Digital Trends reports: A wave of shortages now threatens to ripple across RAM, SSDs, and even hard drives, affecting not only performance-hungry rigs but also everyday systems.

— CyberPowerPC has publicly confirmed it will raise prices on all systems starting December 7th due to RAM costs spiking by 500% and SSD prices doubling since October.

— Memory suppliers warn of a global DRAM and SSD shortage running into late 2026 or even 2027, driven heavily by AI server demand.

— As reported by Bloomberg, Lenovo has already stockpiled memory to ride out the crunch and maintain steadier PC pricing.

— Among other OEMs, HP, in its recent earnings call, flagged possible price increases or lower-spec models on the back of rising component costs.
But Apple "may also be in a good position to weather the shortage," reports Ars Technica, since "analysts at Morgan Stanley and Bernstein Research believe that Apple has already laid claim to the RAM that it needs and that its healthy profit margins will allow it to absorb the increases better than most."

Ars Technica also shows how much RAM and storage prices have jumped — sometimes as much as 2x or even 3x in just three months. "In short, there's no escaping these price increases, which affect SSDs and both DDR4 and DDR5 RAM kits of all capacities (though higher-capacity RAM kits do seem to be hit a little harder)." Memory and storage shortages can be particularly difficult to get through. As with all chips, it can take years to ramp up capacity and/or build new manufacturing facilities... And memory makers in particular may be slow to ramp up manufacturing capacity in response to shortages. If they decide to start manufacturing more chips now, what happens if memory demand drops off a cliff in six months or a year (if, say, an AI bubble deflates or pops altogether)? It means an oversupply of memory chips — consumers benefit from rock-bottom prices for components, but it becomes harder for manufacturers to cover their costs... The upshot is: Not only are memory prices getting bad now, but it's exceptionally difficult to predict when shortage-fueled price hikes might end...

Tom's Hardware reports that AMD has told its partners that it expects to raise GPU prices by about 10 percent starting next year and that Nvidia may have canceled a planned RTX 50-series Super launch entirely because of shortages and price increases.

An anonymous reader quotes a report from Ars Technica: Some Dell and HP laptop owners have been befuddled by their machines' inability to play HEVC/H.265 content in web browsers, despite their machines' processors having integrated decoding support. Laptops with sixth-generation Intel Core and later processors have built-in hardware support for HEVC decoding and encoding. AMD has made laptop chips supporting the codec since 2015. However, both Dell and HP have disabled this feature on some of their popular business notebooks.

HP discloses this in the data sheets for its affected laptops, which include the HP ProBook 460 G11 [PDF], ProBook 465 G11 [PDF], and EliteBook 665 G11 [PDF]. "Hardware acceleration for CODEC H.265/HEVC (High Efficiency Video Coding) is disabled on this platform," the note reads. Despite this notice, it can still be jarring to see a modern laptop's web browser eternally load videos that play easily in media players. HP and Dell didn't explain why the companies disabled HEVC hardware decoding on their laptops' processors.

A statement from an HP spokesperson said: "In 2024, HP disabled the HEVC (H.265) codec hardware on select devices, including the 600 Series G11, 400 Series G11, and 200 Series G9 products. Customers requiring the ability to encode or decode HEVC content on one of the impacted models can utilize licensed third-party software solutions that include HEVC support. Check with your preferred video player for HEVC software support."

Dell's media relations team shared a similar statement: "HEVC video playback is available on Dell's premium systems and in select standard models equipped with hardware or software, such as integrated 4K displays, discrete graphics cards, Dolby Vision, or Cyberlink BluRay software. On other standard and base systems, HEVC playback is not included, but users can access HEVC content by purchasing an affordable third-party app from the Microsoft Store. For the best experience with high-resolution content, customers are encouraged to select systems designed for 4K or high-performance needs."

pbahra writes: Saudi Arabia is betting that the future of Hollywood won't be built in physical stages but in datacenters. In a push to anchor itself in next-generation film production, Riyadh-based Humain has led Luma AI's latest Series C round, backing the shift towards cloud-based, AI-generated video rather than traditional studio infrastructure.. Humain's announcement says the new investment will accelerate Luma's development of world models capable of learning from video, audio and language to generate photorealistic scenes, environments and characters on demand. Supporters argue this could upend film-making by pushing much of Hollywood's production pipeline into high-performance datacenters rather than physical sets.

