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Message started by Oldfeller--FSO on 01/17/24 at 18:31:39

Title: Browsers and AI PC
Post by Oldfeller--FSO on 01/17/24 at 18:31:39

 
There has been a functional shift in browsers that are Chromium based at their lowest levels.   Google has decided to monitize their open source platforms with "upgrades" some of which are not voluntary.   Google intends to rid the world of add-blockers or to run off the people who belive in being add free.

If you use MS products to browse with, you got no choice in this matter,   MickeySoft will put you right to the current MS standards or shut you down or run you off completely in the Win11-Win12 changeover.

Those who use open source (Linux Mint 12.5 and up) will be affected too.

Chrome Browser and Firefox are no longer "user safe".   I have been "force rolled" over to Brave browser in my search for something that is inherently free but still keeps my web pages free of having banner ads all over the place.

Proof of the pudding is to crank up YouTube and TO NOT GET INSTA-BANNED BY GOOGLE FOR USING ADBLOCKERS !!!

Title: Re: Browsers
Post by Fast 650 on 01/17/24 at 20:59:49

I use an ad blocking hosts file along with adblock and almost never see an ad. If an ad manages to sneak through I just add the domain to the hosts file and redirect it to 0.0.0.0 and that stops any ads from that domain. For the sites that insert ads in popup windows, right click the window and select "block element" in adblock to get rid of it.

Or if you are more of a tech nerd, set up another pc and run it as a proxy server. The ads will go the the proxy server and are stopped right there. Any of your devices that use that proxy to connect to the web will not see the ads then.

Title: Re: Browsers
Post by zipidachimp on 01/18/24 at 23:45:54

I've been using linux Mint for 20 years. 2 days ago I upgraded to the latest version without having to download, burn and install. Really cool! Firefox may not be the best, but it's the least worst.
The one constant in all versions is 'screen freeze' which means a hard reboot. My tower is 10 years old, likely need a new one!
Cheers!  8-)
ps: I switched to linux when Gates started charging $100 for Windows. Call me cheap!

Title: Re: Browsers
Post by Fast 650 on 01/20/24 at 12:46:10

I wouldn't say that you are cheap. More like smart.  :)
I started messing with alternative operating systems back in the Windows 3.1 days because I was tired of the crashes. OS/2 had promise but was killed because of Win95. I dabbled with various Linux flavors then but Linux hadn't developed enough at that time. By around 2000 it was ready for primetime and I went Linux only on all of my pc's then.

Title: Re: Browsers
Post by zipidachimp on 01/20/24 at 14:39:25

Fast: had mint 21.2 installed from dvd for only 2 weeks, got a notice offering 21.3 directly from mint upgrade, went smooth as butter, works much better. How cool was that? Too cool!
Cheers!  8-)

Title: Re: Browsers
Post by bobert_FSO on 01/20/24 at 14:59:45

I stick with Firefox because after a bunch of years, I'm just used to it and comfortable with it. It's about the only popular open source browser left. I try to stay away from all the Google/Chrome/Chromium stuff I can, because I just don't like the company. I use Firefox on both linux and Windows computers.

RE: Linux Mint. I like it a lot. Use it myself and on family computers that I "get" to support. I think it's Cinnamon desktop has the best easy, graphical integration of app/os upgrading, setup and management. It is not the coolest looking interface, but it works very well. I also like Pop OS and MX Linux.

Title: Re: Browsers
Post by Fast 650 on 01/20/24 at 16:56:00

zipidachimp, did you ever try a distro called LibraNet? That was a Debian based distro in the early 2000's that was nice. That one was my favorite while it lasted. It was a father/son team making that one and when the father developed serious health issues the son was unable to keep up development and it went the way of the dodo.

Title: Re: Browsers
Post by Eegore on 01/20/24 at 19:58:42


 At a minimum I think, given the cost of developing browsers that are consistently reliable, they could offer an internet ad-blocker for a price.

 Yes that's right, a subscription fee.  If I choose to use a companies product and they sell ads to make money, I should pay them to offer me an ad-free experience.  Instead of trying to circumvent how they provide their service to me.

 This is why it's good to share alternative browser options.  So we aren't fighting legitimate business models telling them how they should run their companies, and instead use the Capitalist method of choosing a competitor.


Title: Re: Browsers
Post by Oldfeller--FSO on 01/20/24 at 23:00:47


I think the rub right now is that Google Chromium underlays most browsers, and now Google really wants to sell pop up ads on your hardware or make you pay Google a premium (YouTube Premium to be exact) to not have a bunch of stuff all over on your screens.

FireFox was good for years and years until just recently when Google showed their arse all over the place and we saw Firefox going through "correction cycle" after "correction cycle" " to fix Google's BS tactics.

Thus the use of Brave Browser.   It doesn't depend on anything from Google.  so it is "add resistant" by its underlying nature.

Brave has a different look and feel to it.   You will have to rebuild your tool marks from scratch in a lot of cases .....    Firefox may catch a clue to the wise or somebody might swing the regulatory stick at Google's knees and wake them up a bit.

==================================================

Where does it stop?  EU Politicians hitting Google in the knees with the regulatory stick I suspect.

Title: Re: Browsers
Post by zipidachimp on 01/20/24 at 23:13:25

Fast: I'm really not a geek or a nerd. A PC to me is the same as a hammer, the right tool for the job, plus I really am cheap, and not a team player.
At work, everyone was using Lotus 123, I was using Quattro Pro, even for word processing (remember that?) !
Anyway, I had linuxes from Ottawa, South Carolina and Ireland(mint). Finally settled on Mint Mate because it did what I needed. It's still just a hammer !
Cheers!  8-)
ps: +1 for firefox ! (so far) !
pps: when PCs became trendy at work, I did everything on a spreadsheet, not knowing any better. Much later, I discovered databases, and could have saved myself a ton of work and some embarassment. Born in the wrong decade!

Title: Re: Browsers
Post by Eegore on 01/21/24 at 05:20:35


 Where exactly are all these ads popping up that are so distracting?

 I see banner ads here and there, and YouTube ads when not signed in, but that's pretty much it.

Title: Re: Browsers
Post by Oldfeller--FSO on 01/21/24 at 05:43:23

 
When do you have the google disease with your browser?

Light up your current browser and go to a You Tube function or site.   If you got the malady, Google instantly locks your YouTube up and asks you to upgrade to YoutTube Plus.

Yes, I know it sounds like a scheme of some sort playing out ..... but it is for real.


:(


Eegore. so why do I care about this situation?  

Well, who runs your computer, you or Google?   I thought I did.

Title: Re: Browsers
Post by Fast 650 on 01/21/24 at 10:00:20


736079606D686A61606479090 wrote:
At work, everyone was using Lotus 123, I was using Quattro Pro, even for word processing (remember that?) !


Oh yes. remember it well. :) I was using that back when it was still called Perfect Office before Win95 came out and MS sabotaged them by updating the API and not telling Wordperfect that the old API was no longer compatible. Corel took over then but MS Office had such a jump on them by then that they never recovered.

Title: Re: Browsers
Post by Eegore on 01/21/24 at 23:33:27

When do you have the google disease with your browser?

Light up your current browser and go to a You Tube function or site.   If you got the malady, Google instantly locks your YouTube up and asks you to upgrade to YoutTube Plus.

Yes, I know it sounds like a scheme of some sort playing out ..... but it is for real.



 Sounds like you are  experiencing the "Ad Blockers are not allowed on YouTube" notice that's been around for a while.

 To be clear, you are unable to watch YouTube because you are using ad-blockers?  Or are you using no ad-blockers and still being restricted from YouTube because of a different reason?


 I have never experienced the inability to use YouTube even when not signed in, which is pretty much all the time.  To test this I logged in 6 laptops that have never had a single user ever logged in, uninstalled then updated Google Chrome, then used YouTube, and 7 websites with various YouTube links.

 All of them worked.

 I then installed random adblockers on each.  I can still watch YouTube without being signed in while using Ublock Origin, Youtube enhanced, and Ghosty.  While Adblock/Plus and AdGuard did not work.


 If your situation is one where third party ad-blockers are prohibiting you from using Google's Chrome browser to view Google's YouTube services, this seems normal to me.  For that matter being blocked while using any known browser plus ad-blockers, when using Google's YouTube services, seems normal as well.

 The entire revenue model is based off of ads.  That's how many humans make money on Google's YouTube service.  This sounds to me like someone finding it inappropriate that they can't watch free broadcast NBC because they noticed that you have found a way to remove commercials and only receive programming to your TV set.  This is essentially removing their primary revenue model for that service, why would they be ok with that?

 Because you should be able to do whatever you want with your TV?

Title: Re: Browsers
Post by Oldfeller--FSO on 01/22/24 at 05:30:41


My computer, my software choices ......

I chose Linux Mint and the free and open software world ------ and for years it ran that way.

Along comes Google and basically assigns me all the rights of a convicted felon, with me judged guilty and assigned to Botany Bay.

To clarify ---- I removed all adblockers a whole long time ago and still Google instantly locks up my YouTube up as if I had active adblockers present ......  

This is Google "misbehaving" in my opinion.

Google then physically takes over my Firefox browser installation and adds in all sorts of their own advertising ad bars, something I object to quite a bit.


====================================================



:P

In any case, if you want your computer back under your control, you can give Brave browser a try.   It will be a whole generation more primitive and "simpler", but it will work without turning on you like Google will.

Credit to Firefox, they tried to fix Google several times of late ..... but Google refuses to stay fixed.  

Firefox isn't running the show any more, Google is .......

Title: Re: Browsers
Post by jcstokes on 01/22/24 at 10:25:02

Buggered if I know, I've got a thirteen year old HP with an INTEL chip. I switchted to Linux in 2019 and it still seems to work ok. I installed ADBLOCK Plus at least three years ago, and for the most part it's working well. I've just wathched the You Tube of the Tesla robot and didn't see any ads. Windows seven is still somewhere in the computer.

Title: Re: Browsers
Post by Eegore on 01/22/24 at 15:16:26


To clarify ---- I removed all adblockers a whole long time ago and still Google instantly locks up my YouTube up as if I had active adblockers present ......  

This is Google "misbehaving" in my opinion.


 

  As for Firefox settings changing when choosing to go to YouTube I can see where this may be an unintended consequence.  The least confusing choice would be for Google to only allow access to their YouTube service through their Chrome browser.  Then people would know exactly how to use Google's product.

 
"Google then physically takes over my Firefox browser installation and adds in all sorts of their own advertising ad bars, something I object to quite a bit."

 Do you believe Google is doing this without Firefox's permission?  That's an issue addressable in court, but I imagine Firefox is aware.  So when we choose to use Firefox's browser that they own and they choose to let Google alter their product, we as users have to deal with that.  Again a result of people constantly trying to circumvent YouTube's primary source of revenue.


 I had 6 laptops clean installed with Linux Mint 21.3 and Firefox.  If I go to YouTube, what settings can I expect Google to alter?




Title: Re: Browsers
Post by Oldfeller--FSO on 01/22/24 at 19:12:48



Some raw truth here ----- I don't really know "who shot john first" with my Firefox browser issues.

For six months at a lick Firefox would clean up and tame the YouTube errant blocking issues, but they would sneak back after a standard Firefox or even a standard YouTube upgrade.

Some more raw truth ------ I don't care any more.

Using Brave browser I can go to all my sites and do all my various stuff, relatively simply and quickly and reliably.  As such, I quickly stopped being a Firefox user.   Previously I had dumped Chromium based stuff for similar issues and had changed over to Firefox, so right now I use Brave browser exclusively.

That is as good as it has to be for me to be an ongoing happy camper.

Lastly, I don't really care about Google/YouTube's "need to make a buck on open source" motivations.

In the world of Open Source, what they are doing simply sux.  

If we were all sitting in MickeySoft world, it  would be pretty much business as normal, but I don't use MS world softwares for this exact reason.

Title: Re: Browsers
Post by Eegore on 01/23/24 at 05:41:37


 Using Open Source software is fine, but once you choose to use an owned service like YouTube, they get to set some rules.  Sometimes those rules are to lock the service, especially if they can't tell if that Open Source is blocking their primary revenue stream thus making that viewer a cost with no benefit.

 I think any changes to a browser should be temporary or only while using Google's YouTube service.  Permanent changes seem excessive, but obviously are easier.

 Bottom line is this happens because people want the benefits of using YouTube but don't want to have the ads, which make the service possible.  Open Source will get caught in that crossfire.

Title: Re: Browsers
Post by Oldfeller--FSO on 02/01/24 at 12:01:05

 
How trustworthy all this stuff is,   I really am not sure.

However, each new use of Brave browser now reports metrics like these.


   42,074
   Trackers & ads blocked

   872.4MB
   Bandwidth saved

   36minutes
   Time saved


Brave is quite serious about blocking e-trash and various sorts of trouble ........    I can say Brave is very successful at stopping most all of the casual pop up web trash.

I was amazed at the time savings being reported, until I actually used Firefox again and I had to wait for all the ad bars and ad crap to all load up again and again and again.   Now I can see where these sorts of time saving could come from.

Go here and check it out.

https://brave.com/


Fair Warning:    Brave is differently constructed with a different software basis than Firefox or Chrome so if you are expecting a Chrome level of polish to it, you will be disappointed at first.

It is getting better on the polish level, but it moves slowly ........


Now, if Eegore wanted to go fact check something, these new "crap blocking" metrics being reported by Brave browser would be a good pick to reality check.

Title: Re: Browsers
Post by Oldfeller--FSO on 03/11/24 at 00:02:16


Brave Browser is taking market share from Chrome and Firefox because these old primary bowsers are abandoning their original open source user base.

Chrome has become very data grabby and fully commercial, Firefox is becoming abandoned by its open source user base as it slowly gets sucked into Chrome's orbit.  

Google is Firefox's major monetary and technological contributor now, and it shows.   Firefox uses Chromium as the basis for its browser now ....... and it shows.

Brave Browser is slowly becoming more polished and is slowly picking up some more advanced features.

Brave is mainly concerned with actively combating web trash and ads, this is Brave's announced purpose and it does a right good job of it.

Brave does not use Chrome or Google support items --- it uses open source data engines.

If you can stomach Chrome and Firefox limiting your use of YouTube you can stick with them.   If you don't want Chrome and Firefox cutting you off from access to your stuff arbitrarily, you can consider using Brave.


:)       Me, I prefer to have my cake and eat it too.


