"Amazon Echo Show owners are reporting an uptick in advertisements on their smart displays," reports Ars Technica. The company's Echo Show smart displays have previously shown ads through the company's Shopping Lists feature, as well as advertising for Alexa skills. Additionally, Echo Shows may play audio ads when users listen to Amazon Music on Alexa. However, reports on Reddit (examples here, here, and here) and from The Verge's Jennifer Pattison Tuohy, who owns more than one Echo Show, suggest that Amazon has increased the amount of ads it shows on its smart displays' home screens.

The Echo Show's apparent increase in ads is pushing people to stop using or even return their Echo Shows.
The article notes Amazon's smart displays have also started showing ads for Alexa+ — and The Verge's reporter saw ads on one (but not all) of her Echo Shows this week. (Even when the display is set to show personal photos, ads sometimes appear for herbal supplements, Quest sports chips, and tabletop picture frames.

Ars Technica notes that users "are unable to disable the home screen ads." When reached for comment, an Amazon spokesperson told Ars Technica: "Advertising is a small part of the experience, and it helps customers discover new content and products they may be interested in..." Amazon declined to comment on whether it has increased Echo Show ad loads... According to Amazon, Echo Show home screen ads change based on how close someone is to the gadget. "When the customer is more than four feet away from their device, ads will display full-screen in rotation with other content such as weather, recipes, sports, and news..."

"Nvidia is investing billions in and selling chips to OpenAI, which is also buying chips from and earning stock in AMD," writes SFGate. "AMD sells processors to Oracle, which is building data centers with OpenAI — which also gets data center work from CoreWeave. And that company is partially owned by, yes, Nvidia.

"Taken together, it's a doozy." There are other collaborations and rivalries and many other factors at play, but OpenAI is the many-tentacled octopus in the middle, spinning its achievement of ChatGPT into a blitz of speculative investments. "We are in a phase of the build-out where the entire industry's got to come together and everybody's going to do super well," OpenAI CEO Sam Altman told the Wall Street Journal on Monday. "You'll see this on chips. You'll see this on data centers. You'll see this lower down the supply chain...."

Some worry that the more closely companies intertwine, the more susceptible they are to creating a bubble, or a market not actually supported by real consumer demand. "You don't have to be a skeptic about AI technology's promise in general to see this announcement as a troubling signal about how self-referential the entire space has become," Bespoke Investment Group wrote in a note to clients, per CNBC. "If NVDA has to provide the capital that becomes its revenues in order to maintain growth, the whole ecosystem may be unsustainable..."

Also, even with Nvidia's investment, AMD's shares and OpenAI's repeated fundraises, the ChatGPT-maker doesn't have the cash to meet all of these vast commitments. And if OpenAI's soaring projections about demand for AI computing don't bear out, there will be a lot of committed money — and a large share of the stock market — that would see its foundations topple.
Thanks to long-time Slashdot reader mspohr for sharing the news.

Lyft is teaming up with Tensor Auto to launch hundreds of AI-powered "Robocars" across Europe and North America starting in 2027. Bloomberg reports: Tensor Robocars, the first deliveries of which are planned in late 2026, have more than 100 sensors including cameras, lidars and radars, and processes sensor data with artificial intelligence technology powered by Nvidia Corp. chips on board. The vehicles will come from the manufacturer with Lyft's platform installed, which will allow owners to make money on the rideshare network in markets where level 4 autonomous technology is available, according to the joint statement. Lyft has reserved hundreds of Robocars via its affiliates for its own fleet operations, subject to regulatory approvals.

Intel today announced its Panther Lake laptop processors, consolidating the confusing split between Lunar Lake and Arrow Lake chips that define its current generation. The new processors use a unified architecture across all models instead of mixing different technologies at different price points. Panther Lake comes in three configurations. An 8-core model targets mainstream ultrabooks. A 16-core version adds PCI Express lanes for gaming laptops and workstations with discrete GPUs. A third 16-core variant with 12 Xe3 graphics cores aims at high-end thin-and-light laptops without dedicated graphics cards.

