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Comment Re: Hardware will be fine (Score 1) 55

Sure, but nothing tangible would be lost - just some notional "Market Cap" reduction which is only really meaningful to Wall Street types, although that would also impact people's pension's etc.

Where nVidia would be exposed would be is companies have bought significant quantities of their chips, but go bust when the bubble pops without settling their invoices from nVidia first. Best case that ties up nVidia's cash while the bankruptcy process happens and they get a significant slice of the outstanding financial pie. Worst case the companies in question all implode with significant debts to multiple parties, their assets (mostly nVidia's chips) get sold off to pay off those debts, but nVidia still gets next to nothing once the assets are divied up. Combined with a heavily reduced market cap, that leaves nVidia with a significant reduction in cash-in-hand and a lack of value with which to help secure loans and investment, which in any case would need to come from a financial market reeling from a multi-trillion dollar bubble pop. The reality is more likely to be somewhere in the middle, but nVidia isn't going to sail through this completely unscathed either.

Comment Re:Do your research (Score 3, Interesting) 10

It's not just about the packages and whether they are malicious or not. These, so far at least, are not - AFAICT they don't even *claim* do anything at all that is functionally useful to a coder so they are never going to get downloaded; their sole purpose is to earn the uploader some of these TEA tokens which, when amalgamated across a few hundred thousand packages, is presumably worth something to them, or why bother? Now that the jig is up, the people that do like to peddle such malware are probably not looking too kindly on whoever pulled this off.

That's the secondary issue here ; like many similar things, whoever came up with this TEA token either didn't consider, or didn't care about, human nature. Anyone with half a clue, or the slightest care about the integrity of such a scheme, should be well aware by now that if you can earn something of value (which need not be monetary) by doing some online clicks, likes, shares, uploads, or whatever then some asshat is going to try and exploit the system so they can get all the benefits without the effort. If your system isn't baking in countermeasures against that kind of abuse, then it's a PoS that should never have left the drawing board but, all too often, human nature rears its head again and says "ship it anyway!" and the enshitification continues.

Comment Re:AI headline not spell checked (Score 1) 88

They hyperscalers are building out (or re-activating) grid-level power supplies for DCs that are not online yet, so are essentially not included in the 2025 figures. All Electrek (a pro-green energy site with a very obvious bias to that effect) are saying is that we collectively built out enough solar and wind to exceed the overall global increase in demand during 2025. Sure, that's a good thing, but it says nothing about how much excess non-green capacity was decomissioned last year (relatively speaking, hardly any), or by just how much that annual green capacity roll out will need to ramp-up to avoid building/re-activating additional non-green power plants to power the new hyperscaler DCs over the next few years (quite a lot, unless the AI bubble pops and most of them never get built).

Frankly, I'd prefer it if they just stopped trying to put a positive spin on everything green and told it like it is for those too dumb/lazy to read between the lines. Yes, we're collectively rolling out greener energy sources at a decent clip, but still far, far, below the rate needed to achieve any meaningful mitigation of mankind's effect on the climate in the timescales that are probably required. According to Electrek nearly everything moving us towards a net zero economy automatically gets an A+ when the reality is probably closer to a B-, or even a C+, must try harder.

Comment Re:Yawn (Score 1) 154

At least unsold cars might be moved to somewhere else if there's a perceived demand somewhere else. They might even be exported depending on the sorts of trade deals that the country has internationally.

Real estate by its very nature is fixed into place. If there's no value in it in-place, then the only real value is the proceeds from dismantling and carting-off whatever's there. If there are environmental regulations involved in that process, or if the materials have no reusable or recyclable value, then the real estate can have a negative value, ie, it's a liability exceeding its benefit.

China seems to be speed-running three centuries' worth of social and economic problems in under a hundred years, and without shaking-out or solving prior problems as thoroughly as other societies have done before the next set of problems come along. Prior unresolved problems may well contribute additional aggravation to new problems too. China's GDP per-capita is somewhere between 1/5 and 1/2 of American GDP per-capita, but I seriously doubt that it's proportionally less expensive to produce electric cars there versus anywhere else. Sure, it will be somewhat cheaper due to reduced wages, but not so much cheaper that the average Chinese could afford at the same rates as the average American could. That poses a real problem when there's the sort of overproduction that a centrally-managed economy enables.

