Businesses

AMD Buys AI Chip Startup Taalas That Hardwires AI Models Into Its Silicon (cnbc.com) 19

An anonymous reader quotes a report from CNBC: On Thursday, AMD said it's entered into an agreement to acquire Taalas, a Toronto-based startup that makes chips for inference. Taalas' accelerators are customized, or hard-wired for a single AI model, rather than being general purpose. In exchange for that loss of flexibility, Taalas' technology promises a less-expensive chip that it says can produce output for specific models thousands of times faster than a traditional GPU. An AMD representative declined to provide a purchase price for the transaction. Taalas has raised a total of $219 million in venture funding since its 2023 founding.

Taalas' current chip runs a small version of Meta's Llama 3.1 model, though the company is working on chips for bigger and more advanced models. It's manufactured using an older Taiwan Semiconductor Manufacturing Co. process, and uses speedy SRAM memory on the chip itself. Taalas CEO Ljubisa Bajic says on the startup's website that the company "developed a platform for transforming any AI model into custom silicon." "From the moment a previously unseen model is received, it can be realized in hardware in only two months," Bajic wrote.

Open Source

Valve Sponsors Work Bringing Open-Source RADV Driver To Windows (phoronix.com) 16

Valve is funding Collabora's experimental effort to port the open-source RADV Vulkan driver from Linux to Windows. The team has already demonstrated Counter-Strike 2 running with RADV, but a stable interface or compatibility shim will be needed to handle undocumented driver changes. Phoronix reports: Louis-Francis Ratte-Boulianne put out a blog post highlighting their initial work on porting RADV to Windows. Besides working on Windows WDDM2 integration for Windows, a big challenge with porting RADV to Windows is on relying on the AMD Radeon Software Windows kernel driver.

It's out-of-scope of this current work for trying to port the AMDGPU Linux kernel graphics driver to Windows, so they are working on bringing RADV to Windows while relying on AMD's official Windows kernel driver. That in turn has led to reverse engineering and other steps for figuring out the proprietary kernel driver's data structures and other elements so RADV can be adapted to use it.

Encryption

Following User Outcry, AMD Reinstates Memory Encryption In Consumer CPUs 34

Last week, AMD was found to have stripped memory encryption from its consumer CPUs without any warning or notice. Now, following a wave of backlash on social media, the chipmaker has now reinstated the protection, though it still hasn't explained why the safeguard was disabled in the first place. Ars Technica reports: Following the revelation, social media was deluged by comments from AMD consumers decrying the move. They noted that AMD's quiet removal of TSME after supporting it for so long seemed underhanded. The move came solely as a result of firmware changes made in a recent update. With no physical changes required to silicon, continued support was largely, if not purely, a matter of will rather than a necessity required by changes to hardware. The critics called on AMD to reverse the move.

Over the weekend, AMD said it planned to do just that in a firmware update scheduled for release next month. More often than not, the chipmaker refers to TSME as Memory Guard. "Regarding certain non-PRO Ryzen 9000-series desktop processors, a BIOS option to enable Memory Guard was previously available but was removed in a recent update," AMD said in an email. "Based on valuable community feedback, we will reinstate this option in an upcoming BIOS release in July."

The company has yet to explain why it removed the protection. Critics speculate that AMD dropped it in an attempt to steer customers toward more costly CPUs. It's possible, though, that there were less nefarious reasons, such as the difficulty of continued support as chip designs changed. Another possibility is that AMD made the move for performance reasons. Encrypting and decrypting data in memory creates latency. Slowdowns are the enemy of gamers, one of the more popular customer segments using the 9000-line of Ryzen processors. Since many gamers already voluntarily disabled TSME and had little need for it in the first place, AMD may not have considered the change of much consequence.
Operating Systems

Valve Will Finally Let You Build Your Own Steam Machine With SteamOS For Desktop (theverge.com) 45

With the price of the new Steam Machine starting at $1,049, you might want to consider making your own Steam Machine instead. An anonymous reader quotes a report from The Verge: Valve says that "starting with the SteamOS 3.8 release, you can put together your own Steam Machine using whatever PC parts you want." SteamOS 3.8.10 launched last week with a slew of updates, including "improved compatibility with recent Intel and AMD platforms." Alongside that improved compatibility, Valve is giving gamers the green light to install SteamOS on their own desktops. In an interview with The Verge, Valve's Pierre-Loup Griffais said Valve has been "rolling out improvements to [SteamOS] so it's more compatible with desktop hardware," including eventual support for Nvidia graphics. Griffais says Valve has "a growing team" working on Nvidia driver support for SteamOS, adding, "We're collaborating with Nvidia very closely." While he mentioned that Nvidia support might not come this year, Griffais emphasized that "it's certainly something that we're working on in the background."

