OpenAI won't say who audits its books. The company, which projects to hit an ARR of $20 billion this year and is valued at $500 billion, has committed to spending about $1.4 trillion on data centers over the next decade. It accounts for roughly two-thirds of unfulfilled contracts at Oracle and two-fifths at CoreWeave. Microsoft alone holds around $375 billion in unfulfilled contracts with OpenAI.

Reuters reported the company may target a $1 trillion valuation for a potential IPO in coming years. Most companies at this scale use one of the Big Four accounting firms: Deloitte, EY, KPMG or PwC. OpenAI declined to comment to Financial Times. A person close to the organization told the publication the company has "an industry standard audit with one of the Big Four firms." The company's latest Form 990 filing lists Fontanello, Duffield, & Otake -- a small San Francisco accountancy firm -- as the paid preparer. The form does say an independent accountant audited the statements.

Michael Burry, last night: "Can anyone name [OpenAI's] auditor?"

An anonymous reader quotes a report from CNBC: The Trump administration will provide Constellation Energy with a $1 billion loan to restart the Crane Clean Energy Center nuclear plant in Pennsylvania, Department of Energy officials said Tuesday. Previously known as Three Mile Island Unit 1, the plant is expected to start generating power again in 2027. Constellation unveiled plans to rename and restart the reactor in Sept. 2024 through a power purchase agreement with Microsoft to support the tech company's data center demand in the region.

Three Mile Island Unit 1 ceased operations in 2019, one of a dozen reactors that closed in recent years as nuclear struggled to compete against cheap natural gas. It sits on the same site as Three Mile Island Unit 2, the reactor that partially melted down in 1979 in the worst nuclear accident in U.S. history. The loan would cover the majority to the project's estimated cost of $1.6 billion. The first advance to Constellation is expected in the first quarter of 2026, said Greg Beard, senior advisor to the Energy Department's Loan Programs Office, in a call with reporters. The loan comes with a guarantee from Constellation that it will protect taxpayer money, Beard said.

An anonymous reader shares a report: It's too soon to be talking about the Curse of OpenAI, but we're going to anyway. Since September 10, when Oracle announced a $300 billion deal with the chatbot maker, its stock has shed $315 billion in market value.

OK, yes, it's a gross simplification to just look at market cap. But equivalents to Oracle shares are little changed over the same period (Nasdaq Composite, Microsoft, Dow Jones US Software Index), so the $15 billion loss figure [figure updated with stock price] is not entirely wrong. Oracle's "astonishing quarter" really has cost it nearly as much as one General Motors, or two Kraft Heinz.

Microsoft's Copilot AI assistant in Windows 11 fails to replicate the capabilities shown in the company's TV advertisements. The Verge tested Copilot Vision over a week using the same prompts featured in ads airing during NFL games. When asked to identify a HyperX QuadCast 2S microphone visible in a YouTube video -- a task successfully completed in Microsoft's ad -- Copilot gave multiple incorrect answers. The assistant identified the microphone as a first-generation HyperX QuadCast, then as a Shure SM7b on two other occasions. Copilot couldn't identify the Saturn V rocket from a PowerPoint presentation despite the words "Saturn V" appearing on screen. When asked about a cave image from Microsoft's ad, Copilot gave inconsistent responses.

About a third of the time it provided directions to find the photo in File Explorer. On two occasions it explained how to launch Google Chrome. Four times it offered advice about booking flights to Belize. The cave is Rio Secreto in Playa del Carmen, Mexico. Microsoft spokesperson Blake Manfre said "Copilot Actions on Windows, which can take actions on local files, is not yet available." He described it as "an opt-in experimental feature that will be coming soon to Windows Insiders in Copilot Labs, starting with a narrow set of use cases while we optimize model performance and learn." Copilot cannot toggle basic Windows settings like dark mode. When asked to analyze a benchmark table in Google Sheets, it "constantly misread clear-as-day scores both in the spreadsheet and in the on-page review."

