News Source Slashdot:Hardware
Oil Giant BP is Killing 18 Hydrogen Projects, Chilling the Nascent Industry
An anonymous reader shares a report: Tucked inside a 32-page earnings report, oil and gas giant BP revealed it was killing 18 early-stage hydrogen projects, a move that could have a chilling effect on the nascent hydrogen industry. The decision, along with the sale of the company's U.S. on-shore wind power operations, will save BP $200 million annually and help boost its bottom line. The hydrogen industry, which has relied on oil and gas companies both financially and through lobbying efforts, is preparing for a grimmer outcome. BP has been a supporter of hydrogen. The company's venture capital arm has invested in several green hydrogen startups, including Electric Hydrogen and Advanced Ionics. Earlier this year, BP said it would develop "more than 10" hydrogen projects in the U.S., Europe, and Australia. Now, BP is scaling back those plans, saying it'll develop between five and ten projects. The company is keeping quiet about which ones will receive the green light.
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US Regulator Rejects Bid To Boost Nuclear Power To Amazon Data Center
The Federal Energy Regulatory Commission (FERC) blocked Amazon's bid to access more power from the Susquehanna nuclear plant for its Pennsylvania data center, citing grid reliability and consumer cost concerns. The Hill reports: In a 2-1 decision, the FERC found the regional grid operator, PJM Interconnection, failed to prove that the changes to the transmission agreement with Susquehanna power plant were necessary. The regulator's two Republican commissioners, Mark Christie and Lindsay See, outvoted Democratic chair Willie Phillips. The chair's two fellow Democratic commissioners, David Rosner and Judy Chang, sat out the vote. "Co-location arrangements of the type presented here present an array of complicated, nuanced and multifaceted issues, which collectively could have huge ramifications for both grid reliability and consumer costs," Christie wrote in a concurring statement. In a dissenting statement, Phillips argued the deal with Amazon "represents a 'first of its kind' co-located load configuration" and that Friday's decision is a "step backward for both electric reliability and national security." "We are on the cusp of a new phase in the energy transition, one that is characterized as much by soaring energy demand, due in large part to AI, as it is by rapid changes in the resource mix," Phillips wrote. Amazon purchased a 960-megawatt data center next to the Susquehanna power plant for $650 million earlier this year. Following the announcement, PJM sought to increase the amount of power running directly to the co-located data center. However, the move faced pushback from regional utilities, including Exelon and American Electric Power (AEP).
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Sweden Scraps Plans For 13 Offshore Windfarms Over Russia Security Fears
An anonymous reader quotes a report from The Guardian: Sweden has vetoed plans for 13 offshore windfarms in the Baltic Sea, citing unacceptable security risks. The country's defence minister, Pal Jonson, said on Monday that the government had rejected plans for all but one of 14 windfarms planned along the east coast. The decision comes after the Swedish armed forces concluded last week that the projects would make it more difficult to defend Nato's newest member. The proposed windfarms would have been located between Aland, the autonomous Finnish region between Sweden and Finland, and the Sound, the strait between southern Sweden and Denmark. The Russian exclave of Kaliningrad is only about 310 miles (500km) from Stockholm. Wind power could affect Sweden's defence capabilities across sensors and radars and make it harder to detect submarines and possible attacks from the air if war broke out, Jonson said. The only project to receive the green light to was Poseidon, which will include as many as 81 wind turbines to produce 5.5 terawatt hours a year off Stenungsund on Sweden's west coast. "Both ballistic robots and also cruise robots are a big problem if you have offshore wind power," Jonson said. "If you have a strong signal detection capability and a radar system that is important, we use the Patriot system for example, there would be negative consequences if there were offshore wind power in the way of the sensors."
