Google is trying something a bit radical. They are baking Gemini right into chips. The chip is the ‘Frozen V2’, at least internally. Thenextweb.com reports that up to now, AI firms have just loaded their models on to general purpose chips. With Gemini baked in, the Google chips could be 6 to 10 times more efficient than their latest custom AI chips…at least measured by tokens served per unit of power. Google plans to have the chips in use by 2028. The chips will be faster, more efficient, and that will reduce cost. There is a big caveat, though….chips with today’s Gemini AI baked in may be pretty dated by 2028, if AI keeps moving at the speed it has up to now.
TSMC is pushing to accelerate capacity at its Arizona factory as the firm continues to see what they are calling a ‘multi-year mega trend’ from customers. According to cnbc.com, Taiwan Semiconductor will pump an additional $100 billion in to aggressively expand its US chipmaking footprint. This will put TSMC’s total investment in the Arizona plant at some $265 billion.
YouTube is cracking down more on AI slop, clarifying its policies on how content on the platform can be monetized. TechCrunch.com notes that the idea is to discourage creators from using AI and other tools to make low quality content. YouTube’s new policy describes three types of videos under the broad category of ‘inauthentic content’ that can’t be monetized. YouTube says the 3 buckets are…one—generic, repetitive, or template-based content, two—off-putting or distressing content, and thirdly— any content where AI personas are used to discuss sensitive topics, like health and finance. YouTube is trying to make things a bit clearer than just ‘you’ll know it when you see it,’ as has been a long-time rule for adult content. Any YouTube channel that has too much of any of the three types of content will not be able to monetize.
This really doesn’t seem like a big jump into AI, but Apple has stated recording and AI summarizing conversations at its Genius Bars. Gizmodo.com reports that the new pilot program is called ‘Live Notes,’ and it is being positioned as a time-saving tool for the store employees. Right now, it is just in a limited number of stores. What happens is that a recording of a conversation between an Apple employee and the customer is auto-transcribed and summarized. It is then stored in the ‘record of repair session’ on the Genius Bar employee’s work iPad. Some Apple employees are worried that this could be used for monitoring and evaluating employees. It does kind of smack of keystroke monitoring software and the like, but time will tell. More and more invasive monitoring can make a workplace pretty unbearable to employees when it is misused…which is pretty much always.
I’m Clark Reid and you’re ‘Technified’ for now.