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AMD reports record revenue but Q4 forecast disappoints

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AMD unveils AI-infused chips across Ryzen, Instinct and Epyc brands

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Advanced Micro Devices reported record revenue of $6.8 billion for the third fiscal quarter, up 18% from a year ago. But the shares fell due to a disappointing forecast for the fourth quarter.

AMD saw record data center segment revenue of $3.5 billion in the quarter, up 122% from a year ago. It was driven by record Epyc CPU and Instinct GPU revenues.

Client revenue in the quarter was $1.9 billion, up 29% from a year ago. That was driven by strong demand for Zen 5 Ryzen processors.

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The weak part was the gaming segment, which saw revenue of $462 million, down 69% from a year ago due to lower semi-custom revenue. That revenue mainly comes from sales from game console revenues.

Embedded segment revenue of $927 million, down 25% from a year ago as customers continued to normalize inventory levels. Non-GAAP gross margins were 54%, up 3 percentage points from a year ago thanks to success in the data center. Net income was $1.5 billion, up 33%.

AMD estimated Q4 revenue will be $7.5 billion, plus or minus $300 million. It cited supply chain constraints hurting the overall ability to meet demand.

“We delivered strong third quarter financial results with record revenue led by higher sales of EPYC and Instinct data center products and robust demand for our Ryzen PC processors,” said AMD CEO Lisa Su, in a statement. “Looking forward, we see significant growth opportunities across our data center, client and embedded businesses driven by the insatiable demand for more compute.”

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“We are pleased with our execution in the third quarter, delivering strong year-over-year expansion in gross margin and earnings per share,” said AMD CFO Jean Hu, in a statement. “We are on-track to deliver record annual revenue for 2024 based on significant growth in our Data Center and Client segments.”

If there’s anything to put AMD’s success in perspective, it’s only to look over at its rival Intel to see how tough a time it is having now.


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All of Apple’s Macs now start with 16GB of RAM

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All of Apple’s Macs now start with 16GB of RAM

This week’s new Macs all had one thing in common: a minimum of 16GB of RAM. That was true of the new Mac Mini, MacBook Pro, and iMac, which were all refreshed with M4 processors this week. The MacBook Air was refreshed to start at 16GB of RAM, too, even though it didn’t get a bump up to the M4 chip. The change brings an end to the long-running era of 8GB of RAM as the default on consumer-grade Macs.

Apple had transitioned most of its Macs to 8GB of RAM by 2016. But now, after eight years, that quantity feels increasingly insufficient. Reviewers have criticized the entry-level RAM as limited since at least 2022. Local AI features like Apple Intelligence, which need constant RAM to work, have only accentuated the need to change things.

That said, Apple isn’t getting generous with RAM everywhere. If you want more, it’ll still cost you a pretty penny. Apple charges $200 for extra memory — for example, bumping the iMac from 16GB to 24GB is $200, while it costs $400 to go all the way to 32GB.

The RAM upgrade likely has to do with the launch of Apple Intelligence. As I wrote in September, the general approach to running on-device AI models is to keep them persistently loaded in RAM. 8GB already felt like a pittance (even if Apple itself thought it was just as good as 16GB), and that would’ve been felt much harder if users had to give some of that up to run AI.

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Microsoft says Russian hackers have launched major spear phishing attacks against US government officials

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Microsoft says Russian hackers have launched major spear phishing attacks against US government officials

Infamous Russian-linked threat actor Midnight Blizzard has been targeting US officials with spear phishing attacks across a range of government and non-government sectors, new research has claimed..

Findings released by Microsoft Threat Intelligence state Midnight Blizzard has been using these attacks to gather information since first being observed on October 22.

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‘Sickening’ Molly Russell and Brianna Ghey chatbots found online

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'Sickening' Molly Russell and Brianna Ghey chatbots found online

Chatbot versions of the teenagers Molly Russell and Brianna Ghey have been found on Character.ai – a platform which allows users to create digital versions of people.

Molly Russell took her life at the age of 14 after viewing suicide material online while Brianna Ghey, 16, was murdered by two teenagers in 2023.

The foundation set up in Molly Russell’s memory said it was “sickening” and an “utterly reprehensible failure of moderation.”

The platform is already being sued in the US by the mother of a 14-year-old boy who she says took his own life after becoming obsessed with an Character.ai chatbot.

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In a statement to the Telegraph, which first reported the story, the firm said it “takes safety on our platform seriously and moderates Characters proactively and in response to user reports.”

The firm appeared to have deleted the chatbots after being alerted to them, the paper said.

