Friday the Wall Street Journal reported Qualcomm recently "made a takeover approach" to Intel, which has a market value of roughly $90 billion ("according to people familiar with the matter...") A deal is far from certain, the people cautioned. Even if Intel is receptive, a deal of that size is all but certain to attract antitrust scrutiny, though it is also possible it could be seen as an opportunity to strengthen the U.S.'s competitive edge in chips... Both Intel and Qualcomm have become U.S. national champions of sorts as chip-making gets increasingly politicized. Intel is in line to get up to $8.5 billion of potential grants for factories in the U.S. as Chief Executive Pat Gelsinger tries to build up a business making chips on contract for outsiders...
Both Intel and Qualcomm have been "overshadowed" by Nvidia's success in powering the AI boom, the article points out.

But "To get the deal done, Qualcomm could intend to sell assets or parts of Intel to other buyers... A deal would significantly broaden Qualcomm's horizons, complementing its mobile-phone chip business with chips from Intel that are ubiquitous in personal computers and servers..." Qualcomm's approach follows a more than three-year turnaround effort at Intel under Gelsinger that has yet to bear significant fruit. For years, Intel was the biggest semiconductor company in the world by market value, but it now lags behind rivals including Qualcomm, Broadcom, Texas Instruments and AMD. In August, following a dismal quarterly report, Intel said it planned to lay off thousands of employees and pause dividend payments as part of a broad cost-saving drive. Gelsinger last month laid out a roadmap to slash costs by more than $10 billion in 2025, as the company reported a loss of $1.6 billion for the second quarter, compared with a $1.5 billion profit a year earlier...

Intel earlier this year began to report separate financial results of its manufacturing operations, which many on Wall Street saw as a prelude to a possible split of the company. Some analysts have argued Intel should be split into two, mirroring a shift in the industry toward specializing in either chip design or chip manufacturing. Splitting up immediately might not be possible, however, Bernstein Research analyst Stacy Rasgon said in a recent note. Intel's manufacturing arm is money-losing and hasn't gained strong traction with customers other than Intel itself since Gelsinger opened the factories to outside chip designers three years ago. Gelsinger has been doubling down on the company's factory ambitions, outlining spending of hundreds of billions of dollars building new plants in the U.S., Europe and Israel in recent years.

Given Intel's market value, a successful takeover of the entire company would rank as the all-time largest technology M&A deal, topping Microsoft's $69 billion acquisition of Activision Blizzard.
Intel's stock "had its biggest one-day drop in over 50 years in August after the company reported disappointing earnings," reports CNBC. Partly because of that one-day, 26% drop, Intel's shares "are down 53% this year as investors express doubts about the company's costly plans to manufacture and design chips."

But the Register remains skeptical about Qualcomm taking over Intel: Chipzilla may not be worth much to Qualcomm unless it can renegotiate the x86/x86-64 cross-licensing patent agreement between Intel and AMD, which dates back to 2009. That agreement is terminated if a change in control happens at either Intel or AMD.

While a number of the patents expired in 2021, it's our understanding that agreement is still in force and Qualcomm would be subject to change of control rules. In other words, Qualcomm wouldn't be able to produce Intel-designed x86-64 chips unless AMD gave the green light. It's also likely one of the reasons why no one bought AMD when it was dire straits; whoever took over it would have to deal with Intel.

American Battery Technology and lithium-producer Albemarle are among 25 companies getting more than $3 billion in funding from the Biden administration to boost domestic production of advanced batteries and components. From a report: The funding -- part of a broader White House goal of creating an American battery supply chain -- is going to projects that are building, expanding or retrofitting facilities to process critical minerals, build components and batteries and recycle materials, the Energy Department said Friday.

American Battery Technology received $150 million to build a commercial-scale lithium-ion battery recycling facility in South Carolina. Albemarle is getting $67 million to retrofit a facility to manufacture commercial anode material for next-generation lithium-ion batteries around Charlotte, North Carolina. Other projects included $50 million for Cabot and $225 million for SWA Lithium, a joint venture of Standard Lithium and Equinor. Batteries -- which are used for electric vehicles as well as storing renewable energy for use on the electric grid -- are considered critical to reaching the administration's goal of net-zero emissions by 2050 and for boosting electric vehicles to half of all new light-duty vehicle sales by 2030.