All three chips use the same Cougar Cove P-cores, Darkmont E-cores, and Xe3 GPU architecture. They share an NPU capable of 50 trillion operations per second and identical media encoding capabilities. The main differences are core counts and I/O options rather than fundamental architectural variations. The approach contrasts with Intel's current Core Ultra 200 series. Lunar Lake chips integrated RAM on-package and used the latest Battlemage GPU architecture but were mostly used in high-end thin laptops.

Arrow Lake processors offered more flexibility but paired newer CPU cores with older graphics and an NPU that did not meet Microsoft Copilot+ requirements. Intel claims Panther Lake delivers up to 10% better single-threaded performance than Lunar Lake and up to 50% faster multi-threaded performance than both previous generations. The GPU is roughly 50% quicker. Power consumption drops 10% compared to Lunar Lake and 40% versus Arrow Lake. The chips use Intel's 18A manufacturing process for the compute tile. TSMC fabricates the platform controller tile. Intel said systems with Panther Lake processors should ship by the end of 2025.

Nvidia CEO Jensen Huang said Wednesday that he's surprised Advanced Micro Devices offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this week. From a report: "t's imaginative, it's unique and surprising, considering they were so excited about their next generation product," Huang said in an interview with "CNBC's Squawk Box."

"I'm surprised that they would give away 10% of the company before they even built it. And so anyhow, it's clever, I guess." OpenAI and AMD reached a deal on Monday, with OpenAI committing to purchase 6 gigawatts worth of AMD chips over multiple years, including its forthcoming MI450 series. As part of the agreement, OpenAI will receive warrants for up to 160 million AMD shares, with vesting milestones based on deployment volume and AMD's share price.

An anonymous reader quotes a report from Ars Technica: Smartphone processor and modem maker Qualcomm is acquiring Arduino, the Italian company known mainly for its open source ecosystem of microcontrollers and the software that makes them function. In its announcement, Qualcomm said that Arduino would "[retain] its brand and mission," including its "open source ethos" and "support for multiple silicon vendors." Qualcomm didn't disclose what it would pay to acquire Arduino. The acquisition also needs to be approved by regulators "and other customary closing conditions."

The first fruit of this pending acquisition will be the Arduino Uno Q, a Qualcomm-based single-board computer with a Qualcomm Dragonwing QRB2210 processor installed. The QRB2210 includes a quad-core Arm Cortex-A53 CPU and a Qualcomm Adreno 702 GPU, plus Wi-Fi and Bluetooth connectivity, and combines that with a real-time microcontroller "to bridge high-performance computing with real-time control." "Arduino will retain its independent brand, tools, and mission, while continuing to support a wide range of microcontrollers and microprocessors from multiple semiconductor providers as it enters this next chapter within the Qualcomm family," Qualcomm said in its press release. "Following this acquisition, the 33M+ active users in the Arduino community will gain access to Qualcomm Technologies' powerful technology stack and global reach. Entrepreneurs, businesses, tech professionals, students, educators, and hobbyists will be empowered to rapidly prototype and test new solutions, with a clear path to commercialization supported by Qualcomm Technologies' advanced technologies and extensive partner ecosystem."

CNBC notes in its reporting that this acquisition gives Qualcomm "direct access to the tinkerers, hobbyists and companies at the lowest levels of the robotics industry." From the report: Arduino products can't be used to build commercial products but, with chips preinstalled, they're popular for testing out a new idea or proving a concept. Qualcomm hopes that Arduino can help it gain loyalty and legitimacy among startups and builders as robots and other devices increasingly need more powerful chips for artificial intelligence. When some of those experiments become products, Qualcomm wants to sell them its chips commercially.

An anonymous reader shares a report: OpenAI CEO Sam Altman said Monday that ChatGPT has reached 800 million weekly active users, marking an increase of adoption among consumers, developers, enterprises, and governments. ChatGPT's impressive growth comes as OpenAI is on a race to secure as many AI chips and build as much AI infrastructure as possible. In August, OpenAI said it was on the cusp of reaching 700 million weekly active users, already an increase from 500 million weekly active users at the end of March.