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visionOS 2.2 Beta Adds Wide and Ultrawide Modes To Mac Virtual Display
Apple released the first beta of visionOS 2.2, introducing new "Wide" and "Ultrawide" modes for the Mac Virtual Display feature on the Vision Pro headset. MacRumors reports: Apple has previously said the ultra-wide version of Mac Virtual Display is equivalent to having two physical 4K displays sitting side by side on a desk. Mac Virtual Display is now available in three sizes: Normal, Wide, and Ultrawide. visionOS 2.2 will likely be released to the public in December alongside iOS 18.2, iPadOS 18.2, macOS Sequoia 15.2, watchOS 11.2, tvOS 18.2, and other updates. Further reading: Apple Delays Cut-price Vision Headset Until 2027, Analyst Ming-Chi Kuo Says
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FFmpeg Devs Boast of Up To 94x Performance Boost After Implementing Handwritten AVX-512 Assembly Code
Anton Shilov reports via Tom's Hardware: FFmpeg is an open-source video decoding project developed by volunteers who contribute to its codebase, fix bugs, and add new features. The project is led by a small group of core developers and maintainers who oversee its direction and ensure that contributions meet certain standards. They coordinate the project's development and release cycles, merging contributions from other developers. This group of developers tried to implement a handwritten AVX512 assembly code path, something that has rarely been done before, at least not in the video industry. The developers have created an optimized code path using the AVX-512 instruction set to accelerate specific functions within the FFmpeg multimedia processing library. By leveraging AVX-512, they were able to achieve significant performance improvements -- from three to 94 times faster -- compared to standard implementations. AVX-512 enables processing large chunks of data in parallel using 512-bit registers, which can handle up to 16 single-precision FLOPS or 8 double-precision FLOPS in one operation. This optimization is ideal for compute-heavy tasks in general, but in the case of video and image processing in particular. The benchmarking results show that the new handwritten AVX-512 code path performs considerably faster than other implementations, including baseline C code and lower SIMD instruction sets like AVX2 and SSSE3. In some cases, the revamped AVX-512 codepath achieves a speedup of nearly 94 times over the baseline, highlighting the efficiency of hand-optimized assembly code for AVX-512.
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Will Charging Cables Ever Have a Single Standardzed Port?
The Atlantic complains that our chaos of different plug types "was supposed to end, with USB-C as our savior."But part of the problem is what they call "the second circle of our cable hell: My USB-C may not be the same as yours. And the USB-C you bought two years ago may not be the same as the one you got today. And that means it might not do what you now assume it can."A lack of standardization is not the problem here. The industry has designed, named, and rolled out a parade of standards that pertain to USB and all its cousins. Some of those standards live inside other standards. For example, USB 3.2 Gen 1 is also known as USB 3.0, even though it's numbered 3.2. (What? Yes.) And both of these might be applied to cables with USB-A connectors, or USB-B, or USB-Micro B, or — why not? — USB-C. The variations stretch on and on toward the horizon. Hope persists that someday, eventually, this hell can be escaped — and that, given sufficient standardization, regulatory intervention, and consumer demand, a winner will emerge in the battle of the plugs. But the dream of having a universal cable is always and forever doomed, because cables, like humankind itself, are subject to the curse of time, the most brutal standard of them all. At any given moment, people use devices they bought last week alongside those they've owned for years; they use the old plugs in rental cars or airport-gate-lounge seats; they buy new gadgets with even better capabilities that demand new and different (if similar-looking) cables. Even if Apple puts a USB-C port in every new device, and so does every other manufacturer, that doesn't mean that they will do everything you will expect cables to do in the future. Inevitably, you will find yourself needing new ones. Back in 1998, the New York Times told me, "If you make your move to U.S.B. now, you can be sure that your new devices will have a port to plug into." I was ready! I'm still ready. But alas, a port to plug into has never been enough. Obligatory XKCD.
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Can Heat Pumps Still Save the Planet from Climate Change?
