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Apple's new product launch may be scheduled for September 10; Buffett sold $88 billion of Apple shares; Geely Bank

2024-08-04

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Apple's new product launch may be scheduled for September 10; Buffett sells $88 billion of Apple stock; Geely Galaxy E5 is launched, starting at 109,800 yuan

Lian Ran 2024/08/04


Summary

Nvidia's new AI chip GB200 was reported to be delayed for at least 3 months due to design defects; Musk showed off SpaceX's first Raptor 3 engine; Marvel reportedly undergoes a major internal cleanup


Nvidia's new AI chip GB200 is reported to be delayed for at least 3 months due to design defects, Microsoft and Google may be affected

On August 3, according to foreign media reports, two people familiar with the matter who helped produce Nvidia's new AI chips and server hardware revealed that due to "design defects", the release of Nvidia's new AI chips will be delayed by three months or even longer.

The report pointed out that this defect may affect a series of "big customers" such as Meta, Google, and Microsoft, as they have ordered chips worth tens of billions of dollars.

Separately, a Microsoft employee and another person familiar with the matter said Nvidia notified Microsoft and another large cloud computing provider this week that the most advanced AI chip in its new Blackwell chip would be delayed. Microsoft is reportedly one of Nvidia's largest customers.

In July this year, Nvidia placed additional 4nm chip orders with TSMC to meet customer demand, and the Blackwell platform GPU chip production increased by 25%. Industry insiders believe that with TSMC starting to produce Blackwell platform architecture graphics processors, it means that Nvidia's AI server equipped with "the most powerful AI chip on the planet" will soon be delivered, which will open a new chapter in the field of AI. (Source: IT Home)


Musk shows off SpaceX's first Raptor 3 engine, hinting that it has entered mass production

On August 3, Musk posted a photo of a Raptor 3 numbered SN1, which is also SpaceX's first Raptor 3 engine, suggesting that this upgraded Raptor engine has entered the mass production stage.

As shown in the figure, the structure of Raptor 3 has been greatly simplified compared with the previous two generations, and the overall structure is more compact. A large number of pipelines that were previously exposed to the outside have been integrated together. Musk said that Raptor 3 does not need any heat shield, which also avoids the quality and complexity problems brought by the heat shield, as well as the need for a fire extinguishing system. It is also lighter, more powerful, and more efficient than Raptor 2.


According to official SpaceX data, the Raptor 3 engine has a sea level thrust of 280 tons (the current generation is 230 tons). When combined with the next generation super-heavy booster's 35 engines, its takeoff thrust can reach 9,800 tons, which is about 30% higher than the current model. (Source: IT Home)


iPhone 16 release date revealed: will be officially released next month

It is reported that Apple plans to release the new iPhone 16 series on September 10 next month.


According to previous reports, the iPhone 16 Pro Max may be equipped with a 6.9-inch large screen, and the peak brightness is expected to be further improved. In addition, its screen border may be significantly reduced from 1.55mm to 1.15mm. In terms of performance, the iPhone 16 Pro Max will be equipped with a new A18 Pro chip, which supports more AI functions. In terms of imaging, the ultra-wide-angle lens of the phone may be upgraded from 12 million pixels to 48 million pixels, and Apple will also add a separate photo button for it, located on the side frame.

In other aspects, the iPhone 16 Pro Max is expected to support WiFi 7 technology, the battery capacity will be increased to 4676mAh, the wired fast charging power will reach 40W, and the MagSafe wireless charging power will also be increased to 20W.

It is reported that the iPhone 16 Pro Max, like the iPhone 15 Pro Max, will maintain a starting price of $1,199. (Source: Mobile China)


Qualcomm: We have been in contact with Huawei and trying to move the negotiations forward

Recently, Qualcomm announced its third quarter results. Although the net profit was $2.1 billion, an increase of 18% compared with the same period last year, mobile phone chip sales, as Qualcomm's main source of revenue, increased by 12% year-on-year to $5.9 billion, of which revenue from Chinese smartphone manufacturers increased by more than 50% year-on-year.

Faced with the comprehensive counterattack of Huawei 5G and Kirin, Qualcomm was very uneasy and said frankly that it was continuing to strive for cooperation between the two parties.

"Huawei is one of the companies that we have been engaging with, and like others, we are working to advance the negotiations," Alex Rogers, president of Qualcomm's technology licensing business, said on an earnings call. "We expect that to continue."

The U.S. chip giant did not estimate the revenue impact of the revocation of Huawei's license. The two companies signed a patent licensing agreement in 2020 after a lengthy legal battle. The agreement is about to expire, and Qualcomm said it is still in talks with Huawei.

Alex Rogers, president of Qualcomm's technology licensing business, said: "Like other companies, we have been in contact with Huawei to try to move the negotiations forward. We hope that this cooperation can continue." (Source: Fast Technology)


Berkshire Hathaway sold nearly 400 million Apple shares, halving its holdings

On the evening of August 3, Buffett's Berkshire Hathaway (BRK.A, stock price $641,435, market value $921.61 billion) released its second quarter 2024 financial report.