It's technically been possible to run SteamOS on your own hardware for a while now, but compatibility has been mostly limited to AMD systems. So far installing it has also required using a Steam Deck recovery image, a process that, speaking from experience, is much less straightforward than the installation process for most other Linux distributions. Trying to run SteamOS on Intel or Nvidia hardware has not been easy so far. According to Griffais, Valve is working to change that, which could mean that down the line, you'll be able to run SteamOS on just about any gaming PC hardware you want, including Nvidia.

For the more immediate future, Griffais says SteamOS in its current state should offer a "good experience" on console-like PC setups: "If you have something that is similar to the use case of a Steam Machine, where you have a PC that's gonna be plugged into a TV, and has a single hard drive that you're not going to try and dual boot [] you can put SteamOS on there, and you'll have an experience that is very similar to a Steam Deck docked or a Steam Machine, with some caveats, of course," like a lack of HDMI-CEC support. But "the core bits of the experience are there. The SteamOS graphics driver, the shader precompilation [...] you can get at all of that with the SteamOS."
Griffais says SteamOS does not yet offer an easy way to dual-boot alongside Windows or another operating system, but envisions "a time where it's a better experience to install on your desktop and have it coexist with a different operating system."
Virtualization

HPE Tempts VMware Users, Partners With Year of Free Virtualization Software (arstechnica.com) 25

An anonymous reader quotes a report from Ars Technica: Hewlett Packard Enterprise's (HPE) new virtualization software promotion will likely pique the interest of end users and resellers who are unhappy with Broadcom's pricing of VMware. During its HPE Discover event in Las Vegas this week, HPE announced that customers could use its "HPE Morpheus Software -- VM Essentials" offering for free for "up to one year," per a press release. HPE's website describes its virtualization platform as a "VMware alternative." It includes a hardware virtual machine (HVM) hypervisor and unified management and lets users "manage VMware ESXi and HVM clusters from one console and migrate when you're ready," HPE's website says. "New VM Essentials customers can receive up to one free year of licenses for VM Essentials, a year of HPE Zerto for $1 to support non-disruptive migration to HPE virtual machines, and 0 percent interest on software through HPE Financial Services," HPE's announcement reads, referring to HPE's group for helping IT teams manage funding.

Free for a year is cheaper than what Broadcom has charged for VMware vSphere since taking over. VMware prices have skyrocketed due to VMware's parent company eliminating perpetual licenses and bundling products into expensive packages. Notably, per its website, HPE recommends charging $600 per CPU socket per year for VM Essentials; Broadcom has controversially shifted vSphere licensing pricing to a per-core basis. "Customers are feeling quite a bit of pain in the change that some of the virtualization companies have put there, specifically Broadcom," Jeremiah Jenson, VP of HPE's North American channel and partner ecosystem, told CRN. The executive claimed that VM Essentials could bring up to 90 percent cost savings compared to VMware while also helping to "eliminate vendor lock-in and simplify hybrid IT."

From March 1 to June 30, HPE has also been offering a free year of VM Essentials via rebate to customers who buy an AMD server and a one-year VM Essentials license. VM Essentials is only available through channel partners, a stark contrast from Broadcom's VMware approach, where the chip giant has drastically reduced the number of resellers that can sell VMware products. HPE's new promotion aims to entice customers to more deeply consider migrating off VMware. [...] HPE also announced that it would give 600 reseller partners who earn the HPE partner program's Private Cloud with Virtualization competency by the end of the year free VM Essentials software licenses for three years. Partners still have to pay support costs, though.
The benefit is "a step in the correct direction," said Dean Colpitts, CTO of Canadian managed services provider (MSP) Members IT Group (MITG), which VMware cut from its reseller program after 19 years of partnership a year ago. However, limiting the promotion to 600 partners is "very shortsighted." He believes that HPE should give all of its partners VM Essentials "to facilitate getting [VM Essentials] into customer sites and displacing the competitors."