"One technology critical to fighting climate change is lagging," reports the Washington Post, "thanks to a combination of high interest rates, rising costs, misinformation and the cycle of home construction. Adoption of heat pumps, one of the primary ways to cut emissions from buildings, has slowed in the United States and stalled in Europe, endangering the switch to clean energy. "Heat pump investment in the United States has dropped by 4 percent in the past two years, even as sales of EVs have almost doubled, according to data from MIT and the Rhodium Group. In 13 European countries, heat pump sales dropped nearly in half in the first half of 2024, putting the European Union off-track for its climate goals.""Many many markets are falling," said Paul Kenny, the director general of the European Heat Pump Association. "It takes time to change people's minds about a heating system." Heat pumps — essentially air conditioners that can also work in reverse, heating a space as well as cooling it — are crucial to making buildings more climate-friendly. Around 60 percent of American homes are still heated with furnaces running on oil, natural gas, or even propane; to cut emissions from homes, all American houses and apartments will need to be powered by electricity... In the United States, experts point to lags in construction, high interest rates, and general belt-tightening from inflation... [Cora Wyent, director of research for the electrification advocacy group Rewiring America] added, heat pumps are still growing as a share of overall heating systems, gaining ground on gas furnaces. In 2023, heat pumps made up 55 percent of all heating systems sold, while gas furnaces made up just 45 percent. "Heat pumps are continuing to increase their total market share," she said. Homeowners may also run into trouble when trying to find contractors to install heat pumps. Barton James, the president and CEO of the Air Conditioning Contractors of America, says many contractors don't have training on how to properly install heat pumps; if they install them incorrectly, the ensuing problems can sour consumers on the technology... In the United States, low gas prices also make the economics of heat pumps more challenging. Gas is around three times cheaper than electricity — while heat pumps make up most of that ground with efficiency, they aren't the most cost-effective option for every household. The Post also spoke to the manager for the carbon-free buildings team at the clean energy think tank RMI. They pointed out that heating systems need to be replaced roughly every 15 years — and the next cycle doesn't start until 2035. The article concludes that "even with government policies and subsidies, many parts of the move to clean energy will require individual people to make changes to their lives. According to the International Energy Agency, the number of heat pumps will have to triple by 2030 to stay on track with climate goals. The only way to do that, experts say, is if incentives, personal beliefs, and technology all align."
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The 'Passive Housing' Trend is Booming
The Washington Post reports that a former Etsy CEO remodeled their home into what's known as a passive house. It's "designed to be as energy efficient as possible, typically with top-notch insulation and a perfect seal that prevents outside air from penetrating the home; air flows in and out through filtration and exhaust systems only." Their benefits include protection from pollution and pollen, noise insulation and a stable indoor temperature that minimizes energy needs. That translates to long-term savings on heating and cooling. While the concept has been around for about 50 years, experts say that the United States is on the cusp of a passive house boom, driven by lowered costs, state-level energy code changes and a general greater awareness of — and desire for — more sustainable housing... Massachusetts — which alongside New York and Pennsylvania is one of the leading states in passive house adoption — has 272 passive house projects underway thanks to an incentive program, says Zack Semke [the director of the Passive House Accelerator, a group of industry professionals who aim to spread lessons in passive house building]. Consumer demand for passive houses is also increasing, says Michael Ingui, an architect in New York City and the founder of the Passive House Accelerator... The need to lower our energy footprint is so much more top-of-mind today than it was 10 years ago, Ingui says, and covid taught us about the importance of good ventilation and filtered fresh air. "People are searching for the healthiest house," he says, "and that's a passive house...." These days, new passive houses are usually large, multifamily apartment buildings or high-end single-family homes. But that leaves out a large swath of homeowners in the middle. To widen passive house accessibility to include all types of people and their housing needs, we need better energy codes and even more policies and incentives, says In Cho, a sustainability architect, educator and a co-founder of the nonprofit Passive House for Everyone! Passive houses "can and should serve folks from all socioeconomic backgrounds," she says. Using a one-two punch of mandates for energy efficient buildings and greater awareness to the public, that increased demand for passive houses will lead to more supply, Cho says. And we're already seeing those changes in the market. Take triple-pane windows, for example, which are higher performing and more insulating than their double-pane counterparts. Even just 10 to 20 years ago, the difference in price between the two was high enough to make triple-pane windows cost-prohibitive for a lot of people, Cho says. Over the years, as the benefits of higher performing windows became more well-known, and as cities and states changed their energy codes, more companies began producing better windows. Now they're basically at price parity, she says. If we keep pushing for greater awareness and further policy changes, it's possible that all of the components of passive house buildings could follow that trend. "For large multifamily projects, we're already seeing price parity in some cases, Semke says... "But as it stands, single-family passive houses are still likely to cost a margin more than non-passive houses, he says. This is because price parity is easier to achieve when working at larger scales, but also because many of the housing policies and incentives encouraging passive house buildings are geared toward these larger projects."