Title: Re: Browsers
Post by zevenenergie on 03/13/24 at 06:41:13

I installed Brave yesterday, Now I can watch YouTube without commercials :)

Tanks Oldfeller--FSO much appreciated.

Title: Re: Browsers
Post by zipidachimp on 03/16/24 at 13:15:35

Well, that was different !  Installed Brave, watched 26 minutes of Triumph 400 vid on youtube, not 1 ad !!!!!
Repeat,  not 1 advertisement..   Howinell is that done????

Cheers!  8-)
ps: Brave picks up all my current bookmarks too!  Too friggin' cool!

Title: Re: Browsers
Post by Oldfeller--FSO on 03/18/24 at 04:58:28


I keep telling you guys that Chromium and Google are behind much of the web's illnesses now-a-days ..... and because Brave doesn't use Chromium or Google products and Brave actively fights against ads, adbars and pay-me activities the Brave Browser now defines what an open source browser should be.

Brave is actually quite a bit faster than the other stuff, mainly because it isn't cranking up a half dozen adbars and other advertisement stuff (and constantly maintaining the same in the background) all the time.

I was amazed at exactly how much processor and internet time Google used on my old PC to chase after its own advertising displays and agenda.   Part of this was due to my old hardware being old and slow, but a proportional chunk of processing time would be used on my fastest machine.

So, I went and I looked to find this effect to see if I could quantify it between my newest and oldest machines ......

Humorously, my fastest machine is actually SLOWER to react than my old 15 year old Core Duo machine because the new Windows 11 operating system sucks just that badly compared to Linux Mint 21.3 that I use on my old machine ......  plus my newest machine is also bogged down with lots of preinstalled Microsoft and Google crap-ware that was OEM pre-installed at the factory.

;D

What is Brave?

Brave Search is a search engine developed by Brave and released in Beta form in March 2021, following the acquisition of Tailcat, a privacy-focused search engine from Cliqz. Since October 2021, Brave Search is the default search engine for Brave browser users in the United States, Canada, and Great Britain.


Brave owns their own search engine and their own browser --- so that explains how Brave can avoid the ad-ware trash and bloatware that Google forces on everybody else.

Title: Re: Browsers
Post by Oldfeller--FSO on 03/25/24 at 00:46:05

 
Once again, what is Brave Browser and how is it different from Chrome and Firefox.

https://zapier.com/blog/brave-browser-review/

As a freelance writer, I research a lot of topics and visit a ton of tech-related sites. So I'm always amused when I see ads for those same topics after I'm done for the day—in my social media feeds, on search engines, and basically everywhere else digital I go. That's one reason I switched to the Brave browser: I was a dedicated Chrome user for years but got tired of my work following me around. I made the switch last year and haven't looked back.

Not only is Brave privacy-focused, reducing the number of trackers that follow you around the web, but it's also faster than other options, offers you customizable privacy controls, and even has a free video conference app built into it.

If you're considering using Brave, here's my review—along with some tips to get the most out of it from the very beginning.


What is Brave browser?

145,122 Trackers & ads blocked

2.74GB Bandwidth saved

2 hours Time saved

The Brave internet browser blocks ads and other online trackers by default, while other browsers don't. I noticed a difference immediately when I started using Brave: after a day or so, I could see I wasn't being "followed" online anymore.

Blocking ads and trackers isn't just about privacy, though—it also speeds up your browsing experience by reducing site load times. Most ads and third-party trackers are scripts that run in the background of websites, slowing things down. Chrome, for example, collects your browsing information, so Google and its advertising partners can send you targeted ads.  

Brave downloads only the essential elements for websites, so it loads way faster than other browsers like Chrome—especially if you tend to have a lot of tabs open. I don't usually have tab overload, but my six-year-old computer appreciates getting a break with the 15ish I tend to have open while working.

(P.S. Take a look at Brave's claims for reduced memory usage, increased speed, and increased battery life when using it compared to Chrome.)


Going back a few years and especially going to some Germanic European sites all of which were based on other languages you may see some of them still say that Brave uses a Google software basis just like Firefox used.   This is not true for English versions going back to when Brave switched to their own proprietary Cliqz based Tailcat Search engine in which started heavy development in March 2021 and which left Beta in October 2021.

Brave development has not stopped since then, with Brave getting better and more feature complete with very few pauses or backtracks due to software issues.

Brave Search is a search engine developed by Brave and released in Beta form in March 2021, following the acquisition of Tailcat, a privacy-focused search engine from Cliqz. Since October 2021, Brave Search is the default search engine for Brave browser users in the United States, Canada, and Great Britain.

Title: Re: Browsers
Post by Oldfeller--FSO on 03/26/24 at 23:08:59


There is some take over history involved here, so you can read some about the history between Brave's precursors and Firefox here.

https://techcrunch.com/2021/03/03/brave-is-launching-its-own-search-engine-with-the-help-of-ex-cliqz-devs-and-tech/

Yes, you can see there is a reason some of the old sites used to say Brave came from the minds of some of the best of the original Firefox devs --- because it actually did come from those minds like 3-4 years ago.

I also get a better feel for why Firefox stopped being Firefox (all the good devs with the best open source ideas left to go form Brave) and now Google has sort of taken Firefox over technologically because the main open source devs that built Firefox either quit or got abruptly quittted by Firefox's current management.

So, Firefox got forked by their own departing devs, in other words .....

:(

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 03/28/24 at 14:17:11


I have added AI PCs to this thread as this is a non-defined item at this time.   Much has been said about it lately and MS is beginning to use it as a selling point with no clear reason for it nor even a clear definition of the term at this time.

AI gets discussed as an up and coming thing, but pundits are saying "wait on buying anything" as it is "a pig in a poke" right now.

AI requires a subject or a need that somebody likes well enough to actively dedicate some serious web based processing to do the item.

This web based processing uses a NPU processor on your computer processor to catch the flow of data that the off site processing provides.   It will also need a fast connection to work properly.

This activity is measured as a minimum of 40 TOPS of NPU processing power, an amount of power that MS Copilot will require to do its thing.   This is "trillions of operations per second" AI speeds.

What is proposed is that the mainframe sends you a formatted "solution" for your request over the wires and that it also provides a set of decoder softwares already loaded in your fastest processor based drive so your PC can unpack the flow quickly enough for it to be usable.

So far none of it is real, nor is it even strongly defined.   Nor is a concrete benefit fully known at this time.

Early adapters are a very few very advanced graphics programs and not much else at this point in time.

Pundits think that Joe and Rita Sixpack may never see a concrete reason to toss out the fresh coins necessary to buy this extra special functionality.    

If a few AAA Games adopts it in some really meaningful manner this will of course change up fairly quickly.  

Think of it like a math co-processor ---- another tech that never saw much use in the real world.

Both Intel and AMD are putting this resource use ability inside their planned mid to upper level chipsets for next year   MS is also putting stuff inside Windows 12 to supposedly utilize this super hardware.

Nobody in Linux land has any matching needs at this time, but that is expected to change as the months and years roll by.

Linux support for AI PC is slowly coming, key word slowly as their is no need for it at all at this point in time.

https://www.tomshardware.com/news/amd-asks-do-you-need-ryzen-ai-support-in-linux

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 03/28/24 at 15:00:06


https://www.extremetech.com/computing/intel-40-tops-is-the-new-baseline-for-an-npu

WHAT DOES 40 TOPS ACTUALLY MEAN ?????    (40 Trillion Operations per second)

Intel and Microsoft also say that for a computer to be considered a legit AI PC, it has to have the NPU described above and Microsoft Copilot and a Copilot key on the keyboard. The NPU thing makes sense since some applications will run faster with dedicated hardware, but saying a PC requires Copilot and a key on the keyboard is gilding the lily. Microsoft wants everyone to use Copilot, but nobody needs a key on the keyboard as much as they need an NPU, so this seems like a bit of a reach.

Regardless, AI PCs won't take shape until the next-gen arrives later this year, as neither AMD nor Intel's CPUs currently provide 40 TOPS of NPU performance. As Tom's notes, AMD is at 39 TOPS, while Intel is at 34. Plus, AMD's Ryzen 7000-series CPUs don't even include NPUs, just like Intel's desktop chips exclude them, but that will change when next-gen processors launch later this year. We're also curious to hear what AMD's number is for an AI PC and have reached out for its comment.


It ain't real right now as they cannot actually DO IT with Win 10 or Win 11 running on current processors .......

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/02/24 at 03:01:30


https://news.itsfoss.com/microsoft-ubuntu/

As Microsoft makes the first moves to force everybody to buy a new computer so they can have Win 12 and meet MS's AI PC specs, the folks at MS have finally painted themselves into such a tight corner that only Linux can get them them out of the mess they have made of their original upgrade path.

(yes, I know this is all likely seen as an April Fools joke right now, but it makes some longer term sense knowing that MS has just put a MS tweeked version of Ubuntu into its proprietary MS repositories .....)

But, what just happened now? [ch128562]

Microsoft Tells You To go Use Ubuntu
Now, this sounds cryptic, but doesn't it also make sense?  No, not really, especially when you realize MS's tweeked Ubuntu version that they recommend uses all their MS services and has lots of crap ware in it built by (and in service to) MS itself.    

Now why would you want to do this to yourself ???

Microsoft does it to promote Ubuntu WSL, and they also know that users ineligible for the Windows 10 to Windows 11 upgrade will likely keep using an insecure MS system on top of Windows 10 resulting in some bad press for MS.

So, it is only fair for Microsoft to inform their users to try Ubuntu if they cannot upgrade to Windows 11 by the end of next year.

I mean, it is an expensive business to maintain/secure Windows 10 systems for free, right? And, not everyone will opt for the paid extended security update plan that MS is getting ready to announce.

See the screenshot above where it says my PC does not meet minimum requirements for Windows 11?

Microsoft decided to add a "Try Ubuntu" button on the same screen, which takes you to Ubuntu's installation guide and the "Switching from Windows" page.

With a move like this, Microsoft gets to show that it isn't anticompetitive, and also gets away from any future issues where a customer complains about Windows 10 not being maintained even with plenty of users using it
.

:o      ::)      :P

Now please note this also makes up a MS approved solution to the up and coming set of Win 10 to Win 11 upgrade issues but it also plays forward to the "whole PC replacement" next generation mess that will happen with the next Win 11 to Win 12 "required hardware upgrade".

Sad thing is that the AI PC "benefit" MS is pushing really does not justify spending all the coins they are trying to charge for for this required "very leveraged" AI PC upgrade.  

So, MS is delineating a MS approved off ramp for the MS upgrade gravy train that all us retired PC users should take.

However, you really should just go ahead and pick the flavor of Linux that you like and go ahead and install it on your C: hard drive as your default OS instead of downloading and putting a whole world of MS shill-ware on your machine.

Mucking around with a MS tweeked version of Ubuntu sounds like agreeing to continue getting robbed by MS instead of getting a real "free" Linux OS system ......                        

Plus, I will bet sight unseen that the EVENTUAL real Linux version of "AI PC" will be much better than the slimy pig wallow MS is making out of their MS "AI PC".      

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/04/24 at 05:04:48


AMD and Intel have dropped their spring 2024 processors and they have all been tested.   So, here is a ranking of processors as of this date.

Note Please that a $369 Ryzen 7 chipset is fastest gaming chipset of all (at $300 cheaper than a non-competitive Intel 24 core processor)

click on the image then open it in a new tab so you can see the whole thing


http://https://cdn.mos.cms.futurecdn.net/X7m4xTnr8p4E2qf8xx5Y3V-970-80.png

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/05/24 at 06:48:40


Google intends to charge $$$ for AI PC services.  

So, go mash that CoPilot key on your new keyboard and then say some sort of verbal gibberish as your data request and find out after the fact that Google has charged you a hundred dollars of processing time to try to figure out what the heck it was that you wanted .......

::)

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/06/24 at 14:07:12


Intel has started losing money this year in a rather large, clear fashion.   If it wasn't for the latest Biden Bucks latest infusions Intel would really be a completely crippled wounded duck.  

(but it is not a duck, it is a monstrously large reptile named Chipzilla)

Companies that are betting on Intel Foundry Services for their future success are simply deluded right now --- because Intel now lacks the funds to rebuild itself in any large meaningful RAPID fashion.

Intel is failing to build new processors that are competitive with AMD's new processors.   Intel is failing to take market share back away from Apple AMD and the various ARM boys.  

Intel products are starting to suck more and more as the phone boys all roll into motion swinging new ARM chip sets that can pull off full low end PC functionality, competing especially well when using the AI PC stuff (which is being focused on more in ARM phone type chipsets) is being considered as a moderate to mid level performance booster.

Remember, Intel and all the rest are getting significantly stronger compared to their historical past.   The rub is that Intel is just not getting better as fast as the rest are getting better and as such it falls further and further behind the pack.

Intel is still strongly linked to MS Windows and the historical Wintel conglomeration is faltering as Microsoft hits "excess complexity issues" of their very own.

It is bad when MS chooses to use Linux internally for all their troops.  It is bad country wide when China and Germany dump MS for Linux so very very publicly and officially.   It is bad when MS puts Linux in their company upgrade slides as being the upgrade path for MS old Windows 10 versions .....

RISC is still  coming on very strong in the commodity electronic sub-processor chipset markets.  

Raspberry Pi is struggling to find some upgraded Broadcomm processors to use as Broadcomm no longer makes a line of stronger ARM processors as they did in years past.  

Broadcomm has been bought out and the new owner/management does not support hobbyists like they did in years past.   Eric Upton is out in the cold, so to speak.

Raspberry Pi is now looking at various pathways that involve other sources ...... including building their own processors of their own design.

Title: Re: Browsers and AI PCs
Post by Eegore on 04/12/24 at 06:14:29

So, go mash that CoPilot key on your new keyboard and then say some sort of verbal gibberish as your data request and find out after the fact that Google has charged you a hundred dollars of processing time to try to figure out what the heck it was that you wanted .......


 I think it is much more likely Google will clearly and repeatedly inform people, most likely by means of a Premium Account, instead of facing the tons of lawsuits for charging "after the fact", a blatant and easily provable violation of law.  If people don't read their ToS, and they choose to be charged without looking, that's on them.

 I think they should charge for AI services.  When someone uses an AI generative search through Google they are drawing power and usage from literally one of the most powerful chips ever created.  Maybe 12% of AI proceeds go towards future innovation, these things cost a ton to keep operating.  Spreading that cost to non-AI users is like charging property taxes on humans without homes.  

