OpenBSD 7.8 has been released, adding Raspberry Pi 5 support, enhanced AMD Secure Encrypted Virtualization (SEV-ES) capabilities, and expanded hardware compatibility including new Qualcomm, Rockchip, and Apple ARM drivers. Phoronix reports: OpenBSD 7.8 also brings multiple improvements around enabling AMD Secure Encrypted Virtualization (AMD SEV) support with support for the PSP ioctl for encrypting and measuring state for SEV-ES, a new VMD option to run guests in SEV-ES mode, and other enablement work pertaining to that AMD SEV work in SEV-ES form at this point as a precursor to SEV-SNP. AMD SEV-ES should be working to start confidential virtual machines (VMs) when using the VMM/VMD hypervisor and the OpenBSD guests with KVM/QEMU.

OpenBSD 7.8 also improves compatibility of the FUSE file-system support with the Linux implementation, suspend/hibernate improvements, SMP improvements, updating to the Linux 6.12.50 DRM graphics drivers, several new Rockchip drivers, Raspberry Pi RP1 drivers, H.264 video support for the uvideo driver, and many network driver improvements. The changelog and download page can be found via OpenBSD.org.

Nvidia CEO Jensen Huang says his company has lost all access to China's market after U.S. export restrictions eliminated what was once a 95% share. Speaking in an interview with Citadel Securities, Huang questioned the wisdom of policies that cost America one of the world's largest markets.

The Biden Administration imposed rules in 2022 to restrict exports of Nvidia's most advanced AI chips to China. The Trump Administration blocked additional chip sales in April and later granted export licenses for certain Nvidia and AMD chips in exchange for 15% of revenues. Chinese regulators responded by telling domestic tech companies to avoid Nvidia chips designed to meet U.S. export requirements. Beijing also placed strict limits on exports of rare earths. Huang noted that about half the world's AI researchers are in China and called it a mistake not to have them build AI on American technology.

The Wall Street Journal marvelled at AMD's "game-changing deal" this week with OpenAI, calling it "the culmination of an extraordinary, decade-long turnaround effort, solidifying AMD's status as Nvidia's most legitimate competitor." Shortly after taking charge of the company in 2014, [CEO] Su implemented a systematic plan to eat Intel's lunch, which she accomplished by going after Intel's main product lines while it was bogged down by manufacturing problems. Now, Su has set her sights on Nvidia, the $4.5 trillion chips behemoth led by her cousin, Jensen Huang. Some analysts believe that if Su can sign up more big customers for its AI chips, AMD could join the $1 trillion valuation club before too long.
"With this, it's natural to ask: Did AMD just say checkmate to Nvidia?" asks the Motley Fool investment site. But their answer seems to be "no"... AMD has increased its push into the AI market over the past few years, launching the AMD Instinct line of accelerators, and in the latest quarter, predicted its MI350 series would drive revenue growth in the second half of the year. Some analysts have said that AMD's innovations position it to compete with Nvidia's Blackwell architecture and chip — released late last year — but Nvidia's commitment to release upgrades on an annual basis could keep it a step ahead when it comes to overall GPU performance and therefore revenue. Big tech companies are looking for the most powerful compute available — and so far, they know they can find that at Nvidia...

[AMD's deal this week] is indeed an interesting operation, ensuring the company a major position in this infrastructure scale-up phase. [Nvidia CEO] Huang has said AI infrastructure spending may reach $4 trillion by the end of the decade, and this represents an enormous opportunity for chip designers such as AMD and Nvidia. So, the OpenAI deal is positive for AMD — but I wouldn't say it's negative for Nvidia. This chip giant signed its own deal with OpenAI last month, and it involves the deployment of 10 gigawatts of Nvidia systems across data centers...

