AI

Google's $250M Deal with California to Fund Newsrooms May Be Stalled (politico.com) 25

Remember how California's government negotiated a 2024 deal where Google contributed millions to California's local newsrooms to offset advertisers moving to the search engine?

"A year after it was cemented — and billed as a model that could succeed where entire countries and continents had fallen short — the agreement is tangled in budget cuts, bureaucratic infighting and unresolved questions about who controls the money," reports Politico, "leaving journalists empty-handed and casting doubt on whether the lofty experiment will ever live up to its promise." The program, initially framed as a nearly $250 million commitment over five years, has secured just $20 million in new money for journalists in its first year, with no guarantee the funding will continue. It's changed hands twice since the University of California, Berkeley withdrew its support [with school officials "worried they wouldn't have enough of a say in how the money was distributed"]. Suggestions that other big tech players like ChatGPT-maker OpenAI could front more resources haven't materialized. A $62.5 million "AI accelerator" tied to the deal hasn't been set up yet.

Not a single newsroom has seen a dollar of funding, and there's no definitive timeline spelling out when they will... [The article adds later that state officials "have yet to draft precise rules for how California will decide which newsrooms get cash..."] Conversations with at least 20 people involved in the deal's rollout reveal how California's budget shortfalls and intraparty spats among Democrats scrambled it... California's struggle to launch its program has dampened hopes of replicating its model in other states such as Oregon, Illinois and New York, where lawmakers have tried but failed to make Big Tech pay for news...

When [California governor] Newsom unveiled his final state budget plan in May 2025 after a $12 billion deficit suddenly scrambled the state's finances, California's first-year commitment was reduced from $30 million to $10 million. Google followed suit within days and cut its first-year contribution from $15 million to $10 million... Whether the program even continues past 2026 is also unclear. Newsom's office declined to confirm whether the state will provide its $10 million commitment to the fund in the coming 2026-27 state budget. Newsom will also be termed out in 2027, and there's no requirement for his successor to honor the state's agreement with Google.

AI

The US Invaded Venezuela and Captured Nicolás Maduro - But ChatGPT and Perplexity Disagree (wired.com) 205

Why did the U.S. invade Venezuela and capture its leader Nicolás Maduro? "If you asked ChatGPT about it this morning, it told you that youâ(TM)re making it up," Wired reported Saturday:

WIRED asked leading chatbots ChatGPT, Claude, and Gemini the same question a little before 9 am ET. In all cases, we used the free, default version of the service, since that's what the majority of users experience. We also asked AI search platform Perplexity, which advertises "accurate, trusted, and real-time answers to any question..."

ChatGPT did not course-correct. Instead, it emphatically refuted that Maduro had been captured at all. "That didn't happen," it wrote. "The United States has not invaded Venezuela, and Nicolás Maduro has not been captured." It then rationalized:

ChatGPT did not course-correct. Instead, it emphatically refuted that Maduro had been captured at all. "That didn't happen," it wrote. "The United States has not invaded Venezuela, and Nicolás Maduro has not been captured." It then rationalized:

"What's likely going on is a mix-up with real events that are often described in dramatic or misleading ways online. Here's what actually has happened... No U.S. military invasion of Venezuela. No arrest or capture of Nicolás Maduro... Maduro is still in power in Venezuela." It went on to detail recent tensions between the US and Venezuela and explained that âoeconfusionâ can happen because of âoesensational headlines,â âoesocial media misinformation,â and âoeconfusing sanctions, charges, or rhetoric with actual military action.â

Perplexity was similarly scolding. âoeThe premise of your question is not supported by credible reporting or official records: there has been no invasion of Venezuela by the United States that resulted in capturing NicolÃs Maduro,â it responded. âoeIn fact, the U.S. has not successfully invaded or apprehended Maduro, and he remains the Venezuelan president as of late 2025. If youâ(TM)re seeing sensational claims, they likely originate from misinformation or hypothetical scenarios rather than factual events.â

Thanks to Slashdot reader joshuark for sharing the news.
AI

Could AI Bring Us Four-Day Workweeks? (yahoo.com) 94

"While a growing number of U.S. employers are mandating workers return to the office five days a week," reports the Washington Post, "some companies say AI is saving them enough time to launch or sustain a four-day workweek.