Meta and Apple have increasingly been rivals, and Mark Zuckerberg only expects their competition to intensify in the coming years. From a report: "I think in a lot of ways we're like the opposite of Apple," Zuckerberg said. "Clearly, their stuff has worked really well too. They take this approach that's like, 'We're going to take a long time, we're going to polish it, we're going to put it out,' and maybe for the stuff that they're doing that works, maybe that just fits with their culture."

Zuckerberg went on to say Meta approaches product releases differently, saying, "there are a lot of conversations that we have internally where you're almost at the line of being embarrassed at what you put out." "You want to really have a culture that values shipping and getting things out and getting feedback more than needing always to get great positive accolades from people when you put stuff out," he continued.

He also took the opportunity to critique Apple's approach. "If you want to wait until you get praised all the time, you're missing a bunch of the time when you could've learned a bunch of useful stuff and then incorporated that into the next version you're going to ship," he said. [...] Zuck said one of his goals for the next 10 or 15 years is "to build the next generation of open platforms and have the open platforms win."

Deadly attacks using booby-trapped pagers and walkie-talkies in Lebanon has revealed significant vulnerabilities in the supply chains for older electronic devices. The incident, which killed 37 people and injured about 3,000, has sparked investigations across Europe into the origins of the weaponized gadgets.

Taiwan-based Gold Apollo blamed a European licensee for the compromised pagers, while Japan's Icom could not verify the authenticity of the walkie-talkies bearing its name. Both companies denied manufacturing the deadly components in their home countries. Industry executives say older electronics from Asia often lack the tight supply chain controls of newer products, making it difficult to trace their origins. Counterfeiting, surplus inventories, and complex manufacturing deals further complicate the issue.

An anonymous reader quotes a report from Bloomberg: Walmart customers will soon have the option to pay directly from their bank accounts with instant transfers for online purchases. The enhanced feature is a flash point in the escalating tensions between merchants and the card networks setting the fees for payment processing. The world's largest retailer has offered pay-by-bank through Walmart Pay since earlier this year. Until now, the transactions were akin to digital checks and took roughly three days to finalize when being processed through The Automated Clearing House, the same network often used for bill payments or paycheck deposits. Soon, customers opting for pay-by-bank transactions will see the purchase reflected in their bank account balance instantly -- and Walmart will receive the funds immediately. [...]

Walmart's upgraded pay-by-bank offering will be rolled out in 2025. The transactions will occur over bank technology provider Fiserv's NOW Network, which integrates with The Clearing House's Real Time Payments network and the Federal Reserve's FedNow. Until now, large retailers hesitated to launch real time payment options because many banks were not connected to an instant settlement system, meaning their customers would not be able to use the product. NOW Network aims to connect to as many banks as possible to reach 100% of deposit accounts by combining its own network with RTP and FedNow. The instant pay-by-bank product will be available for online checkout on Walmart.com. The Bentonville, Arkansas-based retailer already has customers set up a profile when they shop online. If they opt to add pay-by-bank as a payment option on their profile, they will enter their bank login credentials to connect their account. Fiserv's AllData platform connects with their bank clients and vendors including Plaid, MX, Akoya and Finicity to link and authenticate consumer accounts. With this instant pay-by-bank product, consumers will avoid stacked pending transactions, which can open them up to the risk of overdraft or non-sufficient fund fees from their bank. "When the transaction processes as a real time payment, customers get immediate access to see that payment come through, I see it hit my account and I can properly budget," said Jamie Henry, vice president of emerging payments at Walmart. "It's not as if I've got this phantom payment out there that's going to take place a couple days down the road."

Residents of California can now store their driver's license or state ID in Apple or Google Wallet, according to an announcement today. Apple also shared the news. TechCrunch reports: Californians with an ID in the Apple Wallet or Google Wallet app can use their mobile devices to present their ID in person at select TSA security checkpoints and businesses. They can also use the app to verify their age or identity in select apps. Other states that already support digital driver's licenses and state IDs include Arizona, Colorado, Georgia, Maryland, and Ohio.

