Businesses

Anthropic To Spend $50 Billion On US AI Infrastructure (cnbc.com) 20

An anonymous reader quotes a report from CNBC: Anthropic announced plans Wednesday to spend $50 billion on a U.S. artificial intelligence infrastructure build-out, starting with custom data centers in Texas and New York. The facilities, which will be designed to support the company's rapid enterprise growth and its long-term research agenda, will be developed in partnership with Fluidstack.

Fluidstack is an AI cloud platform that supplies large-scale graphics processing unit, or GPU, clusters to clients like Meta, Midjourney and Mistral. Additional sites are expected to follow, with the first locations going live in 2026. The project is expected to create 800 permanent jobs and more than 2,000 construction roles. The investment positions Anthropic as a major domestic player in physical AI infrastructure at a moment when policymakers are increasingly focused on U.S.-based compute capacity and technological sovereignty.
"We're getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren't possible before. Realizing that potential requires infrastructure that can support continued development at the frontier," said CEO Dario Amodei. "These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."
Open Source

New Project Brings Strong Linux Compatibility To More Classic Windows Games (arstechnica.com) 18

An anonymous reader quotes a report from Ars Technica: For years now, Valve has been slowly improving the capabilities of the Proton compatibility layer that lets thousands of Windows games work seamlessly on the Linux-based SteamOS. But Valve's Windows-to-Linux compatibility layer generally only extends back to games written for Direct3D 8, the proprietary Windows graphics API Microsoft released in late 2000. Now, a new open source project is seeking to extend Linux interoperability further back into PC gaming history. The d7vk project describes itself as "a Vulkan-based translation layer for Direct3D 7 [D3D7], which allows running 3D applications on Linux using Wine."

The new project isn't the first attempt to get Direct3D 7 games running on Linux. Wine's own built-in WineD3D compatibility layer has supported D3D7 in some form or another for at least two decades now. But the new d7vk project instead branches off the existing dxvk compatibility layer, which is already used by Valve's Proton for SteamOS and which reportedly offers better performance than WineD3D on many games. D7vk project author WinterSnowfall writes that while they don't expect this new project to be upstreamed into the main dxvk in the future, the new version should have "the same level of per application/targeted configuration profiles and fixes that you're used to seeing in dxvk proper." And though d7vk might not perform universally better than the existing alternatives, WinterSnowfall writes that "having more options on the table is a good thing in my book at least."
The report notes that the PC Gaming Wiki lists more than 400 games built on the aging D3D7 APIs, spanning mostly early-2000s releases but with a trickle of new titles still appearing through 2022. Notable classics include Escape from Monkey Island and Hitman: Codename 47.
AI

NVIDIA Connects AI GPUs to Early Quantum Processors (fool.com) 20

"Quantum computing is still years away, but Nvidia just built the bridge that will bring it closer..." argues investment site The Motley Fool, "by linking today's fastest AI GPUs with early quantum processors..."

NVIDIA's new hybrid system strengthens communication at microsecond speeds — orders of magnitude faster than before — "allowing AI to stabilize and train quantum machines in real time, potentially pulling major breakthroughs years forward." CUDA-Q, Nvidia's open-source software layer, lets researchers choreograph that link — running AI models, quantum algorithms, and error-correction routines together as one system. That jump allows artificial intelligence to monitor [in real time]... For researchers, that means hundreds of new iterations where there used to be one — a genuine acceleration of discovery. It's the quiet kind of progress engineers love — invisible, but indispensable...

Its GPUs (graphics processing units) are already tuned for the dense, parallel calculations these explorations demand, making them the natural partner for any emerging quantum processor... Other companies chase better quantum hardware — superconducting, photonic, trapped-ion — but all of them need reliable coordination with the computing power we already have. By offering that link, Nvidia turns its GPU ecosystem into the operating environment of hybrid computing, the connective tissue between what exists now and what's coming next. And because the system is open, every new lab or start-up that connects strengthens Nvidia's position as the default hub for quantum experimentation...

There's also a defensive wisdom in this move. If quantum computing ever matures, it could threaten the same data center model that built Nvidia's empire. CEO Jensen Huang seems intent on making sure that, if the future shifts, Nvidia already sits at its center. By owning the bridge between today's technology and tomorrow's, the company ensures it earns relevance — and revenue — no matter which computing model dominates.