Microsoft has rolled out a new preview build for Windows 11 Insiders in the Dev and Beta Channel this week that introduces a new toggle called 'experimental agentic features' that can be enabled or disabled in the Windows Settings app. From a report: According to Microsoft, this new toggle is designed to "allow agents to use new Windows agentic features." The company says the feature will work with AI-powered apps, which "help you automate everyday tasks -- like organizing files, scheduling meetings, or sending emails -- so you can spend less time on busy work and more time on what matters most. One powerful way apps are implementing AI today is by interacting with your apps and your files, using vision and advanced reasoning to click, type and scroll like a human would."

The setting in the Windows Setting says "When this setting is on, agents can use Windows agentic features." Features such as the recently announced Copilot Actions for Windows feature are going to take advantage of this new experimental agentic feature capability.

Microsoft, Nvidia and OpenAI-rival Anthropic announced strategic partnerships today that will scale Claude on Microsoft Azure and bring up to $15 billion in new investment to the AI startup. Anthropic committed to purchase $30 billion of Azure compute capacity and contract additional capacity up to one gigawatt. Nvidia and Microsoft -- the largest investor in OpenAI -- committed to invest up to $10 billion and up to $5 billion respectively in Anthropic.

An anonymous reader quotes a report from Security Affairs: On October 24, 2025, Azure DDoS Protection detected and mitigated a massive multi-vector attack peaking at 15.72 Tbps and 3.64 billion pps, the largest cloud DDoS ever recorded, aimed at a single Australian endpoint. Azure's global protection network filtered the traffic, keeping services online. The attack came from the Aisuru botnet, a Turbo Mirai-class IoT botnet using compromised home routers and cameras.

The attack used massive UDP floods from more than 500,000 IPs hitting a single public address, with little spoofing and random source ports that made traceback easier. It highlights how attackers are scaling with the internet: faster home fiber and increasingly powerful IoT devices keep pushing DDoS attack sizes higher. "On October 24, 2025, Azure DDOS Protection automatically detected and mitigated a multi-vector DDoS attack measuring 15.72 Tbps and nearly 3.64 billion packets per second (pps). This was the largest DDoS attack ever observed in the cloud and it targeted a single endpoint in Australia," reads a report published by Microsoft. "The attack originated from Aisuru botnet."

"Attackers are scaling with the internet itself. As fiber-to-the-home speeds rise and IoT devices get more powerful, the baseline for attack size keeps climbing," concludes the post. "As we approach the upcoming holiday season, it is essential to confirm that all internet-facing applications and workloads are adequately protected against DDOS attacks."

An anonymous reader quotes a report from Bloomberg: Amazon Web Services, Microsoft's Azure, and Alphabet's Google Cloud risk being dragged into the scope of the European Union's crackdown on Big Tech as antitrust watchdogs prepare to study the platforms' market power. The European Commission wants to decide if any of the trio should face a raft of new restrictions under the bloc's Digital Markets Act (source paywalled; alternative source), according to people familiar with the matter who spoke on condition of anonymity. The plan for a market probe follows several major outages in the cloud industry that wrought havoc across global services, highlighting the risks of relying on a mere handful of players.

To date, the world's largest cloud providers have avoided the DMA because a large part of their business comes via enterprise contracts, making it difficult to count the number of individual users, one of the EU's main benchmarks for earmarking Silicon Valley services for extra oversight. Under the investigation's remit, regulators will asses whether the top cloud operators -- regardless of the challenge of counting user numbers -- should be forced to contend with a raft of fresh obligations including increased interoperability with rival software and better data portability for users, as well as restrictions on tying and bundling.

"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.

It's been trying to measure the popularity of programming languages since 2000 using metrics like the number of engineers, courses, and third-party vendors. And "The November 2025 TIOBE Index brings another twist below Python's familiar lead," writes TechRepublic. "C solidifies its position as runner-up, C++ and Java lose some ground, and C# moves sharply upward, narrowing the gap with Java to less than a percentage point..."