"Today, 4 million developers have built with OpenAI," Altman said. "More than 800 people use ChatGPT every week, and we process over 6 billion tokens per minute on the API. Thanks to all of you, AI has gone from something people build play with to something people build with every day." Altman made the announcement during the keynote presentation for OpenAI's Dev Day, which also included announcement for new tools for building apps inside of ChatGPT, as well as constructing more complex agentic systems. "This will enable a new generation of apps that are interactive, adaptive, and personalized, that you can chat with," Altman said.

OpenAI and AMD announced a multibillion-dollar partnership on Monday for AI data centers running on AMD processors. OpenAI committed to purchasing 6 gigawatts worth of AMD's MI450 chips starting next year through direct purchases or through its cloud computing partners. AMD chief Lisa Su said the deal will result in tens of billions of dollars in new revenue over the next half-decade.

OpenAI will receive warrants for up to 160 million AMD shares at 1 cent per share, representing roughly 10% of the chip company. The warrants will be awarded in phases if OpenAI hits certain deployment milestones. The partnership marks AMD's biggest win in its quest to disrupt Nvidia's dominance among AI semiconductor companies. Mizuho Securities estimates that Nvidia controls more than 70% of the market for AI chips.

The Washington Post notes AI's "increasingly outsize role" in propping up America's economic fortunes.

"Last week, the United States reported that the economy expanded at a rate of 1.6 percent in the first half of the year, with most of that growth driven by AI spending. Without AI investment, growth would have been at about a third of that rate, according to data from the Bureau of Economic Analysis." The huge economic influence of AI spending illustrates how Silicon Valley is placing a bet of unprecedented scale that the technology will revolutionize every aspect of life and work. Its sway suggests there will be economic damage far beyond Silicon Valley if that bet doesn't work out or companies pull back. Google, Meta, Microsoft and Amazon are on track to spend nearly $400 billion this year on data centers...

Concern about a potential bubble in AI investment has recently grown in technology and financial circles. ChatGPT and other AI tools are hugely popular with companies and consumers, and hundreds of billions of dollars has been sunk into AI ventures over the past three years. But few of the new initiatives are profitable, and huge profits will be needed for the immense investments to pay off... "I'm getting more and more skeptical and more and more concerned with what's happening" with artificial intelligence, said Andrew Odlyzko, an economic historian and University of Minnesota emeritus professor who has studied financial bubbles closely, including the telecom bubble that collapsed in 2001 as part of the dot-com crash. Some industry insiders have expressed concern that the latest AI releases have fallen short of expectations, suggesting the technology may not advance enough to pay back the huge investments being made, he said. "AI is a craze," Odlyzko said...

[The Federal Reserve's August "beige book" summarizes interviews with business owners across the country, according to the article — and it found surging investments in AI data centers, which could tie their fortunes to other sectors.] That's boosting demand for electricity and trucking in the Atlanta region, a hot spot for the facilities, and creating new projects for commercial real estate developers in the Philadelphia region. Because tech companies now dominate public markets, any change in their fortunes and share prices can also have a powerful influence on stock indexes, 401(k)s and the wider economy... Stock market slumps can have knock-on effects by undercutting the confidence of American businesses and consumers, leading them to spend less, said Gregory Daco [chief economist at strategy consulting firm EY-Parthenon]... "That directly affects economic activity," he said, potentially widening the economic fallout...

Goldman Sachs analysts wrote in a Sept. 4 note to clients that even if AI investment works out for companies like Google, there will be an "inevitable slowdown" in data center construction. That will cut revenue to companies providing the projects with chips and electricity, the note said. In a more extreme scenario where Big Tech pulls back spending to 2022 levels, the entire S&P 500 would lose 30 percent of the revenue growth Wall Street currently expects next year, the analysts wrote.
The AI bubble is 17 times the size of the dot-com frenzy — and four times the subprime bubble, according to estimates in a recent note from independent research firm the MacroStrategy Partnership (as reported by MarketWatch).