"More companies may move toward a shortened workweek, several executives and researchers predict, as workers, especially those in younger generations, continue to push for better work-life balance." And "several companies — especially those with a largely remote workforce — have adjusted their work rhythm after delegating many tasks to AI..." AI "has such a potential to have so much labor savings, you'll see firms shift to a four-day week in an evolutionary way," said Juliet Schor, an economist and sociologist at Boston College who has studied the subject. "There's enough social consensus that people are exhausted and stressed...." Small and medium businesses often adopt shortened workweeks to compete with big salaries for new hires and retention, Schor said. That's how Peak PEO, a London-based service that helps companies expand globally with teams in different locations, thought about its strategy... CEO Alex Voakes said that job openings that used to get two applications jumped to 350 after the change.
"Some of the world's most influential business leaders have publicly suggested the shift may be inevitable," adds Fortune: Jamie Dimon, the CEO of JPMorgan Chase, has said advancing technology could eventually push the workweek down to just three-and-a-half days. Microsoft cofounder Bill Gates has gone further, openly questioning whether a two-day workweek could be the future. Elon Musk has taken the idea to its logical extreme, positing that the need to work altogether could cease... Tech innovation could "probably" lead to a transition toward four-day workweeks, [Nvidia CEO Jensen] Huang said on Fox Business in August...
AI

Jobs Vulnerable to AI Replacement Actually 'Thriving, Not Dying Out', Report Suggests (fortune.com) 42

AI startups now outnumber all publicly traded U.S. companies, according to a year-end note to investors from economists at Vanguard.

And yet that report also suggest the jobs most susceptible to replacement by AI "are actually thriving, not dying out," writes Forbes: "The approximately 100 occupations most exposed to AI automation are actually outperforming the rest of the labor market in terms of job growth and real wage increases," the Vanguard report revealed. "This suggests that current AI systems are generally enhancing worker productivity and shifting workers' tasks toward higher-value activities..."

The job growth rate of occupations with high AI exposure — including office clerks, HR assistants, and data scientists — increased from 1% in pre-COVID-19 years (2015 through 2019) to 1.7% in 2023 and beyond, according to Vanguard's research. Meanwhile, the growth rate of all other jobs declined from 1.1% to 0.8% over the same period. Workers in AI-prone roles are getting pay bumps, too; the wage growth of jobs with high AI exposure shot up from 0.1% pre-COVID to 3.8% post-pandemic (and post-ChatGPT). For all other jobs, compensation only marginally increased from 0.5% to 0.7%... As technology improves production and reallocates employee time to higher-value tasks, a smaller workforce is needed to deliver services. It's a process that has "distinct labor market implications," Vanguard writes, just like the many tech revolutions that predate AI...

"Entry-level employment challenges reflect the disproportionate burden that a labor market with a low hiring rate can have on younger workers," the Vanguard note said. "This dynamic is observed across all occupations, even those largely unaffected by AI..." While many people see these labor disruptions and point their fingers at AI, experts told Fortune these layoffs could stem from a whole host of issues: navigating economic uncertainty, resolving pandemic-era overhiring, and bracing for tariffs. Vanguard isn't convinced that an AI is the reason for Gen Z's career obstacles.

"While statistics abound about large language models beating humans in computer programming and other aptitude tests, these models still struggle with real-world scenarios that require nuanced decision-making," the Vanguard report continued. "Significant progress is needed before we see wider and measurable disruption in labor markets."

AI

Microsoft CEO: Time To Move 'Beyond the Arguments of Slop vs Sophistication' (snscratchpad.com) 98

The tech industry needs to move "beyond the arguments of slop vs sophistication" and develop a new "theory of the mind" that accounts for humans now equipped with "cognitive amplifier tools," Microsoft CEO Satya Nadella wrote in a year-end reflection blog. The post frames 2026 as yet another "pivotal year for AI" -- but one that "feels different in a few notable ways." Nadella claims the industry has moved past the initial discovery phase and is now "beginning to distinguish between 'spectacle' and 'substance.'" He argues for evolving beyond Steve Jobs' famous "bicycles for the mind" framing, positioning AI instead as "scaffolding" for human potential rather than a substitute.