"They need to fling [VM Essentials] as far and as fast as they possibly [can] to immediately gain traction and draw ISVs to them, which will increase adoption even more," he said.
AMD

Users Cry Foul After AMD Stripped Memory Crypto From Its Consumer CPUs (arstechnica.com) 54

An anonymous reader quotes a report from Ars Technica: A decade ago, AMD added a protection to its high-end CPUs to protect them against cold boot attacks and other types of physical exploits that siphon sensitive data out of the connected memory chips. Short for Transparent Secure Memory Encryption, TSME encrypts the entire contents stored in memory, making the data useless to physical attackers. Over time, AMD added TSME to lower-end processors, including the consumer version of its Ryzen chips, a CPU that costs less than the Pro version. Over the years, users of these lower-end chips have gotten used to the added security. Recently and without warning or notice, this lower-end line of AMD chips suddenly dropped the protection, and did so in a way that was impossible to detect on Windows machines and required a fair amount of technical work when using Linux.

AMD has yet to say why TSME worked on these CPUs, or even to confirm the change. AMD declined to answer questions sent by email other than to say TSME "is a security feature only applied to PRO CPUs as part of AMD PRO Technologies." The statement is the first known time the chipmaker has explicitly made this restriction public. [...] There's no indication that AMD ever advertised or marketed TSME as being available in consumer CPUs. AMD has long said that a related memory protection, Secure Memory Encryption (SME), is available only in the Pro and Epyc CPU tiers. SME is OS-managed. It uses a single key and allows the OS to selectively encrypt individual memory pages. TSME is firmware-managed. It encrypts all RAM with no OS involvement. When active, it provides protection against physical attacks, including cold boot exploits, DRAM interface snooping, and memory module removal. It activates silently when enabled in the BIOS, making it the more practically useful of the two protections.
Ben Kilpatrick, a self-described "privacy-conscious Linux hobbyist," discovered that TSME had stopped working on his consumer Ryzen processor despite remaining enabled in the BIOS. He spent months investigating, persuaded MSI engineers to test multiple CPUs, motherboards, and firmware versions, and filed a public AMD bug report that traced the change to newer AGESA firmware apparently disabling TSME on consumer chips while retaining it on Pro and EPYC models.

"AMD engineers' comments, such as those mentioned above, and the years of TSME working just fine in the lower-cost tier processors, have understandably conditioned Kilpatrick and other users to reasonably regard it as an expected part of the chip package," reports Ars Technica. "AMD quietly removing it and providing no acknowledgment or explanation strikes these users as something of a betrayal."

Joe Fitzgerald, an expert in silicon-level security, said in an interview: "They could have not realized they did it leading to their cagey responses, or they could have done it intentionally and tried to get away with it, leading to the same cagey responses. But I really feel like an explanation should be in order, even if it was 'TSME was never supposed to be supported. We did ship some firmwares that erroneously enabled it, but you shouldn't use them since we can't guarantee it'll work properly.'"
AMD

Vintage AMD R600 Graphics Driver Sees Code Cleanups Thanks To GitHub Copilot (phoronix.com) 25

Phoronix reports: The AMD R600 Gallium3D driver saw 59 commits [last] Sunday to Mesa 26.2. Making this code restructuring and code cleaning all the more notable is that the improvements to this old AMD Radeon graphics driver was done in part by GitHub Copilot.

Gert Wollny has been among the few open-source developers left working on the AMD R600g driver that covers from the Radeon HD 2000 series through Radeon HD 6000 series graphics cards... [T]he old open-source GPU driver support is being assisted by AI long after the upstream vendor has stopped working on this driver — the Radeon HD 2000 "R600" series launched in 2007.

Hardware

NVIDIA Unveils New ARM-Based AI/Graphics Superchip Coming to Windows PCs and Laptops (axios.com) 90

"The company best known for powering the AI boom is coming for the PC," reports Axios.

Nvidia's CEO unveiled a new ARM-based "N1X processor made alongside Microsoft," reports CNBC, that "will be incorporated into a new RTX Spark superchip, debuting in the fall on a fresh line of Windows PCs from Microsoft, Dell, HP, ASUS, Lenovo and MSI."

