Nvidia is saying that AI chips prices for servers will go up by 15% next year. I know, you’re thinking ‘Why do I care? I’m not buying server chips…I don’t have a giant AI server farm. Well guess what? Those higher prices will find there way down to your smartphones and all the other electronics that have systems-on-chips you own. Thenextweb.com reports that the specific chips that will see the bump first are Nvidia’s Vera Rubin and Grace Blackwell chips. It is wither pointing out that Nvidia has a gross margin of a whopping 75% on chips and is STILL passing on increased raw material prices to buyers. Those kind of rapacious margins are a lot of what makes it the most valuable listed company in the world. Coming out of the auto business, where 2-5% is a decent margin, and radio…where a lot of stations at least used to make 30%…a few even 40%…a gross margin of 75% just seems obscene.

As is the case a lot of times, from Apple to other tech makers, some folks have gotten their hands on early models of product to use and report back about. According to Appleinsider.com, some of those folks are now leaking a few tidbits about the imminent Apple folding iPhone. Bloomberg’s Mark Gurman spoke to several beta users, and here are a few nuggets. The phone is thick when folded, but still fits in a pocket. When opened to the larger inside screen, you get iPad like app layouts which will be cool. Often, iPad apps are larger window layouts and are easier to use. On the down side, the folding iPhone lacks a telephoto cam…which by itself is enough for me to not want one at any price. I have used the tele lens repeatedly to shoot video and pics of grandkids doing gymnastics and sports, so a phone without telephoto is not going to work for me. Also, the folding iPhone doesn’t have Face ID, but like my iPad Mini uses Touch ID. That is a step backwards, too. For a phone costing north of $2000, I expect more. Maybe some future year, Apple. **Caveat…Apple often puts out multiple beta models for testing by its employees and others…so the final final might have FaceID and a telephoto…but I am doubtful.

Zillow has settled an antirust suit with the Federal Trade Commission. Engadget notes that this flowed from Zillow buying off rival Redfin for $100 million. The FTC in a press release said the two sides resolved the lawsuit and reversed an agreement from Zillow that shut down Redfin’s internet listing service (ILS) for apartment rentals. As part of the settlement, Redfin has to reenter the ILS market and make commitments that would ensure its competitiveness, including a relaunch with “significantly more listings,” according to the FTC. The settlement also requires Zillow to provide Redfin with employee information to allow for employee recruitment. On the consumer side, Zillow has to offer its customers the ability to renegotiate their contracts without any extra cost or penalty as part of the settlement

OpenAI is calling for California to tighten up its AI safety bill. TechCrunch.com reports that the maker of ChatGPT is wanting expanded safeguards including “requiring monitoring of frontier models under training or evaluation for potential serious incidents,” and by “strengthening cybersecurity protections throughout the model-development lifecycle.” It is notable that OpenAI had opposed SB 53. Our take is that this has less to do with one of OpenAI’s models escaping its test environment and hacking Hugging Face, and more to do with a previously unknown group releasing a powerful new model into the wild. It is called Ox Alpha, and has appeared on the OpenRouter platform without any company claiming ownership. It features a massive 1 million token context window and multimodel support for text, images and video…and has top tier performance on coding and agentic tasks. Hmm. Count on big companies to ask for regulation when an unknown competitor comes up and might clean your clock.

I’m Clark Reid and you’re ‘Technified’ for now.