The once-booming tech job market has contracted sharply, with software development postings down over 30% since February 2020, according to Indeed.com. Tech companies have shed around 137,000 jobs since January, Layoffs.fyi reports.

This downturn, following years of aggressive hiring, marks a significant shift in the industry's labor dynamics. Companies are pivoting from growth-at-all-costs strategies to revenue-focused approaches, cutting entry-level positions and redirecting resources towards AI development. The release of ChatGPT in late 2022 sparked an AI investment frenzy, creating high demand for specialized AI talent.

Coming soon: Amazon sellers duking it out on TV to get their wares prime placement at the world's largest online retailer. Think "Shark Tank" meets Home Shopping Network. From a report: The e-commerce giant plans to introduce a new competition show next month in which entrepreneurs pitch their products to a studio audience as well as to judges including Amazon executives and celebrities like Goop founder Gwyneth Paltrow and designer Christian Siriano. Finalists will have their inventions sold in a new Amazon "Buy It Now" online store, and the winner of each episode will earn $20,000.

The show is the retailer's latest attempt to marry content and commerce. Persuading consumers to shop through Internet-enabled televisions has long been a goal of traditional entertainment companies, but getting viewers to scan the QR code can be difficult. By creating shows that highlight its sellers and their products, Amazon has a better shot at getting viewers to shop -- especially younger audiences who are already doing this on apps like TikTok, said Bernstein analyst Mark Shmulik. "This feels more elegant than QR codes," Shmulik said of Amazon's new game show. Over the past few years, Amazon has introduced ads with QR codes in about 100 shows and movies, including "The Summer I Turned Pretty," "The Boys" and, more recently, NFL football games.

ZDNet's Steven Vaughan-Nichols reports: After 20 years, Real-Time Linux (PREEMPT_RT) is finally -- finally -- in the mainline kernel. Linus Torvalds blessed the code while he was at Open Source Summit Europe. [...] The real-time Linux code is now baked into all Linux distros as of the forthcoming Linux 6.12 kernel. This means Linux will soon start appearing in more mission-critical devices and industrial hardware. But it took its sweet time getting here. An RTOS is a specialized operating system designed to handle time-critical tasks with precision and reliability. Unlike general-purpose operating systems like Windows or macOS, an RTOS is built to respond to events and process data within strict time constraints, often measured in milliseconds or microseconds. As Steven Rostedt, a prominent real-time Linux developer and Google engineer, put it, "Real-time is the fastest worst-case scenario." He means that the essential characteristic of an RTOS is its deterministic behavior. An RTOS guarantees that critical tasks will be completed within specified deadlines. [...]

So, why is Real-Time Linux only now completely blessed in the kernel? "We actually would not push something up unless we thought it was ready," Rostedt explained. "Almost everything was usually rewritten at least three times before it went into mainline because we had such a high bar for what would go in." In addition, the path to the mainline wasn't just about technical challenges. Politics and perception also played a role. "In the beginning, we couldn't even mention real-time," Rostedt recalled. "Everyone said, 'Oh, we don't care about real-time.'" Another problem was money. For many years funding for real-time Linux was erratic. In 2015, the Linux Foundation established the Real-Time Linux (RTL) collaborative project to coordinate efforts around mainlining PREEMPT_RT.

The final hurdle for full integration was reworking the kernel's print_k function, a critical debugging tool dating back to 1991. Torvalds was particularly protective of print_k --He wrote the original code and still uses it for debugging. However, print_k also puts a hard delay in a Linux program whenever it's called. That kind of slowdown is unacceptable in real-time systems. Rostedt explained: "Print_k has a thousand hacks to handle a thousand different situations. Whenever we modified print_k to do something, it would break one of these cases. The thing about print_k that's great about debugging is you can know exactly where you were when a process crashed. When I would be hammering the system really, really hard, and the latency was mostly around maybe 30 microseconds, and then suddenly it would jump to five milliseconds." That delay was the print_k message. After much work, many heated discussions, and several rejected proposals, a compromise was reached earlier this year. Torvalds is happy, the real-time Linux developers are happy, print_K users are happy, and, at long last, real-time Linux is real.

