On its 20th anniversary, Firefox "is still going strong, and it is a better browser today than it ever was," according to TechCrunch.

In an interview, Mozilla's interim CEO says one of the first things they did when was to "unlock a bunch of money towards Firefox product development... I've been in enough places where people tend to forget about the core business, and they stop investing in it, because they get distracted by shiny things — and then they regret it." "Firefox is incredibly important, and it is our core. We've actually put more investment into it this year and into connecting with our communities, into bringing out and testing features that are positive and creating good experiences for folks. That's been a huge priority for me and for the company this year, and it's showing up in the results."

She acknowledged that Mozilla doesn't have the device distribution that benefits many of Firefox's competitors, especially on mobile, but she did note that the Digital Marks Act (DMA) in Europe — which means Apple, for example, has to provide a browser choice screen on iOS — is working. "With the DMA, even though the implementation hasn't been outstanding, we're seeing a real shift. When people have the choice to choose Firefox, they're choosing Firefox," she said...

To kick-start some of this growth, Mozilla is looking at reaching new, and younger, users. Chambers noted that Mozilla is running a number of marketing campaigns to make people aware of Firefox, especially those who are only now starting to make their first browser choices. With them, she believes, Mozilla's messaging around privacy lands especially well.
In a future where browsers include AI agents that take actions on behalf of users, there might be more confidence in a browser designed for privacy and transparency, the interim CEO points out — as part of their larger mission. "What I love about Firefox is that it really provides users with an alternative choice of a browser that is just genuinely designed for them.

"We have, from its very inception and throughout, really wanted to create a browser that prioritizes people over profit, prioritizes privacy over anything else, and to have that option, the choice."

An anonymous reader shared this report from Digital Trends: A number of popular generative AI platforms are seeing consistent growth as users are figuring out how they want to use the tools - and ChatGPT is at the top of the list with the most visits, at 3.7 billion worldwide. So many people are visiting the AI chatbot, its figures are rivaling browser market share. It can only be compared to Google Chrome figures in terms of monthly users, which is estimated to be around 3.45 billion.

Statistics from [web analytics company] Similarweb indicate that ChatGPT saw a 17.2% month-over-month (MoM) growth and a 115.9% year-over-year (YoY) traffic growth... Google's Chrome browser has a solid market share of 35.4 billion users in 2024. It has seen minimal growth YoY but has grown 45.35% in the last 5 years, according to Statscounter.
The article notes ChatGPT saw a jump in traffic when it changed its dowmain from chat.openai.com to just chatgpt.com -- and that OpenAI recently purchased the domain Chat.com (though "there is no word on what the company plans to do...") Meanwhile, other AI tools continue to see traffic and growth, despite not being at the same level as ChatGPT. Despite recent plagiarism claims, the Perplexity chatbot has seen 90.8 million visits in October, a 25.5% MoM growth and 199.2% YoY growth. Google's Gemini Chatbot saw 291.6 million visits in October, a 6.2% MoM growth and 19% YoY growth after the company introduced a new ChromeOS update that brought new AI features to its Chromebooks. Anthropic's Claude chatbot has seen 84.1 million visits in October, a 25.5% MoM growth and 394.9% YoY growth, after recently rolling out a desktop application for Windows and macOS. Microsoft's web-based Copilot website saw 69.4 million visits in October, an 87.6% MoM growth.

A 2002 Slashdot post informed the world that "Recently Blake Ross, a developer of the Phoenix web browser, has made a post on the Mozillazine forums looking for a new name for the project. Apparently the people over at Phoenix Technologies decided that the name interferes with their trademark since they make an 'internet access device'..."

And then, on November 9 of 2004, the BBC reported that "Microsoft's Internet Explorer has a serious rival in the long-awaited Firefox 1.0 web browser, which has just been released." Their headline? "Firefox Browser Takes on Microsoft." Fans of the software have banded together to raise cash to pay for an advert in the New York Times announcing that version 1.0 of the browser is available. ["Are you fed up with your browser? You're not alone...."] The release of Firefox 1.0 on 9 November might even cause a few heads to turn at Microsoft because the program is steadily winning people away from the software giant's Internet Explorer browser.

