TSMC is focusing on the lucrative AI industry, so Apple is looking for a new girlfriend. Found it at Intel

In 2023, Apple completed its transition and made all Macs in its catalog work with its Apple M-series chips. It was the end of a relationship that began in 2005, when Steve Jobs announced the transition from IBM PowerPCs to Intel chips. Then things went wrong and Apple ended up separating itself from Intel in its products, but once again there has been an interesting twist of the events. Intel does not know how to be a foundry. The integration of the Apple M1 in 2020 was the real beginning of a logical strategy: Apple wanted to design its own chips for its Macs as it had already done in its iPhone or iPad, and the result was extraordinary. The curious thing is that Apple negotiated with Intel to manufacture the iPhone chips, but Intel rejected the opportunity. When Morris Chang, founder of TSMC, asked Cook why he hadn’t chosen Intel to make those chips, responded “Intel just doesn’t know how to be a foundry (chip factory)”. TSMC turns to AI. The relationship between Apple and TSMC has been one of the most important in the semiconductor industry. TSMC makes virtually all of Apple’s advanced chips, from iPhone processors to Mac M chips. That dependence, however, has become uncomfortable for two reasons: Chip shortage: The rise of AI has made the demand for this type of chips extraordinary. TSMC is prioritizing customers with the highest volume and margin in the most advanced nodes, and there Apple competes with NvidiaAMD and other manufacturers looking for 2 and 3 nm chips. Geopolitics: 90% of the world’s advanced chip production is in Taiwanand any escalation of existing tensions with China could paralyze the supply chains of Apple and the vast majority of technology firms on the planet. Diversifying manufacturers is therefore a strategic necessity. Intel gets interesting. It is true that Intel is not the only alternative that Apple was exploring, and Samsung was another candidate to work closely with the Cupertino firm. However Intel has a first important advantage with the 18A nodeits next-generation manufacturing process that experts consider comparable to TSMC’s 2nm process. Apple has been considering this node for entry-level M chips for months. Intel will not be manufacturing Apple’s most advanced chips at the moment, but this is a potential first step so that it can be verified that Intel can indeed accomplish the task and then also manufacture its most ambitious designs. Lip-Bu Tan turns the tables. Intel’s new CEO took over in early 2025and since then the company has taken promising steps when it was in a situation really worrying. has reached agreements with Nvidia to develop x86 chip sets with RTX graphics, for example. It also collaborates with Tesla to manufacture chips with an even more advanced node14A, for Elon Musk’s future TeraFab. Preliminary agreement. Official details of the deal are not yet known, but in The Wall Street Journal they claim that said agreement exists although it describes it as preliminary. It is not currently clear which chip or chips Intel will manufacture or in which photolithographic process. It is expected that the 18A node will be used for those entry-level M chips, but it is not ruled out that the 14A will not be part of this new commercial relationship. Be that as it may, if the agreement is closed as it seems, we would be facing a definitive boost to this new strategy of foundry traditional approach—manufacturing chips for third parties—that Intel is adopting. The circle closes. Intel lost the contract for iPhone chips because it refused to manufacture them for not having enough marginand thus passed up the opportunity to be a de facto partner in probably the most lucrative product in the history of technology. He then tried correct the errorbut he didn’t succeed. Then Intel would lose the Mac chip business, which would be another major setback. Now it seems to be taking flight again, and its promising future—along with other factors—have made Apple want to work with it again. It seems that Intel, after all, is learning to be a foundry. Image | Fortune CEO Initiative In Xataka | The US’s problem in the AI ​​and humanoid race is not China: it is all of Asia and it is greatly disadvantaged

Behind police surveillance technologies there is a very lucrative business. A business that Amazon wants to conquer