A quick comparison of the two deals: The Nvidia-OpenAI agreement involves more gigawatts, and Nvidia isn't giving up a stake in its business — on top of this, though Nvidia is offering OpenAI funding, this will result in revenue growth as OpenAI returns to Nvidia to order GPUs. This pretty much guarantees that Nvidia will be the chip designer to benefit the most as OpenAI expands — and AMD isn't about to step ahead of the market leader. All of this means that, yes, AMD should score a win thanks to its agreement with OpenAI and this may boost its growth in the market. But the chip designer can't say "checkmate" to its bigger rival as Nvidia is perfectly positioned to maintain its lead over the long term.

"Nvidia is investing billions in and selling chips to OpenAI, which is also buying chips from and earning stock in AMD," writes SFGate. "AMD sells processors to Oracle, which is building data centers with OpenAI — which also gets data center work from CoreWeave. And that company is partially owned by, yes, Nvidia.

"Taken together, it's a doozy." There are other collaborations and rivalries and many other factors at play, but OpenAI is the many-tentacled octopus in the middle, spinning its achievement of ChatGPT into a blitz of speculative investments. "We are in a phase of the build-out where the entire industry's got to come together and everybody's going to do super well," OpenAI CEO Sam Altman told the Wall Street Journal on Monday. "You'll see this on chips. You'll see this on data centers. You'll see this lower down the supply chain...."

Some worry that the more closely companies intertwine, the more susceptible they are to creating a bubble, or a market not actually supported by real consumer demand. "You don't have to be a skeptic about AI technology's promise in general to see this announcement as a troubling signal about how self-referential the entire space has become," Bespoke Investment Group wrote in a note to clients, per CNBC. "If NVDA has to provide the capital that becomes its revenues in order to maintain growth, the whole ecosystem may be unsustainable..."

Also, even with Nvidia's investment, AMD's shares and OpenAI's repeated fundraises, the ChatGPT-maker doesn't have the cash to meet all of these vast commitments. And if OpenAI's soaring projections about demand for AI computing don't bear out, there will be a lot of committed money — and a large share of the stock market — that would see its foundations topple.
Thanks to long-time Slashdot reader mspohr for sharing the news.

Sony and AMD are collaborating on new GPU technologies for the next-generation PlayStation (likely the PS6), introducing innovations like Radiance Cores for advanced ray tracing and "Universal Compression" for improved performance and efficiency. The Verge reports: Sony's next console (presumably the PS6) is coming in "a few years time," according to someone who I'd believe to make that claim. Mark Cerny, lead architect on the PS5 and PS5 Pro, joined Jack Huynh, SVP and GM of AMD's computing and graphics group, in a YouTube video wherein the pair spend nine minutes going through some very specific, co-developed advancements in graphics technology that will come to the next console. But the pair cautioned that the technologies are still in "every early days" and "only exist in simulation right now."

Much of it boils down to how the companies are working to make it easier for future GPUs to handle graphics upscaling, ray tracing, and the super-intensive path tracing techniques used to make game worlds look more realistic. Cerny says "the current approach has reached its limit," so Sony is working with AMD to integrate components of its next-gen RDNA architecture in future consoles. AMD's Huynh introduced Radiance Cores (similar in theory to Nvidia's RT Cores) that are dedicated to handling ray tracing and path tracing. In addition to Sony's new consoles having the new cores, they will almost certainly be built into AMD's future desktop GPUs, too, and likely within whatever it's assisting with in its Xbox partnership.

Nvidia CEO Jensen Huang said Wednesday that he's surprised Advanced Micro Devices offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this week. From a report: "t's imaginative, it's unique and surprising, considering they were so excited about their next generation product," Huang said in an interview with "CNBC's Squawk Box."

"I'm surprised that they would give away 10% of the company before they even built it. And so anyhow, it's clever, I guess." OpenAI and AMD reached a deal on Monday, with OpenAI committing to purchase 6 gigawatts worth of AMD chips over multiple years, including its forthcoming MI450 series. As part of the agreement, OpenAI will receive warrants for up to 160 million AMD shares, with vesting milestones based on deployment volume and AMD's share price.