Firefox has been created by the Mozilla Foundation which was started by former browser maker Netscape back in 1998... Earlier incarnations, but which had the same core technology, were called Phoenix and Firebird. Since then the software has been gaining praise and converts, not least because of the large number of security problems that have come to light in Microsoft's Internet Explorer. Rivals to IE got a boost in late June when two US computer security organisations warned people to avoid the Microsoft program to avoid falling victim to a serious vulnerability.

Internet monitoring firm WebSideStory has charted the growing population of people using the Firefox browser and says it is responsible for slowly eroding the stranglehold of IE. Before July this year, according to WebSideStory, Internet Explorer was used by about 95% of web surfers. That figure had remained static for years. In July the IE using population dropped to 94.7% and by the end of October stood at 92.9%. The Mozilla Foundation claims that Firefox has been downloaded almost eight million times and has publicly said it would be happy to garner 10% of the Windows- using, net-browsing population.

Firefox is proving popular because, at the moment, it has far fewer security holes than Internet Explorer and has some innovations lacking in Microsoft's program. For instance, Firefox allows the pages of different websites to be arranged as tabs so users can switch easily between them. It blocks pop-ups, has a neat way of finding text on a page and lets you search through the pages you have browsed...
Firefox celebrated its 20th anniversary with a special video touting new and upcoming features like tab previews, marking up PDFs, and tab grouping.

And upgrading to the latest version of Firefox now displays this message on a "What's New" page. "Whether you just downloaded Firefox or have been with us since the beginning, you are a vital part of helping us make the internet a better place.

"We can't wait to show you what's coming next." ("Check out our special edition wallpapers — open a new tab and click the gear icon at the top right corner...")

IBM is facing a new lawsuit alleging that its Weather Channel website shared users' personal data with third-party ad partners without consent, violating the Video Privacy Protection Act (VPPA). The Register reports: In the absence of a comprehensive federal privacy law, the complaint [PDF] claims Big Blue violated America's Video Privacy Protection Act (VPPA), enacted in 1988 in response to the disclosure of Supreme Court nominee Robert Bork's videotape rental records. IBM was sued in 2019 (PDF) by then Los Angeles City Attorney Mike Feuer over similar allegations: That its Weather Channel mobile app collected and shared location data without disclosure. The IT titan settled that claim in 2020. A separate civil action against IBM's Weather Channel was filed in 2020 and settled in 2023 (PDF).

This latest legal salvo against alleged Weather Channel-enabled data collection takes issue with the sensitive information made available through the company's website to third-party ad partners mParticle and AppNexus/Xandr (acquired by Microsoft in 2022). The former provides customer analytics, and the latter is an advertising and marketing platform. The complaint, filed on behalf of California plaintiff Ed Penning, contends that by watching videos on the Weather Channel website, those two marketing firms received Penning's full name, gender, email address, precise geolocation, the name, and the URLs of videos he watched, without his permission or knowledge.

It explains that the plaintiff's counsel retained a private research firm last year to analyze browser network traffic during video sessions on the Weather Channel website. The research firm is said to have confirmed that the website provided the third-party ad firms with information that could be used to identify people and the videos that they watched. The VPPA prohibits video providers from sharing "personally identifiable information" about clients without their consent. [...] The lawsuit aspires to be certified as a class action. Under the VPPA, a successful claim allows for actual damages (if any) and statutory damages of $2,500 for each violation of the law, as well as attorney's fees.

Microsoft is introducing a feature to Notepad called Rewrite that will let you use AI to "rephrase sentences, adjust tone, and modify the length of your content." The Verge reports: If you're a Windows Insider with early access to the feature, you can try it by highlighting the text you want to adjust in Notepad, right-clicking it, and choosing Rewrite. Notepad will then display a dialogue box where you can decide how they want to change their text -- for example, if it needs to be longer or shorter. Rewrite will then offer three rewritten versions that you can replace your work with.

It's worth noting that you'll have to sign in to your Microsoft account to use Rewrite, as it's "powered by a cloud-based service that requires authentication and authorization." Microsoft is launching this feature in preview on Windows 11 in the US, France, UK, Canada, Italy, and Germany. In July, Microsoft rolled out spellcheck and autocorrect for Notepad.

A federal agency has issued a directive to employees to reduce the use of their phones for work matters due to China's recent hack of U.S. telecommunications infrastructure, WSJ reported on Thursday, citing people familiar with the matter. From the report: In an email to staff sent Thursday, the chief information officer at the Consumer Financial Protection Bureau warned that internal and external work-related meetings and conversations that involve nonpublic data should only be held on platforms like Microsoft Teams and Cisco WebEx and not on work-issued or personal phones.

