IT

Valve's Steam Machine Has Been Delayed, and the RAM Crisis Will Impact Pricing (theverge.com) 40

Valve has pushed back the launch of its Steam Machine, Steam Frame and Steam Controller hardware from its original Q1 2026 window to a vaguer "first half of the year" target, blaming the ongoing memory and storage shortage that has been squeezing the tech industry.

The company said in a post today that rising component prices and limited availability forced it to revisit both its shipping schedule and pricing plans. Valve had previously indicated the Steam Machine would be priced at the entry level of the PC space.
The Almighty Buck

AI Chip Frenzy To Wallop DRAM Prices With 70% Hike (theregister.com) 92

Samsung Electronics and SK hynix are projected to raise server memory prices by up to 70% in early 2026, according to Korea Economic Daily. "Combined with 50 percent increases in 2025, this could nearly double prices by mid-2026," reports the Register. From the report: The two Korean giants, alongside US-based Micron, dominate global memory production. All three are reallocating advanced manufacturing capacity to high-margin server DRAM and HBM chips for AI infrastructure, squeezing supply for PCs and smartphones. Financial analysts have raised their earnings forecasts for the firms in response, as they look to benefit from the AI infrastructure boom that is driving up prices for everyone else. Taiwan-based market watcher TrendForce reports that conventional DRAM prices already jumped 55-60 percent in a single quarter.

Yet despite the focus on server chips, supply of these components continues to be strained too, with supplier inventories falling and shipment growth reliant on wafer output increases, according to TrendForce. As a result, it forecasts that server DRAM prices will jump by more than 60 percent in the first quarter of 2026. Prior to Christmas, analyst IDC noted the "unprecedented" memory chip shortage and warned this would have knock-on effects for both hardware makers and end users that may persist well into 2027.

Science

Scientists Create New Form of Ice, Known As Ice XXI (popularmechanics.com) 75

fahrbot-bot shares a report from Popular Mechanics: [I]n a new study published in the journal Nature Materials, scientists from the Korea Research Institute of Standards and Science (KRISS) have now found yet another phase, appropriately named Ice XXI. At the heart of the experiment, scientists used diamond anvil cells (DACs) -- a common device used in materials science for squeezing samples under immense pressure -- to subject water to 2 gigapascals (20,000 times higher than normal atmosphere) of pressure in just 10 milliseconds.

The scientists call this kind of water "supercompressed," and it's metastable, meaning it persists for a time even when another form of ice would be more stable. And because of the immense pressure, ice forms at room temperature but the molecules are much more densely packed. "Rapid compression of water allows it to remain liquid up to higher pressures, where it should have already crystallized to ice VI," Geun Woo Lee, a co-author of the study from RISS, said in a press statement. "The structure in which liquid H2O crystallizes depends on the degree of supercompression of the liquid."

Television

Paris DVD Rental Store in Last Stand Against Streaming Giants (reuters.com) 44

An anonymous reader shares a report: JM Video, one of only two remaining DVD rental stores in Paris, is a focal point for film lovers and visited by actors like Brad Pitt when they are in the city, but the ever-growing competition of streaming platforms means this Paris institution is fighting for survival. Choice is not the problem: JM Video has a library of more than 50,000 films, more than some 5,000 on offer at any time on Netflix and more than the catalogues of all the major streaming actors combined. "It's one of the few places in Paris with a real film collection, you can find things here that you cannot find anywhere else," said movie buff Virginie Breton, who rents DVDs several times a week. But not enough to keep JM Video afloat.

Sky-high Paris property rents and a dwindling customer base, combined with the arrival of ever-more streaming services like Amazon Prime, Disney+, HBO Max, Paramount+ and Apple TV+ are squeezing the life out of the cave-like shop, where DVDs spill out from floor-to-ceiling racks. Founded in 1982, JM Video was one of around 5,000 video rental shops in France at the end of last century, well before Netflix switched from being a DVD rental outfit to a streaming pioneer around 2010. Now, France has only about 10 DVD rental shops, two of which are in Paris.