TIO CEO Paul Jansen said this month that "Instead of Python, programming language C# is now the fastest rising language," How did C# achieve this? Java and C# are battling for a long time in the same areas. Right now it seems like C# has removed every reason why not to use C# instead of Java: it is cross platform nowadays, it is open source and it contains all new language features a developer wants. While the financial world is still dominated by Java, all other terrains show equal shares between Java and C#. Besides this, Microsoft is going strong and C# is still their most backed programming language.

Interesting note: C# has never been higher than Java in the TIOBE index. Currently the difference between the two rivals is less than 1%. There are exciting times ahead of us. Is C# going to surpass Java for the first time in the TIOBE index history?
"The fact that C# has been in the news for the successive betas and pre-release candidates prior to the release of C# 14 may have bumped up its percentage share in the last few months," notes a post on the site i-Programmer. But they also point out that by TIOBE's reckoning, Java — having been overtaken by Python in 2021 — "has been in decline ever since."

TechRepublic summarizes the rest of the Top Ten: JavaScript stays in sixth place at 3.42%, and Visual Basic edges up to seventh with 3.31%. Delphi/Object Pascal nudges upward to eighth at 2.06%, while Perl returns to the top 10 in ninth at 1.84% after a sharp year-over-year climb. SQL rounds out the list at tenth with 1.80%, maintaining a foothold that shows the enduring centrality of relational databases. Go, which held eighth place in October, slips out of the top 10 entirely.
Here's how TIOBE's methodology ranks programming language popularity in November:

1. Python
2. C
3. C++
4. Java
5. C#
6. JavaScript
7. Visual Basic
8. Delphi/Object Pascal
9. Perl
10. SQL

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 shares a report: Microsoft employs various schemes to stop Edge users from switching to Chrome, and the latest includes financial rewards for sticking with the browser. As spotted by Windows Latest, select users who search on Bing within Microsoft Edge for a link to download Google Chrome are now shown an offer to stay with the browser. It gives users 1,300 Microsoft Rewards points, which can be redeemed for gift cards (examples include Amazon, Roblox, and Spotify) or donated to one of over 2 million nonprofits.

After acquiring software virtualization company Cameyo last year, Google has relaunched a version of the service that makes it easier for Windows-based organizations to migrate over to ChromeOS. From a report: Now called "Cameyo by Google," the Virtual App Delivery (VAD) solution allows users to run legacy Windows apps in the Chrome browser or as web apps, preventing organizations from being tied to Microsoft's operating system. Google says the new Cameyo experience is more efficient than switching between separate virtual desktop environments, allowing users to stream the specific apps they need instead of virtualizing the entire desktop. That allows Windows-based programs like Excel and AutoCAD to run side-by-side with Chrome and other web apps, giving businesses the flexibility to use a mix of Microsoft and Google services.

An anonymous reader shares a report: Costing tens of thousands of dollars each, Nvidia's pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year -- a bill expected to hit $3 trillion by 2029. But unlike 19th-century railroads, or the Dotcom boom's fiber-optic cables, the GPUs fueling today's AI mania are short-lived assets with a shelf life of perhaps five years.

As with your iPhone, this stuff tends to lose value and may need upgrading soon because Nvidia and its rivals aim to keep launching better models. Customers like OpenAI will have to deploy them to stay competitive. So while it's comforting that the companies spending most wildly have mountains of cash to throw around (OpenAI aside), the brief useful life of the chips and the generous accounting assumptions underpinning all of this investment are less consoling.

Michael Burry, who made his name betting against US housing and who's recently turned to the AI boom, waded in this week, warning on X that hyperscalers -- industry jargon for the giant companies building gargantuan data centers -- are underestimating depreciation. Far from being a one-off outlay, there's a danger of AI capex becoming a huge recurring expense. That's great for Nvidia and co., but not necessarily for hyperscalers such as Google and Microsoft. Some face a depreciation tsunami that's forcing them to be extra vigilant about controlling other costs. Amazon has plans to eliminate roughly 14,000 jobs.