"Do NOT conduct CFPB work using mobile voice calls or text messages," the email said, while referencing a recent government statement acknowledging the telecommunications infrastructure attack. "While there is no evidence that CFPB has been targeted by this unauthorized access, I ask for your compliance with these directives so we reduce the risk that we will be compromised," said the email, which was sent to all CFPB employees and contractors. It wasn't clear if other federal agencies had taken similar measures or were planning to, but many U.S. officials have already curtailed their phone use due to the hack, according to a former official.

A security update mislabeling by Microsoft led to Windows Server 2022 systems unexpectedly upgrading to Windows Server 2025, impacting 7 percent of Heimdal customers and leaving administrators scrambling to manage unexpected licensing and configuration challenges. The Register reports: It took Heimdal a while to trace the problem. According to a post on Reddit: "Due to the limited initial footprint, identifying the root cause took some time. By 18:05 UTC, we traced the issue to the Windows Update API, where Microsoft had mistakenly labeled the Windows Server 2025 upgrade as KB5044284." It added: "Our team discovered this discrepancy in our patching repository, as the GUID for the Windows Server 2025 upgrade does not match the usual entries for KB5044284 associated with Windows 11. This appears to be an error on Microsoft's side, affecting both the speed of release and the classification of the update. After cross-checking with Microsoft's KB repository, we confirmed that the KB number indeed references Windows 11, not Windows Server 2025."

As of last night, Heimdal estimated that the unexpected upgrade had affected 7 percent of customers -- it said it had blocked KB5044284 across all server group policies. However, this is of little comfort to administrators finding themselves receiving an unexpected upgrade. Since rolling back to the previous configuration will present a challenge, affected users will be faced with finding out just how effective their backup strategy is or paying for the required license and dealing with all the changes that come with Windows Server 2025.

Surging AI demand could push major oil companies to reinvest in renewable energy [non-paywalled link], Abu Dhabi National Oil Company CEO Sultan al-Jaber said this week. Al-Jaber's comments came as oil executives from Shell, BP and TotalEnergies met with Microsoft and other tech leaders in Abu Dhabi to discuss AI's growing energy needs and its applications across the sector.

ADNOC announced plans to deploy autonomous AI agents across its operations through EnergyAI, developed with Microsoft and UAE's G42. The system will analyze seismic data and model underground carbon storage potential. The state oil giant committed $23 billion to low-carbon technology development using AI. Tech companies have pledged to power their AI data centers with renewable energy to meet climate targets. "We need a model that integrates all forms of energy," said al-Jaber, citing needs for renewable power, battery storage, natural gas, and nuclear energy in some locations.

An anonymous reader quotes a report from Ars Technica: On Friday, Perplexity launched an election information hub that relies on data from The Associated Press and Democracy Works to provide live updates and information about the 2024 US general election, which takes place on Tuesday, November 5. "Starting Tuesday, we'll be offering live updates on elections using data from The Associated Press so you can stay informed on presidential, senate, and house races at both a state and national level," Perplexity wrote in a blog post. The site will pull data from special data sources (called APIs) hosted by the two organizations. As of Monday, Perplexity's hub currently provides interactive information on voting requirements, poll times, and summaries about ballot measures, candidates, policy positions, and endorsements. Users can ask questions about the information similar to using a chatbot like ChatGPT.

Perplexity's embrace of providing election information is an exception in the AI field. Wary about accidentally providing misinformation, competitor AI assistants from OpenAI, Google, and Anthropic currently direct users elsewhere or decline to answer election questions. OpenAI's ChatGPT Search directs election result queries to The Associated Press and Reuters. Perplexity describes its new elections hub as "an entry point for understanding key issues." But like other AI models, Perplexity can produce confabulations (plausible incorrect information) when generating responses. That could present an accuracy problem because the site's Voter Guide service uses AI language models to summarize and interpret information pulled from the web. Here's what Ars Technica advises: "Take what you see on Perplexity's site with a huge grain of salt -- do not rely on it without verifying the information with a trustworthy external source."

An anonymous reader shares a report: With Windows 11 still failing to set the world alight, campaigners are warning that millions of perfectly good PCs could become landfill fodder when support for Windows 10 runs out in eleven and a bit months.