Andy Burrows, chief executive of the Molly Rose Foundation, said the creation of the bots was a “sickening action that will cause further heartache to everyone who knew and loved Molly”.

“It vividly underscores why stronger regulation of both AI and user-generated platforms cannot come soon enough,” he said.

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Esther Ghey, Brianna Ghey’s mother, told the Telegraph it was yet another example of how “manipulative and dangerous” the online world could be.

Chatbots are computer programme which can simulate human conversation.

The recent rapid development in artificial intelligence (AI) have seen them become much more sophisticated and realistic, prompting more companies to set up platforms where users can create digital “people” to interact with.

Character.ai – which was founded by former Google engineers Noam Shazeer and Daniel De Freitas – is one such platform.

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It has terms of service which ban using the platform to “impersonate any person or entity” and in its “safety centre” the company says its guiding principle is that its “product should never produce responses that are likely to harm users or others”.

It says it uses automated tools and user reports to identify uses that break its rules and is also building a “trust and safety” team.

But it notes that “no AI is currently perfect” and safety in AI is an “evolving space”.

Character.ai is currently the subject of a lawsuit brought by Megan Garcia, a woman from Florida whose 14-year-old son, Sewell Setzer, took his own life after becoming obsessed with an AI avatar inspired by a Game of Thrones character.

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According to transcripts of their chats in Garcia’s court filings her son discussed ending his life with the chatbot.

In a final conversation Setzer told the chatbot he was “coming home” – and it encouraged him to do so “as soon as possible”.

Shortly afterwards he ended his life.

Character.ai told CBS News it had protections specifically focused on suicidal and self-harm behaviours and that it would be introducing more stringent safety features for under-18s “imminently”.

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Life is Strange: Double Exposure already teases a direct sequel

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Life is Strange: Double Exposure already teases a direct sequel

Life is Strange: Double Exposure is out today. While nothing has been officially announced by developer Deck Nine or publisher Square Enix, several aspects of Double Exposure’s conclusion suggest that there is an intention to release a direct sequel.

 Ending spoilers follow for Life is Strange: Double Exposure.

Most obviously, the very end of Double Exposure’s credits proclaims: “Max Caulfield will return.” It’s the kind of proclamation that became a cliché thanks to Marvel Cinematic Universe movies promising that the heroes they feature would come back to theaters in the future. To see that used in a very different kind of superpower-related media like Life is Strange is unexpected, but apt.

The Max Caulfield will return message at the end of Life is Strange: Double Exposure.
This message appears at the end of Life is Strange: Double Exposure, confirming that Max Caulfield will return in the future. Square Enix

At the very least, it’s a confirmation that Max Caulfield is too iconic a character for Square Enix to leave behind. It was a bit of a surprise that Double Exposure starred her when it was announced, but now we should expect her to be a key player in the series going forward. Looking at how Double Exposure’s narrative wraps up, there’s also some clear indication of where it will go next.

The biggest twist in Double Exposure is that Max’s friend, Safi, also has superpowers. She can transform into other people, and her actions ultimately cause the storm at Double Exposure’s climax. Max refuses to kill Safi and creates a merged timeline for Safi to survive. After that, Safi tells Max that she will search for other people with powers now that she knows she isn’t the only one with them.

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Max can choose to agree to support her or not, and Double Exposure ends with her giving a pep talk to her friends about how they’ll be prepared for whatever comes next. A post-credit scene sees Safi recruit Diamond, a student Max interacts with a lot throughout the adventure and who has powers, after the events of this game. It’s unknown exactly where the story will go from here, as no official announcements have been made and there is no insider information on it. I’ll personally speculate that this is setting up a sequel where superpowered characters from other Life is Strange games could potentially appear.

That continuation is likely a ways from release, though, so for now, we can just enjoy Double Exposure for what it is and wait for Square Enix to make an official announcement. If you want to experience this ending, Life is Strange: Double Exposure is now available for PC, PlayStation 5, and Xbox Series X/S.






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Sharp unveils another camera-centric flagship you won’t be able to buy

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Sharp unveils another camera-centric flagship you won't be able to buy

Sharp has just announced a new camera-centric flagship smartphone you won’t be able to buy. Well, most of you won’t be able to buy, is the better way to put it. The phone’s name is Sharp Aquos R9 pro.

Sharp has a new camera-centric flagship to offer, but its availability will be limited

This handset was announced in Japan, as you may have guessed. It will be hitting the Japanese market in December, and will then move to Taiwan, Indonesia, and Singapore. That’s about it, though. Users from Europe and the US won’t be able to get their hands on it.