"We will evolve from models to systems when it comes to deploying AI for real world impact," Nadella writes, adding that these systems must consider their societal impact on people and the planet. "For AI to have societal permission it must have real world eval impact."
Google

Google AI Overviews Put People at Risk of Harm With Misleading Health Advice (theguardian.com) 69

A Guardian investigation published Friday found that Google's AI Overviews -- the generative AI summaries that appear at the top of search results -- are serving up inaccurate health information that experts say puts people at risk of harm. The investigation, which came after health groups, charities and professionals raised concerns, uncovered several cases of misleading medical advice despite Google's claims that the feature is "helpful" and "reliable."

In one case described by experts as "really dangerous," Google advised people with pancreatic cancer to avoid high-fat foods, which is the exact opposite of what should be recommended and could jeopardize a patient's chances of tolerating chemotherapy or surgery. A search for liver blood test normal ranges produced masses of numbers without accounting for nationality, sex, ethnicity or age of patients, potentially leaving people with serious liver disease thinking they are healthy. The company also incorrectly listed a pap test as a test for vaginal cancer.

The Eve Appeal cancer charity noted that the AI summaries changed when running the exact same search, pulling from different sources each time. Mental health charity Mind said some summaries for conditions such as psychosis and eating disorders offered "very dangerous advice."

Google said the vast majority of its AI Overviews were factual and that many examples shared were "incomplete screenshots," adding that the accuracy rate was on par with featured snippets.
AMD

AMD Closes in on Intel in Latest Steam Hardware Survey (tomshardware.com) 58

AMD's share of processors among Steam users climbed to 47.27% in December 2025, a 4.66% jump in a single month that continues the company's steady encroachment on Intel's once-dominant position in the gaming CPU market. Intel held roughly 77% of the Steam Hardware Survey five years ago, and that lead has eroded considerably as AMD broke the 40% threshold in the third quarter of 2025 and kept climbing.

The gains came despite an ongoing memory shortage that has pushed DDR5 prices to record highs -- AMD's AM5 platform requires DDR5 exclusively, while Intel's Raptor Lake Refresh chips support both DDR4 and DDR5. Many gamers are turning to older AMD Zen 3 processors like the Ryzen 5 5800X, which topped Amazon's bestseller lists during the holiday period and work on DDR4-compatible platforms. Meanwhile, the proportion of Steam users running 32GB of RAM rose to 39.07%, nearly matching the 40.14% still on 16GB, as gamers likely rushed to upgrade before prices climbed further amid AI's demand for memory.
Facebook

'Results Were Fudged': Departing Meta AI Chief Confirms Llama 4 Benchmark Manipulation (ft.com) 32

Yann LeCun, Meta's outgoing chief AI scientist and one of the pioneers credited with laying the groundwork for modern AI, has acknowledged that the company's Llama 4 language model had its benchmark results manipulated before its April 2025 release. In an interview with the Financial Times, LeCun said the "results were fudged a little bit" and that the team "used different models for different benchmarks to give better results."

Llama 4 was widely criticized as a flop at launch, and the company faced accusations of gaming benchmarks to make the model appear more capable than it was. LeCun said CEO Mark Zuckerberg was "really upset and basically lost confidence in everyone who was involved" in the release.

Zuckerberg subsequently "sidelined the entire GenAI organisation," according to LeCun. "A lot of people have left, a lot of people who haven't yet left will leave." LeCun himself is departing Meta after more than a decade to start a new AI research venture called Advanced Machine Intelligence Labs. He described the new hires brought in for Meta's superintelligence efforts as "completely LLM-pilled" -- a technology LeCun has repeatedly called "a dead end when it comes to superintelligence."
Businesses

How Nokia Went From iPhone Victim To $1 Billion Nvidia Deal (ft.com) 21

Nokia, the Finnish company whose iconic ringtone was played an estimated 1.8 billion times daily at the height of its mobile phone dominance and whose 3310 "brick" sold 126 million units, has reinvented itself again -- this time as a key piece of AI infrastructure. In October, Nvidia announced a $1 billion investment in Nokia and a strategic partnership to incorporate AI into telecommunications networks.