An anonymous reader quotes a report from Data Center Dynamics: BlackRock plans to launch a new $30 billion artificial intelligence (AI) investment fund focused on data centers and energy projects. Microsoft and Abu Dhabi-backed investment company MGX are general partners of the fund. GPU giant Nvidia will also advise. Run through BlackRock's Global Infrastructure Partners fund, which it acquired for $12.5 billion earlier this year, the 'Global AI Investment Partnership,' plans to raise up to $30 billion in equity investments. Another $70 billion could come via leveraged debt financing. "Mobilizing private capital to build AI infrastructure like data centers and power will unlock a multi-trillion-dollar long-term investment opportunity," said Larry Fink, chairman and CEO of BlackRock. "Data centers are the bedrock of the digital economy, and these investments will help power economic growth, create jobs, and drive AI technology innovation."

Brad Smith, Microsoft's president, added: "The capital spending needed for AI infrastructure and the new energy to power it goes beyond what any single company or government can finance. This financial partnership will not only help advance technology, but enhance national competitiveness, security, and economic prosperity."

Bayo Ogunlesi, CEO of Global Infrastructure Partners, said: "There is a clear need to mobilize significant amounts of private capital to fund investments in essential infrastructure. One manifestation of this is the capital required to support the development of AI. We are highly confident that the combined capabilities of our partnership will help accelerate the pace of investments in AI-related infrastructure."

All seven independent directors of DNA-testing company 23andMe resigned Tuesday, following a protracted negotiation with founder and Chief Executive Anne Wojcicki over her plan to take the company private. WSJ: It is the latest challenge for 23andMe, which has struggled to find a profitable business model. The stock price fell to $0.30 per share after hours on Tuesday. At that price the company is worth less than the cash on its balance sheet. In a letter addressed to Wojcicki, the directors wrote that "after months of work, we have yet to receive from you a fully financed, fully diligenced, actionable proposal that is in the best interests of the non-affiliated shareholders."

It is very rare for a publicly traded company to see so many directors resign simultaneously. The board members wrote that they differ with Wojcicki on the "strategic direction for the company" and because of her voting power, it was best that they resign. Wojcicki controls 49% of 23andMe votes, giving her a level of control that blocked board members from shopping the company to other potential bidders. She is the only remaining board member after the resignations. Further reading: 23andMe's Fall From $6 Billion To Nearly $0 (January 2024)

Fossil fuel companies pumped at least $5.6bn of sponsorship money into motorsports, football, golf and even snow sports in an effort to "buy social licence to operate," according to a new report. From a report: Almost no major spectator sport remains untouched by oil and gas money, according to research carried out by the New Weather Institute (NWI), a climate thinktank, which traced more than 200 sponsorship deals between sports teams and the industry. In addition, sports stars such as Cristiano Ronaldo, Lionel Messi, Tyson Fury and Anthony Joshua have all been successfully recruited to spend time in the Middle East as part of sponsorship deals, the report says.

It comes as concern grows about the fossil fuel industry's increasing efforts to launder its global standing through "sportswashing" -- a practice, long used by nation states, of building associations with sporting events to improve tarnished reputations. In 2023, Mohammed bin Salman, the crown prince of Saudi Arabia, said: "If sportswashing is going to increase my GDP by 1%, then we'll continue doing sportswashing." According to NWI's Dirty Money report, Aramco, Saudi Arabia's national oil company, was the biggest single investor in sports sponsorship identified by NWI's report, handing out almost $1.3bn across 10 deals. The petrochemical company Ineos was second, with $777m in sponsorship deals; Shell had sponsored sports to the tune of $470m; and TotalEnergies, France's leading oil company, had $340m in deals.