And "never before has so much money been spent so rapidly on a technology that, for all its potential, remains somewhat unproven as a profit-making business model," writes Bloomberg, adding that OpenAI and other large tech companies are "relying increasingly on debt to support their unprecedented spending." (Although Bloomberg also notes that ChatGPT alone has roughly 700 million weekly users, and that last month Anthropic reported roughly three quarters of companies are using Claude to automate work.)

"Microsoft buys a lot of GPUs from both Nvidia and AMD," writes the Register. "But moving forward, Redmond's leaders want to shift the majority of its AI workloads from GPUs to its own homegrown accelerators..." Driving the transition is a focus on performance per dollar, which for a hyperscale cloud provider is arguably the only metric that really matters. Speaking during a fireside chat moderated by CNBC on Wednesday, Microsoft CTO Kevin Scott said that up to this point, Nvidia has offered the best price-performance, but he's willing to entertain anything in order to meet demand.

Going forward, Scott suggested Microsoft hopes to use its homegrown chips for the majority of its datacenter workloads. When asked, "Is the longer term idea to have mainly Microsoft silicon in the data center?" Scott responded, "Yeah, absolutely...

Microsoft is reportedly in the process of bringing a second-generation Maia accelerator to market next year that will no doubt offer more competitive compute, memory, and interconnect performance... It should be noted that AI accelerators aren't the only custom chips Microsoft has been working on. Redmond also has its own CPU called Cobalt and a whole host of platform security silicon designed to accelerate cryptography and safeguard key exchanges across its vast datacenter domains.

"Your AMD chips may have Intel Inside soon," writes longtime Slashdot reader DesScorp. "Discussions are underway between the two companies to move an undisclosed amount of AMD's chip business to Intel foundries. (AMD currently does their production through TSMC.) The talks come hot on the heels of a flurry of other Intel investments." Tom's Hardware reports: In the past several weeks, Intel has seen a flurry of activity and investments. The United States announced a 9.9% ownership stake in Intel, while Softbank bought $2 billion worth of shares. Alongside Nvidia, Intel announced new x86 chips using Nvidia graphics technology, with the graphics giant also purchasing $5 billion in Intel shares. There have also been reports that Intel and Apple have been exploring ways to work together. The article notes that there is a trade/political dimension to an AMD-Intel deal as well: It makes sense for Intel's former rivals -- especially American companies -- to consider coming to the table. The White House is pushing for 50% of chips bound for America to be built domestically, and tariffs on chips aren't off the table. Additionally, doing business with Intel could make the US government, Intel's largest shareholder, happy, which can be good for business. AMD faced export restrictions on its GPUs earlier this year as the US attempted to throttle China's AI business.

Major health insurers are threatening to drop renowned cancer centers from their networks during contract negotiations, Memorial Sloan Kettering Cancer Center's president and CEO Selwyn M. Vickers and chairman Scott M. Stuart wrote in a story published by WSJ. Memorial Sloan Kettering Cancer Center reported that both Anthem Blue Cross Blue Shield and UnitedHealthcare prepared to terminate network agreements while patients underwent active cancer treatment. FTI Consulting found that 45% of 133 provider-payer disputes in 2024 failed to reach timely agreements. The disruptions have affected tens of thousands of patients.

Research published in the Journal of the National Cancer Institute found that care disruptions lead to more advanced-stage diagnoses and worse outcomes. Similar contract disputes involved Mayo Clinic, Johns Hopkins University and University of North Carolina Health. New York lawmakers introduced legislation this year requiring insurers to maintain coverage for cancer patients during negotiations and until treatment concludes. Memorial Sloan Kettering's leadership described the practice as using patients as bargaining chips despite record insurer profits.