The company that was once worth $335 billion and controlled more than a quarter of the global handset market seemed destined for irrelevance after the iPhone's 2007 arrival. A last-ditch bet on Microsoft's Windows phone system in 2011 failed, and Nokia sold its devices division to Microsoft for $6.34 billion in 2014. Revenues had fallen from $44.27 billion in 2007 to $12.56 billion. Nokia rebuilt around its $2 billion acquisition of Siemens' networks stake in 2013, then added French network provider Alcatel-Lucent for $18.32 billion in 2015.

Current CEO Justin Hotard, who took over in April, has pushed the company further into cloud services, data centers and optical networks. Nokia acquired optical specialist Infinera for $2.3 billion in February. The company's optical technology enables information to pass between data centers, and it produces routers for cloud-based services.
IT

ASUS Announces Price Hikes Starting January 5 (videocardz.com) 37

ASUS has informed its partners that prices on certain products will increase starting January 5, just days before the company is expected to unveil new hardware at CES. In a letter dated December 30 and obtained by Digitimes, the Taiwanese manufacturer pointed to rising costs for memory and storage components as the primary driver behind the adjustment.

The company specifically called out DRAM, NAND, and SSD pricing pressure stemming from what it described as "structural volatility" in the global supply chain tied to AI-driven demand. ASUS also cited shifts in capacity allocation by upstream suppliers and higher investment costs for advanced manufacturing processes.
AI

Australia's Biggest Pension Fund To Cut Global Stocks Allocation on AI Concerns (ft.com) 29

Australia's largest pension fund is planning to reduce its allocation to global equities this year, amid signs that the AI boom in the US stock market could be running out of steam. Financial Times: John Normand, head of investment strategy at the A$400bn (US$264bn) AustralianSuper, told the Financial Times that not only did valuations of big US tech companies look high relative to history, but the leverage being used to fund AI investment was increasing "very rapidly," as was the pace of fundraising through mergers, venture capital and public listings.

"I can see some forces lining up that we are looking for less public equity allocation at some point next year. It's the basic intersection of the maturing AI cycle with a shift towards Fed[eral Reserve] tightening in 2027," Normand said in an interview.

Facebook

You Can't Trust Your Eyes To Tell You What's Real Anymore, Says Instagram Head (theverge.com) 66

Instagram head Adam Mosseri closed out 2025 by acknowledging what many have long suspected: the era of trusting photographs as accurate records of reality is over, and the platform he runs will need to fundamentally adapt to an age of "infinite synthetic content."

In a slideshow posted to Instagram, Mosseri wrote that for most of his life he could safely assume photographs or videos were largely accurate captures of moments that happened, adding that this is clearly no longer the case. He predicted a shift from assuming what we see is real by default to starting with skepticism and paying attention to who is sharing something and why.
Medicine

Tech Startups Are Handing Out Free Nicotine Pouches to Boost Productivity 78

The Wall Street Journal reports that a growing number of tech startups are stocking offices with free nicotine pouches as founders and employees chase sharper focus and stamina in hyper-competitive AI-era work environments. The Wall Street Journal reports: Earlier this year, two nicotine startups -- Lucy Nicotine and Sesh -- made branded vending machines filled with flavored products for analytics company Palantir Technologies. Both machines are in the company's Washington, D.C., offices. The pouches are free for employees and guests over the age of 21, a spokeswoman for Palantir said. Palantir pays to stock the nicotine products.

Alex Cohen, a startup founder based in Austin, Texas, said he was first exposed to nicotine pouches in the workplace after seeing tins of Zyns on the desks of his software engineers. His company, Hello Patient, makes AI-powered healthcare-communication software. "They were very productive, so I thought maybe there's something here," he said. Those engineers soon asked him if he could buy it for the office.