 I want to use a chip that literally uses the entirety of documented humanity, in seconds, that filters out all the p edo ph elia, sexual assaults, FB live animal torture etc. for me, yeah I will pay for it, and it will be very unlikely that I won't be made aware of this before it happens.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/12/24 at 14:40:11


https://www.tweaktown.com/news/97493/amd-ryzen-9-9950x-cpu-tested-zen-5-chip-is-46-faster-in-cinebench-r24-than-7950x/index.html

AMD processors just got roughly a 26-46% improvement in processor throughput with the advent of Zen 5 high performance chiplets and (more specifically) the new Zen 5c power efficient chiplets.    Zen 5 is a 4nm product with improved fabric and throughputs but the star of this new show is a mixed lithography 3nm and 4nm Zen 5c chiplet that has better throughput than the old Zen 3 and 4 main cores used to have.

This was done for the larger many cored mainframe style processors, but as in all things AMD the bigger AMD improvements get played across the board when they show up anywhere.

So most new AMD processors will carry a whole bunch of Zen 5c processors to keep the efficiency numbers as high as possible,  but they also have a smaller crew of very high performance Zen 5 normal big chiplets will allow raw performance levels that means Intel can't even sniff the ground behind the new AMD products.

;)

Remember, Zen 4 was where Intel lost their competitive position, now we have the new Zen 5 and Zen 6 stuff coming in that moves the goal posts roughly ~ 46% ~ further down the field in top end performance .......

Yes, this moves AMD that much further away from Intel's historically lower processing levels.

So. Please don't run out and buy any of Intel's current stuff, instead buy you some AMD Zen 5 and Zen 6 based products if you want to get you some state of the art performance .......


==================================================


If you want the old traditional "Intel Inside" levels of performance, you can buy a much much cheaper level of AMD Zen 3 or Zen 4 processor from two plus years ago.   AMD had built up a bunch of these processors that are still "sitting in inventory as available" and they are currently for sale right now for much much less money than the current stuff.

Us old retired folks should mebbe consider this as a pathway to the future as we can buy 2 year old "as good as Intel's current best" AMD stuff for dirt cheap right now that will handle our needs for as long as we will likely be around to use it.


This assumes you are not going to chase the as yet undefined MS and Intel BS into "the AI PC world" that is currently churning up such huge fog banks of icky stinky brown vapor all over at the moment ......

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/16/24 at 09:50:05


https://liliputing.com/amd-launches-ryzen-pro-8040-mobile-and-ryzen-pro-8000-desktop-chips-with-ryzen-ai/

AMD is bringing its Ryzen PRO chips for laptop and desktop computers into the AI age. The company’s new Ryzen PRO 8040 Series processors are basically business-class versions of the Ryzen 8040 Mobile chips that launched last year, meaning they have the same Zen 4 CPU cores, RDNA 3 integrated graphics, and Ryzen AI NPUs. But they now get AMD’s business-class security and management features.

Meanwhile the new Ryzen PRO 8000 Series desktop chips are the first desktop processors to feature neural processing units for hardware-accelerated AI.

So what are you actually supposed to use those NPUs for? AMD highlights a couple of different applications including:

Summarizing meetings with AI-generated notes
Providing live captioning for video calls (or real-time language translation)
Managing device performance and maintenance with battery life and WiFi management, and predictions of impending equipment failures or performance degradation
AI-enhanced image and video editing and processing, or text-to-image generation without relying on cloud servers
Enhanced security features including threat detection and security issue diagnosis

AMD’s new mobile chips include Ryzen PRO versions of every existing 8040U and 8040HS processor from the Ryzen 5 PRO 8540U chip to the Ryzen 9 PRO 8945HS. All of these chips feature Ryzen AI NPUs with up to 16 TOPS of AI performance.


Intel announces new stuff 2-3 years out and it never never comes to pass exactly as promised.  
AMD announces stuff a month or two out and it comes to pass exactly as announced.

AMD always meets its chipset performance goals, while Intel always redefines what they say they are going to be making so they don't have to admit they had missed their original goals completely.

Intel simply sucks, in other words.

AMD is currently sitting at 16-24 TOPS (instead of the 40 TOPS that MS says it has to have to "meet AI PC requirements").

So, this new stuff still isn't MS AI PC grade capable yet ......


I wonder whose standard is this 16-24 TOPS level and when they are going to kick their stuff off big-time ????      ::)    Or, if at all .......

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/17/24 at 07:11:45


Intel's effort to build a foundry biz is costing far more – and taking far longer – than expected

If you wanna make money you've gotta spend money. And against Samsung it's gonna cost a lot

ANALYSIS Three years after CEO Pat Gelsinger announced Intel would create a foundry business that took on contract manufacturing gigs, Chipzilla has committed to more than $185 billion in spending across new and existing fab, packaging, and test sites.

Now with $8.5 billion in US CHIPS Act subsidies in hand and up to $11 billion of loans secured, Intel Foundry – an independently managed unit under the Intel umbrella – is pushing ahead with its plan to become the number two foundry operator behind TSMC by 2030.

In a report issued on Monday, Intel offered an update on how its ten largest projects are going – and it looks like it's going to be a little while longer before it's ready to leapfrog Samsung and give TSMC a run for its money.

US expansion gains momentum as costs rack up
US-based Intel has made domestic manufacturing a priority. So far that intention has seen it announce four fresh fab sites stateside – two in Arizona and a pair in Ohio.

The two facilities in Chandler, Arizona – Intel's Fab 52 and Fab 62 – have made the most progress since Gelsinger announced them in early 2021. As of December 2023, Intel revealed work on the fab's concrete superstructure had been completed. Construction crews are now working to install the automated material handling system, which Intel describes as an "automated highway" used to transport wafers.

The fabs are expected to come online later this year or early in 2025, and are slated to produce chips based on Intel's next-gen Angstrom era process tech – including its mass market 18A node.

Meanwhile, in Ohio – Intel's first new US fab site in more than 40 years – construction crews are busy digging. The foundry biz claims that in 2023 crews shifted more than four million cubic yards (3.53 million metric tons) of earth – the equivalent of 248,000 dump truck loads – and installed more than 32 miles (51.4 km) of conduit.

Much of the work this year will center on building out the fabs' utility level and bringing in "superloads" of manufacturing equipment necessary for the next phase of construction.

Intel's Ohio fabs are slated to come online in 2025. However, as we reported in February, it appears that delays to US CHIPS Act funding and changing market dynamics may have pushed completion dates into late 2026.

Beyond manufacturing delays, Intel faces several other challenges bringing these fabs online. First is rising construction costs – which have ballooned since Gelsinger first announced the Arizona and Ohio projects.

Intel's Arizona fabs were initially projected to cost about $10 billion apiece. But a little over a year later, the chip shop revealed the actual cost would be closer to $30 billion – and that it had brought in Brookfield Asset Management, a private equity firm, to help pay for the plants.

More recent reporting indicates the Arizona two fabs, along with upgrades to its existing Ocotillo manufacturing plant, will run roughly $32 billion. It's a similar story with the Ohio fabs, which were also slated to cost roughly $10 billion a pop. However as of early 2024, the estimate is closer to $28 billion.

To be clear, Intel isn't the only foundry operator dealing with rising costs. The expected scale – and by extension cost – of both TSMC and Samsung's Arizona and Texas fab sites have also exploded since their announcement.

Another challenge facing Intel and others building fabs in the USA is staffing. Shortages of skilled staff have forced delays for TSMC, while Intel is actively working to train personnel to run these facilities when they come online.

Last summer, the Xeon-slinger told us that the "US semiconductor industry could face a shortage of 70,000 to 90,000 workers over the next few years."

Wafer production is only part of a complex supply chain, which increasingly relies on advanced packaging technologies.

Along these lines, Intel has previously announced upgrades to its Rio Rancho, New Mexico facility –known as Fab 9 and Fab 11x. These upgrades – originally expected to cost $3.5 billion but now estimated to cost closer to $4 billion – aim to enable the facility to support advanced packaging in high volumes.


Headlines to check into to get a fuller picture
Intel's foundry business bled $7B in 2023 with more to come
Samsung snags $6.4B in CHIPS Act funds for Texas fabs
Intel scores $8.5B in government cheddar to supercharge fab builds
TSMC scores $11.6B funding infusion for Arizona fabs, now plans for third plant
Over the past few years, advanced packaging has emerged as a key technology for scaling compute beyond the reticle limit of a single silicon die. Technologies like Intel's EMIB 2.5D packaging and Foveros 3D packaging tech enable multiple dies to be stitched edge-to-edge or even stacked atop one another. We saw both technologies on display with Intel's GPU Max product family, better known as Ponte Vecchio.

With more chip shops (including AMD and Nvidia) embracing multi-die designs, the foundry challenger appears to be leaning on its tech to woo prospective customers away from TSMC – which is currently responsible for most advanced packaging not performed by Intel.



Intel celebrated the reopening of Fab 9 in January, and plans to install and qualify additional tools at it and Fab 11x later this year.

On the topic of advanced technologies, last northern Fall (Autumn) Intel broke ground on a new support building near its D1X fab in Hillsboro, Oregon. The R&D site will reportedly support the development of next-gen process tech.

When complete, the building will add an additional 35,000 square feet (3,251 sqm) of clean room space, and feature six docks to allow for faster installation of the latest tools at the fab. Over the next few years, Intel plans to invest $36 billion into its Hillsboro site.

Foreign investment abounds
Intel's foundry investments aren't limited to the US. Over the past few years, the chipmaker has invested heavily in upgrades to its Irish chip plants, announced new fab sites in Germany and Israel, and detailed assembly, test, and packaging facilities under development in Malaysia and planned for Poland.

Among the largest of these is the fab site in Magdeburg, Germany. It was announced in early 2022 as part of a €33 billion ($35.1 billion) investment in manufacturing across Europe, of which the German plant would account for approximately €17 billion.

The plant was expected to break ground in early-to-mid 2023 and begin producing components as soon as 2027. However, much like Intel's other fab projects to date, it quickly ran into trouble.

For one, the total cost of the facility continued to rise. In mid 2023, when the plant was expected to break ground, Intel had finally reached an agreement with the German government to subsidize costs by €10 billion ($10.6 billion) of the by then larger €30 billion ($31.9 billion) project.

The latest Intel update on construction progress contains little detail as to the status of the German build, but does mention an apprenticeship program to train local workers to run the facility when complete.

Intel's European expansion has, like its US developments, been plagued by staffing shortages. Intel needed about 3,000 staff to run the plant, but its three-year apprenticeship program reportedly had just two candidates enrolled for 2023, and 20 slated to start in 2024.

The reports raised concerns that unless Intel resolves this issue – either through additional training and incentives or through increased levels of automation – the plant could face additional delays before production commences.

As well as the Magdeburg plant, Intel is also working on a new fab at its existing campus in Haifa, Israel. Intel has operated out of Israel for 50 years and currently employs 11,000 people across four locations in the country.

The $25 billion Haifa project, detailed late last year, is slated to produce chips using extreme ultraviolet lithography (EUV) and is set to receive $3.2 billion in support from the Israeli government.

According to Intel, construction of Fab 38 – which is expected to come online sometime in 2028 – has commenced. However the report offers little detail. Considering the timeline of Intel's other projects, we'd wager that construction crews are probably still moving earth.

In addition to fabs, Intel has also made upgrades to existing facilities – including Fab 34 in Ireland, where the story is much the same as the others. Announced alongside Intel's investment in Germany, the Leixlip, Ireland-based fab was due to receive a €12 billion ($12.7 billion) investment to upgrade the facility to support EUV lithography necessary to produce chips using the Intel 4 process.

However, by the time the plant began volume production of the new node in September, costs had increased to €17 billion ($18.1 billion).

Intel also detailed progress on its advanced packaging facility in Penang and a fifth assembly test manufacturing plant in Kulim, Malaysia.

The former dates back to late 2021, and saw $7 billion set aside for a 710,000 square foot facility designed to manufacture products built using Intel's 3D Foveros packaging tech.

Intel also provided something of an update on its planned assembly and test facility in Wroc[ch322]aw West, Poland. The $4.6 billion project was first teased in mid 2023 and is designed to support Intel's European build out – including the facility in Magdeburg.

Beyond this, Intel didn't provide much of an update – other than to highlight joint research and development projects with Wroc[ch322]aw University of Science and Technology and to cultivate local talent to fill the 2,000 positions the site is expected to employ.

A long costly game
With its foundry build out well under way, Intel has begun taking steps to separate its Product and Foundry businesses to avoid the kinds of conflicts of interest that can arise when building chips for competitors.

Intel detailed the split at its Foundry Direct event in February. The two organizations will be separate legal entities with independent sales forces and ERP systems, Intel Foundry Services head Stu Pann explained at the time.

Intel Product and Foundry financials will be reported separately. We caught a glimpse of this earlier in the month, when Chipzilla released revised financial disclosures reflecting the change.

The new reporting structure effectively makes Intel Products look more like a fabless semiconductor manufacturer. Meanwhile, Foundry looks rather unhealthy – owing in no small part to the fact that Intel is its only major customer at this stage.

In 2023, Intel's revised records showed that its Foundry business had an operating loss of $7 billion. And with so much money wrapped up in capital expenditures, losses are not expected to disappear in the short term.

Speaking with analysts, Gelsinger warned that it would likely be 2027 before Intel turned the corner, with a not inconsiderable part of that being a reduced reliance by its Product group on rival foundries.

Many Intel products – like its Gaudi and GPU Max accelerators – are manufactured in part or in whole by TSMC. By 2027, Intel aims to reduce the amount of kit it outsources to other manufacturers from 30 to 20 percent of its total output.

Intel's mass market 18A process node – on which much of Gelsinger's Foundry bet hinges – won't see broad adoption until at least 2026.



Cheap and easy prediction time:


If China does not invade Taiwan, Intel will forfeit a bunch of big loans and be forced to divest itself of some of the failed Intel Foundry programs.


Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 04/21/24 at 18:35:15

Intel
..... estimates it will take them until 2027 to begin to break even on their existing commitments.   So Intel will lose money (a lot of money) for the next 3-5 years.

Intel is actually betting that Trump will continue to dump US .GOV money down the Intel rat hole during his entire administration.


Hmmmmmmmm ?????


If Intel does not get the huge amounts of money it has been getting from the governments---- what happens?   Intel has to slow down a good bit, but as long as it has a contractual lock on all the PC box makers, it has a built in cash flow big enough to keep all its vital plans afloat, but these plans will not grow at the promised rates without .gov financing.