The entertainment company behind "The Hunger Games" and "Twilight" plans to start using generative AI in the creation of its new movies and TV shows, a sign of the emerging technology's advance in Hollywood. From a report: Lions Gate Entertainment has agreed to give Runway, one of several fast-evolving AI startups, access to its content library in exchange for a new, custom AI model that the studio can use in the editing and production process.

The deal -- the first of its kind for Runway and one that could become a blueprint in the entertainment industry -- comes as creatives, actors and studio executives debate whether to use the new technology and how to protect their copyright material. Advocates say generative AI can enhance creators' work and help a cash-strapped industry save time and money. Michael Burns, vice chairman of Lionsgate Studio, expects the company to be able to save "millions and millions of dollars" from using the new model. The studio behind the "John Wick" franchise and "Megalopolis" plans to initially use the new AI tool for internal purposes like storyboarding -- laying out a series of graphics to show how a story unfolds -- and eventually creating backgrounds and special effects, like explosions, for the big screen.

The Federal Deposit Insurance Corp. on Tuesday proposed a new rule forcing banks to keep detailed records for customers of fintech apps after the failure of tech firm Synapse resulted in thousands of Americans being locked out of their accounts. From a report: The rule, aimed at accounts opened by fintech firms that partner with banks, would make the institution maintain records of who owns it and the daily balances attributed to the owner, according to an FDIC memo. Fintech apps often lean on a practice where many customers' funds are pooled into a single large account at a bank, which relies on either the fintech or a third party to maintain ledgers of transactions and ownership.

That situation exposed customers to the risk that the nonbanks involved would keep shoddy or incomplete records, making it hard to determine who to pay out in the event of a failure. That's what happened in the Synapse collapse, which impacted more than 100,000 users of fintech apps including Yotta and Juno. Customers with funds in these "for benefit of" accounts have been unable to access their money since May.

An anonymous reader quotes a report from Wired: Eric and Donald Trump Jr., the sons of former president Donald Trump, have pledged to "make finance great again" with a new family-run crypto endeavor called World Liberty Financial. Introduced in a meandering livestream on X Monday, the Trump family and their associates described World Liberty Financial as a crypto platform that would let users conduct transactions without a bank sitting in the middle and extracting fees -- a concept known as decentralized finance, or DeFi. While short on details, Donald Trump, Jr. and Eric Trump both stressed repeatedly that World Liberty Financial's primary goal was to make DeFi more broadly accessible. "It's truly our job to make it understandable," said Eric Trump during the livestream. "We have to make it intuitive, we have to make it user-friendly, and we will." Former President Donald Trump joined the call as well, stressing his pro-crypto stance. "I do believe in it," said Trump of cryptocurrency generally. "It has a chance to really be something special."

The Trumps aren't alone in leading World Liberty Financial. They're joined by crypto veterans Chase Herro and Zak Folkman, as well as Steve Witkoff, a real estate investor and friend of Donald Trump's. In addition to the platform itself, World Liberty Financial will come with a governance token, WLFI, which will provide owners the right to vote "on matters of the platform." Approximately 63 percent of the tokens will be sold to the public; 17 percent are set aside for user rewards, and 20 percent will be reserved for World Liberty Financial team compensation. [...] World Liberty Financial will face steep competition in a DeFi market already crowded with similar services, among them Aave, Compound, Venus Protocol, and others. "DeFi is pretty mature, especially on the over-collateralized side," says Zach Hamilton, founder of crypto startup Sarcophagus and venture partner at VC firm Venture51. But the Trumps need not necessarily do anything novel, if they can capitalize on their mammoth public platform to peddle the new venture. "[World Liberty Financial] is launching with the most free marketing that any crypto company could ever get," says Hamilton. "Trump is the king of living rent free in people's minds." "I welcome any effort to bring DeFi into the mainstream," says Brad Harrison, CEO of Venus Protocol. "But like the autopilot in a Tesla, DeFi may give the appearance of something that's simple, but the inner workings are complex. Without a solid grasp of its nuances in the hands of seasoned technologists and financial engineers, a new platform risks being more of a branding exercise than a substantive and safe contribution to the space."