So Nvidia's move "isn't about building a quantum computer," the article argues, "it's about owning the bridge every quantum effort will need."
AMD

AMD Will Continue Game Optimization Support For Older Radeon GPU's After All (tomshardware.com) 27

An anonymous reader quotes a report from Tom's Hardware: After a turbulent weekend of updates and clarifications, AMD has published an entire web page to assuage user backlash and reaffirm its commitment to continued support for its RDNA 1 and RDNA 2-based drives, following a spate of confusion surrounding its recent decision to put Radeon RX 5000 and 6000 series cards in "maintenance mode." This comes after AMD had to deny that the RX 7900 cards were losing USB-C power supply moving forward, even though the drive changelog said something quite different.

Just last week, AMD released a new driver update for its graphics cards, and it went anything but smoothly. First, the wrong drivers were uploaded, and even after that was corrected, several glaring errors in the release notes required clarification. AMD was forced to correct claims about its RX 7900 cards, but at the time clarified that, indeed, RX 5000 and 6000 graphics cards were entering "Maintenance Mode," despite some RX 6000 cards being only around four years old. Now, though, AMD has either rolled back that decision or someone higher up the food chain has made a new call, as game optimizations are back on the menu for RDNA 1 and RDNA 2 GPUs.
"We've heard your feedback and want to clear up the confusion around the AMD Software: Adrenalin Edition 25.10.2 driver release," AMD said in a statement. "Your Radeon RX 5000 and RX 6000 series GPUs will continue to receive: Game support for new releases, Stability and game optimizations, and Security and bug fixes," AMD said.
AI

Samsung Building Facility With 50,000 Nvidia GPUs To Automate Chip Manufacturing 24

An anonymous reader quotes a report from CNBC: Korean semiconductor giant Samsung said Thursday that it plans to buy and deploy a cluster of 50,000 Nvidia graphics processing units to improve its chip manufacturing for mobile devices and robots. The 50,000 Nvidia GPUs will be used to create a facility Samsung is calling an "AI Megafactory." Samsung didn't provide details about when the facility would be built. It's the latest splashy partnership for Nvidia, whose chips remain essential for building and deploying advanced artificial intelligence. [...]

On Thursday, Nvidia representatives said they will work with Samsung to adapt the Korean company's chipmaking lithography platform to work with Nvidia's GPUs. That process will results in 20 times better performance for Samsung, the Nvidia representatives said. Samsung will also use Nvidia's simulation software called Omniverse. Known for its mobile phones, Samsung also said it would use the Nvidia chips to run its own AI models for its devices. In addition to being a partner and customer, Samsung is also a key supplier for Nvidia. Samsung makes the kind of high-performance memory Nvidia uses in large quantities, alongside its AI chips, called high bandwidth memory. Samsung said it will work with Nvidia to tweak its HBM4 memory for use in AI chips.
AI

Nvidia Becomes World's First $5 Trillion Company 31

Nvidia became the world's first $5 trillion company on Wednesday after its stock climbed 5% in early Wall Street trading to push its market capitalization to $5.13 trillion. The Silicon Valley chipmaker reached the milestone three months after hitting $4 trillion and three years after it was valued at roughly $400 billion before the debut of ChatGPT.

Nvidia chief executive Jensen Huang said Tuesday that Nvidia had secured half a trillion dollars in orders for its AI chips over the next five quarters. The stock had already gained 5% on Tuesday and added more than $200 billion to its market value. President Donald Trump said Wednesday he planned to discuss Nvidia's Blackwell chip with China's President Xi Jinping when the two leaders meet later this week. Nvidia's latest generation of graphics processing units is not currently available in China because of US export controls. The company's shares have risen more than 85% in the past six months.
AI

Qualcomm Announces AI Chips To Compete With AMD and Nvidia 6

Qualcomm has entered the AI data center chip race with its new AI200 and AI250 accelerators, directly challenging Nvidia and AMD's dominance by promising lower power costs and high memory capacity. CNBC reports: The AI chips are a shift from Qualcomm, which has thus far focused on semiconductors for wireless connectivity and mobile devices, not massive data centers. Qualcomm said that both the AI200, which will go on sale in 2026, and the AI250, planned for 2027, can come in a system that fills up a full, liquid-cooled server rack. Qualcomm is matching Nvidia and AMD, which offer their graphics processing units, or GPUs, in full-rack systems that allow as many as 72 chips to act as one computer. AI labs need that computing power to run the most advanced models.