The financial report shows that the company reduced its holdings of Apple shares in the second quarter from 789 million shares in the first quarter to about 400 million shares, a decrease of nearly 50%. Berkshire Hathaway currently holds about 2.6% of Apple's shares, which is worth about $88 billion based on last Friday's closing price of $219.86.

Previously, Berkshire reduced its holdings of Apple shares by 13% in the first quarter. At the Berkshire annual meeting in May, Buffett responded that the reduction of Apple shares was due to tax reasons after the investment achieved considerable returns, rather than based on a long-term judgment on the stock.

He also said that by the end of 2024, Apple will most likely still be Berkshire's largest holding. Buffett said that unless there are major changes, Apple will be the largest investment. (Source: Securities Times)


Japanese startup "Human-Machine Integration" develops a humanoid robot that can automatically maintain body balance

On August 3, according to Kyodo News, Japanese robot innovation company "Human-Robot Integration" and Ritsumeikan University publicly displayed their latest developed humanoid robot on the 1st.


The robot is remotely controlled by humans and can automatically maintain its balance and operate safely without knowing the surrounding environment in advance. According to reports, the company aims to put it into use in dangerous places such as high altitudes within 5 years.

The main information of the robot is as follows:

In terms of parameters, the robot is about 2 meters high, about 70 centimeters wide, and weighs about 90 kilograms.

In terms of operation, the robot is controlled by humans using a joystick to control the movements of its hands and feet, and the camera on the body is used to judge the external environment. The movements of the upper body are controlled by humans, and the lower body automatically maintains balance, so that it can operate in places that are difficult for humans to control and difficult to walk on.

The robot's soles are equipped with sensors that read external forces, so it can maintain balance even if someone suddenly pulls the robot's hand. (Source: IT Home)


Geely Galaxy E5 pure electric SUV is launched: Flyme Auto car machine, starting at 109,800 yuan

On August 3, Geely Galaxy E5 pure electric SUV was launched tonight, equipped with a new generation of Aegis Dagger batteries and Flyme Auto car system, with an initial price starting at 109,800 yuan.


The car is available in Sunset Red, Evening Cherry Pink, Morning Mist Gray, Sky Green, Dawn White, Streamer Silver, Midnight Black, and Midnight Blue. It is equipped with low-drag rims, the tire size is 235/50 R19, and the drag coefficient is 0.269.

In terms of the cockpit, the new car is equipped with a floating central control screen + LCD instrument + HUD head-up display. The high-end version has up to 16 speakers (with headrest speakers) and is equipped with the Flyme Auto car system.

The length, width and height of the car are 4615/1901/1670mm respectively, and the wheelbase is 2750mm. The maximum power of the car's motor is 160kW, the official elk test speed is 78km/h, and the acceleration time from 0 to 100 is 6.9 seconds. The new car is equipped with a new generation of Aegis Dagger batteries, providing two battery specifications of 49.52kWh and 60.22kWh, with corresponding ranges of 440km and 530km respectively. (Source: IT Home)


The Moshou M03 cross-country electric vehicle is launched: 90km range, motorcycle-grade shock absorption, and the initial price is 6498 yuan

On August 3, the Moshou M03 cross-country electric car was launched today, offering cosmic silver, wormhole black, starship gray, Venus yellow, and photon green colors, with an initial price of 6,498 yuan.


It is reported that this new car adopts the original Italian retro-futuristic style, equipped with a teardrop-shaped classic retro oversized battery compartment, retro claw-shaped light-sensing headlights, and an original retro animal-tooth-shaped UI instrument (with integrated fast charging Type-C).

The body of the vehicle is made of motorcycle-grade carbon steel wrap-around frame, special high-strength steel, aluminum alloy flat fork, aluminum alloy subframe, aluminum alloy handlebars, magnesium-aluminum alloy wheels, customized tire cloud-feel three-dimensional seat, and motorcycle-grade test adjustment.

In addition, the car is also equipped with motorcycle-grade front shock absorbers + mid-mounted rear shock absorbers, motorcycle-grade ABS + TCS. The car is equipped with M-SPACE2.0 intelligent control system technology, intelligent ecology, 15+ body sensor points, Beidou-GPS and Bluetooth communication, realizing multi-party response of the owner, vehicle, and data background, and supporting six unlocking methods such as non-sensing unlocking.

In other aspects, the motor power of the Moshou M03 is 400W, the maximum speed is 25km/h, and the cruising range is 90km (working condition test). (Source: IT Home)


It is rumored that Marvel has fired all the "right people" producers due to a major internal purge

According to foreign media That Park Place, they heard that Marvel Pictures has begun an internal purge and fired all producers who may be labeled as "activists." The so-called "activist" producers refer to those who hold certain social or political views in their work and try to reflect these views in their works.

The latest rumor comes from Chris Gore, founder of Film Threat. Gore said: "I do know people who work at Marvel. A few months ago, they quietly fired all the producers who could be labeled as activists."

“You’ve heard the phrase ‘male and pale is cliché’ and the studios say it, but if you look at the box office this year, male and pale is money. I think people should adopt that phrase more often,” he said.

Gore also pointed out: "In addition, they fired people who didn't understand comics. ... This will be a huge change and will take years." (Source: 3DMGame)

Apple Nvidia Geely