Comment Re:How Big and How Short? (Score 2) 60

It wasn't hard to tell that the emperor in the fable was naked at the equivalent point in the tale either, but it still took that lone voice to pipe up and say so. In the case of sub-prime, the smart people (or at least their smart financial advisors) sat up, paid attention to what Burry was saying and took some mitigating action, everyone else took a bath or, if they had the right contacts and leverage, got a government bailout.

In my mind, AI is just about at that point but is still suffering from a combination of the Greater Fool theory and Dunning-Kruger syndrome. The people backing the AI bros and the bros themselves all know it's a bubble (Sam Altman even flat out said so), but as long as they can keep pulling in money from the pool of Greater Fools to pay the bills, and their Dunning-Kruger leads them to believe they will be the select few that realise it's time to bail right before the bubble pops to maximise their profits and avoid taking the hit, unlike all the other losers, they're going to keep pumping air into it.

Comment Re: OTA PAY TO carry channels should not allowed t (Score 0) 44

Yes. In fact they are - well planning to. ATSC 3.0 allows encryption of so called "free" over the air TV and they are only doing that so they can actually override the FCC and stop people recording shows.

This feels like one of those stupid "free market" republican ideas that later comes back to bite everyone in the butt. Probably on the same level as the promise Congress people used to make that we could one day buy our own TV cable boxes.

Comment Problem: too many manufacturers (Score 1) 206

I think the Chinese government needs to severely cull the number of EV manufacturers down to four at most: BYD, SAIC, Geely Group and Chery. And give them unlimited resources to make their EV's truly world-class vehicles that comply even with the US Federal Motor Vehicle Safety Standards.

Comment There will be no 2nd gen iPhone Air. (Score 1) 58

But much of what was learned from the iPhone Air will go into the iPhone 18 models arriving in March 2027. This means:

1. The back looks like iPhone 17 Pro but with only two camera sensors.
2. Larger camera plateau will mean most of the electronics will be inside the camera plateau.
3. Will use stainless steel chassis but will be a bit thinner than iPhone 16/16 Plus models from 2024.
4. Wraparound antenna will be stainless steel.
5. Will come in 6.1" and 6.6" screen sizes with just about no bezels, so the 6.1" model will be about the size of the 2017 iPhone X and the 6.6" model feels like a thicker iPhone Air.
6. Full MagSafe support including Qi2.2 support for 25 watt wireless charging.
7. Apple A20 SoC with 12 GB of RAM.
8. New silicon-carbon battery with 3,900 mAh on the 6.1" model and 4,500 mAh on the 6.6" model.
9. C2 radio modem, including mmWave support for US models.
10. N1 (or its successor) I/O chip.
11. Return of better-quality speakers.
12. USB Type C port with up to 40 watts initial charging speed and possible USB 3.2 1x1 5 gigabit/second data transfer speed.

In short, it looks like the current iPhone Pro but with only two camera sensors in back, stainless steel chassis and thinner chassis (but not as thin as iPhone Air). It will be available in multiple colors, including the colors supposed claimed for the iPhone 18 Pro models. Note the rumored haptic touch buttons won't arrive until 2028.

Comment Re:Breeding issues (Score 1, Flamebait) 91

Wasn't this covered in "Orphan Black", where the clones all had the ASCII string "Property of Dyad Institute" encoded into their DNA? I have zero doubts that these self-serving asshats won't do something very similar with any "creations" they might make, no matter how egalitarian they make their motives sound. That they are trying to do an end run around the law of their land by going overseas says it all; they have zero ethics, and zero fucks will be given if it all goes horribly wrong.

Comment Re: They are probably not needed anymore (Score 1) 27

Their aggressive military actions against Tawain and their (Well Xiâ(TM)s) statements about a probable hostile takeover over Tawaiin by 2027 kind of makes them bad. Or did we decide that autocratic Putin was not âoebadâ for invading Ukraine so he could bring back the Soviet era??
And Xiâ(TM)s promise to Trump that he will not invade Taiwan during Trumpâ(TM)s term in office seems more about playing Trump as the fool he probably perceives Trump to be.

Ergo, fomenting war is a bad thing, and in that light China should, in fact, be seen as âoebad.â

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