The U.S. government said Monday that it has issued fresh financial sanctions against five individuals and a corporate entity associated with spyware-making consortium Intellexa, months after the government sanctioned its founder. From a report: In its latest statement, the U.S. Treasury said it sanctioned the five people, including senior Intellexa executives and associates, who are alleged to be involved in the sale of Intellexa's phone spyware, dubbed Predator, to authoritarian governments. Predator can be used to hack into fully patched phones nearly invisibly, allowing the organization that deployed the spyware to obtain complete access to the target's device, including their private messages and real-time location. The Treasury said the spyware has been used to target U.S. government officials, journalists, and opposition politicians.

The sanctions include Felix Bitzios, who owns an Intellexa consortium company that the Treasury says was used to supply Predator spyware to an unnamed foreign government; Merom Harpaz and Panagiota Karaoli, who hold senior positions in Intellexa's corporate structure, according to the Treasury; and Andrea Nicola Constantino Hermes Gambazzi, who the Treasury says was involved in processing transactions for companies within Intellexa's consortium. The Treasury added that the Aliada Group, a company based in the British Virgin Islands and a member of the Intellexa group of companies, was also sanctioned for enabling tens of millions of dollars in transactions for the spyware-making consortium. A senior U.S. government official told reporters during a background call on Monday that the latest round of sanctions were part of the government's ongoing effort to target the commercial spyware industry. The U.S. official said the government was tracking money flows and movements to determine what entities might be trying to avoid or circumvent the sanctions.

Intel lost a bid to design and manufacture Sony's PlayStation 6 chip in 2022, dealing a blow to its contract manufacturing business. The contract, worth potentially billions in revenue, went to rival AMD after Intel failed to agree on pricing with Sony, Reuters reported Monday.

Discussions between the companies spanned months and involved top executives. Intel's loss has hampered CEO Pat Gelsinger's turnaround strategy, which hinges on expanding the company's foundry operations. The PlayStation deal would have provided steady business for Intel's struggling manufacturing arm, which reported $7 billion in operating losses last quarter. Sony's need for backwards compatibility with older PlayStation models complicated Intel's bid, as AMD designed chips for previous console generations, the report adds.

Further reading:
Intel Foundry Achieves Major Milestones;
Intel Weighs Options Including Foundry Split To Stem Losses:
Intel's Money Woes Throw Biden Team's Chip Strategy Into Turmoil.

"For 75 years Cosm built planetariums," reports a Texas news station, "and then a few years ago realized this technology could take you from the night sky to anywhere under the sun."

So now Los Angeles and Dallas have massive 9,600-square-foot, 8K-resolution screens that one reviewer for SFGate calls "an absolute game-changer" for sports fans. "At its best, Cosm's floor-to-ceiling screen gives anyone with a seat the opportunity to embrace a face full of on-the-field action at such high quality that it can be staggering, almost overwhelming at times — so just be sure to hold on tight, to the handrails and to your wallets."

There's also a bar with a 150-foot band of screens and a rooftop area with mounted TV, but they're "not why anyone has come," SFGate points out. Even the Dome has three distinct floors, though it's the second floor "where full visual immersion happens." The action feels so close, I can almost smell it, and all the focus is pulled to the center of the giant screen. Patrons truly do feel at the absolute heart of the action, with better seats than perhaps they could even pay for at Manchester's Old Trafford stadium. From a sports-viewing standpoint, I can't imagine it gets much better than this... Over the course of just a few minutes, the viewing angle flips from corner looks to right up against the goalkeeper's net, and then it widens out to dead center to catch crisp passes. Some angles put me right in the stands, cheering along with the loyalists at a stadium half a world away...

To be clear, the premium ticket costs are good for recouping Cosm's substantial investment in this gorgeous technological product, which has been in the works for years. The price tag is also likely to be little issue for any Los Angeles fan with money to spend, but the cost really does lay bare the growing division between the haves and have-nots in American sports society... If you paid $20 for a general admission entry that mostly just grants access to the fringes of the action, well ... good luck getting the most out of the Dome... The edges of the massive screen are stretched to comic effect, making the fisheye perspective more disorienting than fun. At the center of the room, it feels like you're absolutely in the meat of the action; at the fringes, you're left to pick at a few digital bones...