More details from Engadget: It was only a matter of time before NVIDIA released a powerful system-on-a-chip (SOC) to take on AMD's Ryzen AI Max and Qualcomm's latest Snapdragon X2 chips. At Computex today, NVIDIA unveiled the RTX Spark, a "superchip" meant to give both laptops and small desktops fast AI and graphics performance...

The company says it offers 1 petaflop of AI computing power, and that it has 6,144 Blackwell RTX cores and 20 Mediatek Arm CPU cores. NVIDIA claims it's similar to the RTX 5070 laptop GPU but with much lower power draw. RTX Spark also has an NPU that's fast enough to be part of Microsoft's Copilot+ initiative, which requires a 40 TOPS NPU, but NVIDIA says it's mainly touting the tensor cores as part of the chip's Blackwell GPU for AI performance. RTX Spark's GPU can directly draw on the chip's large pool of unified memory, which can span from 16GB to 128GB, and the chip itself can use anywhere from single-digit wattage up to 80W...

NVIDIA CEO Jensen Huang positions RTX Spark as a complete reinvention of the PC, eventually turning them more into devices meant for AI agents than manual human input... NVIDIA has been working together with Microsoft for "several years" while designing the RTX Spark, according to NVIDIA representatives... In a blog post provided to media, Microsoft head of Windows and devices, Pavan Davuluri, noted that the company optimized Windows 11's workload profile scheduling for the RTX Spark. "Whether you're checking your email or running an agent locally to debug code, the Windows scheduler on RTX Spark will ensure you get the best performance and efficiency out of your CPU," he wrote.

AMD

AMD (Xilinx) is Excluding Linux From the Free Tier For Its FPGA Dev Tool (amd.com) 27

Long-time Slashdot reader Sun writes: AMD has announced a change to the way they are licensing Vivado, their FPGA development tool... Hidden between the lines of the announcement [of a new model starting with the 2026.1 release] is the change to the free of charge tier. AMD is adding more devices to be supported in this tier, which is supposedly the carrot. The stick, however, is the removal of certain debug features.

The thing that's likely to hit the hobbist community the worst, however, is that the free tier will now not be available on Linux.

AMD are saying that old licenses are still in effect, so it appears that if you hurry to install Vivado now, you'd still be able to use it moving forward. It is not clear, however, whether it'll still be possible to install Vivado 2025.2 after Vivado 2026.1 becomes available.

"Almost all our surveys show... close to 70% of the customers are still using Windows," explained AMD senior product application engineer Anatoli Curran on the tool's support forum. "Vivado ML Standard Edition v2025.2 is going to be officially supported (I mean if there are any bugs found, these can be fixed) until v2026.3 release... Any release older than the current 3 released versions of Vivado then becomes unsupported (meaning no bugs will be fixed with Vivado Standard Edition v2025.2 after Vivado v2026.3).

"However, users can continue using V2025.2 forever, if they wish to do so... Also, Vivado ML Standard Edition v2025.2 is license-free... Users only need to obtain and use any IP Core related licenses, or Vivado Model Composer (for SysGen)."
Red Hat Software

Fedora's AI Developer Desktop Initiative Blocked by Community Backlash (itsfoss.com) 14

The blog It's FOSS has an update on the Fedora AI Developer Desktop Initiative, a proposed platform for AI/machine learning workloads on Fedora. It's now been blocked "after two Fedora Council members retracted their earlier approval votes." The initiative was proposed by Red Hat engineer Gordon Messmer, aiming to deliver an Atomic Desktop with accelerated AI workload support, covering developer tools, hardware enablement, and building a community around AI on Fedora... At the May 6 council meeting, the members unanimously voted to approve this new initiative. After which a short, lazy consensus window was left open until May 8 to accommodate absent members, after which the decision was to be ratified.

But that last bit never happened, as council member Justin Wheeler (Jflory7) was the first person to change their vote to -1... ["While I strongly support leveraging AI to establish Fedora as a leading platform, completely rearchitecting our kernel strategy is a massive structural shift. It requires explicit alignment with our legal and engineering stakeholders before we commit the project to this path."] Following that, fellow council member Miro HronÄok (churchyard) put in his -1, saying that he had originally assumed the proposal was purely additive and therefore uncontroversial. But seeing the community's response, he realized that he was mistaken about that. As an elected representative, he felt the need to reflect on this major proposal before signing it off.