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Don't Look Now, but GM's EV Sales Are on Fire
GM's president of global markets says their EV portfolio "is growing faster than the market," according to Investopedia, "because we have an all-electric vehicle for just about everybody, no matter what they like to drive." The headline at Barrons? "Don't Look Now, but GM's EV Sales Are on Fire."GM delivered almost 32,000 all-electric vehicles in the third quarter — a record — and up about 58% from a year earlier. The more affordable Chevy Equinox, which starts at about $35,000 before any federal tax credit, helped boost sales. GM delivered almost 10,000 of the new EVs, up from 1,013 in the second quarter, when they first went on sale. EV penetration of total GM car sales was about almost 5%, up almost two percentage points year over year. EVs accounted for 19.4% of Cadillac sales, up about 11 percentage points year over year. Year to date, GM has delivered just over 70,000 all-electric cars. GM originally planned to manufacture 200,000 EVs in 2024. That still looks aggressive, but the strong third-quarter showing makes 120,000 possible, which would be up almost 60% year over year — a respectable outcome. More important to investors than EV sales right now might be dealer inventories. GM said there were about 627,000 vehicles on dealer lots at the end of September. That's a little better than what Wolfe Research analyst Emmanuel Rosner expected. It indicates GM dealers have roughly 60 days worth of sales on their lots. That's a safe level. Lower dealer inventories reduce presure to reduce prices. They also reduce the need to cut production because dealer lots are full... GM expects to generate a full-year operating profit of about $14 billion. Meanwhile, Stellantis "slashed its financial guidance recently, partly because it needs to dramatically reduce its U.S. inventories," according to the article. For example, its Jeep dealers ended August with roughly 122 days worth of sales on their lots, while its Dodge dealers "had almost 150 days of inventory." And Investopedia argues that while GM's EV sales growth is "soaring," Ford's is showing "only modest gains."[W]hile Ford's overall U.S. sales were 0.7% higher at 504,039, it had just a 12% gain in EVs to 23,509.3 In the second quarter, Ford's EV sales had soared 61% to 23,957. Sales growth was more than three times higher for Ford's hybrid models, with President of Ford Blue and Ford Customer Service Division Andrew Frick arguing that the company has "listened to customers to offer them vehicles with powertrains to meet their specific needs." Ford is hoping to boost EV sales by offering buyers a free home charger and installation.
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As Data Centers for AI Strain the Power Grid, Bills Rise for Everyday Customers
While Amazon, Google, and other companies build new data centers — sometimes for their AI projects — parts of America "are facing higher electric bills," reports the Washington Post:The facilities' extraordinary demand for electricity to power and cool computers inside can drive up the price local utilities pay for energy and require significant improvements to electric grid transmission systems. As a result, costs have already begun going up for customers — or are about to in the near future, according to utility planning documents and energy industry analysts. Some regulators are concerned that the tech companies aren't paying their fair share, while leaving customers from homeowners to small businesses on the hook.In Oregon, electric utilities are warning regulators that consumers need protections from rising rates caused by data centers. From Virginia to Ohio and South Carolina, companies are battling over the extent of their responsibility for increases, attempting to fend off anger from customers. In the Mid-Atlantic, the regional power grid's energy costs shot up dramatically, and data centers are cited as among root causes of rate increases of up to 20 percent expected in 2025... The tech firms and several of the power companies serving them strongly deny they are burdening others. They say higher utility bills are paying for overdue improvements to the power grid that benefit all customers. In some cases, they said in response to criticism from consumer and business advocates that they are committed to covering additional costs. But regulators — and even some utilities — are growing skeptical. A jarring example of fallout on consumers is playing out on the Mid-Atlantic regional power grid, called PJM Interconnection, which serves 13 states and D.C. The recent auction to secure power for the grid during periods of extreme weather and high demand resulted in an 800 percent jump in the price that the grid's member utilities had to pay. The impact will be felt by millions by the spring, according to public records. Power bills will increase as much as 20 percent for customers of a dozen utilities in Maryland, Ohio, Pennsylvania, New Jersey and West Virginia, regulatory filings show. That includes households in the Baltimore area, where annual bills will increase an average of $192, said Maryland People's Counsel David Lapp, a state appointee who monitors utilities. The next auction, in 2025, could be more painful, Lapp said, leaving customers potentially "looking at increases of as much as $40 to $50 a month...." Advocates cite another source of cost-shifting onto consumers: discounted rates that power companies and local government officials use to entice tech companies to build data centers... Google worked out a deal with Dominion Energy, blessed by regulators, to pay 6 cents per kilowatt hour for its power. That is less than half of what residential customers pay, as well as substantially less than is paid by businesses... The article points out that in Pennsylvania, "Amazon's novel plan to fuel a data center from a reactor at the nearby Susquehanna nuclear plant is now in jeopardy, after regulators blocked it Friday. They cited potential impact on consumers as among their concerns. The plan threatens to leave other ratepayers stuck with a bill of $50 million to $140 million, according to testimony from [power utility] AEP and utility conglomerate Exelon." And meanwhile, one Virginia retiree complained about a proposed $54 million transmission line and substation for an Amazon data center. "They are already making money hand over fist, and now they want us to pay for this?