AMD

AMD Blames Motherboard Makers For Burnt-Out CPUs (arstechnica.com) 35

An anonymous reader quotes a report from Ars Technica: AMD's X3D-series Ryzen chips have become popular with PC gamers because games in particular happen to benefit disproportionately from the chips' extra 64MB of L3 cache memory. But that extra memory occasionally comes with extra headaches. Not long after they were released earlier this year, some early adopters started having problems with their CPUs, ranging from failure to boot to actual physical scorching and burnout -- the problems were particularly common for users of the 9800X3D processor in ASRock motherboards, and one Reddit thread currently records 157 incidents of failure for that CPU model across various ASRock boards.

In an interview with the Korean language website Quasar Zone (via Tom's Hardware), AMD executives David McAfee and Travis Kirsch acknowledged the problems and pointed to the most likely culprit: motherboard makers who don't follow AMD's recommended specifications. Some manufacturers have historically shipped their AMD and Intel motherboards with elevated default power settings in the interest of squeezing a bit more performance out of the chips -- but those adjustments can also cause problems in some cases, especially for higher-end CPUs.

EU

To Fight Climate Change, Norway Wants to Become Europe's Carbon Dump (msn.com) 69

Liquefied CO2 will be transported by ship to "the world's first carbon shipping port," reports the Washington Post — an island in the North Sea where it will be "buried in a layer of spongy rock a mile and a half beneath the seabed."

Norway's government is covering 80% of the $1 billion first phase, with another $714 million from three fossil fuel companies toward an ongoing expansion (with an additional $150 million E.U. subsidy). As Europe's top oil and gas producer, Norway is using its fossil fuel income to see if they can make "carbon dumping" work. The world's first carbon shipment arrived this summer, carrying 7,500 metric tons of liquefied CO2 from a Norwegian cement factory that otherwise would have gone into the atmosphere... If all goes as planned, the project's backers — Shell, Equinor and TotalEnergies, along with Norway — say their facility could pump 5 million metric tons of carbon dioxide underground each year, or about a tenth of Norway's annual emissions...

[At the Heidelberg Materials cement factory in Brevik, Norway], when hot CO2-laden air comes rushing out of the cement kilns, the plant uses seawater from the neighboring fjord to cool it down. The cool air goes into a chamber where it gets sprayed with amine, a chemical that latches onto CO2 at low temperatures. The amine mist settles to the bottom, dragging carbon dioxide down with it. The rest of the air floats out of the smokestack with about 85 percent less CO2 in it, according to project manager Anders Pettersen. Later, Heidelberg Materials uses waste heat from the kilns to break the chemical bonds, so that the amine releases the carbon dioxide. The pure CO2 then goes into a compressor that resembles a giant steel heart, where it gets denser and colder until it finally becomes liquid. That liquid CO2 remains in storage tanks until a ship comes to carry it away. At best, operators expect this system to capture half the plant's CO2 emissions: 400,000 metric tons per year, or the equivalent of about 93,000 cars on the road...

[T]hree other companies are lined up to follow: Ørsted, which will send CO2 from two bioenergy plants in Denmark; Yara, which will send carbon from a Dutch fertilizer factory; and Stockholm Exergi, which will capture carbon from a Swedish bioenergy plant that burns wood waste. All of these projects have gotten significant subsidies from national governments and the European Union — essentially de-risking the experiment for the companies. Experts say the costs and headaches of installing and running carbon-capture equipment may start to make more financial sense as European carbon rules get stricter and the cost of emitting a ton of carbon dioxide goes up. Still, they say, it's hard to imagine many companies deciding to invest in carbon capture without serious subsidies...

The first shipments are being transported by Northern Pioneer, the world's biggest carbon dioxide tanker ship, built specifically for this project. The 430-foot ship can hold 7,500 metric tons of CO2 in tanks below deck. Those tanks keep it in a liquid state by cooling it to minus-15 degrees Fahrenheit and squeezing it with the same pressure the outside of a submarine would feel 500 feet below the waves. While that may sound extreme, consider that the liquid natural gas the ship uses for fuel has to be stored at minus-260 degrees. "CO2 isn't difficult to make it into a liquid," said Sally Benson, professor of energy science and engineering at Stanford University. Northern Pioneer is designed to emit about a third less carbon dioxide than a regular ship — key for a project that aims to eliminate carbon emissions. The ship burns natural gas, which emits less CO2 than marine diesel produces (though gas extraction is associated with methane leaks). The vessel uses a rotor sail to capture wind power. And it blows a constant stream of air bubbles to reduce friction as the hull cuts through the water, allowing it to burn less fuel. For every 100 tons of CO2 that Northern Lights pumps underground, it expects to emit three tons of CO2 into the atmosphere, mainly by burning fuel for shipping.