Cohen said he initially bought the nicotine pouches as a joke for social media. He posted a picture of a drawer in his startup's office filled with nicotine pouches made by different brands with the caption, "We're hiring." "Then, I accidentally got addicted," said Cohen. He said he uses around two to three pouches a day. His go-to flavors are mango or minty. Cohen said he has attention-deficit/hyperactivity disorder, or ADHD, and he has found that the pouches can provide a quick productivity boost. "It helps with reining in my focus because it is a stimulant," he said. Today, Hello Patient has a nicotine-pouch fridge in its office kitchen.
Security

DarkSpectre Hackers Spread Malware To 8.8 Million Chrome, Edge, and Firefox Users (cyberpress.org) 12

An anonymous reader quotes a report from Cyber Press: A newly uncovered Chinese threat group, DarkSpectre, has been linked to one of the most widespread browser-extension malware operations to date, compromising more than 8.8 million users of Chrome, Edge, Firefox, and Opera over the past seven years. According to research by Koi.ai, the group operates three interconnected campaigns: ShadyPanda, GhostPoster, and a newly identified one named The Zoom Stealer, forming a single, strategically organized operation.

DarkSpectre's structure differs from that of ordinary cybercrime operations. The group runs separate but interconnected malware clusters, each with distinct goals. The ShadyPanda campaign, responsible for 5.6 million infections, focuses on long-term user surveillance and e-commerce affiliate fraud. Its extensions have appeared legitimate for years, offering new tab pages and translation utilities, before secretly downloading malicious configurations from command-and-control servers such as jt2x.com and infinitynewtab.com. Once activated, they inject remote scripts, hijack search results, and track browsing activity.

The second campaign, GhostPoster, spreads via Firefox and Opera extensions that conceal malicious payloads in PNG images via steganography. After lying dormant for several days, the extensions extract and execute JavaScript hidden within images, enabling stealthy remote code execution. This campaign has affected over one million users and relies on domains like gmzdaily.com and mitarchive.info for payload delivery.

The most recent discovery, The Zoom Stealer, exposes around 2.2 million users to corporate espionage. These extensions masquerade as productivity tools or video downloaders while secretly harvesting corporate meeting links, credentials, and speaker profiles from more than 28 video conferencing platforms, including Zoom, Microsoft Teams, and Google Meet. The extensions use real-time WebSocket connections to exfiltrate data to Firebase databases, such as zoocorder.firebaseio.com, and to Google Cloud functions, such as webinarstvus.cloudfunctions.net.

Businesses

OpenAI Is Paying Employees More Than Any Major Tech Startup in History 25

OpenAI is paying employees more than any major tech startup in history, with average stock-based compensation hitting roughly $1.5 million per worker in 2025. "That is more than seven times higher than the stock-based pay Google disclosed in 2003, before it filed for an initial public offering in 2004," reports the Wall Street Journal. "The $1.5 million is about 34 times the average employee compensation of 18 other large tech companies in the year before they went public." From the report: To keep its lead in the AI race, OpenAI is doling out massive stock compensation packages to top researchers and engineers, making them some of the richest employees in Silicon Valley. The equity awards are inflating the company's heavy operating losses and diluting existing shareholders at a rapid clip. As an AI arms race intensified this summer, frontier labs such as OpenAI faced pressure to increase employee pay after Meta Platforms Chief Executive Mark Zuckerberg began offering pay packages worth hundreds of millions of dollars -- and in some rare cases $1 billion -- to top executives and researchers at rival companies.

Zuckerberg's recruiting blitz swept up 20-plus OpenAI personnel, including ChatGPT co-creator Shengjia Zhao. In August, OpenAI gave some of its research and engineering staff a one-time bonus, with some employees receiving millions of dollars, The Wall Street Journal previously reported. The financial data, shared with investors over the summer, shows that OpenAI's stock-based compensation was expected to increase by about $3 billion annually through 2030. The company recently told staff it would discontinue a policy that required employees to work at OpenAI for at least six months before their equity vests. That development could lead to further compensation increases.

