Tuesday, August 5th, 2025

Time	Event
1:45a	Google Agrees To Pause AI Workloads To Protect the Grid When Power Demand Spikes Google will pause non-essential AI workloads to protect power grids, the advertising giant announced on Monday. From a report: The web giant already does this sort of thing for non-essential workloads like processing YouTube vids, which it moves to datacenters where power is available rather than continuing to run them in places demand for energy strains the grid. Under an agreement with Indiana Michigan Power (I&M) and the Tennessee Valley Authority (TVA), Google will use the same techniques for AI workloads. The announcement comes as states served by the power companies brace for a heat wave that will likely strain the grid as residents use air conditioners and increase demand for energy. Amid debate about datacenters' consumption of power and water, the last thing that the Chocolate Factory needs is folks blaming its AI Mode search function for a power outage when temperatures top 100F (37.7C). Under the agreement, if energy demand surges or there's a disruption in the grid due to extreme weather, I&M and TVA can now request that Google reduce its power use by rescheduling workloads or limiting non-urgent tasks until the issue is resolved. Read more of this story at Slashdot. (Comment on this)
9:22p	DRAM Prices Soar as China Eyes Self-Reliance For High-End Chips Standard DDR4 DRAM prices doubled between May and June 2025, with 8-gigabit units reaching $4.12 and 4-gigabit units hitting $3.14 -- the latter's highest level since July 2021, according to electronics trading companies cited by Nikkei Asia. The unprecedented single-month doubling follows speculation that Chinese manufacturer ChangXin Memory Technologies has halted DDR4 production to shift factories toward DDR5 memory for AI applications. DDR4 currently comprises 60% of desktop PC memory while DDR5 accounts for 40%, per Tokyo-based BCN research. Samsung Electronics, SK Hynix, and Micron Technology controlled 90% of the global DRAM market in Q2 2025. Read more of this story at Slashdot. (Comment on this)
10:40p	Intel Struggles With Key Manufacturing Process For Next PC Chip According to two sources Reuters spoke with, Intel is struggling with low yields in its next-gen 18A chip manufacturing process for its next PC chip, Panther Lake. Internal data suggests the company is far from reaching commercially viable production levels, leading some insiders to describe the effort as a "Hail Mary." Reuters reports: For months, Intel has promised investors it would increase manufacturing using a process it calls 18A. It spent billions of dollars developing 18A, including the construction or upgrades of several factories, with the goal of challenging Taiwan's chipmaking heavyweight, TSMC. Intel wants to round out its business designing chips that it largely makes in-house and TSMC helps it produce, with a contract manufacturing business that can compete with this key supplier. But whether Intel revives advanced chip production in the U.S. and gets its contract foundry on solid footing depends on closing the technology gap with TSMC. Early tests disappointed customers last year, but Intel has said its 18A is on track to make its "Panther Lake" laptop semiconductors at high volume starting in 2025, which include next-generation transistors and a more efficient way to deliver power to the chip. The chipmaker has hoped that producing such an advanced in-house chip would grow external interest in its foundry, at a time when new CEO Lip-Bu Tan has explored a major shift to course-correct that fledgling business, Reuters previously reported. Yet only a small percentage of the Panther Lake chips printed via 18A have been good enough to make available to customers, said the two people, who were briefed on the company's test data since late last year. The sources spoke on condition of anonymity because Intel did not authorize them to disclose such information. This percentage figure, known as yield, means Intel may struggle to make its high-end laptop chip profitably in the near future. [...] Intel in the past has aimed for a yield north of 50% before ramping production because starting any earlier risked damaging its profit margin, three of the sources said. Intel typically does not make the lion's share of its profit until yields reach roughly 70% to 80%, key for a chip as small as Panther Lake where many defects would make it a tough sell, the three people said. Profit also flows from market expansions and building up factory output, Intel said. An immense yield increase would be a tall task by Panther Lake's fourth-quarter launch, the two people with knowledge of Intel's manufacturing operation said. But without such a jump, Intel may have to sell some chips at a lower profit margin or at a loss, the two sources briefed on test data said. The company has warned it could exit leading-edge manufacturing entirely if it does not land external business for 14A, which is 18A's next-generation successor. Read more of this story at Slashdot. (Comment on this)

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