Over 180 replies have piled up in the proposal's discussion thread, with many well-known Fedora contributors pushing back on things like kernel policy, proprietary software, and project identity. Hans de Goede from the packaging team called out the proposal's emphasis on CUDA support as going against Fedora's foundational commitment to free software, arguing that open alternatives like AMD's ROCm and Intel's oneAPI should be the focus instead.

Data Storage

Kioxia and Dell Cram Nearly 10PB Into a Single 2U Server (nerds.xyz) 17

BrianFagioli writes: Kioxia and Dell Technologies say they have built a 2U server configuration capable of scaling to 9.8PB of flash storage, which is the sort of density that would have sounded impossible just a few years ago. The setup combines a Dell PowerEdge R7725xd Server with 40 Kioxia LC9 Series 245.76TB NVMe SSDs and AMD EPYC processors. According to Kioxia, matching the same capacity with more common 30.72TB SSDs would require seven additional servers and another 280 drives.

The companies are pitching the hardware squarely at AI and hyperscale workloads, where storage is rapidly becoming a bottleneck alongside compute. Kioxia claims the denser configuration can dramatically reduce power consumption and rack space requirements while remaining air cooled. The announcement also highlights how quickly enterprise storage capacities are escalating as organizations race to support larger AI models, massive datasets, and increasingly demanding data pipelines.

Graphics

AMD Is Bringing Improved FSR 4 Upscaling To Its Older GPUs (arstechnica.com) 10

AMD says FSR 4.1 will finally bring its newer hardware-accelerated upscaling technology to older Radeon GPUs. "The rollout will begin in July with RDNA3- and 3.5-based GPUs, which include the Radeon RX 7000 series, as well as integrated GPUs like the Radeon 890M and Radeon 8060S," reports Ars Technica. "In 'early 2027,' support will also be extended to the RDNA2 architecture, which includes the Radeon RX 6000 series, integrated GPUs like the Radeon 680M, and the Steam Deck's GPU. This would also open the door to supporting FSR 4 on the PlayStation 5 and Xbox Series X and S, all of which also use RDNA2-based GPUs." From the report: [AMD Computing and Graphics SVP Jack Huynh's] short video presentation didn't get into performance comparisons, but did mention that AMD had to work to get FSR 4's superior hardware-backed upscaling working on its older graphics architectures. RDNA4 includes AI accelerators that support the FP8 data format in the hardware, and porting FSR 4 to older GPUs meant getting it running on the integer-based INT8 hardware in the RDNA3 and RDNA2-based GPUs.

This may mean that FSR 4.1 running on an RDNA3 or RDNA2-based GPU may come with a larger performance hit relative to RDNA4 cards, or that image quality may differ slightly. Modders have already worked to get FSR4 working on INT8-supporting GPUs, and the older GPUs reportedly see a 10 to 20 percent performance hit relative to FSR 3.1 running on the same hardware. AMD's official implementation may or may not improve on these numbers.

[...] Any games that support FSR 4 should be able to support FSR 4.1 running on Radeon 7000-series cards; users will presumably be able to install a driver update in July that enables the new feature. Games that support the older FSR 3.1 can also be forced to use FSR 4 in the Radeon graphics driver.

Software

CUDA Proves Nvidia Is a Software Company (wired.com) 46

Nvidia's real AI moat isn't "a piece of hardware," writes Wired's Sheon Han. It's CUDA: a mature, deeply optimized software ecosystem that keeps machine-learning workloads tied to Nvidia GPUs. An anonymous reader quotes a report from Wired: What sounds like a chemical compound banned by the FDA may be the one true moat in AI. CUDA technically stands for Compute Unified Device Architecture, but much like laser or scuba, no one bothers to expand the acronym; we just say "KOO-duh." So what is this all-important treasure good for? If forced to give a one-word answer: parallelization. Here's a simple example. Let's say we task a machine with filling out a 9x9 multiplication table. Using a computer with a single core, all 81 operations are executed dutifully one by one. But a GPU with nine cores can assign tasks so that each core takes a different column -- one from 1x1 to 1x9, another from 2x1 to 2x9, and so on -- for a ninefold speed gain. Modern GPUs can be even cleverer. For example, if programmed to recognize commutativity -- 7x9 = 9x7 -- they can avoid duplicate work, reducing 81 operations to 45, nearly halving the workload. When a single training run costs a hundred million dollars, every optimization counts.