Please remember, Intel has a massively larger market share than AMD does because of the contractual lock it has on the PC box builders.   Not that its processors are better, in recent  history Intel products have been inferior but the Intel products have been more readily available in retail channels.

AMD has to fight Apple and all the others for TSMC allocation time and now that Intel is being built by TSMC there are signs that AMD is being choked out intentionally by Intel.  Intel builds very large lots and warehouses them, AMD finds at critical points of their product introduction cycle that Intel  has bought up all the TSMC space that Apple has left open.

All AMD has actually done is force Intel to get better at a faster rate that it would have chosen to do otherwise.


Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 05/09/24 at 22:06:17


Intel has reached their specified 18  angstrom level and has purchased ALL of that assembly line's ASML's machine building capacity for this entire next year --- all of which will be built at the 18 angstrom size.

TSMC has put all their money (really AMD and Apple's money) on the next ASML level down  for their new machinery level (which is at 12 to 10 angstrom).   ASML has at least one machine assembly line that can actually make the next level 12 angstrom machinery for Apple and is currently making a few test units for Apple/TSMC.

So, more of the same but still slightly smaller  .........


No one else will be at 18 angstrom level but Intel.   Intel had to buy in at some point in time and has picked 18 angstrom as their "all in" level.

There is going to be lots of overlap and marketing BS & outright lying yet to come as Intel is actually still relatively slow to build new stuff and TSMC is much much quicker off the mark.  

Windows on ARM based laptops are gaining steam, with more powerful ARM based Chromenooks to soon follow.



Intel is gonna be competitive for the next 2-3 years, then start falling behind again.   However, look to see Intel to stay in the game as they now are positioned to periodically buy brand new ASML production lines just like all the rest are doing.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 06/01/24 at 09:49:51


http://https://www.digitaltrends.com/wp-content/uploads/2024/02/amdroadmap011.jpg?fit=720%2C405&p=1


Solid news is slow to come by, but AMD has posted their full socket 5 series so you can see it.  

What this slide doesn't make clear is that AMD core counts are going to double to triple over this period of time as the smaller 4c and 5c chiplets take over from the old full sized chiplets.

What comes next?   AMD hasn't given full details on their AI PC lineup, but has detailed out some of the changes in the most modern mainframe stuff it will be built from.

What is clear is that the changeover production of these chipsets will be delayed by channels that are choked full of old 4nm Zen 4 production.   This is a good time to pick up an older/new unit on close out sales.

(Hint:  the 5c chiplets will make up all the  latest processors going forward in mainframe and PC spaces and that these new Zen 5c products will cost a lot more than Zen 4 units,)

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 06/03/24 at 03:52:19


Let's talk a bit about the Zen 5 stuff that is just now hitting AVAILABLE  as finished stock processors.   And no, these are not the doubled up processor count Zen 5-6 chiplets that are coming soon (brand new AMD designs to beat Intel's best future "coming soon" offerings).

https://liliputing.com/amd-launches-ryzen-9000-desktop-chips-with-zen-5-cpu-cores/

http://https://liliputing.com/wp-content/uploads/2024/06/ryzen-9000-780x439.jpg


Real-world performance will likely vary based on a number of factors, but AMD says to expect about a 16% overall improvement in instructions per clock when compared with a Ryzen 7000 series desktop processor.   Once Intel has something that pushes on AMD, then AMD has their already designed and prototyped response already to go.  This should prompt Intel to come out a little bit harder, in order to keep a lead for more than a week or so.

Cores / Threads      Max CPU boost Total cache      TDP
Ryzen 9 9950X      16 / 32      5.7 GHz      80MB      170W
Ryzen 9 9900X      12 / 24      5.6 GHz      76MB      120W
Ryzen 7 9700X      8 / 16      5.5 GHz      40MB      65W
Ryzen 5 9600X      6 / 12      5.4 GHz      38MB      65W



Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 06/04/24 at 07:41:05


And as is typical, when AMD announces a real thing Intel immediately tops it with a future promised thing, something that may become real out in the future, but not exactly as is promised right now.

https://liliputing.com/intel-lunar-lake-mobile-chips-bring-3x-boost-in-ai-50-faster-graphics-40-lower-power-consumption/

This is worth reading, simply because it illuminates why Intel has dropped all their claims on graphics (they are a subset of AI performance now) and all their existing claims about big core and little core this and that performance sorts of stuff as it all now becomes a subset of "on die memory processing".

Mind you, this is their proposed mobile chipsets are squaring up to make their existing full bore desktop processors seem "obsolete and moot" when judged on their existing old specs ......

::)    

This is NOT gonna help with your "warehouses full of existing processors" sales efforts, don't cha think?

https://liliputing.com/intel-lunar-lake-mobile-chips-bring-3x-boost-in-ai-50-faster-graphics-40-lower-power-consumption/

You gotta scan this thing simply for the information it puts out explaining what AI processors are all about.  


Computing as we know it is gonna change pretty drastically by the end of this year.   However, telling real progress from redefined specifications will likely be jest plain "mission impossible".

Also note that this next paragraph could be flipped on it head to state precisely just how far behind industry leader TSMC good old Intel was actually running when it flipped over to using chiplets built by TSMC.

Intel says that when its next-gen mobile chips arrive in the third quarter of 2024, they’ll deliver:

More than 3X boost in AI performance
Up to 50% better graphics performance
Up to 50% improvement in peak CPU performance
Up to a 40% reduction in power consumption.
Every PC with a Lunar Lake chip will have at least two Thunderbolt 4 ports.
Intel says that’s because Lunar Lake chips feature next-gen CPU cores, next-gen graphics, and support for LPDDR5x memory on the same package as the other components, which the company says allows for higher speed memory that takes up less space and uses less power.


Also please note that Qualcomm is joining this fray, which is simply saying that mobile chipset builders will be able to make things that add features and have enough power to play against the big boys.  This implies that ARM will be able to go toe to toe with the lighter mobile versions of Intel/AMD desktop processors.

Intel is painting themselves as the leader in this large scale processor shift, but others are arriving first with solid progress while Intel is coming across as "mostly BS vaporous" right now and Intel is running roughly about six months behind the real leaders.

Saying "AI graphics is your spec" on graphics processing power sorta stinks of Intel having no real progress to discuss right now.


UPDATE:  

Intel is over a year late now with Lunar Lake as the entire development chain got pushed back due to various issues (including lack of funds as the Biden bucks were really delayed a lot).

During this delay period, Intel lost their lead time advantage.   Now Intel is scrambling to not be NOTICEABLY BEHIND all the other competitors.

This looks bad for Intel, as by the time they dip their progress in real reality it smells sorta rancid and partially rotten.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 06/10/24 at 19:25:59


https://www.anandtech.com/show/21425/intel-lunar-lake-architecture-deep-dive-lion-cove-xe2-and-npu4

First major review of Intel's claims by Anandtech, a major review house.

Lunar Lake: Designed By Intel, Built By TSMC (& Assembled By Intel)

While there are many aspects of Lunar Lake to dive into, perhaps it's best we start with what's sure to be the most eye-catching: who's building it.

Intel's Lunar Lake tiles are not being fabbed using any of their own foundry facilities – a sharp departure from historical precedence, and even the recent Meteor Lake, where the compute tile was made using the Intel 4 process. Instead, both tiles of the disaggregated Lunar Lake are being fabbed over at TSMC, using a mix of TSMC's N3B and N6 processes. In 2021 Intel set about freeing their chip design groups to use the best foundry they could – be it internal or external – and there's no place that's more apparent than here.


The Rub on this first effort using TSMC processes is that it shows a somewhat slow cludgy committee based effort ......

===================================================

Still, Intel is doing what it has to do to be "competitive" going forward.  Intel can't move any faster than they are as Intel has money problems currently, for example Intel is currently idling all their Intel facilities in Israel.  

Intel is still trying to find customers enough to fill up all their old 4-7nm processor lines.

Please note that the newest wave of Intel process lines that were just purchased from ASML are not in play yet, so we surely have another wave of Intel progress excess capacity coming next year.

This "year out delayed Intel timing" also explains why AMD is holding back on announcing their current best processors.   We have Ryzen 8000 for consumer and Granite Ridge for mainframe using the same chiplets and the already existing AM5  sockets for the two AMD market segments jest hanging around waiting for Intel to do something constructive to outdo.

AMD will eventually have to roll forward without Intel, something they have had to do several times now recently.

Intel making stuff at TSMC along with APPLE making all their stuff at TSMC is crowding AMD into getting a smaller share of the TSMC production capacity pie.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 06/12/24 at 04:05:37


https://liliputing.com/lilbits-a-startup-says-it-can-double-the-performance-of-any-cpu/

This may help you understand AI PC better, think lots of dedicated co-processors built out of a fast, 40 trillion ops per whatever programmable processor system.   You get the co-processor you need for the job at hand, instantly.

Lilbits: A startup says it can double the performance of any CPU

by BRAD LINDER
06/11/2024

A new chip design company called Flow Computing claims to have developed a technology that can double the performance of any existing CPU by using a custom co-processor called a PPU (Parallel Processing Unit) to increase the efficiency with which a CPU can switch between tasks. And that’s just using hardware – Flow says that by updating software to leverage the capabilities of its co-processors, performance could be enhanced much, much more.

But Flow Computing isn’t selling PPUs to end users – the technology is meant to be integrated on the same silicon as a CPU, which means the company’s potential customers are chip makers who could license Flow’s designs for use in upcoming processors. For now, Flow has released some papers outlining how the technology is supposed to work and says it’s managed to get a proof of concept working with FPGAs. But it could be years before we see Flow’s designs show up in actual products you can use… assuming it ever makes the transition from concept to reality at all.


..............  and yes, I am searching for a better handle to use for this new transformative tech we are calling AI PC.   Problem is that it isn't just one technology out there being built by an industry leader, it is multiple technologies being put forward by multiple tech leaders.

Intel and Microsoft started this nonsense up and then promptly began to lose control over it.

Title: Re: Browsers
Post by J Mac on 06/15/24 at 08:13:13

Zip, I have had the seamless Mint upgrade experience you describe a time or two, but my last upgrade experience was infuriating.  I guess the version change was major enough that I had to start from scratch.  It made me do a complete install from an ISO, and the kicker was I could not upgrade my OS in place and preserve /home.  The install script clearly stated that all my data would be lost.  Not even M$ does this, and I found it quite disappointing and bizarre.  I had to back everything up to a USB drive.  That's not the end of the world, but what modern OS acts like this, especially when minor upgrades can be done live with no installation medium needed?  OK, there I go again complaining about free software....


382B322B2623212A2B2F32420 wrote:
I've been using linux Mint for 20 years. 2 days ago I upgraded to the latest version without having to download, burn and install. Really cool! Firefox may not be the best, but it's the least worst.
The one constant in all versions is 'screen freeze' which means a hard reboot. My tower is 10 years old, likely need a new one!
Cheers!  8-)
ps: I switched to linux when Gates started charging $100 for Windows. Call me cheap!


Title: Re: Browsers and AI PCs
Post by Eegore on 06/15/24 at 17:28:44


 I've found that the man-hours spent making alternate browsers work for what I need is, if I paid myself, more expensive than paying for Windows.

 Everyone has their own unique reasons/requirements for a PC however.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 06/25/24 at 04:18:54


AI PC as a class is approaching closer to a definition point, but the rub is Microsoft and Intel still have different takes on what that definition is going to be.

The rest of the "leaders" of the AI PC movement are also chasing their own takes on what AI PC is going to be.

"40 to 100 trillion operations per second of programmable AI processor power" says that whatever it is will be able to do co-processing at levels never seen before.    However, getting software activities in place to use all this processing power is going to be hard to coordinate apart from Intel and Micosoft agreeing on what is going to be what.

The phone boys are ringing in now, and they have so much greater market share as to simply say "it will be this way" and so it shall be.   That is if they can agree upon what they want .......

We are at least a year out from being ready to buy anything .......

This thirst for gaining some sort of advantage for your company means folks agreeing on a standard is sorta unlikely.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 06/26/24 at 03:52:02


Processor ERRORS and marketing missteps take place on both sides.

Intel has problems with their latest AI PC processors having a performance killer bug in the microcode.  So far, this bug is seen an un-fixable bug that will require a factory microcode change at the minimum to fix it (i.e. a freshly built processor made with the fix integral to it).  

Think of something on the order of Meltdown or Specter for severity and size.

No processors with this error have left Intel's control according to Intel, so this mess is controllable but will entail yet another delay for Intel's first market entry.   This turns out to be completely false as all production run processors of the last two generations are busy bricking themselves as we speak.   Qualcomm and Samsung are already out there using ARM based processors, so this screw up further re-enforces Intel's non-leader position in AI PC space.


===================================================


AMD has been caught by review houses overstating some of their metrics and basic performance results on several new processors.  This was due to the test drivers giving inflated answers.  Updated test drivers are promised from AMD to fix these overstatement issues as they only actually affected a few of the most modern AMD processors.  

Intel does shite like this routinely on purpose, but AMD historically never does stuff like this at all --  this was likely a test metric error from the testing vendor or a plain old goof on AMD's part.  

Everybody is using AI PC functions at some level with their newest processors, but expecting equal results from test suites using different set ups and different types of processors is simply asking a bit too much so early in the changeover.

Still, as all the players hustle to get over their starting line AI PC bobbles that are certainly being made on both sides --- then you have to throw on top of the steaming heap the simply ill defined operating standards for AI PC in general and the risk levels for buying right now rise above acceptable levels every which way you go.

Still, the early results say AI PC works faster on some items by a whole bunch of a lot ......

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 07/09/24 at 11:20:55


Intel has begun to unravel a bit more yet again.   It no longer leads in technology, nor in market leadership, nor in manufacturing.

However, because of the Wintel contractual locks on all the large box vendors far more complete PC machines are being built using Intel processors.  However on the flip side technologically, far far more build it yourself enthusiast machines are currently built using AMD processors.

WINTEL does not have a winning formula for AI PC just yet ---- MS is having to drop some key AI features because of huge security risks and the Intel processors have large scale security bugs and sub par performance issues as well.

AI PC is here, right now, but it is currently being driven by  Qualcomm built ARM base processors more than "Intel anything" at the moment.

https://www.computerworld.com/article/2514506/copilot-ai-pcs-are-finally-here-you-dont-want-one-yet.html

Click and read this, there are many many issues with ARM based AI PCs released just recently.