Eventually the carbon flows into a pipeline "that plunges through the North Sea and into the rocky layers below it — an engineering feat that's a bit like drilling for oil in reverse..." according to the article.

"Over the centuries, it should chemically react with the rock, eventually being locked away in minerals."
United States

Zuckerberg's Advocacy Group Warns US Families They Can't Afford Immigration Policy Changes 186

theodp writes: FWD.us, the immigration and criminal justice-focused nonprofit of Meta CEO Mark Zuckerberg -- the world's third richest person, according to Forbes with an estimated $250B net worth -- has released a new research report warning that announced immigration policies will hurt American families, who can't afford it with their meager savings.

The report begins: "Inflation remains a top concern for the majority of Americans. But new immigration policies announced by President Trump, and already underway, such as revoking immigrant work permits, deporting millions of people, and limiting legal immigration, would directly undermine the goal to level out, or even lower, the costs of everyday and essential goods and services. In fact, all Americans, particularly working-class families, are about to unnecessarily see prices for goods and services like food and housing increase substantially again, above and beyond other economic policies like global tariffs that could also raise prices. Announced immigration policies will result in American families paying an additional $2,150 for goods and services each year by the end of 2028, or the equivalent of the average American family's grocery bill for 3 months or their combined electricity and gas bills for the entire year. Such an annual increase would represent a tax that would erase many American families' annual savings, and amount to one of their bi-weekly paychecks each year. Unlike past periods of inflation, Americans have not been saving at the same rate as earlier years, and can't as easily absorb these price increases, squeezing American budgets even further."

In 2021, Zuckerberg's FWD.us teamed with the nation's tech giants to file a brief with the Supreme Court case to help crush WashTech (a tiny programmers' union), who challenged the lawfulness of hiring international students under the Optional Practical Training (OPT) program. "Striking down OPT and STEM OPT," FWD.us and its tech giant partners argued in their filing, [PDF] "would create a sudden labor shortage in the United States for many companies' most important technical jobs" and "hurt U.S. workers." The brief also dismissed WashTech's contention that the programs coupled with a talent surplus would shut U.S. workers out of the labor market, citing Microsoft's President Brad Smith's claim of an acute talent shortage and a 2.4% unemployment rate for computer occupations (that was then, this is now).
AI

Increased Traffic from Web-Scraping AI Bots is Hard to Monetize (yahoo.com) 57

"People are replacing Google search with artificial intelligence tools like ChatGPT," reports the Washington Post.

But that's just the first change, according to a New York-based start-up devoted to watching for content-scraping AI companies with a free analytics product and "ensuring that these intelligent agents pay for the content they consume." Their data from 266 web sites (half run by national or local news organizations) found that "traffic from retrieval bots grew 49% in the first quarter of 2025 from the fourth quarter of 2024," the Post reports. A spokesperson for OpenAI said that referral traffic to publishers from ChatGPT searches may be lower in quantity but that it reflects a stronger user intent compared with casual web browsing.

To capitalize on this shift, websites will need to reorient themselves to AI visitors rather than human ones [said TollBit CEO/co-founder Toshit Panigrahi]. But he also acknowledged that squeezing payment for content when AI companies argue that scraping online data is fair use will be an uphill climb, especially as leading players make their newest AI visitors even harder to identify....

In the past eight months, as chatbots have evolved to incorporate features like web search and "reasoning" to answer more complex queries, traffic for retrieval bots has skyrocketed. It grew 2.5 times as fast as traffic for bots that scrape data for training between the fourth quarter of 2024 and the first quarter of 2025, according to TollBit's report. Panigrahi said TollBit's data may underestimate the magnitude of this change because it doesn't reflect bots that AI companies send out on behalf of AI "agents" that can complete tasks on a user's behalf, like ordering takeout from DoorDash. The start-up's findings also add a dimension to mounting evidence that the modern internet — optimized for Google search results and social media algorithms — will have to be restructured as the popularity of AI answers grows. "To think of it as, 'Well, I'm optimizing my search for humans' is missing out on a big opportunity," he said.