This phone does offer a rather unique design, and it’s obvious it’s camera-centric. There is a huge camera oreo on the back, with three cameras on the inside. Leica lenses are also a part of the package.

Sharp used vegan leather on the backplate, though what’s interesting is that leather doesn’t cover the entirety of the backplate. Sharp left some room on the left side for whatever reason, probably for the design effect.

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A flat display is used, while the phone also includes a physical camera shutter

On the front, you’ll see a flat display with a centered display camera hole at the top. The bezels are very thin here. All the physical buttons sit on the right side. The power/lock key is located below the volume up and down buttons, while the camera shutter key is placed lower on the right side.

This smartphone has a 6.7-inch QHD+ (3120 x 1440) Pro IGZO OLED display. That panel offers a variable refresh rate from 1 to 240Hz, and an ultrasonic in-display fingerprint scanner too.

The SoC choice is a bit odd, though

The Snapdragon 8s Gen 3 fuels this smartphone, not the Snapdragon 8 Elite, which is an interesting move by Sharp. The phone also offers 12GB of RAM and 512GB of storage.

There is also a vapor chamber cooling system included here, and it extends to the ring around the camera too, which is interesting. That camera ring can also hold accessories like ND or polarized filters for the camera.

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Four 50.3-megapixel cameras are used here, three of which are on the back

A 50.3-megapixel main camera packs in a huge 1/0.98-inch sensor. That camera has a 23mm f/1.8 aperture lens and supports OIS. A 50.3-megapixel telephoto camera offers an f/2.6 aperture lens and uses a 1/1.56-inch sensor. 2.8x optical zoom is available, as is 20x digital zoo. OIS is supported here too.

The third camera on the back is a 50.3-megapixel unit too, but with a 13mm f/2.2 aperture lens. This camera offers a field-of-view (FoV) of 122 degrees and is used to capture macro shots. A fourth camera sits on the front, and it’s also a 50.3-megapixel unit. It has a 23mm f/2.2 aperture lens with an 84-degree FoV.

Android 14 comes pre-installed, while the phone is water and dust resistant

A 5,000mAh battery is also included, while WiFi 7 and Bluetooth 5.4 are both supported. Android 14 comes out of the box, while the phone will receive up to 3 OS updates and 5 years’ worth of security patches. It’s IP68 certified for water and dust resistance too.

This smartphone is priced at JPY190,000 ($1,235). Sharp will also be selling a case with a sholuder strap, so that you can pretend this phone is a dedicated camera. Considering the price of the device, however, it’s odd Sharp didn’t go with the Snapdragon 8 Elite SoC.

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Alation browser-based extension aims to streamline analysis

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Databricks Apps a toolkit that simplifies AI development

Alation on Wednesday launched Alation Anywhere for Google Chrome, an extension of the vendor’s platform that enables customers to discover data and use it to inform decisions without leaving Chrome.

A 2022 study by the Harvard Business Review found that the average employee in a Fortune 500 company toggles between applications and websites 1,200 times per day, which adds up to four hours per week and five weeks out of the year spent context-switching.

Alation Anywhere addresses that wasted time by saving users from having to toggle between applications and the vendor’s environment. Before launching Alation Anywhere for Google Chrome, the vendor previously released extensions of its platform for Slack, Microsoft Teams, Excel and Google Sheets.

Given that Alation Anywhere for Google Chrome addresses time wasted switching between websites and the Alation environment and speeds access to Alation’s data catalog capabilities, it is a helpful addition to the vendor’s platform, according to Matt Aslett, an analyst at ISG’s Ventana Research.

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“The primary goal of capabilities like Alation Anywhere is to accelerate data-driven decision-making,” he said. “It does this by facilitating access to governed and curated data from Alation Data Catalog via business productivity tools and applications. This reduces the need for context-switching, which can delay time to insight.”

Based in Redwood City, Calif., Alation is a data catalog specialist whose Data Intelligence Platform lets users integrate and organize data from disparate sources that can be used to train AI models as well as inform data products such as reports and dashboards.

Recently, with enterprise interest in developing AI models and applications surging — including developing generative AI — the vendor launched a new AI governance suite.

Extending Alation to the web

Toggling between applications is an unpleasant fact.

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There’s one application for email, another for instant messaging and collaboration, still another for analyzing data and many more for such tasks as creating presentations, customer relations management and enterprise resource planning.

As the Harvard Business Review’s report noted, more than an entire month of employees’ work year is wasted by switching from one application to another.