[F]or the rest of us, the normal sports fans who like to sway with strangers during the seventh-inning stretch, the ones who want to be able to take their kids to a game without feeling quite so financially wrung out, Cosm is yet another troubling sign of big, expensive things to come. Being a fan of a sports franchise in 2024 is an increasingly costly proposition. Watching your favorite NFL team now requires cable access, as well as multiple streaming services like Amazon Prime... There is no question that Cosm is a unique experience and that it will absolutely have a hand in transforming the modern digital sports-watching landscape, especially for those who want a digital re-creation of the best seat in the house over the camaraderie of a shared, in-person sports experience. The place will be able to charge incredible sums for the Super Bowl or World Series games, and — when at its best, with a prime seat in the middle of the action — the cost will be justifiable for many.

But for the folks at the financial fringes, the ones with the most spirit and often the least to spend, Cosm undoubtedly feels like a widening of the economic chasm that is pulling fans and their favorite teams further apart.
Besides sports events, Cosm's Dome also offers other immersive experiences like Circque du Soleil's "O" and Planetary Collective's "Orbital".

Another Cosm location is planned for Phoenix in 2025.

Wired published some thoughts from Hans Peter Brondmo, the former head of "Google's seven-year mission to give AI a robot body".

An anonymous reader shared this report from Axios: Building AI-powered robots that can flexibly operate in the real world is going to take much longer than Silicon Valley believes and promises, according to the former head of Google's robotics moonshot project, writing in Wired...

Everyday Robotics spent seven years and a small Google fortune developing a one-armed robot on a wheeled platform. By the time Google pulled the plug on the project in February 2023, the robots were helping clean up researchers' desks and sorting trash during the daytime; in the evening, they were improvising dances. [Google hired a professional dancer as an artist-in-residence who teamed with "a few other engineers" to build an AI algorithm trained on the dancer's choreography preferences...]

Google founder Larry Page — favored moving directly to "end to end" (e2e) learning, where you'd hand robots a general task and they'd be able to figure out how to execute it. That, Page felt, was a goal worthy of a moonshot. But it also turned out to be out of reach. "I have come to believe," Brondmo writes, "it will take many, many thousands, maybe even millions of robots doing stuff in the real world to collect enough data to train e2e models that make the robots do anything other than fairly narrow, well-defined tasks...." ["Building robots that perform useful services — like cleaning up and wiping all the tables in a restaurant, or making the beds in a hotel — will require both AI and traditional programming for a long time to come. In other words, don't expect robots to go running off outside our control, doing something they weren't programmed to do, anytime soon."]

The bottom line: So far, robot hype is outpacing robot reality. Boston Dynamics' back-flipping humanoid and quadruped bots have wowed YouTube viewers — but you wouldn't want to let them anywhere near your office or home.
It's an interesting look back. "My job: help figure out what to do with the employees and technology left over from nine robot companies that Google had acquired," Brondmo writes: Andy "the father of Android" Rubin, who had previously been in charge, had suddenly left. Larry Page and Sergey Brin kept trying to offer guidance and direction during occasional flybys in their "spare time...." I knew from firsthand experience how hard it was to build a company that, in Steve Jobs' famous words, could put a dent in the universe, and I believed that Google was the right place to make certain big bets. AI-powered robots, the ones that will live and work alongside us one day, was one such audacious bet.

Eight and a half years later — and 18 months after Google decided to discontinue its largest bet in robotics and AI — it seems as if a new robotics startup pops up every week. I am more convinced than ever that the robots need to come. Yet I have concerns that Silicon Valley, with its focus on "minimum viable products" and VCs' general aversion to investing in hardware, will be patient enough to win the global race to give AI a robot body. And much of the money that is being invested is focusing on the wrong things...