"Windows is evolving into an agentic OS," Microsoft's president of Windows Pavan Davuluri posted on X.com, "connecting devices, cloud, and AI to unlock intelligent productivity and secure work anywhere."

But former Uber software engineer and engineering manager Gergely Orosz was unimpressed. "Can't see any reason for software engineers to choose Windows with this weird direction they are doubling down on. So odd because Microsoft has building dev tools in their DNA... their OS doesn't look like anything a builder who wants OS control could choose. Mac or Linux it is for devs."

Davuluri "has since disabled replies on his original post..." notes the blog Windows Central, "which some people viewed as an attempt to shut out negative feedback." But he also replied to that comment... Davuluri says "we care deeply about developers. We know we have work to do on the experience, both on the everyday usability, from inconsistent dialogs to power user experiences. When we meet as a team, we discuss these pain points and others in detail, because we want developers to choose Windows..." The good news is Davuluri has confirmed that Microsoft is listening, and is aware of the backlash it's receiving over the company's obsession with AI in Windows 11. That doesn't mean the company is going to stop with adding AI to Windows, but it does mean we can also expect Microsoft to focus on the other things that matter too, such as stability and power user enhancements.
Elsewhere on X.com, Microsoft CEO Satya Nadella shared his own thoughts on "the net benefit of the AI platform wave ." The Times of India reports: Nadella said tech companies should focus on building AI systems that create more value for the people and businesses using them, not just for the companies that make the technology. He cited Bill Gates to emphasize the same: "A platform is when the economic value of everybody that uses it exceeds the value of the company that creates it."Tesla CEO Elon Musk responded to Nadella's post with a facepalm emoji.

Nadella said this idea matters even more during the current AI boom, where many firms risk giving away too much of their own value to big tech platforms. "The real question is how to empower every company out there to build their own AI-native capabilities," he wrote. Nadella says Microsoft's partnership with OpenAI is an example of zero-sum mindset industry... [He also cited Microsoft's "work to bring AMD into the fleet."]
More from Satya Nadella's post: Thanks to AI, the [coding] category itself has expanded and may ultimately become one of the largest software categories. I don't ever recall any analyst ever asking me about how much revenue Visual Studio makes! But now everyone is excited about AI coding tools. This is another aspect of positive sum, when the category itself is redefined and the pie becomes 10x what it was! With GitHub Copilot we compete for our share and with GitHub and Agent HQ we also provide a platform for others.

Of course, the real test of this era won't be when another tech company breaks a valuation record. It will be when the overall economy and society themselves reach new heights. When a pharma company uses AI in silico to bring a new therapy to market in one year instead of twelve. When a manufacturer uses AI to redesign a supply chain overnight. When a teacher personalizes lessons for every student. When a farmer predicts and prevents crop failure.That's when we'll know the system is working.

Let us move beyond zero-sum thinking and the winner-take-all hype and focus instead on building broad capabilities that harness the power of this technology to achieve local success in each firm, which then leads to broad economic growth and societal benefits. And every firm needs to make sure they have control of their own destiny and sovereignty vs just a press release with a Tech/AI company or worse leak all their value through what may seem like a partnership, except it's extractive in terms of value exchange in the long run.

Valve has unveiled a new Steam Machine console, taking a second shot at living room gaming a decade after its 2015 Steam Machine initiative failed. The 6-inch cube runs Linux-based SteamOS but plays Windows games through Proton, a compatibility layer built on Wine that translates Microsoft graphical APIs.