Artificial intelligence technologies have broken in such a way that, today they can be given endless uses. According to A FORBES investigationAmazon would be deploying an aggressive commercial strategy to position themselves in the market of the Police surveillance technologya segment valued at 11,000 million dollars, according to the medium. The company would not only be offering its own artificial surveillance and intelligence tools, but also act as an intermediary for a complete ecosystem of companies that operate on their cloud infrastructure AWS. What is happening. Electronic Correos obtained by Forbes through requests from public records reveal That the Amazon police and school security team, led, according to the media, by a former Washington state police officer, is actively contacting police departments throughout the US west coast. According to the investigation, the company would be promoting from weapons detection technologies to IA to massive surveillance analysis software, through tools to write automatically police reports. A whole Surveillance Catalog. According to They report From the middle, among the technologies that Amazon has been offering, there are registration monitoring systems of FLOCK Safety, Zeroyes weapons detection software, applications for real -time surveillance centers of companies such as C3 AI, or Veritone technology capable of identifying and tracking individuals in recordings of security cameras and social networks. Leo Technologies tools also appear that monitor and transcribe calls from practically “real -time” prisoners for AI analysis. The method of sale. As They assure From Forbes, emails show a particularly insistent commercial style. In one of them, a Amazon manager writes to the department of the San Diego County Sheriff on Lucidus Tech (company now owned by Flock). “It is one of the most amazing tools that I have seen for the forces of the order (…) I think that your prison intelligence group would lose your head,” you could read in the investigation. In another message to King County Police Chiefs, in Washington, it promotes a meeting to “talk about strategy on how to introduce Zeroeyes in your schools.” The research shows how Amazon even offered help to request public grants to finance these technologies. The concerns. Activists advocating privacy, such as Jay Stanley, of ACLU (American Civil Liberties Union), express Your concern. “It is discouraging to see one of the largest and most powerful companies promoting authoritarian surveillance technology in this way,” he told Forbes. Amazon has had a long history of setbacks in terms of violating the privacy of users. From your employees listening and transcribing Echo device recordings to improve Alexa a The accusations towards Ring for not applying basic protections that enabled hackeos in their systems. Both cases recognized by the company itself. Amazon’s response. The company defend which is simply providing its public sector customers “tools to protect the rights of citizens and comply with applicable laws.” On subsidies, Amazon points out that it is not unusual to “educate” customers about the aid available for them. And now what. As assures The media, Amazon Web Services plans to attend the Conference of the International Police Chiefs Association in Denver in October, the most important police event of the year in the United States, where AI is the main theme. The lounge is a whole offer of surveillance technology, technology that is executed on Amazon servers. Cover image | Michał Jakubowski In Xataka | Amazon new do not compete against Google Home. Compete against indifference

Thus changes the most lucrative business of Tim Cook

The most profitable agreement in technological history has just changed its rules of the game. Google can continue paying Apple for being the predetermined search engine in Safaribut you can no longer shield that position with an exclusivity contract. Why is it important. Judge Amit Mehta has allowed Google to continue its payments to Apple and other distribution partnersbut with a fundamental condition: they will not be able to condition those payments to exclusivity. The company may pay to appear pre -installed, but it will not be able to prevent its competitors from doing the same. In figures. Google pays more than 26,000 million a year for these distribution agreements, with Apple as the main beneficiary. For Google, it is an investment that is worth it: about 40% of its searches in the United States arrive through Safari. And the agreement serves as a deterrent so that Apple does not throw its own search engine. For Apple, it represents practically pure income that are direct to your results account. New rules. Apple is now in a privileged position. You can keep Google as a predetermined option if you are still the one who pays best, but you can also offer that position to Microsoft with Bing, to Perplexity or even several search engines at the same time. It is the passage of a forced marriage to an open market. Smartphones manufacturers are free to preinstall or promote other search engines next to Google’s. Samsung could offer Bing as an outstanding alternative. Mozilla could diversify his options in Firefox. Between the lines. The judge’s decision speaks of a concern for the future rather than for the past. Mehta repeatedly mentions the boom of the generative AI and how Chatgpt The competitive panorama has changed. He did not want to intervene too much in a market that is being “rapidly transformed” by new actors. This caution has saved Google from a greater evil. Justice asked for the forced sale of Chrome and much more severe restrictions. The judge considered that it would be “very complicated and risky”. The market has celebrated the decision with 8% increases in Google and 4% in Apple. Turning point. This failure marks the beginning of a new era in the distribution of search engines. Apple can now experiment with hybrid models: Google for general searches. PERPLEXITY FOR IA Consultations. Specialized search engines for concrete niches. Or simply stay with who pays more at all times. The threat. For Google, the risk is not only to lose exclusivity but also face a permanent auction. If Microsoft decides to bet strongly to conquer safari, the costs could shoot. And if Apple decides to diversify options, Google would lose control over an important part of its traffic. The true winner of this sentence is not Google, who has dodged fragmentation but loses his fort. It is Apple, who maintains its huge income and earns the freedom to choose the best bidder at all times. Tim Cook has just seen how his most lucrative business becomes even more valuable. In Xataka | Browsers prepare for the most radical transformation in their history. One in which the IA will be Outstanding image | Solen Feyissa