Researchers have unveiled two new hardware-based attacks, Battering RAM and Wiretap, that break Intel SGX and AMD SEV-SNP trusted enclaves by exploiting deterministic encryption and physical interposers. Ars Technica reports: In the age of cloud computing, protections baked into chips from Intel, AMD, and others are essential for ensuring confidential data and sensitive operations can't be viewed or manipulated by attackers who manage to compromise servers running inside a data center. In many cases, these protections -- which work by storing certain data and processes inside encrypted enclaves known as TEEs (Trusted Execution Enclaves) -- are essential for safeguarding secrets stored in the cloud by the likes of Signal Messenger and WhatsApp. All major cloud providers recommend that customers use it. Intel calls its protection SGX, and AMD has named it SEV-SNP.

Over the years, researchers have repeatedly broken the security and privacy promises that Intel and AMD have made about their respective protections. On Tuesday, researchers independently published two papers laying out separate attacks that further demonstrate the limitations of SGX and SEV-SNP. One attack, dubbed Battering RAM, defeats both protections and allows attackers to not only view encrypted data but also to actively manipulate it to introduce software backdoors or to corrupt data. A separate attack known as Wiretap is able to passively decrypt sensitive data protected by SGX and remain invisible at all times.

The U.S. is considering a rule requiring chipmakers to match the volume of semiconductors that their customers currently import from overseas providers through domestic production, or face tariffs. Reuters reports: President Donald Trump has doubled down on his efforts to reshore semiconductor manufacturing, offering exemptions from tariffs of roughly 100% on chips to firms that produce domestically. Companies that fail to sustain a 1:1 domestic-to-import ratio over time would face tariffs, the Journal said. U.S. Commerce Secretary Howard Lutnick floated the idea with semiconductor executives, telling them it might be necessary for economic security, the Journal said.

"America cannot be reliant on foreign imports for the semiconductor products that are essential for our national and economic security," the newspaper cited White House spokesperson Kush Desai as saying, who added that any reporting about policymaking should be treated as speculative, unless officially announced. [...] Under the proposal, a company pledging to make chips in the U.S. would receive credit for that pledged volume, allowing imports without tariffs until the plant is complete, with initial relief to help ramp capacity, according to the report.

Intel has approached Apple about a possible investment and closer collaboration, following recent multibillion-dollar deals with Nvidia, the U.S. government, and SoftBank to stabilize the struggling chipmaker. Reuters reports: The iPhone maker and Intel have also discussed how to work more closely together, the report said, adding that the talks are at an early stage and may not lead to an agreement. Shares of Intel closed 6% higher after the news. [...] Striking lucrative partnerships and persuading outside clients to use Intel's factories remain key to its future. Intel has also reached out to other companies about possible investments and partnerships, according to the Bloomberg News report. The reported investment from Apple would come as another vote of confidence for Intel - Apple had been a longtime customer of Intel before it transitioned to using its own custom-designed silicon chips in 2020.

For Apple, which relies heavily on Intel's rival TSMC to manufacture its chips, the new partnership would allow it to diversify its chipmaking supplier base - a move that would be valuable if geopolitical risks in Taiwan worsen due to China's role in the region. It would also help Apple improve its relationship with U.S. President Donald Trump, by showing that it is investing in the United States - while much of Apple's supply chain remains international, the company has committed about $600 billion to domestic initiatives over the next four years.

Qualcomm unveiled its Snapdragon X2 Elite and Extreme chips, claiming they're the "fastest and most efficient processors for Windows PCs." Built on 3nm with up to 18 cores and a 5GHz Arm CPU boost, the chips promise 31% more CPU power, up to 2.3x GPU performance, stronger AI processing, and "multi-day battery life," with devices expected in the first half of 2026. The Verge reports: There's also a new 80 TOPS Hexagon NPU, for AI tasks, that offers 37 percent more performance with a 16 percent power consumption improvement, the company claims. Qualcomm's characterizing all of this as a "legendary leap in performance," claiming the Elite Extreme in particular offers "up to 75 percent faster CPU performance" at the same power. But it doesn't say who the competition is, or which chip it was up against, at least not in the press release. And while Qualcomm claims these power savings will lead to "multi-day battery life," that's also what the company said about last year's Snapdragon X Elite.