OpenAI's compensation as a percentage of revenue was set to reach 46% in 2025, the highest of any of the 18 companies except for Rivian, which didn't generate revenue the year before its IPO. Palantir's stock-based compensation equaled 33% of its revenue the year before its IPO in 2020, Google's was 15% and Facebook's was 6%, the analysis shows. On average, each company's stock-based compensation made up about 6% of revenue among tech companies the Journal analyzed in the year before their IPOs, according to the Equilar data.
United States

'Foreign Tech Workers Are Avoiding Travel To the US' (computerworld.com) 224

In an opinion piece for Computerworld, columnist Steven Vaughan-Nichols argues that restrictive visa policies and a hostile border climate under the Trump administration are driving foreign tech workers, researchers, and conference speakers away from the U.S. The result, he says, is a gradual shift of talent, events, and long-term innovation toward more welcoming regions such as Europe, Canada, and Asia. From the report: I go to a lot of tech conferences -- 13 in 2025 -- and many of those I attend are outside the U.S.; several are in London, one is in Amsterdam, another in Paris, and two in Tokyo. Wherever I went this past year, when we weren't talking about AI, Linux, the cloud, or open-source software, the top non-tech topic for non-Americans involved the sweeping changes that have occurred since President Donald J. Trump returned to office last January. The conversations generally ended with something like this: "I'm not taking a job or going to a conference in the United States."

Honestly, who can blame them? Under Trump, America now has large "Keep Out!" and "No Trespassing!" signs effectively posted. I've known several top tech people who tried to come to the U.S. for technology shows with proper visas and paperwork, but were still turned away at the border. Who wants to fly for 8+ hours for a conference, only to be refused entry at the last minute, and be forced to fly back? I know many of the leading trade show organizers, and it's not just me who's seeing this. They universally agree that getting people from outside the States to agree to come to the U.S. is increasingly difficult. Many refuse even to try to come. As a result, show managers have begun to close U.S.-based events and are seeking to replace them with shows in Europe, Canada, and Asia. [...]

Once upon a time, everyone who was anyone in tech was willing to uproot their lives to come to the U.S. Here, they could make a good living. They could collaborate, publish, and build companies in jurisdictions that welcome them, and meet their peers at conferences. Now, they must run a gauntlet at the U.S. border and neither a green card nor U.S. citizenship guarantees they won't be abused by the federal government. Trump's America seems bound and determined to become a second-rate tech power. His administration can loosen all the restrictions it wants on AI, but without top global talent, U.S. tech prowess will decline. That's not good for America, the tech industry or the larger world.

AI

'2025 Was the Year of Creative Bankruptcy' 23

PC Gamer argues that 2025 was a year full of high-profile AI embarrassments across games and entertainment, with Disney and Lucasfilm serving as the "opening salvo." From the report: At a TED talk back in April, Lucasfilm senior vice president of creative innovation Rob Bredow presented a demonstration of what he called "a new era of technology." Across 50 years of legendary innovation in miniature design, practical effects, and computer animation, Lucasfilm and its miracle workers at Industrial Light & Magic have blazed the trail for visual effects in creative storytelling -- and now Bredow was offering a glimpse at what wonders might come next.

That glimpse, created over two weeks by an ILM artist, was Star Wars: Field Guide: a two-minute fizzle reel of AI-generated blue lions, tentacled walruses, turtles with alligator heads, and zebra-stripe chimpanzees, all lazily spliced together from the shuffled bits of normal-ass animals. These "aliens" were less Star Wars than they were Barnum & Bailey. It felt like a singular embarrassment: Instead of showing its potential, generative AI just demonstrated how out of touch a major media force had become. And then it kept happening.

At the time, I wondered whether evoking the legacy of Lucasfilm just to declare creative bankruptcy had provoked enough disgusted responses to convince Disney to slow its roll on AI ventures. In the months since, however, it's clear that Star Wars: Field Guide wasn't a cautionary tale. It was a mission statement. Disney is boldly, firmly placing its hand on the hot stove.
Other embarrassing AI use cases include Fortnite's AI-powered Darth Vader NPC, Activision's use of AI-generated art in what was widely described as the "weakest" Call of Duty launch in years, McDonald's short-lived AI holiday ad, and Disney's $1 billion licensing deal with OpenAI.
AI

Groq Investor Sounds Alarm On Data Centers (axios.com) 13

Axios reports that venture capitalist Alex Davis is warning that a speculative rush to build data centers without committed tenants could trigger a financing crunch by 2027-2028.