And while Wall Street is used to financing fast-depreciating assets such as aircraft and autos, it's worrying that private credit funds are increasingly using GPUs as collateral to finance loans. This includes lending to more speculative startups known as neoclouds, who offer GPUs for rent. Microsoft alone has signed more than $60 billion of neocloud deals.

An anonymous reader quotes a report from Ars Technica: ClickFix often starts with an email sent from a hotel that the target has a pending registration with and references the correct registration information. In other cases, ClickFix attacks begin with a WhatsApp message. In still other cases, the user receives the URL at the top of Google results for a search query. Once the mark accesses the malicious site referenced, it presents a CAPTCHA challenge or other pretext requiring user confirmation. The user receives an instruction to copy a string of text, open a terminal window, paste it in, and press Enter. Once entered, the string of text causes the PC or Mac to surreptitiously visit a scammer-controlled server and download malware. Then, the machine automatically installs it -- all with no indication to the target. With that, users are infected, usually with credential-stealing malware. Security firms say ClickFix campaigns have run rampant. The lack of awareness of the technique, combined with the links also coming from known addresses or in search results, and the ability to bypass some endpoint protections are all factors driving the growth.

The commands, which are often base-64 encoded to make them unreadable to humans, are often copied inside the browser sandbox, a part of most browsers that accesses the Internet in an isolated environment designed to protect devices from malware or harmful scripts. Many security tools are unable to observe and flag these actions as potentially malicious. The attacks can also be effective given the lack of awareness. Many people have learned over the years to be suspicious of links in emails or messengers. In many users' minds, the precaution doesn't extend to sites that instruct them to copy a piece of text and paste it into an unfamiliar window. When the instructions come in emails from a known hotel or at the top of Google results, targets can be further caught off guard. With many families gathering in the coming weeks for various holiday dinners, ClickFix scams are worth mentioning to those family members who ask for security advice. Microsoft Defender and other endpoint protection programs offer some defenses against these attacks, but they can, in some cases, be bypassed. That means that, for now, awareness is the best countermeasure. Researchers from CrowdStrike described in a report a campaign designed to infect Macs with a Mach-O executive. "Promoting false malicious websites encourages more site traffic, which will lead to more potential victims," wrote the researchers. "The one-line installation command enables eCrime actors to directly install the Mach-O executable onto the victim's machine while bypassing Gatekeeper checks."

Push Security, meanwhile, reported a ClickFix campaign that uses a device-adaptive page that serves different malicious payloads depending on whether the visitor is on Windows or macOS.

Dave Knott writes: Microsoft has released Visual Studio 2026, the first major version of their flagship compiler in almost four years. Release notes are available here. The compiler has also been updated, including improved (but not yet 100%) C++23 core language and standard library implementations.

Sony reported that PlayStation 5 sales have reached 84.2 million units, officially surpassing every Xbox console ever released. IGN reports: The PlayStation 5 is now up to 84.2 million copies sold after shifting an additional 3.9 million units during the three-month period ending September 30, Sony has announced. That's a slight increase on the 3.8 million PS5 units Sony sold during the same quarter last year, but it's an impressive result given the price of the console has actually gone up over the course of this generation, rather than come down. [...]

As an aside, unlike Sony, Microsoft does not make Xbox Series X and S sales figures public, but analysts have suggested the combined Xbox Series effort is being outsold by the PS5 by at least a factor of 2:1. The more appropriate comparison for the PS5 then, is with its predecessor, the PlayStation 4. Five years into the current console generation, the PS5 is slightly behind the PS4 (the PS4 sold-in to retailers more than 86.1 million units after five years on sale). But Sony has said this console generation is its most financially successful ever, with sales surpassing those made during the reign of all previous Sony consoles.