Qualcomm's data center chips are based on the AI parts in Qualcomm's smartphone chips called Hexagon neural processing units, or NPUs. "We first wanted to prove ourselves in other domains, and once we built our strength over there, it was pretty easy for us to go up a notch into the data center level," Durga Malladi, Qualcomm's general manager for data center and edge, said on a call with reporters last week.
AI

Is the Term 'AI Factories' Necessary and Illuminating - or Marketing Hogwash? (msn.com) 25

Data centers were typically "hulking, chilly buildings lined with stacks of computing gear and bundles of wiring," writes the Washington Post. But "AI experts say that the hubs for computers that power AI are different from the data centers that deliver your Netflix movies and Uber rides. They use a different mix of computer chips, cost a lot more and need a lot more energy.

"The question is whether it's necessary and illuminating to rebrand AI-specialized data centers, or if calling them 'AI factories' is just marketing hogwash." The AI computer chip company Nvidia seems to have originated the use of "AI factories." CEO Jensen Huang has said that the term is apt because similar to industrial factories, AI factories take in raw materials to produce a product... The term is spreading. Sam Altman, CEO of ChatGPT parent company OpenAI, recently said that he wants a "factory" to regularly produce more building blocks for AI. Crusoe, a start-up that's erecting a mammoth "Stargate" data center in Texas, calls itself the "AI factory company." The prime minister of Bulgaria recently touted an "AI factory" in his country...

Alex Hanna, director of research at the Distributed AI Research Institute and co-author the book, "The AI Con," had a more pessimistic view of the term "AI factories." She said that it's a way to deflect the negative connotations of data centers. Some people and politicians blame power-hungry computing hubs for driving up residential electric bills, spewing pollution, draining drinking water and producing few permanent jobs.

Operating Systems

OpenBSD 7.8 Released (phoronix.com) 24

OpenBSD 7.8 has been released, adding Raspberry Pi 5 support, enhanced AMD Secure Encrypted Virtualization (SEV-ES) capabilities, and expanded hardware compatibility including new Qualcomm, Rockchip, and Apple ARM drivers. Phoronix reports: OpenBSD 7.8 also brings multiple improvements around enabling AMD Secure Encrypted Virtualization (AMD SEV) support with support for the PSP ioctl for encrypting and measuring state for SEV-ES, a new VMD option to run guests in SEV-ES mode, and other enablement work pertaining to that AMD SEV work in SEV-ES form at this point as a precursor to SEV-SNP. AMD SEV-ES should be working to start confidential virtual machines (VMs) when using the VMM/VMD hypervisor and the OpenBSD guests with KVM/QEMU.

OpenBSD 7.8 also improves compatibility of the FUSE file-system support with the Linux implementation, suspend/hibernate improvements, SMP improvements, updating to the Linux 6.12.50 DRM graphics drivers, several new Rockchip drivers, Raspberry Pi RP1 drivers, H.264 video support for the uvideo driver, and many network driver improvements.
The changelog and download page can be found via OpenBSD.org.
AI

Open Source GZDoom Community Splinters After Creator Inserts AI-Generated Code (arstechnica.com) 46

An anonymous reader quotes a report from Ars Technica: If you've even idly checked in on the robust world of Doom fan development in recent years, you've probably encountered one of the hundreds of gameplay mods, WAD files, or entire commercial games based on GZDoom. The open source Doom port -- which can trace its lineage back to the original launch of ZDoom back in 1998 -- adds modern graphics rendering, quality-of-life additions, and incredibly deep modding features to the original Doom source code that John Carmack released in 1997. Now, though, the community behind GZDoom is publicly fracturing, with a large contingent of developers uniting behind a new fork called UZDoom. The move is in apparent protest of the leadership of GZDoom creator and maintainer Cristoph Oelckers (aka Graf Zahl), who recently admitted to inserting untested AI-generated code into the GZDoom codebase.