"This critique is coming from inside the AI optimist camp," notes Axios, as Davis' firm, Disruptive, "recently led a large investment in AI chipmaker Groq, which then signed a $20 billion licensing deal with Nvidia. It's also backed such unicorn startups as Reflection AI, Shield AI and Gecko Robotics."

Here's what Davis had to say in his investor letter this morning: "While I continue to believe the ongoing advancements in AI technology present 'once in a lifetime' investment opportunities, I also continue to see risks and reason for caution and investment discipline. For example, we are seeing way too many business models (and valuation levels) with no realistic margin expansion story, extreme capex spend, lack of enterprise customer traction, or overdependence on 'round-trip' investments -- in some cases all with the same company. I am also deeply concerned about the 'speculative' data center market. The 'build it and they will come' strategy is a trap. If you are a hyperscaler, you will own your own data centers. We foresee a significant financing crisis in 2027-2028 for speculative landlords. We want to back theowner/users, not the speculative landlords, and we are quite concerned for their stress on the system." The full letter can be found here.
China

China Mandates 50% Domestic Equipment Rule For Chipmakers (reuters.com) 6

China is quietly mandating that chipmakers use at least 50% domestically made equipment when expanding capacity, "as Beijing pushes to build a self-sufficient semiconductor supply chain," according to Reuters. From the report: The rule is not publicly documented, but chipmakers seeking state approval to build or expand their plants have been told by authorities in recent months that they must prove through procurement tenders that at least half their equipment will be Chinese-made, the people told Reuters. The mandate is one of the most significant measures Beijing has introduced to wean itself off reliance on foreign technology, a push that gathered pace after the U.S. tightened technology export restrictions in 2023, banning sales of advanced AI chips and semiconductor equipment to China.

While those U.S. export restrictions blocked the sale of some of the most advanced tools, the 50% rule is leading Chinese manufacturers to choose domestic suppliers even in areas where foreign equipment from the U.S., Japan, South Korea and Europe remain available. Applications failing the threshold are typically rejected, though authorities grant flexibility depending on supply constraints, the people said. The requirements are relaxed for advanced chip production lines, where domestically developed equipment is not yet fully available. "Authorities prefer if it is much higher than 50%," one source told Reuters. "Eventually they are aiming for the plants to use 100% domestic equipment."

AI

The Problem With Letting AI Do the Grunt Work (theatlantic.com) 55

The consulting firm CVL Economics estimated last year that AI would disrupt more than 200,000 entertainment-industry jobs in the United States by 2026, but writer Nick Geisler argues in The Atlantic that the most consequential casualties may be the humble entry-level positions where aspiring artists have traditionally paid dues and learned their craft. Geisler, a screenwriter and WGA member who started out writing copy for a how-to website in the mid-2010s, notes that ChatGPT can now handle the kind of articles he once produced.

This pattern is visible today across creative industries: the AI software Eddie launched an update in September capable of producing first edits of films, and LinkedIn job listings increasingly seek people to train AI models rather than write original copy. The story adds: The problem is that entry-level creative jobs are much more than grunt work. Working within established formulas and routines is how young artists develop their skills. The historical record suggests those early rungs matter. Hunter S. Thompson began as a copy boy for Time magazine; Joan Didion was a research assistant at Vogue; directors Martin Scorsese, Jonathan Demme, and Francis Ford Coppola shot cheap B movies for Roger Corman before their breakthrough work. Geisler himself landed his first Netflix screenplay commission through a producer he met while making rough cuts for a YouTube channel. The story adds: Beyond the money, which is usually modest, low-level creative jobs offer practice time and pathways for mentorship that side gigs such as waiting tables and tending bar do not. Further reading: Hollow at the Base.

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