Figures compiled by StatCounter show that Windows 11 commanded a 35.55 percent share of the desktop Windows market in October. In comparison, the share of Windows 10 dropped to 60.97 percent, continuing a downward trend that began earlier this year -- it was still at 69.9 percent in April. Unless there is some marked acceleration, Windows 11 is unlikely to dominate the market by the time Microsoft pulls the plug on free updates for most of the Windows 10 world on October 14, 2025.

Cybercriminals have breached dozens of major companies including AT&T, Ticketmaster and Hot Topic by exploiting "infostealer" malware that harvests login credentials from infected computers, an investigation has found. The malware, spread through pirated software and social media, has infected 250,000 new devices daily, according to cybersecurity firm Recorded Future. Russian developers create the malware while contractors distribute it globally, deliberately avoiding former Soviet states. Hot Topic suffered potentially the largest retail hack ever in October when attackers accessed 350 million customer records using stolen developer credentials. Google and Microsoft are racing to patch vulnerabilities, but malware makers quickly adapt to new security measures.

In 1896 the Dow Jones Industrial Average (or DJIA) was created as a kind of proxy indicator for the wider stock market. "A stock is typically added only if the company has an excellent reputation, demonstrates sustained growth and is of interest to a large number of investors," according to a source cited by Yahoo Finance. Its mix of stocks might be informally considered a sign of the times, since it's made up of 30 stocks that according to Wikipedia have been changed only 57 times over the last 128 years.

Wait — make that 58.... CNBC reports that NVIDIA is replacing Intel in the DJIA, "a shakeup to the blue-chip index that reflects the boom in AI and a major shift in the semiconductor industry." Companies including Microsoft, Meta, Google and Amazon are purchasing Nvidia's GPUs, such as the H100, in massive quantities to build clusters of computers for their AI work. Nvidia's revenue has more than doubled in each of the past five quarters, and has at least tripled in three of them. The company has sginaled that demand for its next-generation AI GPU called Blackwell is "insane...."

While Nvidia has been soaring, Intel has been slumping. Long the dominant maker of PC chips, Intel has lost market share to Advanced Micro Devices and has made very little headway in AI. Intel shares have fallen by more than half this year as the company struggles with manufacturing challenges and new competition for its central processors. Intel said in a filing this week that the board's audit and finance committee approved cost and capital reduction activities, including lowering head count by 16,500 employees and reducing its real estate footprint. The job cuts were originally announced in August."
The DJIA will now include four of six tech companies worth $1 trillion — Apple, Microsoft, NVIDIA, and Amazon (which joined in February, replacing the owners of the Walgreens pharmacy chain). The other two trillion-dollar tech companies (not included in the DJIA) are Meta and Alphabet.

Adding NVIDIA to the DJIA will ensure "more representative exposure to the semiconductors industry" within the average, the index's curators told the Washington Post.

And also leaving the DJIA is power-generation company AES (which according to CNBC had a power mix of 54% renewables, 27% natural gas, 17% coal). It will be replaced by Vistra, defined by Wikipedia as America's largest competitive power generator, "with a capacity of approximately 39GW powered by a diverse portfolio including natural gas, nuclear, solar, and battery energy storage facilities." In the 2020 Forbes Global 2000, Vistra Energy was ranked as the 756th-largest public company in the world. The company owns the Moss Landing Power Plant in California which currently (2021) contains the largest battery energy storage system in the world (400-MW/1,600-MWh). As of 2020, the company was ranked as the highest CO2 emitter in the U.S.

Three months ago, Wall Street punished the world's largest technology firms for spending enormous amounts to develop artificial intelligence, only to deliver results that failed to justify the costs. Silicon Valley's response this quarter? Plans to invest even more. Bloomberg: The capital expenditures of the four largest internet and software companies -- Amazon, Microsoft, Meta and Alphabet -- are set to total well over $200 billion this year, a record sum for the profligate collective.

Executives from each company warned investors this week that their splurge will continue next year, or even ramp up. The spree underscores the extreme costs and resources consumed from the worldwide boom in AI ignited by the arrival of ChatGPT. Tech giants are racing to secure the scarce high-end chips and build the sprawling data centers the technology demands. To do so, the companies have cut deals with energy providers to power these facilities, even reviving a notorious nuclear plant.