Nvidia's GPUs were originally built to render graphics for video games. In the early 2000s, a Stanford PhD student named Ian Buck, who first got into GPUs as a gamer, realized their architecture could be repurposed for general high-performance computing. He created a programming language called Brook, was hired by Nvidia, and, with John Nickolls, led the development of CUDA. If AI ushers in the age of a permanent white-collar underclass and autonomous weapons, just know that it would all be because someone somewhere playing Doom thought a demon's scrotum should jiggle at 60 frames per second. CUDA is not a programming language in itself but a "platform." I use that weasel word because, not unlike how The New York Times is a newspaper that's also a gaming company, CUDA has, over the years, become a nested bundle of software libraries for AI. Each function shaves nanoseconds off single mathematical operations -- added up, they make GPUs, in industry parlance, go brrr.

A modern graphics card is not just a circuit board crammed with chips and memory and fans. It's an elaborate confection of cache hierarchies and specialized units called "tensor cores" and "streaming multiprocessors." In that sense, what chip companies sell is like a professional kitchen, and more cores are akin to more grilling stations. But even a kitchen with 30 grilling stations won't run any faster without a capable head chef deftly assigning tasks -- as CUDA does for GPU cores. To extend the metaphor, hand-tuned CUDA libraries optimized for one matrix operation are the equivalent of kitchen tools designed for a single job and nothing more -- a cherry pitter, a shrimp deveiner -- which are indulgences for home cooks but not if you have 10,000 shrimp guts to yank out. Which brings us back to DeepSeek. Its engineers went below this already deep layer of abstraction to work directly in PTX, a kind of assembly language for Nvidia GPUs. Let's say the task is peeling garlic. An unoptimized GPU would go: "Peel the skin with your fingernails." CUDA can instruct: "Smash the clove with the flat of a knife." PTX lets you dictate every sub-instruction: "Lift the blade 2.35 inches above the cutting board, make it parallel to the clove's equator, and strike downward with your palm at a force of 36.2 newtons."
"You can begin to see why CUDA is so valuable to Nvidia -- and so hard for anyone else to touch," writes Han. "Tuning GPU performance is a gnarly problem. You can't just conscript some tender-footed undergrad on Market Street, hand them a Claude Max plan, and expect them to hack GPU kernels. Writing at this level is a grindsome enterprise -- unless you're a cracker-jack programmer at DeepSeek..."

Han goes on to argue that rivals like AMD and Intel offer competitive specs on paper, but their software stacks have struggled with bugs, compatibility issues, and weak adoption. As a result, Nvidia has built an Apple-like moat around AI computing, leaving the industry dependent on its expensive hardware.
AMD

Linux Kernel Starts Retiring Support for AMD's 30-Year-Old K5 CPUs (phoronix.com) 91

Linux 7.1 started phasing out support for Intel's 37-year-old i486 processor. Linux 7.2 removed drivers for the old AMD Elan 32-bit systems on a chip.

And now some i586 and i686 class processors are being removed, reports Phoronix: Supporting those vintage GPUs without the Time Stamp Counter "TSC" instruction are becoming a burden... TSC-capable Intel Pentium processors and the likes will still be supported with this just being for TSC-less i586/i686 CPUs. Among the CPUs impacted by this latest change is the AMD K5 as well as various Cyrix processor models. The K5 was AMD's first entirely in-house designed processor that was first introduced in 1996 to counter the Intel Pentium CPU.
TSC "support can now be assumed as a boot requirement for modern Linux," the article points out, which will allow the removal of various non-TSC code paths from the Linux kernel's x86 code.

