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Qualcomm rubs Apple’s nose in modem flop

1 week ago | fudzilla.com | Nick Farrell

According to a report from Cellular Insights, conveniently funded by Qualcomm, the iPhone 16e’s much-hyped C1 modem lagged behind Android phones using Qualcomm kit, particularly on T-Mobile’s 5G network in the urban jungle of New York. The study found that while Apple’s chip held its own under perfect lab conditions, it struggled in the places where top-tier modems are supposed to shine: dense cities, indoors, or when uploading large chunks of data.
HP clobbered as tariffs bite into profits

1 week ago | fudzilla.com | Nick Farrell

Chief executive Enrique Lores admitted on the earnings call that: “due to additional tariff costs that could not be fully mitigated in the quarter, our non-GAAP operating profit fell short of expectations.” Revenue was up by a modest 3.3 per cent to $13.22 billion, just nudging past analysts’ $13.14 billion guess. But profit plunged 17 per cent to $700 million compared to the same quarter last year, missing targets and sending investors scrambling.
AMD buys photonics outfit Enosemi

1 week ago | fudzilla.com | Nick Farrell

The Silicon Valley-based firm has been fiddling about with photonic integrated circuits since 2023, working alongside AMD and the likes of GlobalFoundries to ship out IP that uses light rather than electrons to shift data around.
Musk throws a strop over OpenAI's Gulf gig

1 week ago | fudzilla.com | Nick Farrell

According to the Wall Street Journal Musk worked the phones hard, calling up G42, an AI firm under the thumb of the UAE president’s brother, and warning them that their plans would be toast without his startup xAI on the guest list. He reportedly told them their project wouldn’t get President Trump’s blessing unless he was included. Musk threw his toys out of the pram when he found out that OpenAI chief executive Sam Altman would be tagging along on Trump’s mid-May Gulf tour.
Foxconn cheers up investors with AI and EV promises

1 week ago | fudzilla.com | Nick Farrell

Foxconn chairman Young Liu told shareholders the firm expects to rake in more than NT$7 trillion (€212 billion) this year, up from NT$6.86 trillion in 2024. Apparently, demand for AI servers is still hot enough to power that kind of leap. Earlier this month, the world’s largest electronics outsourcing outfit had revised its outlook downwards, blaming US tariff flip-flopping, a chaotic global supply chain and unhelpful exchange rates.
Virgin Media O2's leaky network exposed millions

1 week ago | fudzilla.com | Nick Farrell

Thanks to a shoddy bit of configuration involving its 4G calling software, punters' locations were effectively up for grabs to anyone clued-in enough to look. The problem, discovered by IT bod Dan Williams, meant location data like cell ID and area codes were being leaked like a sieve. Williams, who flagged the issue to Virgin Media O2 in March, got the usual corporate shrug. “I don’t want to be the enemy, I simply want to feel comfortable using my phone,” he said.
China curbs creating more competition for Nvidia

1 week ago | fudzilla.com | Nick Farrell

Talking to Wall Street analysts, Huang said: “Shielding Chinese chipmakers from US competition only strengthens them abroad.” He noted that the assumption that China cannot make its own AI chips is “clearly wrong,” emphasising that “the platform that wins the AI developers wins AI.” In response, Nvidia is developing a lower-cost AI chip for China based on its latest Blackwell architecture, aiming to comply with US regulations while maintaining a presence in the Chinese market.
Salesforce swallows Informatica in €7.4 billion data grab

1 week ago | fudzilla.com | Nick Farrell

It’s the biggest step yet in Salesforce’s mission to beef up its AI infrastructure and feed its agentic AI ambitions with cleaner, better-governed data. The deal sees Salesforce offering $25 per share in cash for Informatica’s Class A and B-1 stock, adjusting for prior investments. Informatica, which started life in 1993 and now boasts over 5,000 customers across 100 countries, had a market cap of $7.1 billion when the deal was inked.
Chipzilla’s elusive Battlemage B770 still haunts the roadmap

1 week ago | fudzilla.com | Nick Farrell

So far, the B770 has been more vapourware than GPU, with no firm specs and nothing to show on stage. Still, the dark satanic rumour mill has kept the faith alive, suggesting the card could come armed with 32 Xe2 cores, 16GB of VRAM and a 256-bit memory interface. If it shows up, it will sit above the B580 and B570, which have been doing alright in the budget segment as alternatives to Nvidia’s ageing RTX 4060.
Nvidia rakes in €120 billion

1 week ago | fudzilla.com | Nick Farrell

With full-year revenue set to hit $130.5 billion (€120.6 billion), more than double 2024's figure, the company continues to ride the AI wave harder than anyone else in the industry. The star performer was Nvidia’s Data Centre division. Generating around $21.27 billion (€19.7 billion) in the first quarter, this unit is now the company's most profitable arm, driven by insatiable demand from cloud providers, AI startups and enterprises building foundation models.