Motherboard Sales Fall Over AI Demand Shifts – DTH

DTH-6-150x150Apple and Intel may reach new chip agreement, GM to pay $12.75M over driver data broker sales, OpenAI launches Codex Chrome extension.

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Show Notes

Apple and Intel reportedly reach preliminary chip manufacturing deal
The Wall Street Journal reports Apple and Intel have reached a preliminary agreement for Intel to manufacture some Apple chips, following more than a year of discussions and U.S. pressure to strengthen domestic semiconductor production. The deal would help Apple diversify away from TSMC while easing supply constraints, and give Intel a boost as it expands its foundry business.
Source: The Wall Street Journal

GM settles over driver data sales, faces new restrictions
General Motors agreed to pay $12.75 million after being accused of selling drivers’ location and driving behavior data from its OnStar system to data brokers without consent between 2020 and 2024. The data reportedly generated about $20 million in revenue and covered hundreds of thousands of drivers. GM is now banned from selling driving data to brokers for five years.
Source: The Guardian

OpenAI expands Codex with Chrome integration
OpenAI released a Chrome extension for Codex that allows users to test web apps, pull context from open tabs, and use Chrome DevTools directly in the browser. The move extends Codex beyond macOS and points toward a broader unified platform combining Codex, ChatGPT, and its Atlas browser efforts.
Source: Engadget

Canvas outage linked to ShinyHunters breach claims
A cyberattack linked to ShinyHunters disrupted Canvas after breaching its parent company Instructure, with attackers replacing login pages and claiming access to data tied to 275 million students and faculty across nearly 9,000 institutions. Instructure temporarily shut down Canvas during finals and said exposed data included names, emails, and student IDs, though parts of its containment claims have been questioned.
Source: KrebsOnSecurity

EU warns VPNs are being used to bypass age verification
The European Parliamentary Research Service says VPNs are increasingly used by minors to bypass age checks, with some policymakers proposing restrictions or identity verification requirements for VPN services. Privacy advocates warn this would undermine anonymity and expand surveillance risks as governments tighten online child-safety laws.
Source: CyberInsider

FCC extends update lifeline for foreign-made routers and drones
The FCC extended software and firmware update eligibility for certain foreign-made routers and drones until January 1, 2029, pushing back a previous 2027 cutoff. The goal is to avoid leaving devices unpatched while broader restrictions on new foreign-made equipment remain, with exemptions granted to select companies like Netgear and Amazon’s eero.
Source: PCMag

AI boom drives steep decline in motherboard sales
Motherboard sales are falling sharply as chipmakers prioritize AI infrastructure over consumer PC hardware, driving up prices and tightening supply for memory, storage, and CPUs. Major vendors including Asus, Gigabyte, MSI, and ASRock are cutting forecasts, with declines projected between roughly 20% and 37%, as DIY PC upgrades slow.
Source: Tom’s Hardware

Anthropic signs $1.8B cloud deal with Akamai
Anthropic has reportedly signed a $1.8 billion, seven-year computing deal with Akamai to expand infrastructure for its AI models amid surging demand. Akamai confirmed a major frontier AI provider was involved but did not name it, highlighting continued rapid scaling pressures in the AI sector.
Source: Bloomberg

Boox launches $26 “Tappy” page-turning remote
Boox introduced Tappy, a $26 Bluetooth remote for e-readers and Android devices that enables page-turning, scrolling, and audio control. It supports three modes, works up to 33 feet away, and charges via USB-C, targeting users who mount or prop up their devices.
Source: Engadget

US balcony solar expands with safety rules in focus
More U.S. states are considering allowing plug-in “balcony solar” systems that can reduce energy bills, especially for renters, following widespread adoption in Europe. Safety concerns around circuit overload, grounding systems, and plug risks are prompting new standards like UL 3700 to certify safer installations before broader rollout.
Source: MIT Technology Review