Copilot+ AI PCs are finally here. You don’t want one — yet

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 07/10/24 at 17:46:09


https://www.computerworld.com/article/2514506/copilot-ai-pcs-are-finally-here-you-dont-want-one-yet.html


The promise of these new devices is that they’d herald the arrival of AI tools to the Windows masses. That’s not really the case right now.

The AI hype just keeps on coming.

The latest news is the arrival of an entirely new line of Windows computers, Copilot+ PCs, which are specifically designed with artificial intelligence (AI) in mind. Microsoft claims they’ll dramatically speed up AI, offer new features unavailable to other PCs, and deliver improved battery life. The new machines point the way to the future of Windows and of AI, if the company is to be believed.

Laptops from Acer, ASUS, Dell, HP, Lenovo, Samsung, and Microsoft were released several weeks ago, long enough to find out how they perform in real life. So how do they stack up? Are they everything Microsoft claimed they would be, or just one more overhyped new technology?

To find out, let’s start by looking at Microsoft’s promises about what the Copilot+ PCs will do. In a blog post announcing them, the company crows:

“Copilot+ PCs are the fastest, most intelligent Windows PCs ever built. With powerful new silicon capable of an incredible 40+ TOPS (trillion operations per second), all–day battery life and access to the most advanced AI models, Copilot+ PCs will enable you to do things you can’t on any other PC. Easily find and remember what you have seen in your PC with Recall, generate and refine AI images in near real-time directly on the device using Cocreator, and bridge language barriers with Live Captions, translating audio from 40+ languages into English. “

The laptops are based on Qualcomm Arm-based processors, which include a neural processing unit (NPU) to handle AI-related tasks. Normally, AI processing occurs in the cloud rather than on a local PC, potentially slowing things down AI. On Copilot+ PCs, Microsoft claims, much of that processing will stay local on the machine.

Recalling Recall
Microsoft went into hype overdrive when touting the new machines’ Recall feature. There’s good reason for that. Anyone who has spent too much time trying to remember and open a specific email, website or file they worked on months ago would want it — and that pretty much means all of us. It’s clearly the killer app that could sell countless Copilot+ PCs.

But Recall has an Achilles heel. As I wrote earlier, it could be the ultimate security and privacy nightmare. It works by constantly taking screenshots of everything you do, storing them on your PC, creating a searchable database of them, and then using AI tools on them so you can find what you want quickly.

Initially, Microsoft claimed that because all that work is done locally rather than in the cloud, it wouldn’t lead to privacy or security issues. But many security researchers and analysts disagree.


Jeff Pollard, vice president and principal analyst at Forrester, told Computerworld “I think a built-in keylogger and screen-shotter that perfectly captures everything you do on the machine within a certain time frame is a tremendous privacy nightmare for users.”


If a hacker gains access to your PC, researchers found, he or she can read the database, which isn’t even encrypted. At first, Microsoft tried to convince everyone that the privacy issues were much ado about nothing. But then it backed off. The company announced in a blog post that the feature won’t be available on Copilot+ PCs when they launch. Microsoft says it will make Recall available some day — though it won’t say when.

That means the biggest reason for buying a Copilot+ at the moment remains elusive.

Other Copilot+ PC woes
These machines have other issues, too. One of the most head-scratching ones is that the Copilot app on Copilot+ PCs appears to be less powerful than the app on traditional PCs. On Copilot+ PCs, Copilot runs as a traditional Windows app rather than as a sidebar pane, as it now normally does on traditional PCs. So, you can resize it, move it around the screen, and do anything with it that you can do with any window.

That’s not the problem. The problem is that Microsoft also took away some Copilot features. When run as a sidebar pane, Copilot can perform some basic Windows tasks for you, such as turning dark mode on or off. The app on Copilot+ PCs can’t do that. (By the way, Copilot as a Windows app is now also available for non-Copilot+ PCs, and it has the same problem as the Windows app on Copilot+ PCs.)

Another oddity: Although the new Copilot+ PCs have a dedicated Copilot key, the PCs won’t allow you to launch Copilot with the keyboard shortcut Windows key-C as you can on other PCs. Go figure.

And there’s more, according to Computerworld and PC World contributor Chris Hoffman. On the new machines, he says, “Copilot doesn’t run offline or use the new integrated neural processing unit (NPU) hardware to do anything at all.”

Running AI offline was one of the big promises of the new line. Perhaps someday that will happen, but as Hoffman notes, that day isn’t yet upon us.

Emulation: Thumbs up or thumbs down?
Because Copilot+ PCs run Windows on an Arm chip, they have to run Windows apps via emulation. Theoretically, that could be problematic or slow apps down. Microsoft contends that the chips are so fast that the apps run fine.

Not everyone agrees. Many reviewers generally report no serious problems, but Android Authority warns: “emulation is hit-and-miss.”

PC World’s Mark Hachman found that most apps work fine, with one big caveat: “There’s a good chance your favorite games won’t even run” on a Copilot+ PC.

The upshot
So, should you buy one of these machines? I won’t hem and haw. The answer is no. Their two most important AI-related features — Recall and local AI processing — aren’t yet available. And running games on one, if that’s a priority, is iffy at best.


There are plenty of very good thin, powerful Windows laptops out there. If you need a new PC, buy one of those, not a Copilot+ PC. Even if you’re looking for true AI power, you’d do better to wait.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 07/17/24 at 11:10:41


Microsoft is delaying the copilot button functionality due to significant deep rooted security issues.

Intel is eat up with Intel processor based "excess interrupt" issues and re-re-reboot fails, running at levels larger than 50% on the most modern Intel processors.

Qualcomm is the first one out there now with completed AI PC laptop units that have some of the above items showing up on both Qualcomm and Samsung ARM based processors as well.

"AI PC" is simply eat up with the shits right now.

Title: Re: Browsers and AI PCs
Post by Oldfeller--FSO on 07/19/24 at 15:20:14


In the past few days Microsoft "system update based errors" have temporarily shut down many international airports and banking centers.   Although relatively quickly fixed by manual programming efforts, this sort of episode will repeat itself multiple times as the "system update errors" spread out through the world of MS based sofwares.

Knowing human nature, these first attempts at using AI PC will likely be seen very very shortly as "dangerous" and likely be temporarily abandoned and/or banned as an official pathway by governments and key businesses.

However, the use of 40-70 TOPS co-processor power will continue to be quietly developed and quietly utilized by select softwares and applications.



Applications that can grab on to a co-processor and do their core work much much faster will be competitive winners in the real world.



Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 07/26/24 at 00:00:22


AI output is suddenly and massively showing up in my world now.

Suddenly, both YouTube and Amazon are rife with space opera short stories and romance novels that are somewhat clumsily written by AI.

"Free to read" stories in Amazon Kindle are showing up in tons of short novel format items with really lurid AI art on the covers and "once read and once mildly corrected" AI for the written text.    At least a human read them once and corrected the very worst of the gross errors, you can easily spot the ones that were not corrected by a meat person at least once.

So far I am not impressed with these AI written items for very much .......  

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 07/29/24 at 11:09:24


Intel's ongoing interrupt flaws have now been analysed by several impartial outside sources at this point in time.

Consensus is that the high voltage boosts Intel was using to claim their current processor speeds are (within 6 months no less) was eroding the processors core compute processes to the point of failure (which result in the fatal interrupts) and these have accelerated to become an early version of complete processor failure.

Give it another six months and the processor WILL brick itself.

Intel had tried sending out updates that cut back on the high processor voltage, but the already damaged processors continued to decline and the loss of advertised processor speed became a real issue all by itself.  

People applied for RMA on the defective processors, but Intel initially denied these claims and pushed it off on the motherboard makers, who then took legal actions against Intel because they had designed and built their motherboards using Intel's very own spec sheets .......    Intel had even certified all the motherboards after an extensive Intel review process, so the thermal degradation error was 100% all Intel's fault.

Intel has now begun accepting the required RMAs and there will be enough of them to put Intel in serious danger of losing all credibility and also losing profitability on the last three years worth (two generations) of Intel processors.    

Intel currently has no good processors to replace the defective processors with, anyway.

Please note,  AMD has not got this issue and will be very careful not to get into any of it.

And again, remember to buy only AMD processors and avoid all the big box vendors who still remain locked into Intel's nasty little over-voltage mess.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/01/24 at 10:51:40


https://www.tomshardware.com/pc-components/cpus/intel-investigated-for-class-action-for-cpu-crashing-and-instability-issues

Lawyers have begun the legal proceedings against Intel for shipping processors with  (eventually)  ~100%~ thermally defective main processors.    Questions about the testing program for the new chips is prevalent, because there is no way a competent long term testing program would have missed this defect.   Questions now center around the recent two levels of layoffs at Intel, in short did the needed testing get dropped when the affected personnel were let go?


:P


Abington Cole + Ellery, a law firm specializing in class actions and intellectual property, has begun investigating the crashing and instability issues plaguing Intel's 13th- and 14th-Generation Core 'Raptor Lake' processors, with the potential of filing a class action lawsuit on behalf of Intel's customers.

Intel announced about a week ago that some 13th- and 14th-Generation Core processors can become unstable due to elevated voltages, which a patch due in mid-August should fix. The company promised to respect all RMAs, so all damaged CPUs should be replaced. The issue doesn't just impact the higher-end models — Intel says the instability bug also impacts mainstream 65W CPUs.

Intel sells its mainstream 65W CPUs in tens of millions of units quantities, so it could be an expensive replacement cycle for Intel if the company honors all replacement requests. This is where things start to get interesting for class action lawyers, who are now trying to determine whether Intel is filling all RMA claims and are they filling them with corrected product or not.



https://www.theregister.com/2024/07/13/game_raptor_intel/

High-end processor instability headaches, failures have pushed one studio to switch to AMD.

One game developer says it's had enough of Intel's 13th and 14th-generation Core microprocessors, calling them "defective."

Australia-based indie dev studio Alderon Games made its frustrations with Intel's latest chips public in a write-up titled, "Intel is selling defective 13-14th Gen CPUs," authored by the studio's founder Matthew Cassells.

"My team at Alderon Games, working on the multiplayer dinosaur survival game Path of Titans, has been encountering significant problems with Intel CPU stability," he said. "These issues, including crashes, instability, and memory corruption, are confined to the 13th and 14th generation processors. Despite all released microcode, BIOS, and firmware updates, the problem remains unresolved."


Folks in Europe see the same developments, but are instead turning to the EU regulatory officials to issue heavy Intel fines and to mandate total refunds and separate EU whole unit replacement requirements.

Intel still cannot replace their approaching "100% defective over time" Raptor Lake units in the all important upper end (strongly stressed) gaming rigs as Intel has no tested and proven reliable processor strong enough to do the task.


Intel's AI PC efforts may well get totally overridden by this current Intel over-voltage mess, with only the Qualcomm and Samsung ARM units and the AMD family of units being candidates to go forward with the current AI PC push.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/03/24 at 08:37:18


https://www.theverge.com/2024/8/1/24210656/intel-is-laying-off-over-10000-employees-and-will-cut-10-billion-in-costs

In the last two days, Intel has issued cut back notices that are intended to keep the company from going under as the total cost of their over-voltage driven processor crashes and the costs to repatriate the damages arising from the issue become more clear.  

Here’s the full memo from Gelsinger:

Team,

We have moved our All Company Meeting to today, following our earnings call, as we are announcing significant actions to reduce our costs. We plan to deliver $10 billion in cost savings in 2025, and this includes reducing our head count by roughly 15,000 roles, or 15% of our workforce. The majority of these actions will be completed by the end of this year.

This is painful news for me to share. I know it will be even more difficult for you to read. This is an incredibly hard day for Intel as we are making some of the most consequential changes in our company’s history. When we meet in a few hours, I’ll talk about why we’re doing this and what you can expect in the coming weeks. In advance of that, I wanted to preview some of what’s on my mind.

Simply put, we must align our cost structure with our new operating model and fundamentally change the way we operate. Our revenues have not grown as expected – and we’ve yet to fully benefit from powerful trends, like AI. Our costs are too high, our margins are too low. We need bolder actions to address both – particularly given our financial results and outlook for the second half of 2024, which is tougher than previously expected.

These decisions have challenged me to my core, and this is the hardest thing I’ve done in my career. My pledge to you is that we will prioritize a culture of honesty, transparency and respect in the weeks and months to come.

Next week, we’ll announce a companywide enhanced retirement offering for eligible employees and broadly offer an application program for voluntary departures. I believe that how we implement these changes is just as important as the changes themselves, and we will adhere to Intel values throughout this process.

Why Now?

Since introducing our new operating model, we have taken a clean-sheet view of the business and assessed ourselves against benchmarks for high-performing foundries, fabless product companies and corporate functions. This work made it clear our cost structure is not competitive.

For example, our annual revenue in 2020 was about $24 billion higher than it was last year, yet our current workforce is actually 10% larger now than it was then. There are a lot of reasons for this, but it’s not a sustainable path forward.

Beyond our costs, we need to change the way we operate – something many of you shared as part of our Employee Experience Survey. There’s too much complexity, so we need to both automate and simplify processes. It takes too long for decisions to be made, so we need to eliminate bureaucracy. And there’s too much inefficiency in the system, so we need to expedite workflows.

Key Priorities

The actions we are taking will make Intel a leaner, simpler and more agile company. Let me highlight our areas of focus:

Reducing Operational Costs: We will drive companywide operational and cost efficiencies, including the cost savings and head count reductions mentioned above.

Simplifying Our Portfolio: We will complete actions this month to simplify our businesses. Each business unit is conducting a portfolio review and identifying underperforming products. We are also integrating key software assets into our business units so we accelerate our shift to systems-based solutions. And we will narrow our incubation focus on fewer, more impactful projects.

Eliminating Complexity: We will reduce layers, eliminate overlapping areas of responsibility, stop non-essential work, and foster a culture of greater ownership and accountability. For example, we will consolidate Customer Success into the Sales, Marketing and Communications Group to streamline our go-to-market motions.

Reducing Capital and Other Costs: With the completion of our historic five-nodes-in-four-years roadmap clearly in sight, we will review all active projects and equipment so we begin to shift our focus toward capital efficiency and more normalized spending levels. This will reduce our 2024 capital expenditures by more than 20%, and we plan to reduce our non-variable cost of goods sold by roughly $1 billion in 2025.

Suspending Our Dividend: We will suspend our stock dividend beginning next quarter to prioritize investments in the business and drive more sustained profitability.

Maintaining Growth Investments: Our IDM2.0 strategy is unchanged. Having fought hard to reestablish our innovation engine, we will maintain the key investments in our process technology and core product leadership.