An anonymous reader quotes a report from Reuters: OpenAI, Oracle, and SoftBank on Tuesday announced plans for five new artificial intelligence data centers in the United States to build out their ambitious Stargate project. [...] ChatGPT-maker OpenAI said on Tuesday it will open three new sites with Oracle in Shackelford County, Texas, Dona Ana County, New Mexico and an undisclosed site in the Midwest. Two more data center sites will be built in Lordstown, Ohio and Milam County, Texas by OpenAI, Japan's SoftBank and a SoftBank affiliate.

The new sites, the Oracle-OpenAI site expansion in Abilene, Texas, and the ongoing projects with CoreWeave will bring Stargate's total data center capacity to nearly 7 gigawatts and more than $400 billion in investment over the next three years, OpenAI said. The $500 billion project was intended to generate 10 gigawatts in total data center capacity. "AI can only fulfill its promise if we build the compute to power it," OpenAI CEO Sam Altman said in a statement. The Tuesday's announcement, expected to create 25,000 onsite jobs, follows Nvidia saying on Monday that it will invest up to $100 billion in OpenAI and supply data center chips. OpenAI and partners plan to use debt financing to lease chips for the Stargate project, people familiar with the matter said.

Microsoft has successfully tested a microfluidic cooling system that removed heat up to three times better than cold plates currently used in datacenters. The technology etches tiny channels directly into silicon chips, allowing cooling liquid to flow directly onto the heat source. In lab tests announced September 23, 2025, the system reduced the maximum temperature rise inside GPUs by 65%. The channels, roughly the width of human hair, were optimized using AI to create bio-inspired patterns resembling leaf veins.

Microsoft collaborated with Swiss startup Corintis on the design. The cooling fluid can operate at temperatures as high as 70C (158F) while maintaining effectiveness. The company demonstrated the technology on servers running Microsoft Teams services, where the improved cooling enables overclocking during demand spikes that occur when meetings start on the hour and half-hour. Microsoft is investigating incorporating microfluidics into future generations of its first-party chips as the company plans to spend over $30 billion on capital expenditures this quarter.

Nvidia will invest up to $100 billion in OpenAI as the AI lab builds data centers requiring 10 gigawatts of power capacity. The 10-gigawatt deployment equals 4 to 5 million GPUs -- the same number Nvidia will ship globally this year. Building one gigawatt of data center capacity costs $50 to $60 billion, including approximately $35 billion for Nvidia chips and systems. The first phase begins in the second half of 2026 using Nvidia's next-generation Vera Rubin systems.

The investment adds Nvidia to OpenAI's investor roster alongside Microsoft, SoftBank, and Thrive Capital at a $500 billion valuation. Nvidia CEO Jensen Huang described the investment as "additive to everything that's been announced and contracted."

If you're wondering what effect Intel's blockbuster deal with Nvidia will have on its existing product roadmaps, Intel has one message for you: it won't. PCWorld: "We're not discussing specific roadmaps at this time, but the collaboration is complementary to Intel's roadmap and Intel will continue to have GPU product offerings," an Intel spokesman told my colleague, Brad Chacos, earlier today. I heard similar messaging from other Intel representatives.

Nvidia's $5 billion investment in Intel, as well as Nvidia's plans to supply RTX graphics chiplets to Intel for use in Intel's CPUs, have two major potential effects: first, it could rewrite Intel's mobile roadmap for laptop chips, because of the additional capabilities provided by those RTX chiplets. Second, the move threatens Intel's ongoing development of its Arc graphics cores, including standalone discrete GPUs as well as integrated chips. We're still not convinced that Arc's future will be left unscathed, in part because Intel's claim that it will "continue" to have GPU product offerings sounds a bit wishy-washy. But Intel sounds much more definitive on the former point, in that the mobile roadmap that you're familiar with will remain in place.