Valve spent over a decade working on SteamOS and ways to run Windows games on Linux after the original Steam Machines failed. The device promises six times the performance of the Steam Deck handheld using AMD's 2022-2023 technology. In an interaction with The Verge, Valve demonstrated Cyberpunk 2077 running at settings comparable to PS5 Pro or beyond on a 4K television. The console updates games in the background and includes automatic HDMI television control that Valve tested against a warehouse of home entertainment equipment. The system navigates entirely through gamepad controls and resumes games instantly from sleep mode.

Valve said pricing will be "comparable to a PC with similar specs" rather than subsidized like traditional consoles. PCs with similar GPUs have cost roughly $1,000 or more. Linux currently plays Windows games better than Windows in side-by-side tests.

An anonymous reader quotes a report from Tom's Hardware: After a turbulent weekend of updates and clarifications, AMD has published an entire web page to assuage user backlash and reaffirm its commitment to continued support for its RDNA 1 and RDNA 2-based drives, following a spate of confusion surrounding its recent decision to put Radeon RX 5000 and 6000 series cards in "maintenance mode." This comes after AMD had to deny that the RX 7900 cards were losing USB-C power supply moving forward, even though the drive changelog said something quite different.

Just last week, AMD released a new driver update for its graphics cards, and it went anything but smoothly. First, the wrong drivers were uploaded, and even after that was corrected, several glaring errors in the release notes required clarification. AMD was forced to correct claims about its RX 7900 cards, but at the time clarified that, indeed, RX 5000 and 6000 graphics cards were entering "Maintenance Mode," despite some RX 6000 cards being only around four years old. Now, though, AMD has either rolled back that decision or someone higher up the food chain has made a new call, as game optimizations are back on the menu for RDNA 1 and RDNA 2 GPUs. "We've heard your feedback and want to clear up the confusion around the AMD Software: Adrenalin Edition 25.10.2 driver release," AMD said in a statement. "Your Radeon RX 5000 and RX 6000 series GPUs will continue to receive: Game support for new releases, Stability and game optimizations, and Security and bug fixes," AMD said.

Microsoft shipped its first Xbox handheld nearly two weeks ago. The $600 white Xbox Ally cannot reliably sleep, wake, or hold a charge while asleep. Neither Microsoft nor Asus would admit there's a problem or offer a timeline to fix it after repeated requests by The Verge. Asus said it needs more time to test.

Installing Bazzite, a Linux-based operating system, solves the problems, the publication reports. The same hardware runs games up to 30% faster than Windows and beats the Steam Deck in all but one benchmark. Steam runs more responsively without Windows bloat. The device can be used like a Nintendo Switch, pausing games with the power button and resuming hours or days later. Bazzite initially had sleep issues but fixed them two days after programmer Antheas Kapenekakis obtained the hardware and consulted with two AMD contacts. The black Xbox Ally X, which doesn't have as many sleep issues, gets a similar speed boost with Bazzite.

Two Xbox Ally units tested on Windows repeatedly woke themselves at random intervals. One lost 10% battery after 12 hours of supposed sleep, the other 23%. After another 12 hours, both had only 30% battery remaining. One tried to apply a Windows Update while asleep. Both units refused to wake from sleep at times and required hard resets. Many users have reported similar issues on Reddit with both Xbox Ally versions.

Further reading: Microsoft's Next Xbox Will Run Full Windows and Eliminate Multiplayer Paywall, Report Says.

Longtime Slashdot reader zuki writes: According to a recent report over at Tom's Hardware, a number of those among early buyers who have been able to put the highly-coveted $4,000.00 DGX Spark mini-AI workstation through its paces are reporting throttling at 100W (rather than the advertised 240W capacity), spontaneous reboots, and thermal issues under sustained load. The workstation came under fire after John Carmack, the former CTO of Oculus VR, began raising questions about its real-world performance and power draw. "His comments were enough to draw tech support from Framework and even AMD, with the offer of an AMD-driven Strix Halo-powered alternative," reports Tom's Hardware.

"What's causing this suboptimal performance, such as a firmware-level cap or thermal throttling, is not clear," the report adds. "Nvidia hasn't commented publicly on Carmack's post or user-reported instability. Meanwhile, several threads on Nvidia's developer forums now include reports of GPU crashes and unexpected shutdowns under sustained load."