When I arrived, the lab had already hatched Waymo, Google Glass, and other science-fiction-sounding projects like flying energy windmills and stratospheric balloons that would provide internet access to the underserved... [But] in January 2023, two months after OpenAI introduced ChatGPT, Google shut down Everyday Robots, citing overall cost concerns. The robots and a small number of people eventually landed at Google DeepMind to conduct research. In spite of the high cost and the long timeline, everyone involved was shocked.
They'd tackled the problem with earnestness. ("[S]even robots working for months to learn how to pick up a rubber duckling? That wasn't going to cut it... So we built a cloud-based simulator and, in 2021, created more than 240 million robot instances in the sim.ma")

Brondmo adds this his mother had advanced Parkinson's disease, and hoped that one day robots could support her. "Our frequent conversations toward the end of her life convinced me more than ever that a future version of what we started at Everyday Robots will be coming. In fact, it can't come soon enough.

"So the question we are left to ponder becomes: How does this kind of change and future happen? I remain curious, and concerned."

The Washingon Post reports that a regulatory dispute in Ohio may help answer a big question about America's power grid: who will pay for the huge upgrades needed to meet soaring energy demand "from the data centers powering the modern internet and artificial intelligence revolution?" Google, Amazon, Microsoft and Meta are fighting a proposal by an Ohio power company to significantly increase the upfront energy costs they'll pay for their data centers, a move the companies dubbed "unfair" and "discriminatory" in documents filed with Ohio's Public Utility Commission last month. American Electric Power Ohio said in filings that the tariff increase was needed to prevent new infrastructure costs from being passed on to other customers such as households and businesses if the tech industry should fail to follow through on its ambitious, energy-intensive plans. The case could set a national precedent that helps determine whether and how other states force tech firms to be accountable for the costs of their growing energy consumption... The energy demands of data centers have created similar concerns in other hot spots such as Northern Virginia, Atlanta and Maricopa County, Arizona, leaving experts concerned that the U.S. power grid may not be capable of dealing with the combined needs of the green energy transition and the computing boom that artificial intelligence companies say is coming...

Energy customers must sometimes make a monthly payment to a utility that is a percentage of the maximum amount of electricity they predict that they could need. In Ohio, data center companies had agreed to pay 60 percent of the projected amount. But in May, the power company proposed a new, 10-year fee structure raising the charges to 90 percent of the expected load, even if they don't end up using that much. The major tech companies — all of whom are increasing spending on data center infrastructure to compete in AI — strenuously opposed the proposed contract in documents filed last month... According to testimony from AEP Ohio Vice President Lisa Kelso, there are 50 pending requests from data center customers seeking electric service at more than 90 sites, a potential 30,000 megawatts of additional load — enough to power more than 20 million households. That additional demand would more than triple the utility's previous peak load in 2023, she said. Between 2020 and 2024, the data center energy load in central Ohio increased sixfold, from 100 to 600 megawatts, her testimony reads. By 2030, that amount will reach 5,000 megawatts, according to the utility's signed agreements, she testified...

Meeting that demand will require AEP Ohio to build new transmission lines, an expensive and time-consuming process... Chief among the power company's concerns, according to the documents, is what will happen if it invests billions of dollars into new grid infrastructure only for the data centers to leave for greener pastures, or for the AI bubble to burst and the facilities to need much less power than initially projected. If the power company spends big on new infrastructure but the power demand it was built to serve doesn't materialize, other customers — including business and residential payers — will be stuck with the bill, the utility said... AEP Ohio's testimony in the case also questions whether data centers bring as much to local communities as factories or other high-energy-load businesses. Since 2019, non-data center businesses have created approximately 25 jobs for every megawatt of power requested, while data centers have created less than one job per megawatt, according to Kelso's testimony.

The tech companies rejected this criticism, saying the number of jobs they create is not relevant to how much power they have a right to purchase, and highlighted their other contributions to local economies... Amazon said in filings that it pays fees as high as 75 percent of projected demand in some states but that Ohio's proposal to bill it 90 percent goes too far.
"Should the Ohio tariff be approved, Microsoft and Google both threatened in their testimony to leave Ohio." (Although at the same time, "pressure on the electric grid is mounting all over the country...")

And the article points out that on Thursday, "the White House announced measures intended to speed up data center construction for AI projects, including by accelerating permitting."