Tom's Hardware remembers the K5 "wasn't a very popular processor as it arrived late, then offered lackluster performance in the competitive environment it joined." Launch SKUs in 1996 were limited to clocks from 75 MHz to 133 MHz, and, due to being late, Intel's Pentium line was already faster. AMD still managed to get an edge on the Cyrix 6x86, though.
AMD

'Changing of the Guard'? AMD, Intel, and Micron Soar While Nvidia Lags (cnbc.com) 47

While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'" Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up well over 200%. Nvidia, meanwhile, is only slightly ahead of the Nasdaq in 2026, gaining 15% for the year, aided by an 8% rally this week. In spreading the wealth to a wider swath of hardware companies, investors are clearly betting that the bull market in AI has long legs and that data centers are going to need a wider array of advanced components for years to come.

Memory has been the biggest theme of late due to a global shortage that's driven up prices and turned Micron, a 47-year-old company tucked in a sleepy corner of the semiconductor market, into one of the hottest trades over the past 12 months. Micron blew past an $800 billion market capitalization for the first time this week, and the stock is now up over 750% in the past year. CEO Sanjay Mehrotra told CNBC in March that key customers are only getting "50% to two-thirds of their requirements" because of supply issues. The memory market is largely dominated by Micron, along with Korea-based Samsung and SK Hynix, which are also both in the midst of historic rallies...

Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030. AMD's quarterly results this week underscored the emerging trend, as earnings, revenue and guidance sailed past estimates on strong data center growth. The company has long led the CPU charge, and CEO Lisa Su said on the earnings call that AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November.

The article cites two other big movers:
  • Intel "is in the midst of a revival sparked by a major investment from the U.S. government last year. Intel's stock had its best month on record in April, more than doubling, and has continued notching massive gains, rising 33% in the early days of May."
  • Nvidia still remains the world's most valuable company "and is expected to show revenue growth of 70% this fiscal year," the article points out — adding that companies like Corning are also benefiting from Nvidia partnerships. "Glass maker Corning, which celebrated its 175th anniversary this week, signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies... likely a major step in Nvidia's move away from copper cables and towards fiber-optic cables as it builds out its rack-scale systems."

AI

Motherboard Sales 'Collapse' By More Than 25% 72

Motherboard sales are sharply declining as AI demand drives shortages and price hikes for memory, storage, CPUs, and other PC components. "Because of this, users who don't have deep pockets are putting off upgrading their PCs and holding on to their current devices longer," reports Tom's Hardware. From the report: Asus, which sold 15 million motherboards in 2025, has only shipped a little more than 5 million in the first half of 2026. It's expected that the company will have to push hard for it to even move 10 million units by the end of the year, marking a 33% decrease in sales year-on-year. Gigabyte and MSI sold 11.5 million and 11 million motherboards last year, respectively. However, both companies have revised their internal forecasts for 2026 to 9 million (Gigabyte) and 8.4 million (MSI), a 22% drop for the former and a 24% contraction for the latter.

ASRock will be hardest hit by the situation, with the company's shipments projected to fall by 37%, from 4.3 million in 2025 to just 2.7 million by the end of the year. This marks a contraction of 28% for the overall motherboard market, at least for the big four manufacturers. [...] Aside from this, AMD continues to use the AM5 socket for its latest processors, while Intel's Nova Lake, which will reportedly use LGA 1954, isn't available until later this year. The situation is further compounded by Nvidia not releasing a refreshed RTX 50 Super series this year, while rumors claim that the RTX 60 series will not debut until 2028. This confluence of factors is discouraging PC builders from upgrading their current systems.
Operating Systems

ReactOS Unifies Installation Media, Introduces GUI Installer and New ATA Driver (phoronix.com) 15

jeditobe writes: Developers of ReactOS told Phoronix that the project has introduced a unified BootCD, replacing its previously separate installation media and LiveCD images. The new image combines the traditional text-mode installer with a LiveCD mode in a single medium. Within this unified BootCD, the updated LiveCD mode now includes an option to launch a first-stage GUI installer. The graphical interface is intended to make installation more approachable for new users compared to the long-standing text-based setup process.

In a separate development, the project has also merged a new ATA storage driver that has been in progress since early 2024. The plug-and-play aware storage stack supports SATA, PATA, ATAPI, AHCI, and even SCSI devices, potentially expanding the range of hardware on which ReactOS can successfully boot.