The Future

I have no illusions that the path in front of us will be easy. You shouldn’t either. This is a tough day for all of us and there will be more tough days ahead. But as difficult as all of this is, we are making the changes necessary to build on our progress and usher in a new era of growth.

When we began this journey, we set our sights high, knowing that Intel is a place where big ideas are born and the power of what’s possible triumphs over the status quo. After all, our mission is to create world-changing technologies that improve the lives of every person on the planet. And at our best, we have exemplified these ideals more than any company in the world.

To live up to this mission, we must continue to drive our IDM 2.0 strategy, which remains the same: re-establish process technology leadership; invest in at-scale, globally resilient supply chain by expanding manufacturing capacity in the U.S. and EU; become a world-class, leading-edge foundry for internal and external customers; rebuild product portfolio leadership; and deliver AI Everywhere.

Over the past few years, we have rebuilt a sustainable innovation engine that is largely in place and on track. It’s now time to focus on building the sustainable financial engine needed to drive our performance. We must improve our execution, adapt to new market realities and operate as a more agile company. That’s the spirit of the actions we are taking – knowing that the choices we make today, as difficult as they are, will strengthen our ability to serve our customers and grow our business for years to come.

As we take these next steps in our journey, let’s not forget that there has never been a greater need for what we do. The world will increasingly run on silicon – and the world needs a healthy and vibrant Intel. That’s why the work we are doing is so consequential. Not only are we remaking a great company, but we are also creating technology and manufacturing capabilities that will reshape the world for decades to come. And this is something we should never lose sight of as we push forward in pursuit of our goals.

We’ll talk more in a few hours. Please come with your questions so we can have an open and honest discussion about what comes next.

Update, August 1st: Added more details from the earnings call about Intel’s expectations for its upcoming Lunar Lake and Panther Lake chips.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/03/24 at 08:57:33


DO NOT BLINDLY TRUST ANY FUTURE PLANS FROM INTEL.  

DO NOT BUY ANOTHER INTEL BASED PRODUCT FOR AT LEAST A YEAR AFTER THE SMOKE FROM THIS DISASTER CLEARS AND INTEL IS PROVEN TO BE BUILDING COMPLETELY RELIABLE 18A PROCESSOR PRODUCTS.

TSMC HAS BEEN CLEAR, THEY WILL ONLY BUILD LOTS OF CHIPLETS AND WHOLE PROCESSORS TO INTEL DESIGNS ONLY WITH THE UNDERSTANDING THAT ALL RISKS, MANUFACTURING SCRAP AND PERFORMANCE ISSUES ARE GOING TO BE ON INTEL, NOT TSMC.

WITH THESE LAYOFFS, INTEL HAS PROVEN IT IS NOT ABLE TO CONDUCT BUSINESS AS NORMAL.  THE LOSS OF KEY PERSONNEL DUE TO LAYOFFS AND JOB QUITTING IS DIRECTLY RESPONSIBLE FOR THE CURRENT INTEL PROCESSOR OVERHEATING DISASTERS.

INTEL MAY NOT RECOVER FROM THIS SET OF ISSUES IN ANY FORM THAT WE WOULD RECOGNIZE.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/03/24 at 09:15:17


https://www.tomshardware.com/pc-components/cpus/intels-stock-drops-30-overnight-company-sheds-dollar39-billion-in-market-cap

Intel's stock drops 30% overnight —company sheds $39 billion in market cap


Intel's stock dropped around 30% overnight, shaving some $39 billion from the company's market capitalization since rumors of a pending layoff first emerged. The devastating results come after the chip giant reported a loss for the second quarter, complained about yield issues with the Meteor Lake CPU, provided a modest business outlook for the next few quarters, and announced plans to lay off 15,000 people worldwide.  

When the NYSE closed on July 31, Intel's market capitalization was $130.86 billion. Then, a report about Intel's massive layoffs was published, and the company's market capitalization dropped sharply to $123.96 billion on August 1. Following Intel's financial report yesterday, the company's capitalization dropped to $91.86 billion. Essentially, Intel has lost half of its capitalization since January. As of now, Intel's market value is a fraction of Nvidia's worth and less than half of AMD's.

As Intel's actions look rather desperate, analysts believe that Intel's challenges are existential. "Intel's issues are now approaching the existential," said Stacy Rasgon, an analyst with Bernstein, told Reuters.

Indeed. Intel is fighting numerous rivals. On the one side, it is competing against AMD, Nvidia, and now Qualcomm for revenue share in the consumer PC market. For now, Intel outsells all three companies easily in this market, though Nvidia's gaming business looks to be more profitable.

On the other side, the company competes against AMD, Nvidia, and Arm chips in the data center space. Thanks to Nvidia's highly popular AI GPUs, Nvidia outsells AMD and Intel combined by nearly 3.3 times. But TSMC is arguably the biggest fight for Intel. The Taiwanese company makes chips for all of Intel's rivals and Intel itself.

On the roadmap side, Intel looks quite competitive both in terms of performance and, eventually, in terms of costs. Yet, the company has to prove that it can make money making chips not only for itself, but for others. To do so, it needs to persuade TSMC's customers to use Intel's technologies, which isn't easy given that the Taiwan foundry can efficiently produce chips with great yields.  

Rasgon believes that under different circumstances, there might be discussions about the company's viability. However, Intel could boost its balance sheet by $40 billion by 2025 through its current actions, subsidies, and partner contributions, ensuring its survival in some form.

"Intel will survive (in some form) to continue the fight," Rasgon told Reuters.

Intel reported $12.8 billion in revenue for Q2 2024 and faced a substantial loss of $1.6 billion, a significant drop from a $1.5 billion profit in Q2 2023.

Looking ahead, Intel's projections for the third quarter of 2024 are concerning. The company anticipates revenue between $12.5 billion and $13.5 billion, which would be approximately $1.2 billion less than the revenue reported in Q3 2023 and just a bit higher at the midpoint than in Q2 2024. Although the company's product divisions make a profit, the company's Intel Foundry manufacturing arm lost $2.8 billion in the second quarter alone. As the company does not expect a rapid recovery, it decided to lay off some 15,000 personnel to reduce its costs.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/05/24 at 15:51:32


Intel cannot build its own processors any more.   TSMC must build them.

Intel isn't a technical leader any longer, nor are they competent in the ASML sub 1 nanometer lithography equipment they just bought.

TSMC will not stand behind an Intel design.   Intel is not capable of designing or running an Intel modern design or the process to build it even if everything is installed in Intel facilities by ASML.  

ASML will not prop up Intel forever, eventually Intel personnel will be the ones operating the state of the art (raw leading edge) equipment that Intel just purchased.

Title: Re: Browsers and AI PC
Post by Graybeard on 08/05/24 at 23:13:14

Well, why don't they have AI design the chips?

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/07/24 at 14:08:44


So far AI can't write a convincing sentence without several tries with skilled human editing, much less design a new chipset from scratch.

Of late, no manufacturer can hit it out of the park on the first try when changing lithography levels.  

It takes testing, fine tuning and try try try again to get it right.  

Not Apple, not AMD, certainly not Intel.   Nobody gets it right easily any longer.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/08/24 at 08:52:04


Another take on the huge value drop in Intel is that it is writing off its existing old processes and support people while concealing this huge shift inside a general economic downturn.

18a is indeed making good samples right now and the sample chips are working about as good as the old stuff ever did.

This means Intel is now ready to pivot over to the new technology and Intel needs to shed the old production processes and all the people that used to service the old stuff.

Laying these people off normally would be VERY expensive to do, but losing it all to a sudden economic downturn means you can stick your hand out for some more government economic help ........

::)


Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/10/24 at 05:39:38


https://liliputing.com/lilbits-intel-extends-warranties-for-desktop-chips-but-your-pc-maker-may-not-be-following-suit/

Intel extends warranties for desktop chips (but your PC maker may not be following suit)

Last month Intel finally acknowledged issues with its 13th and 14th-gen desktop chips based on Raptor Lake architecture and promised to release microcode updates that would prevent these chips from becoming unstable. They’re starting to roll out now. But if you have one of these chips and it’s already become glitchy and crash-prone, the only fix is to replace the processor.

The good news is that Intel has announced that it’s extending the warranty on these processors by two years. The bad news is that this only helps customers who’ve purchased chips directly from Intel to build or upgrade their own PCs. If, like most people, you buy a pre-built computer then whether or not you’re getting an extended warranty depends on which PC maker you bought your computer from. Some are already committing two an extra two years. Others aren’t making that commitment… at least not yet.


Several review houses state that the chips will continue to decline even if the microcode gets changed because:

1)  inherent degradation has already begun

2)  the inherent designed based flaw remains and anything that stresses the chip in general use will forward the destruction somewhat.

3)  the new microcode fix hobbles the processor by at least 23%, making them weaker than the previous generations of Intel product.


These are the reasons the EU wants Intel to buy you a brand new machine as Intel knew this before they built the processors (or else Intel was totally negligent with their product testing).   Plus, the new replacement Intel chipsets that will meet the advertising claims use different processor sockets, new memory and entirely different motherboards ......

So, to originally sell the things as "high performance processors suitable for AI uses" could be deemed premeditated fraudulent activity according to the current EU standards.

Lawyers are already involved in this mess, and if it goes against Intel it will be a situation Intel may not survive.

"Positioning" of the old vs new Intel that is happening now shows Intel segregating all the damage against the old stuff and keeping the new stuff away from settlement damages.

Look for a new Intel company name to crop up to help segregate the damage.

The old Intel can go bankrupt if that means the new Intel gets to dodge the majority of the settlement costs ........

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/12/24 at 10:14:24


Law practices are lining up to create a "class action" with Intel over the mess they have made.   I count an even dozen practices collecting participants at this time.

The push to get the EU regulators involved is also becoming more defined.

As are Intel's various internal movements to limit the damage that could be done by all of the above.

https://search.brave.com/search?q=class+action+against+Intel&source=desktop&summary=1&summary_og=d4814dbd1a5b60eae09a00

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/13/24 at 15:16:37


https://www.tomshardware.com/pc-components/cpus/intel-investigated-for-class-action-for-cpu-crashing-and-instability-issues

https://www.tomshardware.com/tech-industry/intel-hit-with-lawsuit-over-dollar32-billion-loss-shareholders-complain-company-hid-problems

https://www.reuters.com/legal/intel-is-sued-by-shareholders-alleging-securities-fraud-2024-08-07/


Brave Browser search results

Intel Class Action Lawsuits
Based on the provided search results, there have been multiple class-action lawsuits filed against Intel related to various issues:

CPU Security Flaws (Meltdown and Spectre):
At least three class-action lawsuits were filed in 2018, alleging that Intel failed to disclose the severity of the security vulnerabilities and misrepresented the impact on performance.

Foundry Business Misrepresentation:
A federal class-action lawsuit filed in 2024 alleges that Intel misled shareholders about the performance of its foundry business, including the acceleration of its move to a higher-cost Ireland fabrication facility.

Job and Dividend Cuts:
A proposed class-action lawsuit filed in 2024 claims that Intel fraudulently concealed problems leading to weak results, job cuts, and dividend suspension, causing a significant stock plunge.

Chip Bug (13th and 14th Gen Core Desktop Chips):
Two law firms, Abington Cole + Ellery and Kaplan Gore LLP, are exploring potential class-action lawsuits against Intel for allegedly selling defective processors and failing to provide sufficient compensation.   Also involved is the fact the microcode fix sent out by Intel as "their final answer" results in cutting down processor performance by 23% which all users contacted find completely unacceptable.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/16/24 at 06:28:49


Future of desktop chips is sorta fuzzy right now ........

"AI PC" has been completely fumbled over at Intel.

Intel is eaten up with overheating, corrosion and early death style interrupt issues that are requiring a 23% slowdown to be written into Intel's chip's microcode.    Once again, new microcode and a whole lot of new replacement processors are required to REALLY fix these current Intel warranty issues.

Yes, Intel is intentionally having to kill any form of what they used to call "competitive advantage" in order to keep from having to eat more warranty on 100% of the chipsets from the LAST TWO GENERATIONS.

AMD is selling all the processors that they have allocations to build the components for at TSMC, plus now Qualcomm is swinging the ARM AI processor stick for all they are worth.   Samsung is also making it own ARM PC style processors as is NVIDIA so Intel does not lack for AI PC competitors as they fall on their face right off the starting blocks .......


Intel has run completely out of replacement chipsets.   The newest style of  Intel stuff needs a new socket and a new motherboard, so it is not a candidate for making replacement processors for your ailing warranty claim PC box.

Furthermore, Intel has just scrapped all plans for their next 20a generation, as 18a is now said to be their only avowed pathway forward.

All current Intel chipsets are being made at TSMC, and these chipsets and chiplets are quite different from previous Intel processes and design generations.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 08/26/24 at 11:31:32


ARM AI PC candidates are shipping (successfully).

New AMD generations of AI PC are out now and are shipping at full volume.

https://liliputing.com/milk-v-introduces-new-risc-v-laptop-mini-itx-pc-compute-module-and-cluster-boards/

.......   and now the RISC V generations from China are out and shipping to testers and the public.



Meanwhile Intel picks itself up from the asphalt having done a face plant right off from the AI PC starting blocks.


Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 09/13/24 at 09:55:04


https://nypost.com/2024/08/02/opinion/biden-harris-wasted-8-5-billion-in-taxpayer-money-to-lose-15000-jobs-at-intel/

Lots of folks have spotted that supporting Intel is throwing away their .gov grant money and getting nothing out of it.

Folks are suggesting cutting off Intel as a "bad bet" and spending the .gov dollars on more likely candidates ......

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 09/13/24 at 12:39:45


https://www.techpowerup.com/326524/us-government-could-delay-usd-8-5-billion-chips-act-funding-for-intel

The $8.5 billion in CHIPS Act assistance intended for Intel from the US government is now expected to be delayed due to the company's ongoing financial struggles. According to a Bloomberg report, the Department of Commerce rejected the initial allocation request, requiring Intel to meet specific objectives and to complete a comprehensive due diligence process before the funds are released.

Can we all say "It ain't gonna ever happen because Intel is WAY WAY too broken to ever pass muster."

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 09/13/24 at 21:23:56


What else is news surrounding this budding Biden-Intel bailout reversal?


Apple is fine and selling a lot of advanced ARM based stuff.

AMD is fine and is selling all the x86 processors that they have chiplet wafer allocations at TSMC to make.  As Intel fails to purchase their contracted TSMC allocations, look to see AMD and Qualcomm quickly snap these allocations up ......