OpenAI has signed about $1 trillion in deals this year for computing power to run its AI models, commitments that dwarf its revenue and raise questions about how it can fund them. From a report: Monday's deal with chipmaker AMD follows similar agreements with Nvidia, Oracle and CoreWeave, as OpenAI races to find the computing power it thinks it will need to run services such as ChatGPT.

The deals would give OpenAI access to more than 20 gigawatts of computing capacity, roughly equivalent to the power from 20 nuclear reactors, over the next decade. Each 1GW of AI computing capacity costs about $50bn to deploy in today's prices, according to estimates by OpenAI executives, making the total cost about $1tn. The deals have bound some of the world's biggest tech groups to OpenAI's ability to become a profitable business that can meet its increasingly steep financial obligations.

Microsoft said in a statement Monday it remains committed to developing first-party Xbox consoles. The reassurance came after rumors circulated suggesting the gaming division might abandon hardware manufacturing. The speculation gained traction following a 50% price increase for Xbox Game Pass Ultimate and retailers including Costco removing Xbox products from their shelves.

Microsoft said it is "actively investing in our future first-party consoles and devices designed, engineered and built by Xbox." The company's multi-year partnership with AMD for next-generation hardware also continues. Devices in development include the Xbox Ally range under codenames Omni and Horseman, according to Windows Central. Xbox Series X and Series S production has also not stopped, the report added.

OpenAI and AMD announced a multibillion-dollar partnership on Monday for AI data centers running on AMD processors. OpenAI committed to purchasing 6 gigawatts worth of AMD's MI450 chips starting next year through direct purchases or through its cloud computing partners. AMD chief Lisa Su said the deal will result in tens of billions of dollars in new revenue over the next half-decade.

OpenAI will receive warrants for up to 160 million AMD shares at 1 cent per share, representing roughly 10% of the chip company. The warrants will be awarded in phases if OpenAI hits certain deployment milestones. The partnership marks AMD's biggest win in its quest to disrupt Nvidia's dominance among AI semiconductor companies. Mizuho Securities estimates that Nvidia controls more than 70% of the market for AI chips.

"Microsoft buys a lot of GPUs from both Nvidia and AMD," writes the Register. "But moving forward, Redmond's leaders want to shift the majority of its AI workloads from GPUs to its own homegrown accelerators..." Driving the transition is a focus on performance per dollar, which for a hyperscale cloud provider is arguably the only metric that really matters. Speaking during a fireside chat moderated by CNBC on Wednesday, Microsoft CTO Kevin Scott said that up to this point, Nvidia has offered the best price-performance, but he's willing to entertain anything in order to meet demand.

Going forward, Scott suggested Microsoft hopes to use its homegrown chips for the majority of its datacenter workloads. When asked, "Is the longer term idea to have mainly Microsoft silicon in the data center?" Scott responded, "Yeah, absolutely...

Microsoft is reportedly in the process of bringing a second-generation Maia accelerator to market next year that will no doubt offer more competitive compute, memory, and interconnect performance... It should be noted that AI accelerators aren't the only custom chips Microsoft has been working on. Redmond also has its own CPU called Cobalt and a whole host of platform security silicon designed to accelerate cryptography and safeguard key exchanges across its vast datacenter domains.

"Your AMD chips may have Intel Inside soon," writes longtime Slashdot reader DesScorp. "Discussions are underway between the two companies to move an undisclosed amount of AMD's chip business to Intel foundries. (AMD currently does their production through TSMC.) The talks come hot on the heels of a flurry of other Intel investments." Tom's Hardware reports: In the past several weeks, Intel has seen a flurry of activity and investments. The United States announced a 9.9% ownership stake in Intel, while Softbank bought $2 billion worth of shares. Alongside Nvidia, Intel announced new x86 chips using Nvidia graphics technology, with the graphics giant also purchasing $5 billion in Intel shares. There have also been reports that Intel and Apple have been exploring ways to work together. The article notes that there is a trade/political dimension to an AMD-Intel deal as well: It makes sense for Intel's former rivals -- especially American companies -- to consider coming to the table. The White House is pushing for 50% of chips bound for America to be built domestically, and tariffs on chips aren't off the table. Additionally, doing business with Intel could make the US government, Intel's largest shareholder, happy, which can be good for business. AMD faced export restrictions on its GPUs earlier this year as the US attempted to throttle China's AI business.