With Windows 10 support set to expire on October 14, 2025, Microsoft is offering a one-time, one-year Extended Security Updates plan for consumers. "For $30, you'll receive 'critical' and 'important' security updates -- basically security patches that will continue to protect your Windows 10 PC from any vulnerabilities," reports PCWorld. "That $30 is for one year's worth of updates, and that's the only option at this time." From the report: Microsoft has been warning users for years that Windows 10 support will expire in 2025, specifically October 14, 2025. At that point, Windows 10 will officially fall out of support: there will be no more feature updates or security patches. On paper, that would mean that any Windows 10 PC will be at risk of any new vulnerabilities that researchers uncover.

Previously, Microsoft had quietly hinted that consumers would be offered the same ESU protections offered to businesses and enterprises, as it did in December 2023 and again in an "editor's note" shared in an April 2024 support post, in which the company said that "details will be shared at a later date for consumers." That time is now, apparently.

Back in December 2023, Microsoft offered the ESU on an annual basis to businesses for three years, one year at a time. The fees would double each year, charging businesses hundreds of dollars for the privilege. Consumers won't be offered the same deal, as a Microsoft representative said via email that it'll be a "one-time, one-year option for $30."

Microsoft is once again delaying the roll out of its controversial Recall feature for Copilot Plus PCs. From a report: The software giant had planned to start testing Recall, which creates screenshots of mostly everything you see or do on a Copilot Plus PC, with Windows Insiders in October. Now, Microsoft says it needs more time to get the feature ready.

"We are committed to delivering a secure and trusted experience with Recall. To ensure we deliver on these important updates, we're taking additional time to refine the experience before previewing it with Windows Insiders," says Brandon LeBlanc, senior product manager of Windows, in a statement to The Verge. "Originally planned for October, Recall will now be available for preview with Windows Insiders on Copilot Plus PCs by December."

OpenAI on Thursday launched a search feature within ChatGPT, its viral chatbot, that positions the high-powered AI startup to better compete with search engines like Google, Microsoft's Bing and Perplexity. From a report: ChatGPT search offers up-to-the-minute sports scores, stock quotes, news, weather and more, powered by real-time web search and partnerships with news and data providers, according to the company. It began beta-testing the search engine, called SearchGPT, in July.

The release could have implications for Google as the dominant search engine. Since the launch of ChatGPT in November 2022, Alphabet investors have been concerned that OpenAI could take market share from Google in search by giving consumers new ways to seek information online.

Ars Technica's Samuel Axon reports on Microsoft's quarterly earnings: Some investors have been uneasy about the company's aggressive spending on AI, while others have demanded it. During this quarter, Microsoft reported that it spent $20 billion on capital expenditures, nearly double what it had spent during the same quarter last year. However, the company satisfied both groups of investors, as it revealed it has still been doing well in the short term amid those long-term investments. The fiscal quarter, which covered July through September, saw overall sales rise 16 percent year over year to $65.6 billion. Despite all that AI spending, profits were up 11 percent, too. The growth was largely driven by Azure and cloud services, which saw a 33 percent increase in revenue. The company attributed 12 percent of that to AI-related products and services.

Meanwhile, Microsoft's gaming division continued to challenge long-standing assumptions that hardware is king, with Xbox content and services posting 61 percent increased year-over-year revenue despite a 29 percent drop in hardware sales. [...] The company attributed 53 points of that to the recent $69 billion Activision acquisition.

Comcast says the latest installment of Call of Duty, released on October 25th, resulted in a whopping 19 percent of its overall traffic last week. The ISP says it's the company's "biggest weak in internet history." The Verge reports: It's not really possible to quantify that further, given Comcast didn't provide any specific numbers -- either about how many customers were downloading the game or how big their downloads were. Ranging between 84.4GB for the PlayStation version and 102GB for the PC edition Call of Duty: Black Ops 6 is, in the grand tradition of Call of Duty games, a hefty download. It can be as much as 300GB if players choose to go ahead and download Modern Warfare II and III and all the associated content packs and languages, as Activision explained in June. The announcement underscores "just how restrictive its 1.2TB data cap can be in 2024," notes The Verge. "For any players who did download the whole massive 300GB package, they'll have wiped out a huge chunk of their 1.2TB Xfinity data cap in one fell swoop."