Installing TollBit's analytics platform is free for news publishers, and the company has more than 2,000 clients, many of which are struggling with these seismic changes, according to data in the report. Although news publishers and other websites can implement blockers to prevent various AI bots from scraping their content, TollBit found that more than 26 million AI scrapes bypassed those blockers in March alone. Some AI companies claim bots for AI agents don't need to follow bot instructions because they are acting on behalf of a user.

The Post also got this comment from the chief operating officer for the media company Time, which successfully negotiated content licensing deals with OpenAI and Perplexity.

"The vast majority of the AI bots out there absolutely are not sourcing the content through any kind of paid mechanism... There is a very, very long way to go."
Supercomputing

'El Capitan' Ranked Most Powerful Supercomputer In the World (engadget.com) 44

Lawrence Livermore National Laboratory's "El Capitan" supercomputer is now ranked as the world's most powerful, exceeding a High-Performance Linpack (HPL) score of 1.742 exaflops on the latest Top500 list. Engadget reports: El Capitan is only the third "exascale" computer, meaning it can perform more than a quintillion calculations in a second. The other two, called Frontier and Aurora, claim the second and third place slots on the TOP500 now. Unsurprisingly, all of these massive machines live within government research facilities: El Capitan is housed at Lawrence Livermore National Laboratory; Frontier is at Oak Ridge National Laboratory; Argonne National Laboratory claims Aurora. [Cray Computing] had a hand in all three systems.

El Capitan has more than 11 million combined CPU and GPU cores based on AMD 4th-gen EPYC processors. These 24-core processors are rated at 1.8GHz each and have AMD Instinct M1300A APUs. It's also relatively efficient, as such systems go, squeezing out an estimated 58.89 Gigaflops per watt. If you're wondering what El Capitan is built for, the answer is addressing nuclear stockpile safety, but it can also be used for nuclear counterterrorism.

Businesses

Basecamp-Maker 37Signals Says Its 'Cloud Exit' Will Save It $10 Million Over 5 Years (arstechnica.com) 83

An anonymous reader quotes a report from Ars Technica: 37Signals is not a company that makes its policy or management decisions quietly. The productivity software company was an avowedly Mac-centric shop until Apple's move to kill home screen web apps (or Progressive Web Apps, or PWAs) led the firm and its very-public-facing co-founder, David Heinemeier Hansson, to declare a "Return to Windows," followed by a stew of Windows/Mac/Linux. The company waged a public battle with Apple over its App Store subscription policies, and the resulting outcry helped nudge Apple a bit. 37Signals has maintained an active blog for years, its co-founders and employees have written numerous business advice books, and its blog and social media posts regularly hit the front pages of Hacker News.

So when 37Signals decided to pull its seven cloud-based apps off Amazon Web Services in the fall of 2022, it didn't do so quietly or without details. Back then, Hansson described his firm as paying "an at times almost absurd premium" for defense against "wild swings or towering peaks in usage." In early 2023, Hansson wrote that 37Signals expected to save $7 million over five years by buying more than $600,000 worth of Dell server gear and hosting its own apps.

Late last week, Hansson had an update: it's more like $10 million (and, he told the BBC, more like $800,000 in gear). By squeezing more hardware into existing racks and power allowances, estimating seven years' life for that hardware, and eventually transferring its 10 petabytes of S3 storage into a dual-DC Pure Storage flash array, 37Signals expects to save money, run faster, and have more storage available. "The motto of the 2010s and early 2020s -- all-cloud, everything, all the time -- seems to finally have peaked," Hansson writes. "And thank heavens for that!" He adds the caveat that companies with "enormous fluctuations in load," and those in early or uncertain stages, still have a place in the cloud.

United States

Biden To Ban US Sales of Kaspersky Software Over Ties To Russia (reuters.com) 124

The Biden administration on Thursday will announce plans to bar the sale of Kaspersky Lab's antivirus software in the United States, citing the firm's large U.S. customers including critical infrastructure providers and state and local governments, according to Reuters. From the report: The company's close ties to the Russian government were found to pose a critical risk, the person said, adding that the software's privileged access to a computer's systems could allow it to steal sensitive information from American computers, install malware or withhold critical updates. The sweeping new rule, using broad powers created by the Trump administration, will be coupled with another move to add the company to a trade restriction list, according to two other people familiar with the matter, dealing a blow to the firm's reputation that could hammer its overseas sales.