Qualcomm is making and selling a lot of their AI PC chips for laptops.

Samsung has yield issues again, which are crippling their AI PC efforts at the moment.

Intel is eat up with the shits over their class action lawsuit actions, being out of production on their old style stuff due to having pushed the high amps too high and simply internally frying the last two generations of large Intel processors.   Folks now realize that a replacement motherboard is needed as the new processors past this point are way way too different to drop into the existing retail boxes.

Intel is having a few developmental difficulties at this time with their 18a product for both yield and performance style issues.

Intel Foundry is having problems holding on to their first batches of foundry customers due to their current non-performance issues.

Read this for a current Intel snapshot.

https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/






Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 09/19/24 at 03:06:15

Intel damages Germany by suddenly dumping off on Intel's German processing plant plans.

Intel is doing a classic "take the money and run" on several US Plants and German and Italian plants.   This is a direct response for the Biden Administration sudden cutting off the flow of .gov funds into Intel.

In what sense did Biden & Co. act as guarantors of this Intel promoted plan?

Is the US gov. on the hook for this Intel wet dream?

This needs to be clarified ASAP as Intel is squaring off to fracture itself in readily bankruptable sized pieces intending to take these debts off to never never land ......

In the older overheating mess, Intel is now giving away larger more powerful chipsets that can still drop into the affected motherboards.   This "treading water" move will obviously not last for long .......

We are busy watching Intel die the death of 1,000 cuts due to getting involved with the Biden administration's domestic compute clusterfock.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 09/21/24 at 07:03:25

https://search.brave.com/search?q=Qualcomm+offers+to+buy+out+Intel&source=desktop&summary=1&summary_og=e137693152bd72b26d84e6


Qualcomm Offers to Buy Intel

According to recent reports, Qualcomm, a leading semiconductor company, has approached Intel with a potential takeover offer. This development comes as Intel faces significant business challenges, including a decline in its market value and struggles to regain momentum in the chipmaking industry.

Details of the Offer

While the exact terms of the offer are not publicly disclosed, sources suggest that Qualcomm has proposed acquiring all of Intel’s assets or specific parts of its business, including its design unit. Qualcomm’s CEO, Cristiano Amon, is reportedly personally involved in the negotiations, examining various options for a deal.

Intel’s Response

Intel has not officially commented on the offer, but sources indicate that the company is in talks with Qualcomm. Intel’s recent plan to spin out its manufacturing arm as a separate subsidiary may be seen as a response to Qualcomm’s offer, potentially adding distance between its chip design and manufacturing competencies and attracting additional customers.

National Security Concerns

The US government’s stance on the potential acquisition may play a crucial role in the outcome. If deemed essential for national security purposes, a takeover could receive approval, potentially adding a tailwind to Qualcomm’s offer.

Implications

A Qualcomm acquisition of Intel would be one of the largest-ever M&A deals in the tech industry. It would mark a significant shift in the competitive landscape, as Qualcomm would gain access to Intel’s extensive portfolio of businesses and technologies. The deal could also have far-reaching implications for the global chipmaking industry, potentially altering the balance of power among major players.

Current Status

As of now, the negotiations are ongoing, and no official offer has been made public. The outcome remains uncertain, pending the outcome of discussions between Qualcomm and Intel, as well as any potential regulatory approvals or national security considerations.



Apollo Investments Group and ARM Holdings has now also put in a similar style bid to buy Intel "as is".   This means Intel has 3 offers to financially buy them out of their current financial bind issues.

Intel employees are acting like "Rats abandoning a sinking ship" are taking other jobs in industry quick-like before getting their job cut at Intel.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 09/26/24 at 18:38:49


https://www.pcworld.com/article/2466354/qualcomm-buying-intel-makes-no-sense-because-of-amds-little-secret.html

Cross licensing agreements between Intel and AMD do not support the Qualcomm sale.

The wording of Nvidia's contracts with Intel also put the kibosh this sale.

Not being able to agree on the fire sale price for Intel puts all the players on hold.

Meanwhile existing alternatives (ARM and Risc V) are ramping up new products to feed the market fire sale frenzy.

===================================================

DO NOT BUY ANY INTEL PRODUCTS UNTIL THE CURRENT FRENZY OF ISSUES SETTLE OUT ........

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 09/27/24 at 11:03:23


Two of my favorite pundits have voiced the opinion that Intel isn't making it out of this one as an industry leader.

As such, one of the above pundits isn't even going to waste time on testing Intel products until Intel has shown some sort of a "demonstratively superior" competitive product.

Inference here being that Intel's cobbled together for testing 18a isn't good enough to compete against TSMC's 2nm and as such "tomorrow never arrives" for Intel ever again.  

Is it over and done with for Intel at this time? .....


https://search.brave.com/search?q=intel+is+over&source=desktop&summary=1&summary_og=622c9b4328eff75450fdff


Intel's Dominance Wanes

Based on the search results, Intel has faced significant challenges in recent years, including:

Loss of dominance: Intel’s market share has declined as competitors like Samsung and Taiwan Semiconductor Manufacturing Company (TSMC) have gained ground.

Missed deadlines: Intel missed its deadlines for new process nodes, such as 7nm, which led to a stock plunge and allowed competitors to take the lead.

Struggling to stay relevant: Intel’s struggles to adapt to changing market trends, particularly the shift to mobile devices and artificial intelligence (AI), have raised concerns about its long-term viability.

Job cuts and cost reductions: In an effort to turn things around, Intel has announced job cuts and a $10 billion cost reduction plan for 2025.

Skeptical investors: Despite CEO Pat Gelsinger’s efforts to revitalize the company, investors remain skeptical about Intel’s ability to recover and regain its former glory.

Intel's Current State

Intel’s stock performance has been poor, with a decline of 37% this year, making it the worst-performing tech stock in the S&P 500. The company’s earnings have also been disappointing, with a 35% drop in earnings and a 1% decline in sales year-over-year.

Future Outlook

While Intel has set goals to catch up with competitors by 2026, investors are uncertain about the company’s ability to achieve this. The company’s history of missed deadlines and struggles to adapt to changing market trends have raised concerns about its long-term prospects.

Conclusion

Based on the search results, it appears that Intel is indeed facing significant challenges and is struggling to stay relevant in a rapidly changing market. While the company has made efforts to revitalize itself, its future outlook remains uncertain, and investors are skeptical about its ability to regain its former dominance.


Intel new processors from TSMC are being ranked as "same performance" as the AMD chipsets built on the same processor levels.   This puts Intel and AMD in a performance/price war again ...... with AMD remaining several levels up on Intel at the present time.

Independent tests say that Intel's older "mitigated" core programming modifications still carry enough "slow down" to put them back 1-2 generations to either AMD or Apple products.

Intel has been caught lying about its processor performance in general again.   Yes, Intel is 25% down due to temperature mitigation ---- yes this seems to be Intel's reality using what Intel is calling their 4nm processor process.  

Don't buy anything Intel builds on any of their own older "in house processes", not until Intel's 18A process becomes production stable.   This will be in the 2025-2026 time frame according to Intel.

AND DID YOU KNOW THE BIDEN ADMINISTRATION HAS COMPLETELY STALLED ON PAYING OUT THE 8.5 BILLION THEY PROMISED TO INTEL?   Intel is seen as a bad investment by Wall Street and the Biden Administration at this time.

===================================================

DO NOT BUY ANY INTEL PRODUCTS UNTIL THE CURRENT FRENZY OF ISSUES SETTLE OUT ........  

Early Intel 18a looks fairly good, except for some long implementation delays.   Intel is saying it will take 2015-2026 to get 18a across the entire Intel product line.   TSMC is at 2nm right now and will have that 2nm generation completed across the board by well before then as well.  

The root issue is that TSMC 2nm outperforms Intel 18a.  Yes,  AMD processors on 2nm will kick Intel's 18a in their very late limping ass.  

Plus TSMC isn't stopping to take a two year break, but TSMC will continue to make even more progress beyond 2nm as the two years go roll along ......

Intel will continue to buy a lot of TSMC produced stuff over the next few years, further confusing their customer base.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 10/26/24 at 09:07:38


Qualcomm has tried to buy pieces of Intel

Samsung has tried to buy pieces of Intel

Arm has tried to buy pieces of Intel

Several international take over firms have tried to buy Intel in whole or in part

All have been blocked by AMD owning all the IP patents on the 64 bit "Intel style" chipsets and AMD having binding non-transferable cross licensing agreements with Intel.   In short, AMD has a non-controlling interest in Intel that blocks all these recent attempted sales and take overs.  

AMD does not want any of Intel's production assets and AMD already owns the 64 bit IP behind Intel's chipsets.

NVIDIA has separate binding agreements with Intel that serve the same function.  There are too many binding contracts where Intel is bound up to other companies to ever sell off even the pieces of Intel if Pat Gelsinger managed to break the company up into saleable chunks.

Intel will have to go bankrupt the old slow hard way in other words.

Both Qualcomm and Samsung have now made a consortium or have partnered with Intel on limited basis to gain reliable access to Intel's more current technology and Intel's very limited real current most modern production capacity.

Intel has lots of unused old moldy technology capacity out the wazoo right now as they aren't selling very much of what they could produce by anybody's guesstimate.   No one wants the "cut back and neutered" old tech end products Intel can provide as their current mitigated best products suck ditch water compared to Apple and AMD.


Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 10/31/24 at 07:40:28


https://www.tomshardware.com/pc-components/cpus/intel-hasnt-sold-a-single-arrow-lake-cpu-at-germanys-largest-retailer-core-ultra-200s-sales-stagnate-after-just-one-week

Intel hasn't sold a single Arrow Lake CPU at Germany's largest retailer — Core Ultra 200S sales stagnate after just one week

News
By Dallin Grimm published 22 hours ago
Arrow Lake's disappointing sales match its underwhelming performance.


http://https://cdn.mos.cms.futurecdn.net/qQn4mvpbS6qDEs4Ephzup4-650-80.png.we

Almost a week after the October 24 release of Intel's Core Ultra 200S (Arrow Lake) desktop processors, Germany's largest PC components online retailer still hasn't sold a single unit. While some Arrow Lake chips have sold out of stock on American sites like Newegg and Amazon, all of the entire families of Intel CPU sales make up just 5% of CPU share at Mindfactory, with AMD raking in the other 95% of CPU sales on the site.

The Tweet below displays Mindfactory's CPU sales numbers for the past week. None of the five Arrow Lake desktop SKUs—Core Ultra 9 285K, Core Ultra 7 265K/KF, or Core Ultra 5 245K/KF—appear on the chart. In fact, Intel's highest-performing CPU, the Core i5-13400, takes 21st place behind a wall of Ryzen chips. A trio of 14th Gen Core i7s and Core i9s take up the rear, with all of Intel's processors selling around ten units each.

Intel's approximately 40 sales at an average sale price of €388 each represents 5.19% of Mindfactory's CPU sales. Compare this with just AMD's first- and second-place chips, the Ryzen 7 7800X3D and Ryzen 7 5700X3D, sitting at 190 and 80 units sold, respectively. AMD's motherboard sales share went from 88.65% to 93.75%, knocking Intel steadily out of the water.

As we found in our 3-star review, the Intel Core Ultra 9 285K is an alright release but represents a generational regression in gaming performance. Its productivity increases are not enough to save it from being considered a disappointing launch, and Germany's sales represent this. Curiously, the 285K is out of stock at most American retailers. The next-best chip, the Core Ultra 7 265K, is in stock on Amazon and Newegg but has only six combined reviews across both sites, also pointing to disappointing sales.

Arrow Lake's disappointing launch, which is almost forgettable less than a week after its release, is not good news for the struggling Intel. The company has been in one of its worst financial states in years, with its August earnings call revealing a loss of $1.6 billion in one financial quarter. The company's sacrifices include a 15% reduction in staff and a scaling-back of ongoing fab construction efforts.

According to financial analysts, Intel's yet-unfinished Magdeburg, Germany, plant has reportedly stopped construction and may be abandoned. Germans with a $30 billion unfinished Intel fab in their backyard are likely not thrilled about buying more Intel processors, perhaps contributing to Arrow Lake's feeble sales in the country.


You know you are yesterday's news when German PC builders won't buy ANY of your current best released processor, and when TSMC's head dog Morris Chang chops your discount rate from 40% to "a lot less" while strongly cutting your allocation space quite drastically.

Read this article to get the full story from a reputable news source.   Intel's rate of decline goes into hyperdrive with this one.   Look to see AMD pick up the dropped allocations from Intel, along with several others.

https://www.reuters.com/technology/inside-intel-ceo-pat-gelsinger-fumbled-revival-an-american-icon-2024-10-29/

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 11/02/24 at 23:53:17


NEWS OF TODAY

Intel has been delisted from the S&P 500.

Intel is no longer a major player in the US stock market.


SO, Wall Street simply says "Intel sucks" in essence ......

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 11/09/24 at 20:01:10


https://www.pcgamer.com/hardware/processors/new-class-action-lawsuit-alleges-intel-knew-its-cpus-were-crashing-even-before-they-went-on-sale/

The EU already wants Intel to buy you a complete new replacement machine that can actually do the performance level that was originally advertised for these two generations of Intel machines.   Issue is that Intel has no processor at all that does this level of performance and if they did make one it will not plug into the old motherboard and memory, etc. etc.

We see Intel maneuvering for a bankruptcy break up that will allow the current "Intel" to carry these debts off into never never land while keeping Intel's brand new tech and new designs rolling along under a new brand name .......

Class actions in the USA and EU are smart enough to thwart these Intel avoidance efforts.

There are 3 main lawyer groups collecting participants to support their class action suits in hopes of collecting some of Biden's Intel bucks before they are all gone.   The tag end of the Biden Administration has now cut off all current gov. payments to Intel so they don't get sucked up in these class action lawsuits.

Intel has several internal stockholder class action lawsuits against them from their own stockholders specifically wanting their payouts before all the money goes out to the public at large.

Morris Chang at TSMC just cut Intel's future off cold turkey when he chopped Intel's allocations off massively and cut Intel's discount pricing rate massively due to "disrespectful actions" based on comments made by Intel's struggling CEO Pat Gelsinger.

Germans as a group are very angry with Intel for dropping all construction activity on building their German foundry and are now refusing in concert to buy a single solitary Intel processor.   "Taking the money and run" in this case is going to hurt Intel tremendously in the long run.