OpenAI has committed to spend about $1.4 trillion on infrastructure so far, equating to roughly 30 gigawatts of data center capacity, CEO Sam Altman said on Tuesday. From a report: The statement helps clarify the many announcements the company has made with its chip, data center and financing partners. That total includes the already announced deals with AMD, Broadcom, Nvidia, Oracle and other partners. That's just the starting point, Altman said. Over time, the company would like to have in place a technical and financial apparatus that would allow it to build a gigawatt of new capacity per week at a cost of around $20 billion per gigawatt.

Qualcomm has entered the AI data center chip race with its new AI200 and AI250 accelerators, directly challenging Nvidia and AMD's dominance by promising lower power costs and high memory capacity. CNBC reports: The AI chips are a shift from Qualcomm, which has thus far focused on semiconductors for wireless connectivity and mobile devices, not massive data centers. Qualcomm said that both the AI200, which will go on sale in 2026, and the AI250, planned for 2027, can come in a system that fills up a full, liquid-cooled server rack. Qualcomm is matching Nvidia and AMD, which offer their graphics processing units, or GPUs, in full-rack systems that allow as many as 72 chips to act as one computer. AI labs need that computing power to run the most advanced models.

Qualcomm's data center chips are based on the AI parts in Qualcomm's smartphone chips called Hexagon neural processing units, or NPUs. "We first wanted to prove ourselves in other domains, and once we built our strength over there, it was pretty easy for us to go up a notch into the data center level," Durga Malladi, Qualcomm's general manager for data center and edge, said on a call with reporters last week.

The U.S. has formed a $1 billion partnership with AMD to construct two supercomputers that will tackle large scientific problems ranging from nuclear power to cancer treatments to national security, said Energy Secretary Chris Wright and AMD CEO Lisa Su. From a report: The U.S. is building the two machines to ensure the country has enough supercomputers to run increasingly complex experiments that require harnessing enormous amounts of data-crunching capability. The machines can accelerate the process of making scientific discoveries in areas the U.S. is focused on.

Energy Secretary Wright said the systems would "supercharge" advances in nuclear power and fusion energy, technologies for defense and national security, and the development of drugs. Scientists and companies are trying to replicate fusion, the reaction that fuels the sun, by jamming light atoms in a plasma gas under intense heat and pressure to release massive amounts of energy. "We've made great progress, but plasmas are unstable, and we need to recreate the center of the sun on Earth," Wright told Reuters.

IBM announced that its quantum error-correction algorithm can now run in real time on standard AMD field-programmable gate array (FPGA) chips -- a major step toward making quantum computing more practical and affordable. Reuters reports: In June, IBM said it had developed an algorithm to run alongside quantum chips that can address such errors. In a research paper seen by Reuters to be published on Monday, IBM will show it can run those algorithms in real time on a type of chip called a field programmable gate array manufactured by AMD.

Jay Gambetta, director of IBM research, said the work showed that IBM's algorithm not only works in the real world, but can operate on a readily available AMD chip that is not "ridiculously expensive." "Implementing it, and showing that the implementation is actually 10 times faster than what is needed, is a big deal," Gambetta said in an interview. IBM has a multi-year plan to build a quantum computer called Starling by 2029. Gambetta said the algorithm work disclosed Friday was completed a year ahead of schedule.

Fujitsu has released a new laptop in Japan with a built-in Blu-ray drive. The FMV Note A A77-K3 includes a BDXL-compatible optical drive that can read and burn discs. Most laptop manufacturers globally stopped including optical drives in the second half of the 2010s. The Japanese market has refused to follow that trend.

Shops in Tokyo's Akihabara district recently experienced a spike in demand for optical drives and systems capable of reading Blu-ray discs, Tom's Hardware reports. Fujitsu sells two additional models in the FMV Note A line using Intel thirteenth-generation chips. Those systems include DVD drives instead of Blu-ray capability. Some other Japanese manufacturers also released optical-drive-equipped laptops earlier in 2025.

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.