"If they used their internet as normal otherwise, that could put them right up against or even blow past that cap. Given that my family used nearly 800GB last month without any notably large game downloads, it wouldn't be that hard at all."

An anonymous reader quotes a report from The Intercept: Less than a year after OpenAI quietly signaled it wanted to do business with the Pentagon, a procurement document obtained by The Intercept shows U.S. Africa Command, or AFRICOM, believes access to OpenAI's technology is "essential" for its mission. The September 30 document lays out AFRICOM's rationale for buying cloud computing services directly from Microsoft as part of its $9 billion Joint Warfighting Cloud Capability contract, rather than seeking another provider on the open market. "The USAFRICOM operates in a dynamic and evolving environment where IT plays a critical role in achieving mission objectives," the document reads, including "its vital mission in support of our African Mission Partners [and] USAFRICOM joint exercises."

The document, labeled Controlled Unclassified Information, is marked as FEDCON, indicating it is not meant to be distributed beyond government or contractors. It shows AFRICOM's request was approved by the Defense Information Systems Agency. While the price of the purchase is redacted, the approval document notes its value is less than $15 million. Like the rest of the Department of Defense, AFRICOM -- which oversees the Pentagon's operations across Africa, including local military cooperation with U.S. allies there -- has an increasing appetite for cloud computing. The Defense Department already purchases cloud computing access from Microsoft via the Joint Warfighting Cloud Capability project. This new document reflects AFRICOM's desire to bypass contracting red tape and buy immediatelyMicrosoft Azure cloud services, including OpenAI software, without considering other vendors. AFRICOM states that the "ability to support advanced AI/ML workloads is crucial. This includes services for search, natural language processing, [machine learning], and unified analytics for data processing." And according to AFRICOM, Microsoft's Azure cloud platform, which includes a suite of tools provided by OpenAI, is the only cloud provider capable of meeting its needs.

Microsoft began selling OpenAI's GPT-4 large language model to defense customers in June 2023. Earlier this year, following the revelation that OpenAI had changed its mind on military work, the company announced a cybersecurity collaboration with DARPA in January and said its tools would be used for an unspecified veteran suicide prevention initiative. In April, Microsoft pitched the Pentagon on using DALL-E, OpenAI's image generation tool, for command and control software. But the AFRICOM document marks the first confirmed purchase of OpenAI's products by a U.S. combatant command whose mission is one of killing. OpenAI's stated corporate mission remains "to ensure that artificial general intelligence benefits all of humanity." The AFRICOM document marks the first confirmed purchase of OpenAI's products by a U.S. combatant command whose mission is one of killing. "Without access to Microsoft's integrated suite of AI tools and services, USAFRICOM would face significant challenges in analyzing and extracting actionable insights from vast amounts of data," reads the AFRICOM document. "This could lead to delays in decision-making, compromised situational awareness, and decreased agility in responding to dynamic and evolving threats across the African continent." The document contains little information about how exactly the OpenAI tools will be used.

OpenAI is partnering with Broadcom and TSMC to design its first in-house AI chip while supplementing its infrastructure with AMD chips, aiming to diversify its reliance on Nvidia GPUs. "The company has dropped the ambitious foundry plans for now due to the costs and time needed to build a network, and plans instead to focus on in-house chip design effort," adds Reuters. From the report: OpenAI has been working for months with Broadcom to build its first AI chip focusing on inference, according to sources. Demand right now is greater for training chips, but analysts have predicted the need for inference chips could surpass them as more AI applications are deployed. Broadcom helps companies including Alphabet unit Google fine-tune chip designs for manufacturing and also supplies parts of the design that help move information on and off the chips quickly. This is important in AI systems where tens of thousands of chips are strung together to work in tandem. OpenAI is still determining whether to develop or acquire other elements for its chip design, and may engage additional partners, said two of the sources.

The company has assembled a chip team of about 20 people, led by top engineers who have previously built Tensor Processing Units (TPUs) at Google, including Thomas Norrie and Richard Ho. Sources said that through Broadcom, OpenAI has secured manufacturing capacity with Taiwan Semiconductor Manufacturing Company to make its first custom-designed chip in 2026. They said the timeline could change. Currently, Nvidia's GPUs hold over 80% market share. But shortages and rising costs have led major customers like Microsoft, Meta, and now OpenAI, to explore in-house or external alternatives.