"Due to some disagreements -- some recent; some tolerated for close to 2 decades -- with how collaboration should work, we've decided that the best course of action was to fork the project," developer Nash Muhandes wrote on the DoomWorld forums Wednesday. "I don't want to see the GZDoom legacy die, as do most all of us, hence why I think the best thing to do is to continue development through a fork, while introducing a different development model that highly favors transparent collaboration between multiple people." [...] Zahl defended the use of AI-generated snippets for "boilerplate code" that isn't key to underlying game features. "I surely have my reservations about using AI for project specific code," he wrote, "but this here is just superficial checks of system configuration settings that can be found on various websites -- just with 10x the effort required."

But others in the community were adamant that there's no place for AI tools in the workflow of an open source project like this. "If using code slop generated from ChatGPT or any other GenAI/AI chatbots is the future of this project, I'm sorry to say but I'm out," GitHub user Cacodemon345 wrote, summarizing the feelings of many other developers. In a GitHub bug report posted Tuesday, user the-phinet laid out the disagreements over AI-generated code alongside other alleged issues with Zahl's top-down approach to pushing out GZDoom updates.

Portables (Apple)

Apple's New MacBook Pro Delivers 24-Hour Battery Life and Faster AI Processing (apple.com) 75

Apple unveiled a new 14-inch MacBook Pro on Wednesday that features the company's M5 chip and represents what Apple describes as the next major advancement in AI performance for its Mac lineup. The laptop delivers up to 3.5 times faster AI performance than the M4 chip and up to six times faster performance than the M1 chip through a redesigned 10-core GPU architecture that incorporates a Neural Accelerator in each core.

The improvements extend beyond AI processing to include graphics performance that runs up to 1.6 times faster than the previous generation and battery life that reaches up to 24 hours on a single charge. Apple also integrated faster storage technology that performs up to twice as fast as the prior generation and allows configurations up to 4TB. The 10-core CPU delivers up to 20% faster multithreaded performance compared to the M4.

The laptop runs macOS Tahoe and includes a Liquid Retina XDR display available in a nano-texture option, a 12MP Center Stage camera, and a six-speaker sound system. The 14-inch MacBook Pro is available for pre-order starting Wednesday in space black and silver finishes and begins shipping October 22. The base model costs $1,599.
AI

OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal (msn.com) 15

OpenAI and Broadcom are working together to develop and deploy 10 gigawatts of custom AI chips and computing systems over the next four years, a high-profile partnership aimed at satisfying some of the startup's immense computing needs. From a report: OpenAI plans to design its own graphics processing units, or GPUs, which will allow it to integrate what it has learned from developing powerful artificial-intelligence models into the hardware that underpins future systems. As part of the agreement announced Monday, the chips will be co-developed by OpenAI and Broadcom and deployed by the chip company starting in the second half of next year. The new agreement will be worth multiple billions of dollars, people familiar with the matter said.

Broadcom specializes in designing custom AI chips that are specifically tailored to certain artificial-intelligence applications. It began working with OpenAI on creating a custom chip 18 months ago, and the companies broadened their partnership to include work on related components, including server racks and networking equipment.

Graphics

Sony Teases New GPU Tech For the PS6 (theverge.com) 16

Sony and AMD are collaborating on new GPU technologies for the next-generation PlayStation (likely the PS6), introducing innovations like Radiance Cores for advanced ray tracing and "Universal Compression" for improved performance and efficiency. The Verge reports: Sony's next console (presumably the PS6) is coming in "a few years time," according to someone who I'd believe to make that claim. Mark Cerny, lead architect on the PS5 and PS5 Pro, joined Jack Huynh, SVP and GM of AMD's computing and graphics group, in a YouTube video wherein the pair spend nine minutes going through some very specific, co-developed advancements in graphics technology that will come to the next console. But the pair cautioned that the technologies are still in "every early days" and "only exist in simulation right now."

Much of it boils down to how the companies are working to make it easier for future GPUs to handle graphics upscaling, ray tracing, and the super-intensive path tracing techniques used to make game worlds look more realistic. Cerny says "the current approach has reached its limit," so Sony is working with AMD to integrate components of its next-gen RDNA architecture in future consoles. AMD's Huynh introduced Radiance Cores (similar in theory to Nvidia's RT Cores) that are dedicated to handling ray tracing and path tracing. In addition to Sony's new consoles having the new cores, they will almost certainly be built into AMD's future desktop GPUs, too, and likely within whatever it's assisting with in its Xbox partnership.