The plan to add the cybersecurity company to the entity list, which effectively bars a company's U.S. suppliers from selling to it, and the timing and details of the software sales curb, have not been previously reported. Previously, Kaspersky has said that it is a privately managed company with no ties to the Russian government. The moves show the administration is trying to stamp out any risks of Russian cyberattacks stemming from Kaspersky software and keep squeezing Moscow as its war effort in Ukraine has regained momentum and as the United States has run low on fresh sanctions it can impose on Russia.

Intel

One-Line Patch For Intel Meteor Lake Yields Up To 72% Better Performance (phoronix.com) 17

Michael Larabel reports via Phoronix: Covered last week on Phoronix was a new patch from Intel that with tuning to the P-State CPU frequency scaling driver was showing big wins for Intel Core Ultra "Meteor Lake" performance and power efficiency. I was curious with the Intel claims posted for a couple benchmarks and thus over the weekend set out to run many Intel Meteor Lake benchmarks on this one-line kernel patch... The results are great for boosting the Linux performance of Intel Core ultra laptops with as much as 72% better performance. [...]

When looking at the CPU power consumption overall, for the wide variety of workloads tested it was just a slight uptick in power use and thus overall leading to slightly better power efficiency too. See all the data here. So this is quite a nice one-line Linux kernel patch for Meteor Lake and will hopefully be mainlined to the Linux kernel for Linux 6.11 if not squeezing it in as a "fix" for the current Linux 6.10 cycle. It's just too bad though that it took six months after launch for this tuned EPP value to be determined. Fresh benchmarks between Intel Core Ultra and AMD Ryzen on the latest Linux software will be coming up soon on Phoronix.

Businesses

Nearly 50% of People Are Considering Leaving Their Jobs In 2024 (cnbc.com) 54

An anonymous reader quotes a report from CNBC: In 2022, at the height of the "great resignation," a record 4.5 million workers each month -- about 3% of the U.S. workforce -- were quitting their jobs. While some economists have said this pandemic-era trend is over, new research from Microsoft and LinkedIn forecasts that even more people plan to leave their jobs in 2024. Nearly half (46%) of professionals say they're considering quitting in the year ahead -- higher than the 40% who said the same ahead of 2021s great resignation, according to new research from Microsoft and LinkedIn, which surveyed more than 30,000 people in 31 countries between February and March 2024.

In the U.S., LinkedIn has seen a 14% increase in job applications per opening since last fall, with 85% of workers saying they plan to look for a new role in 2024, a survey of 1,013 U.S. professionals conducted between November and December 2023 found. And Americans' confidence in their job-hunting prospects has reached its highest point in two years, a February 2024 ZipRecruiter survey of more than 2,000 jobseekers shows. This renewed sense of optimism is aided by the fact that the U.S. economy avoided the recession forecast for 2023, ZipRecruiter chief economist Julia Pollak tells CNBC Make It. [...]

It's not just better labor market conditions driving more U.S. workers to consider a career change in 2024. Inflation is still squeezing Americans' budgets; nearly half (45%) of workers planning to switch jobs this year say they need a higher income, according to Monster's 2024 Work Watch Report. Job switchers tend to increase their salaries more quickly than those who stay put, per data from the Federal Reserve Bank of Atlanta. Changing jobs is coming with greater pay gains: New data from ADP shows the median year-over-year pay increase for job switchers was 10% in March, up from 2.9% six months prior. With salaries finally keeping up with inflation, Pollak adds, the return on investment of switching jobs feels "much higher" than it did six months ago.