===================================================


Further info:
https://www.tomshardware.com/pc-components/cpus/intel-slapped-with-class-action-lawsuit-for-raptor-lake-cpu-instability-issues-chipmaker-accused-of-consciously-selling-defective-chips

Intel slapped with class action lawsuit for Raptor Lake CPU instability issues — chipmaker accused of consciously selling defective chips

CPU replacement is not enough.


This week, a class action lawsuit was filed against Intel in a federal court. The plaintiff, Mark Vanvalkenburgh, accuses Intel of knowingly selling defective 13th Generation Raptor Lake and 14th Generation Raptor Lake Refresh processors. The plaintiff seeks damages and, in the alternative, restitution. Lawyers from Dovel & Luner expect other Intel customers to join the class action. There are some catches with this lawsuit.

The lawsuit, filed in San Jose, California, comes from Mark Vanvalkenburgh of Orchard Park, New York, who purchased an Intel Core i7-13700K processor in January 2023. According to the complaint, Vanvalkenburgh encountered frequent problems, including sudden screen blackouts and unexpected computer restarts. This summer, he attempted to apply an Intel patch intended to fix stability issues in the company’s Raptor Lake CPUs, but this solution failed to resolve the malfunctions.

“After purchasing the product, Plaintiff learned that the processor was defective, unstable, and crashing at high rates,” the lawsuit reads. “The processor caused issues in his computer, including random screen blackouts and random computer restarts. These issues were not resolved even after he attempted to install a patch issued by Intel for its 13th Generation processors. As a result, he did not get what he paid for. Had Plaintiff known the truth about the product, he would not have bought the product or would have paid less for it.”

The plaintiff asserts that Intel was aware of the instability problems with Raptor Lake CPUs before his purchase. He claims that the company’s internal testing, conducted before and after the processors’ release, revealed these defects. Despite this, Intel allegedly continued to market the processors as high-performance products without disclosing any potential for instability, raising accusations of fraud, breach of warranty, and violation of New York consumer protection laws.



Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 11/14/24 at 03:05:46


New concerns over the Biden Bucks that were originally meant for Intel.

Liberal Democrats are loudly squealing and scurrying around over the recent Commerce Dept. Biden Bucks hold up.   The liberal Democrats in Congress say if they can't get the Biden Bucks delivered to Intel in the next 2 months the incoming Trump administration people will spend the money on other more worthy things instead of wasting it on the defunct ghost programs of Intel Corporation.

Vivek and Elon are very well aware of the WASTED MONEY blown to date by Intel stupidity and have plans to cut all of such spending off at the knees ........




Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 11/20/24 at 23:52:06


https://liliputing.com/qualcomm-plans-to-bring-snapdragon-chips-to-600-laptops/


http://https://liliputing.com/wp-content/uploads/2024/11/snapdragon-x-roadmap-780x357.jpg


The first Windows laptops to ship with Qualcomm’s Snapdragon X Plus and Snapdragon X Elite chips sold for $1,000 and up when they first hit the streets earlier this year. But in September Qualcomm introduced a new a lower-cost (and lower performance) chip designed for laptops with prices starting as low as $700.

Now the company has indicated it plans to go lower with a new Snapdragon processor that’s “coming soon” for entry-level laptops priced as low as $600.

At this point Qualcomm hasn’t said anything about the upcoming processor’s specifications. But given that Snapdragon X Elite processors feature 12 CPU cores and higher-performance graphics than the 8 and 10-core Snapdragon Plus processors, it seems like a safe bet that an upcoming entry-level processor could cut back on CPU and/or GPU resources.

But the new chip will have the same 45 TOPS NPU as all other members of the Snapdragon X family, which means PCs that ship with the new processor may still qualify as Microsoft Copilot+ PCs with support for on-device AI processing.



With Intel folding up shop on a lot of their older efforts, there has not been a whole lot of AI PC activity in the x86 realm lately.

In replacement, Qualcomm is out there in the marketplace already as the ARM based AI first mover and is now the new default "industry leader" with AMD and Microsoft quietly filling in the x86 side of things in a very low key fashion.  

AMD owns the performance crown right now by everyone's estimation.

Intel has no chips of consequence in motion, having recently fouled their nest with TSMC and lost their 40% discount and most of their allocation space -- unpaid for, BTW.   Since TSMC builds the precision "tiles" for Intel, Intel is actually short a lot of product lately.

No one is buying any of Intel's last most recent released effort as it SUX DITCH WATER and are not worth buying.

Intel does have somewhat more interesting 2025 1.8a stuff supposedly in their pipeline that is going to be built 100% off their own equipment, so we shall see what 1.8a brings for Intel in year 2025.

What AMD has lined up for 3nm and 2nm from TSMC is in testing now and is pretty powerful compared to past processors.  Intel has nothing that can touch it and is left in a weak and wounded sort of position with Apple and Qualcomm coming on strong from the ARM side of things and AMD is commanding a significant lead over Intel on the x86 side of things.

So, what can you do right now?      BUY AMD products .......



Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 11/25/24 at 12:10:16


https://www.tomshardware.com/reviews/cpu-hierarchy,4312.html

Here is the 2024 Black Friday Holiday Season chip rankings for the x86 chipsets.   Be mindful that Apple and Qualcomm and NVIDIA do exist and do perform well but are not part of these ranked listings as they operated differently enough the benchmark software used do not apply to them.

The top 10 AMD chipsets are all AI chipsets, for whatever that means to you right now.

Also please note that Intel has failed to list any improved chipsets lately as they are all busy folding in on themselves and really don't have a new one to show us at this point in time.  

Also note that the leading blue chipsets listed in the top 20 are not currently available as they were totally depleted as warranty replacements to "warranty replace" all the failed Intel main processors in the past six months or so.

Also note that the Intel 25-30% downgrade in real world performance due to the mitigated BIOS that you just installed with the warranty replacement chipset means your new Intel processor is still down over 25% to the old failed processor you just scrapped out.  
A 25% productivity downgrade means that Intel processors are currently NOT COMPETITIVE.


http://https://cdn.mos.cms.futurecdn.net/SHQCjk6bvMMMhUhUcsKVMD-970-80.png.we


Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 11/30/24 at 06:45:00


Intel and the last gasp of the Biden Administration



fresh as of Dec 1st 2024

Biden's military contracting has recently invested 3 billion in Intel to keep the production source of some key military Intel chipsets going so Intel can meet current military contractual obligations.  

This is a joke --- you just gave another big contract to someone whose old production lines have already been obsoleted and the people have been fired already.

Biden's Commerce Dept. has just paid out another 7.8 billion "to keep Intel in business with the requirement that Intel not sell itself".   This is a joke because nobody can buy Intel as a company because AMD owns all of the 64 bit IP with Intel only having a non-transferable license on the 64 bit stuff and remembering that nobody including AMD wants Intel's out-of date-production lines.



The sad news is Intel has no future and will burn through this last gasp Biden money in about six months.   Having Intel "guarantee" anything is laughable.    Biden's foolish administration is just throwing more money down the outhouse stink hole to make it seem they know what they are doing.


Corporate America realizes this and is now trying to do some fresh production deals direct with TSMC to build and man two brand new TSMC modern 2nm factories here in America.  This plan assumes there is going to be somebody there to run the new plants ........    ::)

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 12/02/24 at 20:04:29


Intel CEO Pat Gelsinger ousted by his board after a disastrous performance [CNBC]

Intel CEO Pat Gelsinger has stepped down, effective immediately. During his four years at the helm he tried to build the company’s foundry business. But Intel has failed to fend off competition from companies including NVIDIA, which has come to dominate the AI space.

----------------------------------------------------

https://www.nextplatform.com/2024/12/02/with-gelsinger-gone-who-benefits-from-an-intel-break-up/

This is some early theorizations over what happened and why/what the heck is next for the beleagered and broken Intel zombie.

Input facts:  our US Gov has Intel on life support right now (having just spent 3 billion of Military funds just to keep the zombie breathing) backed up by another 7 billion of Biden Bucks so that it can twitch and moan and maybe have a chance to get better.

TSMC isn't going to support Intel voluntarily any at all.  Right now China is threatening TSMC in a very real fashion and TSMC is likely going to move some TSMC plants to their Arizona site simply to assure TSMC  continuation post Chinese invasion over here on these American shores.  

The US GOV will likely force TSMC to accept doing business with Intel as part of this deal and may force TSMC to eventually incorporate over here in America if the Chinese do indeed take over the island.

This constitutes the "best known plan" for replacing Intel.   The 10 billion would be better spent on this path, and simply letting Intel go on down the crapper.

TSMC is however not a American company and pays their taxes to Taiwan.  Plus, politics has already spoken already and Intel will be supported until it becomes completely irrelevant.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 12/04/24 at 19:50:13


https://www.techspot.com/news/105816-opinion-what-next-intel.html

https://www.tomshardware.com/pc-components/cpus/intel-mulls-spinning-off-its-manufacturing-division

https://www.businessinsider.com/intel-ceo-exit-reignites-fab-foundry-debacle-2024-12

https://digitstodollars.com/2024/09/24/intel-enters-the-silly-zone/


The pundits all discuss the various pathways forward for Intel.

All of them are in essence "total beak-up scenarios" that are each pushed forward inevitably by several "missed decisions" that all go back 10 years or more.

Bleak and forlorn projections doesn't begin to cover it ......

Intel's PR machine is now trying to regroup their corporate story line to say they are going to take a  protracted pause ------

why?

------ to "regroup" under their new co-management ......  
 

==================================================


HOWEVER, several impartial sources are quoting >60% yields for the TSMC 2nm process  and also quoting <20% yields at best for Intel 18A and even less than that for Samsung's current efforts.  

Until yields get consistently over 80% TSMC will not accept any big orders for these new processes, not with TSMC's 3nm doing 80% plus yields every single day now.  

Everyone will remain at 3nm until Apple and TSMC work out all the production bugs with 2nm.

SO ,,,,,. until manufacturing yield rates go up on the new stuff from TSMC, the current extended pause will continue .....

https://www.tomshardware.com/news/analysts-estimate-tsmc-n3-yields-between-60-and-80-percent

Now ex-CEO Pat Gelsinger has chimed in saying that Intel 18a yields "are in line with where they should be" at this stage of development.  

....... Sad that Intel's current bosses won't even say that out loud right now.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 12/14/24 at 03:52:15


Intel's new co-bosses now say they will run their 18a process in full production mode next year even at the current scrap rates as TSMC has chopped their TSMC wafer allocations for Intel by a whole lot and have hiked their cost per wafer way way up very significantly which serves to make running the high scrap rate home brewed 18a chiplets seem comparatively acceptable to Intel.

Realize that the existing 18a machines already delivered to Intel are more than enough to build the flow of upper end chiplets that Intel actually needs right now as Intel isn't selling much to PC builders any more.  

WARNING:  Intel fully intends to sub in their old process chiplets where ever they can simply to save money.  

Note: all domestic suppliers for raw silicon wafers and various other basic production supplies are doubling their costs to Intel compared to last year.   This is simply due to the massive Intel volume declines.

AMD built complete in Taiwan will continue to be significantly better and cheaper than Intel products in other words.

Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 12/19/24 at 18:34:50


Linus Torvalds (head of Linux) gives fair warning saying he will not merge any more processors with "defective conditions built-in" or any bug ridden brand new processors for ANYBODY going forward as the endless chain of "error correction" bug fixes makes them an ongoing PITA for Linus and his boys to administer.

Linus is STRONGLY suggesting that all development and debugging be completed before the new generation processor is released to market and certainly before applying for inclusion into the Linux kernel.

Yes, he's talking about YOU, Intel.

 See you at about Intel rev 6 for Linux support in other words .....


Title: Re: Browsers and AI PC
Post by Oldfeller--FSO on 12/24/24 at 00:49:19


ARM based AI PCs from Qualcomm are currently (measured by volume of units shipped) the market leader in AI augmented computing.

Qualcomm is clearly the largest Intel competitor in the AI augmented segment.   Nuvia (now swallowed up by Qualcomm in a stock trade deal) was a very small independent firm that designed ARM chipsets. Qualcomm and ARM have been in court seeking a resolution over Nuvia based items, these were items that were based on finished existing Nuvia designs (or items it had completed by the Nuvia engineers that Qualcomm merged/hired).   Less than 1% of the existing current Qualcomm design features fall under this disagreement.

Gist of the conflict was that Qualcomm's ARM fees are much less than Nuvia's old license fees and ARM supposedly lost millions in revenue due to Qualcomm's take over of Nuvia.

ARM had used British courts to back them, saying that Qualcomm was in violation of their Nuvia-ARM licensing agreement and that resulted in ARM saying it was going to pull Qualcomm's decades old design license in three months time.

ARM was wrong, the US court system has rebuked them for even bringing the case to trial as by the terms of ARM's development license there was no issue to adjudicate.   The jury was however not able to say conclusively if Nuvia had or had not violated their lesser ARM design license as judged by the British court, resulting in a hung jury.

My read on this is Qualcomm is a major ARM maker and ARM is now itself trying to market its own chipset designs that will cover the same turf as Qualcomm's new quite good and quite powerful and very much finished (as in shipping for 6 months now) CPU designs.  

This smells quite badly to a US court, enough to get ARM a rebuke in writing by the US court.

ARM using legalities to attack one of their own licensee's existing and shipping product streams is potentially going to cost ARM a whole lot more under a Trump administration than anything ARM had counted upon getting out of the initial lawsuit going into this mess .......

Qualcomm could make a counter-case that ARM has indeed illegally copied several Qualcomm/Nuvia patented features in their ARM designs if ARM continues to push the idea that Qualcomm has no ongoing design license agreement with ARM.  Key to that theoretical argument is that ARM's proposed new offerings include Qualcomm features that ARM "developed" after Qualcomm had already commercialized them.

::)

https://wccftech.com/arm-wants-a-retrial-against-qualcomm/




.....  cast your mind back to when AMD and Intel were in court for the same sort of tit-for-tat stuff over 64 bit x86 build rights (property of AMD) vs 32 bit x86 build rights (Intel licensed this to AMD for yearly fee).   The courts finally said this was actually a cross licensing situation and AMD and Intel both could use the combined tech free of fees after Intel was forced to return the XX million dollars AMD had paid for "licensing fees".

This wasn't a smooth thing, as AMD and Intel wound up back in court over new tech that came out later on until the court wrote an adder to the original judgement that said this arrangement applied to all future iterations of x86 tech going out into the future and slapped a large fine on Intel to get them to understand not to do this "sue AMD" bullshite again,

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