Researchers have unveiled two new hardware-based attacks, Battering RAM and Wiretap, that break Intel SGX and AMD SEV-SNP trusted enclaves by exploiting deterministic encryption and physical interposers. Ars Technica reports: In the age of cloud computing, protections baked into chips from Intel, AMD, and others are essential for ensuring confidential data and sensitive operations can't be viewed or manipulated by attackers who manage to compromise servers running inside a data center. In many cases, these protections -- which work by storing certain data and processes inside encrypted enclaves known as TEEs (Trusted Execution Enclaves) -- are essential for safeguarding secrets stored in the cloud by the likes of Signal Messenger and WhatsApp. All major cloud providers recommend that customers use it. Intel calls its protection SGX, and AMD has named it SEV-SNP.

Over the years, researchers have repeatedly broken the security and privacy promises that Intel and AMD have made about their respective protections. On Tuesday, researchers independently published two papers laying out separate attacks that further demonstrate the limitations of SGX and SEV-SNP. One attack, dubbed Battering RAM, defeats both protections and allows attackers to not only view encrypted data but also to actively manipulate it to introduce software backdoors or to corrupt data. A separate attack known as Wiretap is able to passively decrypt sensitive data protected by SGX and remain invisible at all times.

Intel's long-time Xeon chief architect Ronak Singhal is leaving the company after nearly 30 years, marking yet another high-profile departure amid Intel's leadership churn and intensifying competition from AMD and Arm-based cloud CPUs. The Register reports: The Carnegie Mellon alum holds degrees in electrical and computer engineering, along with at least 30 patents involving CPUs. Singhal joined Intel in 1997 after spending the previous summer as an intern at Cyrix. After a year in Intel's Rotation Engineers Program, he spent the remainder of his tenure helping to develop some of the chipmaker's most consequential and, at times, controversial processors. Most notably, Singhal oversaw the core development of Intel's 22nm Haswell and 14nm Broadwell processor architectures. His innovations aren't limited to the datacenter either, with his architectural contributions playing a significant role in the success of Intel's Core and Atom processor families as well. [...]

Singhal is only the latest Xeon lead to jump ship since the start of the year. In January, Sailesh Kottapalli, another senior fellow, left for Qualcomm barely a month after former CEO Pat Gelsinger's unceremonious "retirement." Even before Gelsinger's eviction, Intel's datacenter group has been something of a revolving door. Last summer Singhal's long-time colleague Lisa Spelman departed the company, eventually landing a spot as CEO of HPC interconnect vendor Cornelis Networks. Her replacement, Ryan Tabrah, lasted seven months in the role, about half as long as Intel datacenter boss Justin Hotard, who defected for the forests of Finland to lead Nokia as its new President and CEO back in April.

In fact, the churn now extends all the way to the top. On Monday, Intel announced its CEO of Products, Michelle Johnston Holthaus, would be leaving the business. The move is part of a broader executive shakeup that will see former Arm engineer Kevork Kechichian take over as head of Intel's datacenter engineering group. Jim Johnson, meanwhile, will take over as head of the chipmaker's client computing group while Srinivasan (Srini) Iyengar will head up a new central engineering division.

According to the Financial Times (paywalled), OpenAI is preparing to launch its first in-house AI chip in 2026 through a partnership with Broadcom. From a report: OpenAI plans to put the chip to use internally rather than make it available to external customers [...]. Last year, Reuters reported that OpenAI was working with Broadcom and Taiwan Semiconductor Manufacturing Co to develop its first in-house chip to power its artificial intelligence systems, while also incorporating AMD chips alongside Nvidia chips to meet the surge in infrastructure demands. At the time, OpenAI had examined a range of options to diversify chip supply and reduce costs.