The Courts

Court Docs Reveal Epic CEO's Anger At Steam's 30% Fees (arstechnica.com) 109

New emails from before the launch of the Epic Games Store in 2018 show just how angry Epic CEO Tim Sweeney was with the "assholes" at companies like Valve and Apple for squeezing "the little guy" with what he saw as inflated fees. "The emails, which came out this week as part of Wolfire's price-fixing case against Valve (as noticed by the GameDiscoverCo newsletter), confront Valve managers directly for platform fees Sweeney says are 'no longer justifiable,'" writes Ars Technica's Kyle Orland. "They also offer a behind-the-scenes look at the fury Sweeney and Epic would unleash against Apple in court proceedings starting years later. From the report: The first mostly unredacted email chain from the court documents, from August 2017 (PDF), starts with Valve co-founder Gabe Newell asking Sweeney if there is "anything we [are] doing to annoy you?" That query was likely prompted by Sweeney's public tweets at the time questioning "why Steam is still taking 30% of gross [when] MasterCard and Visa charge 2-5% per transaction, and CDN bandwidth is around $0.002/GB." Later in the same thread, he laments that "the internet was supposed to obsolete the rent-seeking software distribution middlemen, but here's Facebook, Google, Apple, Valve, etc." Expanding on these public thoughts in a private response to Newell, Sweeney allows that there was "a good case" for Steam's 30 percent platform fee "in the early days." But he also argues that the fee is too high now that Steam's sheer scale has driven down operating costs and made it harder for individual games to get as much marketing or user acquisition value from simply being available on the storefront.

Sweeney goes on to spitball some numbers showing how Valve's fees are contributing to the squeeze all but the biggest PC game developers were feeling on their revenues: "If you subtract out the top 25 games on Steam, I bet Valve made more profit from most of the next 1,000 than the developer themselves made. These guys are our engine customers and we talk to them all the time. Valve takes 30% for distribution; they have to spend 30% on Facebook/Google/Twitter [user acquisition] or traditional marketing, 10% on server, 5% on engine. So, the system takes 75% and that leaves 25% for actually creating the game, worse than the retail distribution economics of the 1990's." Based on experience with Fortnite and Paragon, Sweeney estimates that the true cost of distribution for PC games that sell for $25 or more in Western markets "is under 7% of gross." That's only slightly lower than the 12 percent take Epic would establish for its own Epic Games Store the next year.

The second email chain (PDF) revealed in the lawsuit started in November 2018, with Sweeney offering Valve a heads-up on the impending launch of the Epic Games Store that would come just weeks later. While that move was focused on PC and Mac games, Sweeney quickly pivots to a discussion of Apple's total control over iOS, the subject at the time of a lawsuit whose technicalities were being considered by the Supreme Court. Years before Epic would bring its own case against Apple, Sweeney was somewhat prescient, noting that "Apple also has the resources to litigate and delay any change [to its total App Store control] for years... What we need right now is enough developer, press, and platform momentum to steer Apple towards fully opening up iOS sooner rather than later." To that end, Sweeney attempted to convince Valve that lowering its own platform fees would hurt Apple's position and thereby contribute to the greater good: "A timely move by Valve to improve Steam economics for all developers would make a great difference in all of this, clearly demonstrating that store competition leads to better rates for all developers. Epic would gladly speak in support of such a move anytime!"

In a follow-up email on December 3, just days before the Epic Games Store launch, Sweeney took Valve to task more directly for its policy of offering lower platform fees for the largest developers on Steam. He offered some harsh words for Valve while once again begging the company to serve as a positive example in the developing case against Apple: "Right now, you assholes are telling the world that the strong and powerful get special terms, while 30% is for the little people. We're all in for a prolonged battle if Apple tries to keep their monopoly and 30% by cutting backroom deals with big publishers to keep them quiet. Why not give ALL developers a better deal? What better way is there to convince Apple quickly that their model is now totally untenable?" After being forwarded the message by Valve's Erik Johnson, Valve COO Scott Lynch simply offered up a sardonic "You mad bro?"

Earth

Why the US Is Pumping More Oil Than Any Country in History (theatlantic.com) 207

The politics of solving climate change may, paradoxically, require producing more fossil fuels for a while. Roge Karma, writing for The Atlantic: By boosting domestic oil supply, the Biden administration seems to be contributing to the very problem it claims to want to solve. The reality is more complicated. "Pushing for reductions in U.S. oil production is like squeezing a balloon -- the production will 'pop out' somewhere else," writes Samantha Gross, an energy-and-climate expert at the Brookings Institution. The world's energy needs are growing rapidly, which means oil companies are going to supply it regardless of what the White House does. If the U.S. were to cut back tomorrow, prices would rise. In the short term, this would lead to less consumption and lower emissions. But those high prices would only entice producers in other countries to step in, as many did in the months after Russia's invasion.