Longtime Slashdot reader theodp writes: The UK Department for Education is "replacing its narrowly focused computer science GCSE with a broader, future-facing computing GCSE [General Certificate of Secondary Education] and exploring a new qualification in data science and AI for 16-18-year-olds." The move aims to correct unintended consequences of a shift made more than a decade ago from the existing ICT (Information and Communications Technology) curriculum, which focused on basic digital skills, to a more rigorous Computer Science curriculum at the behest of major tech firms and advocacy groups to address concerns about the UK's programming talent pipeline.

The UK pivot from rigorous CS to AI literacy comes as tech-backed nonprofit Code.org leads a similar shift in the U.S., pivoting from its original 2013 mission calling for rigorous CS for U.S. K-12 students to a new mission that embraces AI literacy. Code.org next month will replace its flagship Hour of Code event with a new Hour of AI "designed to bring AI education into the mainstream" with the support of its partners, including Microsoft, Google, and Amazon. Code.org has pledged to engage 25 million learners with the new Hour of AI this school year.

Linux kernel developers are moving toward enabling Microsoft C Extensions (-fms-extensions) by default in Linux 6.19, with Linus Torvalds signaling no objection. While some dislike relying on Microsoft-style behavior, the patches in kbuild-next suggest the project is ready to "bite the bullet" and adopt the extensions system-wide. Phoronix reports: Rasmus Villemoes argued with Kbuild: enable -fms-extensions that would allow for "prettier code" and others have noted in the past the potential for saving stack space and all around being beneficial in being able to leverage the Microsoft C behavior: "Once in a while, it turns out that enabling -fms-extensions could allow some slightly prettier code. But every time it has come up, the code that had to be used instead has been deemed 'not too awful' and not worth introducing another compiler flag for. That's probably true for each individual case, but then it's somewhat of a chicken/egg situation. If we just 'bite the bullet' as Linus says and enable it once and for all, it is available whenever a use case turns up, and no individual case has to justify it..."

The second patch is kbuild: Add '-fms-extensions' to areas with dedicated CFLAGS to ensure -fms-extensions is passed for the CPU architectures that rely on their own CFLAGS being set rather than the main KBUILD_CFLAGS. Linus Torvalds chimed in on the prior mailing list discussion and doesn't appear to be against enabling -fms-extensions beginning with the Linux 6.19 kernel.

An anonymous reader quotes a report from Ars Technica: For years now, Valve has been slowly improving the capabilities of the Proton compatibility layer that lets thousands of Windows games work seamlessly on the Linux-based SteamOS. But Valve's Windows-to-Linux compatibility layer generally only extends back to games written for Direct3D 8, the proprietary Windows graphics API Microsoft released in late 2000. Now, a new open source project is seeking to extend Linux interoperability further back into PC gaming history. The d7vk project describes itself as "a Vulkan-based translation layer for Direct3D 7 [D3D7], which allows running 3D applications on Linux using Wine."

The new project isn't the first attempt to get Direct3D 7 games running on Linux. Wine's own built-in WineD3D compatibility layer has supported D3D7 in some form or another for at least two decades now. But the new d7vk project instead branches off the existing dxvk compatibility layer, which is already used by Valve's Proton for SteamOS and which reportedly offers better performance than WineD3D on many games. D7vk project author WinterSnowfall writes that while they don't expect this new project to be upstreamed into the main dxvk in the future, the new version should have "the same level of per application/targeted configuration profiles and fixes that you're used to seeing in dxvk proper." And though d7vk might not perform universally better than the existing alternatives, WinterSnowfall writes that "having more options on the table is a good thing in my book at least." The report notes that the PC Gaming Wiki lists more than 400 games built on the aging D3D7 APIs, spanning mostly early-2000s releases but with a trickle of new titles still appearing through 2022. Notable classics include Escape from Monkey Island and Hitman: Codename 47.