Following recent improvements to graphics driver support, the project continues to make incremental progress across core subsystems, though its long development timeline remains a point of discussion. Will these usability and hardware compatibility improvements be enough to broaden ReactOS adoption beyond its current niche?

Please note that all new features are not present in version 0.4.15 and are available for testing in the latest nightly test builds.

AMD

Expanded AMD HDMI 2.1 Support Is Coming To Linux (gamingonlinux.com) 30

AMD is preparing expanded HDMI 2.1 support for Linux, following earlier delays after the HDMI Forum rejected an open source implementation of HDMI 2.1 as proprietary technology. As GamingOnLinux reports, AMD developer Harry Wentland submitted a patch series to the Linux kernel mailing list, noting that it brings "HDMI FRL support to the amdgpu display driver" and that "DSC is still being tested and will be sent out later."

A forum post on Phoronix from an AMD driver developer also said "a full implementation will ultimately be available once the patches are ready and have completed compliance testing."
Linux

Linux Drops ISDN Subsystem and Other Old Network Drivers (phoronix.com) 95

"Old code like amateur radio and NFC have long been a burden to core networking developers," reads the pull request.

And so Thursday Linus Torvald merged the pull request "to rid the Linux kernel of the old Integrated Services Digital Network (ISDN) subsystem," reports Phoronix, "and various other old network drivers largely for PCMCIA era network adapters." This was the code suggested for removal given the recent influx of AI/LLM-generated bug reports against this dated code that likely has no active upstream users remaining... [W]ith the large language models and increased code fuzzing finding potential issues with these drivers for obsolete hardware, it's easier to just get rid of these drivers if no one is actively using the hardware from decades ago... This merge lightens the kernel by 138,161 lines of code with ISDN gone and numerous old network adapters and also getting rid of legacy ATM device drivers as well as the amateur ham radio support. The main networking drivers removed affect the 3com 3c509 / 3c515 / 3c574 / 3c589, AMD Lance, AMD NMCLAN, SMSC SMC9194 / SMC91C92, Fujitsu FMVJ18X, and 8390 AX88190 / Ultra / WD80X3.

Linux 7.1 also has removed the long-obsolete bus mouse support as well as beginning to phase out Intel 486 CPU support and removing support for Russia's Baikal CPUs.

Hardware

Framework Laptop 13 Pro Is a Major Overhaul For the Modular, Upgradeable Laptop (arstechnica.com) 41

An anonymous reader quotes a report from Ars Technica: Framework has been selling and shipping its modular, repairable, upgradable Laptop 13 for five years now, and in that time, it has released six distinct versions of its system board, each using fresh versions of Intel and AMD processors (seven versions, if you count this RISC-V one). The laptop around those components has gradually gotten better, too. Over the years, Framework has added higher-resolution screens in both matte and glossy finishes, a slightly larger battery, and other tweaked components that refine the original design. But so far, all of those parts have been totally interchangeable, and the fundamentals of the Laptop 13 design haven't changed much.

That changes today with the Framework Laptop 13 Pro, which, despite its name, is less an offshoot of the original Laptop 13 and closer to a ground-up redesign. It includes new Core Ultra Series 3 chips (codenamed Panther Lake), Framework's first touchscreen, a new black aluminum color option, a larger battery, and other significant changes. And while it sacrifices some component compatibility with the original Laptop 13, displays and motherboards remain interchangeable, so Framework Laptop owners can buy the new Core Ultra board and owners of older Framework Laptop boards can pop one into a Pro to benefit from the new battery and screen. At 1.4kg (about 3 pounds), the Laptop 13 Pro is slightly heavier than the Laptop 13's 1.3kg, but it still stacks up well against the 14-inch M5 MacBook Pro (1.55kg, or 3.4 pounds).

The Framework Laptop Pro will start at $1,199 for a DIY edition with a Core Ultra 5 325 processor, and no RAM, SSD, or operating system. A prebuilt version with Ubuntu Linux installed will start at $1,499, and Windows 11 will cost another $100 on top of that. A Core Ultra X7 358H version starts at $1,599 for a DIY edition, and a "limited batch" Core Ultra X9 388H version starts at $1,799. A bare motherboard with the Core Ultra 5 325 starts at $449, while a Core Ultra X7 358H board will cost $799. Pre-orders are available now, and begin shipping in June.

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