Ubuntu

Ubuntu 25.10 'Questing Quokka' Released (9to5linux.com) 14

prisoninmate shares a report from 9to5Linux: Dubbed Questing Quokka, Ubuntu 25.10 is powered by the latest and greatest Linux 6.17 kernel series for top-notch hardware support and ships with the latest GNOME 49 desktop environment, defaulting to a Wayland-only session for the Ubuntu Desktop flavor, meaning there's no other session to choose from the login screen. Ubuntu Desktop also ships with two new apps, namely GNOME's Loupe instead of Eye of GNOME as the default image viewer, as well as Ptyxis instead of GNOME Terminal as the default terminal emulator. Also, there's a new update notification that will be shown with options to open Software Updater or install updates directly.'

Other highlights of Ubuntu 25.10 include sudo-rs as the default implementation of sudo, Dracut as the default initramfs-tools, Chrony as the default NTP (Network Time Protocol) client, Rust Coreutils as the default implementation of GNU Core Utilities, and TPM-backed FDE (Full Disk Encryption) recovery key management. Moreover, Ubuntu 25.10 adds NVIDIA Dynamic Boost support and enables suspend-resume support in the proprietary NVIDIA graphics driver to prevent corruption and freezes when waking an NVIDIA desktop. For Intel users, Ubuntu 25.10 introduces support for new Intel integrated and discrete GPUs.
Ubuntu 25.10 is available for download here.
Intel

Intel's Next-Generation Panther Lake Laptop Chips Could Be a Return To Form (arstechnica.com) 23

Intel today announced its Panther Lake laptop processors, consolidating the confusing split between Lunar Lake and Arrow Lake chips that define its current generation. The new processors use a unified architecture across all models instead of mixing different technologies at different price points. Panther Lake comes in three configurations. An 8-core model targets mainstream ultrabooks. A 16-core version adds PCI Express lanes for gaming laptops and workstations with discrete GPUs. A third 16-core variant with 12 Xe3 graphics cores aims at high-end thin-and-light laptops without dedicated graphics cards.

All three chips use the same Cougar Cove P-cores, Darkmont E-cores, and Xe3 GPU architecture. They share an NPU capable of 50 trillion operations per second and identical media encoding capabilities. The main differences are core counts and I/O options rather than fundamental architectural variations. The approach contrasts with Intel's current Core Ultra 200 series. Lunar Lake chips integrated RAM on-package and used the latest Battlemage GPU architecture but were mostly used in high-end thin laptops.

Arrow Lake processors offered more flexibility but paired newer CPU cores with older graphics and an NPU that did not meet Microsoft Copilot+ requirements. Intel claims Panther Lake delivers up to 10% better single-threaded performance than Lunar Lake and up to 50% faster multi-threaded performance than both previous generations. The GPU is roughly 50% quicker. Power consumption drops 10% compared to Lunar Lake and 40% versus Arrow Lake. The chips use Intel's 18A manufacturing process for the compute tile. TSMC fabricates the platform controller tile. Intel said systems with Panther Lake processors should ship by the end of 2025.
Intel

AMD In Early Talks To Make Chips At Intel Foundry (tomshardware.com) 27

"Your AMD chips may have Intel Inside soon," writes longtime Slashdot reader DesScorp. "Discussions are underway between the two companies to move an undisclosed amount of AMD's chip business to Intel foundries. (AMD currently does their production through TSMC.) The talks come hot on the heels of a flurry of other Intel investments." Tom's Hardware reports: In the past several weeks, Intel has seen a flurry of activity and investments. The United States announced a 9.9% ownership stake in Intel, while Softbank bought $2 billion worth of shares. Alongside Nvidia, Intel announced new x86 chips using Nvidia graphics technology, with the graphics giant also purchasing $5 billion in Intel shares. There have also been reports that Intel and Apple have been exploring ways to work together. The article notes that there is a trade/political dimension to an AMD-Intel deal as well: It makes sense for Intel's former rivals -- especially American companies -- to consider coming to the table. The White House is pushing for 50% of chips bound for America to be built domestically, and tariffs on chips aren't off the table. Additionally, doing business with Intel could make the US government, Intel's largest shareholder, happy, which can be good for business. AMD faced export restrictions on its GPUs earlier this year as the US attempted to throttle China's AI business.
Intel