Alation has taken steps to reduce some of the lost time by context switching with its initial Alation Anywhere extensions. But more than on Slack and Teams, and more than on Excel and Google Sheets, most applications are now based on the web, according to Stewart Bond, an analyst at IDC.

Chrome, meanwhile, is the most popular web browser. As a result, Alation Anywhere for Google Chrome addresses a need.

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“The browser has become the interface from which most modern applications are accessed,” Bond said. “It takes away the need for people to toggle between the application being used in one tab, and Alation being used in another tab. It should save users time.”

But there’s more to extending Alation’s capabilities to the browser and other applications than just saving time, Bond continued.

Embedded analytics is a means of increasing the use of data to inform decisions.

By embedding analytics tools in common work applications, vendors, whether data catalog specialists such as Alation and Collibra or any other data management and analytics vendors, make it easier to consume data. When it’s right there, with no toggling necessary, employees are much more likely to use data as a tool than when they’re forced to seek it out.

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“Extending Alation Anywhere to Google Chrome is going to deliver intelligence about data to users in their daily flow of work, in context to what they are doing within applications running in the browser,” Bond said. “I suspect [that will] increase effectiveness — having that intelligence available in context will be very useful when building analytical models and reviewing model results.”

Diby Malakar, Alation’s vice president of product management, similarly noted the importance of embedded analytics.

“Embedding analytics and data management directly into everyday tools is essential for streamlining workflows and reducing friction,” he said. “With users accessing data from so many different applications and tools, [embedded analytics and data management] simplify access to trusted data and make it easier for users to unlock data-driven insights.”

Regarding the impetus for adding the Alation Anywhere extensions, including the newest for Google Chrome, Malakar added that customer feedback and the vendor’s own monitoring of industry trends both played roles.

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“[They are] a response to our commitment to meeting users within their workflows and in the tools they use most,” he said. “With the modern data stack continuously evolving, especially with AI embedding more deeply in workflows, our goal is to ensure data intelligence is always available where it drives the most value.”

Key features of Alation Anywhere for Google Chrome include the following, according to the vendor:

  • Streamlined data discovery enabled by Intelligent Search, a semantic-based search engine that employs AI to help users find relevant data for informing decisions and actions.
  • Metadata preview, a tool aimed at providing users with context about their data by automatically showing users previews of data assets in Snowflake’s Snowsight, a web-based interface, and Microsoft Power BI dashboards alongside Alation’s metadata.
  • Access within Chrome to standardized organizational terms in the Alation glossary to maintain consistency across reports, presentations and other assets.

Combined, the capabilities included in Alation’s extension for Google Chrome, following the launches of similar extensions for other applications, further Alation’s effort to improve access to data across organizations, according to Aslett.

“The release illustrates the ongoing evolution of the Alation strategy to provide increased access to governed and curated data throughout an enterprise,” he said.

However, he noted that Alation is not alone among data integration vendors in extending its capabilities the browser. Informatica, Collibra, Qlik, DataGalaxy and Atlan provide browser-based access to their data catalogs, he said.

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Going forward 

With Alation Anywhere for Google Chrome now available, the vendor’s product development plans over the next year or so will continue to focus on improving its enablement of both technical and non-technical users to discover and curate the trusted data needed to inform decisions, according to Malakar.

That includes enterprise development of AI models and applications.

“As AI and data initiatives become central to enterprises, the demand for real-time, accessible, and reliable data will only increase,” Malakar said. “Alation is committed to evolving our platform to meet these needs … backed by the data they trust.”

Bond, meanwhile, suggested that Alation needs to find ways to differentiate itself from its competition.

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Alation doesn’t just compete with other data integration and data catalog specialists such as Collibra and Informatica. Tech giants AWS, Google Cloud and Microsoft also offer data catalogs as part of their larger data management and analytics offerings.

While a browser-based extension is useful for Alation customers, it won’t help the vendor stand out given that numerous other vendors provide similar extensions for their own users. Conversely, the vendor’s recent launch of an AI governance suite not only serves a growing need but is also somewhat unique to date with AI only recently gaining enough widespread use in the enterprise to necessitate governance.

“Alation, not unlike other data intelligence vendors, needs to focus on unique differentiation as an enterprise data intelligence solution as they face competition from data platform vendors and hyperscale cloud vendors also building out data intelligence capabilities,” Bond said.

Eric Avidon is a senior news writer for TechTarget Editorial and a journalist with more than 25 years of experience. He covers analytics and data management.

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