Broadcom CEO Hock Tan said on Thursday that the company expects artificial intelligence revenue growth for fiscal 2026 to "improve significantly," after securing more than $10 billion in AI infrastructure orders from new customer, without naming it. A new prospect placed a firm order last quarter, making it into a qualified customer, Tan said on an earnings call.

Intel shelled out $16.5 billion on R&D in 2024, outspending Nvidia by 28% and AMD by 156%, with much of the cash going into chip design, fabrication tech, and the upcoming Nova Lake architecture. "When you compare the R&D expenditures to the amount of revenue, though, the story takes on a very different look," notes PC Gamer. "Intel spent 31% of its net revenue, and 26% for AMD, but Nvidia and Samsung got by on just 10% and 4%, respectively." From the report: An analysis of research and development expenditure by TechInsights was reported by Korea JoongAng Daily, but you can get the numbers yourself by pulling up each company's 2024 financial results. For example, AMD declared that it spent $6.456 billion last year (pdf, page 1) on R&D, whereas Nvidia forked out $12.914 billion. It's worth noting that Nvidia's financial statements are numbered one year ahead of the actual period (FY 2026 is 2025 and so on).

Anyway, those figures pale in comparison to how much cash Intel burned through in 2024 to research and develop chip, fabrication technologies, software, and all kinds of tech stuffâ"a staggering $16.546 billion (pdf, page 25). That's 28% more than Nvidia and a frankly unbelievable 156% more than AMD. The nearest non-US semiconductor firm is Samsung Electronics, which spent a reported $9.5 billion on R&D. That would place third, comfortably ahead of AMD, and it strongly suggests that if you have your own foundries for making chips, you need to spend a lot of cash on finding ways to make better processors.

An anonymous reader shares a report: The total number of GPUs sold for the second quarter of 2025 hit 11.6 million units, while desktop PC CPUs went up to 21.7 million units, according to a Jon Peddie Research report. This is a 27% increase in graphics card shipments and a 21.6% jump in CPU shipments from the last quarter, which is a change from the usual drop in deliveries we've seen in recent years.

"AIB prices dropped for midrange and entry-level, while high-end AIB prices increased, and most retail suppliers ran out of stock. This is very unusual for the second quarter," said Jon Peddie Research president Dr. Jon Peddie. "We think it is a continuation of higher prices expected due to the tariffs and buyers trying to get ahead of that."

As for the three major GPU manufacturers, Nvidia still has the lead, taking in 94% of the market -- an increase of 2.1% over the previous quarter -- while AMD is at a distant second place with 6%. This is still a much better position than Intel, though, whose market share is so small it did not even register on the chart.

An anonymous reader quotes a report from Ars Technica: AMD's X3D-series Ryzen chips have become popular with PC gamers because games in particular happen to benefit disproportionately from the chips' extra 64MB of L3 cache memory. But that extra memory occasionally comes with extra headaches. Not long after they were released earlier this year, some early adopters started having problems with their CPUs, ranging from failure to boot to actual physical scorching and burnout -- the problems were particularly common for users of the 9800X3D processor in ASRock motherboards, and one Reddit thread currently records 157 incidents of failure for that CPU model across various ASRock boards.

In an interview with the Korean language website Quasar Zone (via Tom's Hardware), AMD executives David McAfee and Travis Kirsch acknowledged the problems and pointed to the most likely culprit: motherboard makers who don't follow AMD's recommended specifications. Some manufacturers have historically shipped their AMD and Intel motherboards with elevated default power settings in the interest of squeezing a bit more performance out of the chips -- but those adjustments can also cause problems in some cases, especially for higher-end CPUs.

Gaming handhelds are becoming the industry's new battleground as Microsoft launches its ROG Xbox Ally devices October 16, chasing Nintendo Switch 2's record-breaking 5.8 million units sold in seven weeks. The ASUS-manufactured handhelds run full Windows 11 with a gaming-optimized interface, accessing Xbox Game Pass, Steam, Battle.net, and other PC storefronts without platform lockdown.