Intel Says Blockbuster Nvidia Deal Doesn't Change Its Own Roadmap 26

If you're wondering what effect Intel's blockbuster deal with Nvidia will have on its existing product roadmaps, Intel has one message for you: it won't. PCWorld: "We're not discussing specific roadmaps at this time, but the collaboration is complementary to Intel's roadmap and Intel will continue to have GPU product offerings," an Intel spokesman told my colleague, Brad Chacos, earlier today. I heard similar messaging from other Intel representatives.

Nvidia's $5 billion investment in Intel, as well as Nvidia's plans to supply RTX graphics chiplets to Intel for use in Intel's CPUs, have two major potential effects: first, it could rewrite Intel's mobile roadmap for laptop chips, because of the additional capabilities provided by those RTX chiplets. Second, the move threatens Intel's ongoing development of its Arc graphics cores, including standalone discrete GPUs as well as integrated chips. We're still not convinced that Arc's future will be left unscathed, in part because Intel's claim that it will "continue" to have GPU product offerings sounds a bit wishy-washy. But Intel sounds much more definitive on the former point, in that the mobile roadmap that you're familiar with will remain in place.
Intel

Nvidia To Invest $5 Billion in Intel (ft.com) 49

Nvidia has agreed to invest $5 billion in its struggling rival Intel [non-paywalled source] as part of a deal to develop new chips for PCs and data centres, the latest reordering of the tech industry spurred by AI. From a report: The deal comes a month after the US government agreed to take a 10 per cent stake in Intel, as Donald Trump's administration looks to secure the future of American chip manufacturing.

However, the pair's announcement makes no reference to Nvidia using Intel's foundry to produce its chips. Intel, which has struggled to gain a foothold in the booming AI server market, lost its crown as the world's most valuable chipmaker to Nvidia in 2020. On Thursday Jensen Huang, Nvidia's chief executive, hailed a "historic collaboration" and "a fusion of two world-class platforms," combining its graphics processing units, which dominate the market for AI infrastructure, with Intel's general-purpose chips.
Further reading: Intel Weighed $20 Billion Nvidia Takeover in 2005.
Businesses

The New American Hustle: Dividends Over Day Jobs (bloomberg.com) 146

Young Americans are abandoning traditional retirement planning for dividend-focused ETFs that promise immediate income and freedom from traditional employment. Income-generating ETFs captured one in six dollars flowing into equity ETFs in 2025, pushing the sector to $750 billion -- with the most aggressive funds offering yields above 8% quadrupling to $160 billion over three years.

The r/dividends subreddit has grown tenfold to 780,000 members over five years, while YouTube channels and Discord servers dedicated to dividend investing proliferate. YieldMax's MSTY fund, offering a 90% distribution rate through complex derivatives, has underperformed MicroStrategy stock by 120 percentage points since February 2024 when dividends are reinvested -- nearly 200 points when payouts are withdrawn. Speaking to Bloomberg, finance professor Samuel Hartzmark identified this as the "free dividends fallacy," where investors fail to recognize that dividends reduce share prices rather than creating additional wealth.
IT

Nvidia Dominates GPU Shipments With 94% Share (tomshardware.com) 43

An anonymous reader shares a report: The total number of GPUs sold for the second quarter of 2025 hit 11.6 million units, while desktop PC CPUs went up to 21.7 million units, according to a Jon Peddie Research report. This is a 27% increase in graphics card shipments and a 21.6% jump in CPU shipments from the last quarter, which is a change from the usual drop in deliveries we've seen in recent years.

"AIB prices dropped for midrange and entry-level, while high-end AIB prices increased, and most retail suppliers ran out of stock. This is very unusual for the second quarter," said Jon Peddie Research president Dr. Jon Peddie. "We think it is a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that."

As for the three major GPU manufacturers, Nvidia still has the lead, taking in 94% of the market -- an increase of 2.1% over the previous quarter -- while AMD is at a distant second place with 6%. This is still a much better position than Intel, though, whose market share is so small it did not even register on the chart.

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