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NVIDIA Replaces Rival Chipmaker Intel on the Dow Jones Industrial Average
In 1896 the Dow Jones Industrial Average (or DJIA) was created as a kind of proxy indicator for the wider stock market. "A stock is typically added only if the company has an excellent reputation, demonstrates sustained growth and is of interest to a large number of investors," according to a source cited by Yahoo Finance. Its mix of stocks might be informally considered a sign of the times, since it's made up of 30 stocks that according to Wikipedia have been changed only 57 times over the last 128 years. Wait — make that 58.... CNBC reports that NVIDIA is replacing Intel in the DJIA, "a shakeup to the blue-chip index that reflects the boom in AI and a major shift in the semiconductor industry."Companies including Microsoft, Meta, Google and Amazon are purchasing Nvidia's GPUs, such as the H100, in massive quantities to build clusters of computers for their AI work. Nvidia's revenue has more than doubled in each of the past five quarters, and has at least tripled in three of them. The company has sginaled that demand for its next-generation AI GPU called Blackwell is "insane...." While Nvidia has been soaring, Intel has been slumping. Long the dominant maker of PC chips, Intel has lost market share to Advanced Micro Devices and has made very little headway in AI. Intel shares have fallen by more than half this year as the company struggles with manufacturing challenges and new competition for its central processors. Intel said in a filing this week that the board's audit and finance committee approved cost and capital reduction activities, including lowering head count by 16,500 employees and reducing its real estate footprint. The job cuts were originally announced in August." The DJIA will now include four of six tech companies worth $1 trillion — Apple, Microsoft, NVIDIA, and Amazon (which joined in February, replacing the owners of the Walgreens pharmacy chain). The other two trillion-dollar tech companies (not included in the DJIA) are Meta and Alphabet. Adding NVIDIA to the DJIA will ensure "more representative exposure to the semiconductors industry" within the average, the index's curators told the Washington Post. And also leaving the DJIA is power-generation company AES (which according to CNBC had a power mix of 54% renewables, 27% natural gas, 17% coal). It will be replaced by Vistra, defined by Wikipedia as America's largest competitive power generator, "with a capacity of approximately 39GW powered by a diverse portfolio including natural gas, nuclear, solar, and battery energy storage facilities."In the 2020 Forbes Global 2000, Vistra Energy was ranked as the 756th-largest public company in the world. The company owns the Moss Landing Power Plant in California which currently (2021) contains the largest battery energy storage system in the world (400-MW/1,600-MWh). As of 2020, the company was ranked as the highest CO2 emitter in the U.S.
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How America's Export Controls Failed to Keep Cutting-Edge AI Chips from China's Huawei
An anonymous reader shared this report from the Washington Post:A few weeks ago, analysts at a specialized technological lab put a microchip from China under a powerful microscope. Something didn't look right... The microscopic proof was there that a chunk of the electronic components from Chinese high-tech champion Huawei Technologies had been produced by the world's most advanced chipmaker, Taiwan Semiconductor Manufacturing Company. That was a problem because two U.S. administrations in succession had taken actions to assure that didn't happen. The news of the breach of U.S. export controls, first reported in October by the tech news site the Information, has sent a wave of concern through Washington... The chips were routed to Huawei through Sophgo Technologies, the AI venture of a Chinese cryptocurrency billionaire, according to two people familiar with the matter, speaking on the condition of anonymity to discuss a sensitive topic... "It raises some fundamental questions about how well we can actually enforce these rules," said Emily Kilcrease, a senior fellow at the Center for a New American Security in Washington... Taiwan's Ministry of Economic Affairs confirmed that TSMC recently halted shipments to a "certain customer" and notified the United States after suspecting that customer might have directed its products to Huawei... There's been much intrigue in recent days in the industry over how the crypto billionaire's TSMC-made chips reportedly ended up at Huawei. Critics accuse Sophgo of working to help Huawei evade the export controls, but it is also possible that they were sold through an intermediary, which would align with Sophgo's denial of having any business relationship with Huawei... While export controls are often hard to enforce, semiconductors are especially hard to manage due to the large and open nature of the global chip trade. Since the Biden administration implemented sweeping controls in 2022, there have been reports of widespread chip smuggling and semiconductor black markets allowing Chinese companies to access necessary chips... Paul Triolo, technology policy lead at Albright Stonebridge Group, said companies were trying to figure out what lengths they had to go to for due diligence: "The guidelines are murky."
