-cost model would have stripped features like EyeSight and used cheaper components to target mainstream consumers.

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