Two models arrive at launch: the standard Xbox Ally with AMD Ryzen Z2 A processor and the premium Xbox Ally X featuring Ryzen AI Z2 Extreme, 24GB RAM, 1TB storage, and 80Wh battery. Microsoft's Handheld Compatibility Program pre-verifies thousands of PC games for portable play. Pricing remains unannounced.

A Chinese storage manufacturer has developed a solid-state drive smaller than a U.S. penny that delivers sequential read speeds of 3,700 megabytes per second, according to The Verge.

The "Mini SSD" by Biwin measures 15mm x 17mm x 1.4mm thick and connects via PCIe 4x2, offering 512GB to 2TB capacities. The drive inserts into devices using a SIM card-style tray mechanism and claims IP68 water resistance plus three-meter drop protection. Two gaming portables announced at ChinaJoy will include slots for the drives: GPD's Win 5 handheld and OneNetbook's OneXPlayer Super X hybrid laptop/tablet, both powered by AMD's Strix Halo processors. The Mini SSD outpaces MicroSD Express cards used in Nintendo Switch 2 by nearly four times, though full-size M.2 drives remain faster at up to 14,000MB/s.

An anonymous reader quotes a report from Bloomberg: Beijing has urged local companies to avoid using Nvidia's H20 processors, particularly for government-related purposes, complicating the chipmaker's return to China after the Trump administration reversed an effective US ban on such sales. Over the past few weeks, Chinese authorities have sent notices to a range of firms discouraging use of the less-advanced semiconductors, people familiar with the matter said. The guidance was particularly strong against the use of H20s for any government or national security-related work by state enterprises or private companies, said the people, who asked not to be identified because the information is sensitive. The letters didn't, however, constitute an outright ban on H20 use, according to the people. Industry analysts broadly agree that Chinese companies still covet those chips, which perform quite well in certain crucial AI applications. President Donald Trump said Monday that the processor "still has a market" in the Asian country despite also calling it "obsolete."

Beijing's stance could limit Trump's ability to turn his export control about-face into a windfall for government coffers, a deal that highlighted his administration's transactional approach to national security policies long treated as nonnegotiable. Still, Chinese companies may not be ready to jump ship to local semiconductors. "Chips from domestic manufacturers are improving dramatically in quality, but they might not be as versatile for specific workloads that China's domestic AI industry hopes to focus on," said Homin Lee, a senior macro strategist at Lombard Odier in Singapore. Lee added that he anticipates "strong" demand for the chips the Trump administration is allowing Nvidia and AMD to sell.

Rosenblatt Securities analyst Kevin Cassidy said he doesn't anticipate that Nvidia's processor sales to China will be affected because "Chinese companies are going to want to use the best chips available." Nvidia and AMD's chips are superior to local alternatives, he said. Beijing asked companies about that issue in some of its letters, according to one of the people, posing questions such as why they buy Nvidia H20 chips over local versions, whether that's a necessary choice given domestic options, and whether they've found any security concerns in the Nvidia hardware. The notices coincide with state media reports that cast doubt on the security and reliability of H20 processors. Chinese regulators have raised those concerns directly with Nvidia, which has repeatedly denied that its chips contain such vulnerabilities.

The Financial Times reported that some Chinese companies are planning to decrease orders of Nvidia chips in response to the letters. Right now, the people said, China's most stringent chip guidance is limited to sensitive applications, a situation that bears similarities to the way Beijing restricted Tesla vehicles and Apple iPhones in certain institutions and locations over security concerns. China's government also at one point barred the use of Micron Technology Inc. chips in critical infrastructure. It's possible that Beijing may extend its heavier-handed Nvidia and AMD guidance to a wider range of settings, according to one person with direct knowledge of the deliberations, who said that those conversations are in early stages.