For that reason, reductions in U.S. oil production could actually result in higher overall emissions. The U.S. has one of the least emissions-intensive oil industries on the planet. Shifting production to countries with looser standards would likely be worse for the climate. But the deeper explanation for the Biden administration's actions has to do with the politics of climate change. Put simply, pursuing a decarbonization agenda requires Biden to maintain political support, and there is no surer way to lose political support than by presiding over high gas prices. Biden's approval rating has tracked gas prices for most of his presidency (although he hasn't yet benefited from recent improvements), and the drop in prices in the months leading up to the 2022 midterms may have contributed to Democrats' unexpectedly strong performance in those elections. Plus, when the price of energy goes up, the price of everything else tends to rise as well, sparking further inflation.

HP

HP Exec Says Quiet Part Out Loud When It Comes To Locking in Print Customers (theregister.com) 86

HP is squeezing more margin out of print customers, the result of a multi-year strategy to convert unprofitable business into something more lucrative, and says its subscription model is "locking" in people. From a report: Tech vendors -- software, hardware, and cloud services -- generally avoid terms that suggest they're perhaps in some way pinning down customers in a strategic sales hold. But as Marie Myers, chief financial officer at HP, was this week talking to the UBS Global Technology conference, in front of investors, the thrust of the message was geared toward the audience. "We absolutely see when you move a customer from that pure transactional model ... whether it's Instant Ink, plus adding on that paper, we sort of see a 20 percent uplift on the value of that customer because you're locking that person, committing to a longer-term relationship."

Instant Ink is a subscription in which ink or toner cartridges are dispatched when needed, with customers paying for plans that start at $0.99 and run to $25.99 per month. As of May last year, HP had more than 11 million subscribers to the service. Since then it has banked double-digit percentage figures on the revenues front. By pre-pandemic 2019, HP had grown weary of third-party cartridge makers stealing its supplies business. It pledged to charge more upfront for certain printer hardware ("rebalance the system profitability, capturing more profit upfront").

Science

LIGO Surpasses the Quantum Limit (sciencealert.com) 22

Wikipedia defines LIGO as "a large-scale physics experiment and observatory designed to detect cosmic gravitational waves." (It stands for Laser Interferometer Gravitational-Wave Observatory — that is, measuring the interference caused by superimposed waves.)

Now Science Alert reports: A technique for squeezing light in the arms of LIGO's interferometer has allowed its measurements to cross the quantum barrier.

For LIGO, it's a bold new realm of sensitivity, giving the gravitational wave detector the ability to find 60% more dead star mergers than the rate of its previous run, which was around one or two detections every week or so... "Now that we have surpassed this quantum limit, we can do a lot more astronomy," says physicist Lee McCuller of Caltech...

LIGO's sensitivity was already absolutely jaw-dropping. The interferometer works by detecting ripples in space-time that are generated by colliding black holes and neutron stars, millions of billions to light-years away. These cause gravitational waves, like ripples in a pond. We can't feel them; but they can be detected in miniscule deviations in the path of light down a long, long tunnel. These deviations are incredibly small, down to trillions of times smaller than a human hair. But once you get into subatomic scales — the quantum realm — LIGO's abilities are hobbled. That's because, on those unimaginably small scales, particles randomly pop in and out of space, creating a constant background hiss of quantum noise that's louder than any signal.

Frequency-dependent squeezing is a way of amplifying the signals to be 'louder' than the quantum noise... If you pinch a property of light, such as amplitude (or power), other properties, such as frequency, can be measured more accurately... [T]he light can be squeezed in multiple ways to amplify the frequency of the gravitational waves the scientists are looking for... "We've known for a while how to write down the equations to make this work, but it was not clear that we could actually make it work until now. It's like science fiction," says physicist Rana Adhikari of Caltech...

This means we're likely to see a significant uptick in the number of black hole and neutron star collisions we observe out there in the wider Universe.

Movies

'Netflix Effect' Returns As Studios License Old Shows To Their Streaming Rival (ft.com) 31

Christopher Grimes reports via the Financial Times: Some of Netflix's competitors are reversing a streaming war tactic by licensing their old TV shows and movies to the streamer -- boosting its programming offerings but also potentially squeezing its profit margins, analysts say. Netflix relied heavily on programming that it licensed from other companies when it launched its streaming service in 2007. But after Walt Disney, NBCUniversal, Paramount and the then Time Warner launched their own streaming services, they pulled many of their shows from Netflix to avoid feeding a company that had grown into an arch-competitor. With legacy media groups under pressure to produce streaming profits, however, licensing revenue is looking attractive again -- even if it comes from Netflix. This summer, Warner Bros Discovery's HBO network began licensing a handful of older shows to Netflix, including Insecure, Six Feet Under, Ballers and Band of Brothers.