Mrbeast has discovered a much more lucrative business than making videos on YouTube: Sell chocolate

Mrbeast became a Internet superstar globally Thanks to his video and challenges on YouTube. However, far from beating content creation, the youtuber has managed to transform its fame into A business empire diversified valued in billions of dollars. Ironically, the main engine of this empire is no longer the more than 377 million Mrbeast followers and its most crazy challenges: selling chocolate has been much more profitable. The teenager who became a millionaire playing. Jimmy Donaldson, the name behind Mrbeast, began his adventure on YouTube in 2012 with only 11 years. Like most kids of his age, his first videos showed him playing fashion video games: Call of Duty and Minecraft. For years, he analyzed what type of content he worked better on the platform, learning the secrets of the algorithm and how to capture the audience’s attention. YouTube was small. He cannot be denied that he knew how to find the correct key and turned what began as a hobby, into a lucrative business that It led him to leave the university to devote yourself completely to your career on YouTube. In recent years, their videos have almost become blockbusters with hundreds of millions of visualizations worldwide, with challenges as popular as the recreation of “The squid game “in real lifetheir experiences of survival in extreme situations or Your own program In Amazon Prime Video. Diversify the business. However, despite the fact that the YouTube channel continues to be a pillar in the Holding of Beast Industries companies that Donaldson has created, it is not, from afar, the most profitable. The conglomerate of MRBASET companies has Lunchly under its umbrella, a brand of snacks, ViewStats, a software company for content creators. However, the real Crown jewel It is feastable, its chocolate bars brand. Feastable: nobody bites a sweet. Mrbeast’s incursion into the chocolate world began in 2021 with the launch of feastable. The brand became popular immediately because youtuber and their adventure companions usually consume them in their videos, and have even turned their chocolates into the protagonist of some of them. To promote their chocolates, Mrbeast challenged his followers to find a golden ticket on their chocolate bars, and invited the winners to compete for a boat of $ 500,000 in cash in one of their videos, to the purest Willy Wonka style. This strategy, combined with the quality of Your chocolate barscatapulted feastable to sales success. The chocolate empire surpasses the media empire. According to published Bloombergdocuments sent to possible investors, feastable registered sales valued at 250 million dollars last year, with benefits that exceeded 20 million. In contrast, the media business of MRBAST, which includes its YouTube channel and its reality show for Prime Video, generated a similar sales volume, but recorded losses close to 80 million dollars. “I lost dozens of millions of dollars in Beast Games,” Donaldson confessed a few days ago In the podcast The Diary of A CEO. The food business ate YouTube. These figures published in Bloomberg’s article reveal that The chocolate business Mrbeast is currently more profitable than what the YouTuber generates with its videos. In fact, Beast Industries forecasts suggest that feastable will triple its size in the next two years. According to that data, last year, the United Arab Emirates investor Alpha Wave directed An investment round For Beast Industries, and valued Donaldson’s holding company in about 5,000 million dollarscompared to its last 2023 valuation that was 1.5 billion dollars. By 2026, the company of MR.BaAST estimates that the income from the business creation business will represent only a fifth of its total income. In Xataka | If the question is “how much money you can earn sleeping on Twitch”, the answer is Muroonh: $ 17,000 Image | Feastable

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