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Sellafield Cleanup Cost Rises To $175 Billion Amid Tensions With Treasury
An anonymous reader quotes a report from The Guardian: The cost of cleaning up Sellafield is expected to spiral to 136 billion pounds ($175 billion USD) and Europe's biggest nuclear waste dump cannot show how it offers taxpayers value for money, the public spending watchdog has said. Projects to fix buildings containing hazardous and radioactive material at the state-owned site on the Cumbrian coast are running years late and over budget. Sellafield's spending is so vast -- with costs of more than 2.7 billion pounds a year -- that it is causing tension with the Treasury, the report from the National Audit Office (NAO) suggests. Officials from finance ministry told the NAO it was "not always clear" how Sellafield made decisions, the report reveals. Criticisms of its costs and processes come as the chancellor, Rachel Reeves, prepares to plug a hole of about 40 billion pounds in her maiden budget. Gareth Davies, the head of the NAO, said: "Despite progress achieved since the NAO last reported, I cannot conclude Sellafield is achieving value for money yet, as large projects are being delivered later than planned and at higher cost, alongside slower progress in reducing multiple risks." He added: "Continued underperformance will mean the cost of decommissioning will increase considerably, and 'intolerable risks' will persist for longer." David Peattie, the NDA's chief executive, said: "Sellafield is one of the most complex environmental programs in the world. We're proud of our workforce and achievements being made, including the unprecedented retrieval of legacy waste from all four highest hazard facilities. But as the NAO rightly points out there is still more to be done. This includes better demonstrating we are delivering value for money and the wider significant societal and economic benefits through jobs, the supply chain and community investments."
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Boston Dynamics' Atlas Robot Executes Autonomous Automotive Parts Picking
In a new video published today, Boston Dynamics' humanoid robot Atlas is shown moving engine parts between bins without any human assistance. TechCrunch reports: Boston Dynamics is quick to note that the actions are being performed autonomously, without "prescribed or teleoperated movements." [...] Boston Dynamics notes, "The robot is able to detect and react to changes in the environment (e.g., moving fixtures) and action failures (e.g., failure to insert the cover, tripping, environment collision) using a combination of vision, force, and proprioceptive sensors." In addition to the autonomously executed tasks, the video showcases impressive adaptive -- and strong -- actuators, as the robot pivots at its waist. The action minimizes movements, saving precious seconds in the process.
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OpenAI Builds First Chip With Broadcom and TSMC, Scales Back Foundry Ambition
OpenAI is partnering with Broadcom and TSMC to design its first in-house AI chip while supplementing its infrastructure with AMD chips, aiming to diversify its reliance on Nvidia GPUs. "The company has dropped the ambitious foundry plans for now due to the costs and time needed to build a network, and plans instead to focus on in-house chip design effort," adds Reuters. From the report: OpenAI has been working for months with Broadcom to build its first AI chip focusing on inference, according to sources. Demand right now is greater for training chips, but analysts have predicted the need for inference chips could surpass them as more AI applications are deployed. Broadcom helps companies including Alphabet unit Google fine-tune chip designs for manufacturing and also supplies parts of the design that help move information on and off the chips quickly. This is important in AI systems where tens of thousands of chips are strung together to work in tandem. OpenAI is still determining whether to develop or acquire other elements for its chip design, and may engage additional partners, said two of the sources. The company has assembled a chip team of about 20 people, led by top engineers who have previously built Tensor Processing Units (TPUs) at Google, including Thomas Norrie and Richard Ho. Sources said that through Broadcom, OpenAI has secured manufacturing capacity with Taiwan Semiconductor Manufacturing Company to make its first custom-designed chip in 2026. They said the timeline could change. Currently, Nvidia's GPUs hold over 80% market share. But shortages and rising costs have led major customers like Microsoft, Meta, and now OpenAI, to explore in-house or external alternatives.
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