Analysts at Morgan Stanley said the return of licensing deals was a "long-term positive" for Netflix and would "pad" its lead over competitors in streaming. But the bank added that the cost of licensing -- along with the Netflix's investments in gaming and other sectors -- could add pressure to its profit margins in 2024. The analysts raised their outlook for Netflix's overall cash spending next year by $500mn to $17.7bn. Netflix will report results on Wednesday, with investors expected to focus on whether it plans to increase subscription prices and signs of progress on its new advertising tier. The latest data on its password sharing crackdown will also be watched.

[T]he studios' experiments with licensing deals appear to have given some old shows new life. After NBCUniversal licensed its show Suits -- which aired from 2011-19 and starred Meghan Markle -- to Netflix in June, the show experienced a revival. The legal drama was in the top spot on the Nielsen Streaming top 10 for three months, an example of the "Netflix effect" on older shows. Bloys said licensing shows to Netflix had also boosted traffic for the programs on Warner Discovery's Max streaming platform, home to HBO programming including Ballers, a sports drama that ran from 2015-19. Ballers entered the Nielsen top 10 after it went to Netflix, and Insecure, a comedy starring Issa Rae that ran from 2016-21, had a similar boost.

Hardware

Saudi Arabia and UAE Race To Buy Nvidia Chips To Power AI Ambitions (theverge.com) 15

Saudi Arabia and the United Arab Emirates are buying up thousands of the high-performance Nvidia chips crucial for building artificial intelligence software, joining a global AI arms race that is squeezing the supply of Silicon Valley's hottest commodity. From a report: The Gulf powerhouses have publicly stated their goal of becoming leaders in AI as they pursue ambitious plans to turbocharge their economies. But the push has also raised concerns about potential misuse of the technology by the oil-rich states' autocratic leaders. According to people familiar with the moves, Saudi Arabia has bought at least 3,000 of Nvidia's H100 chips -- a $40,000 processor described by Nvidia chief Jensen Huang as "the world's first computer [chip] designed for generative AI" -- via the public research institution King Abdullah University of Science and Technology (Kaust).

Meanwhile, the UAE has also secured access to thousands of Nvidia chips and has already developed its own open-source large language model, known as Falcon, at the state-owned Technology Innovation Institute in Masdar City, Abu Dhabi. "The UAE has made a decision that it wants toâ...âown and control its own computational power and talent, have their own platforms and not be dependent on the Chinese or the Americans," said a person familiar with Abu Dhabi's thinking.

Facebook

Meta Scales Back Ambitions for AR Glasses 19

An anonymous reader shares a report: In March 2020, as the Covid-19 pandemic began to transform the world, the company then known as Facebook struck a deal to buy all the augmented reality displays made by British firm Plessey. At the time, the deal appeared to be a savvy way of squeezing out Apple in the competition to develop AR glasses, as Plessey was one of the few makers of AR displays. Three years on, however, the deal has turned into a bust for Meta. Development of Plessey's technology has stalled, say people with direct knowledge of the effort. Facebook, now called Meta Platforms, has struggled to make Plessey's displays bright enough for use in its AR glasses under development and to reduce defects that crop up in the manufacturing process. Earlier this year, Meta decided to abandon Plessey's microLED tech in favor of an older display technology, liquid crystal on silicon or LCoS. The decision is one of several Meta has made, for either technological or cost-saving reasons, that will reduce the edge that the AR glasses have over existing AR headsets like Microsoft's HoloLens.

The episode highlights the twists and turns Meta is navigating as it tries to stay ahead of Apple and other rivals in the still-developing market for AR and virtual reality. Meta was early to the VR market with its Quest headsets and has been working on developing AR glasses to get ahead of rivals like Snap which are trying to develop similar products. Now it faces competition from Apple, which last month unveiled its mixed-reality headset, the Vision Pro, which will be available early next year. At the same time, Meta is under pressure from investors to curb the more than $10 billion it is spending annually at the Reality Labs division developing its AR and VR products. Technical setbacks have forced Meta to delay the timeline for releasing AR glasses multiple times, and it isn't anticipating releasing a pair of AR glasses to the public until at least 2027.

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