supply chain

Microsoft has set a firm end-of-support date for Windows 10—October 14, 2025—and the flurry of "30 days" headlines that followed this announcement compresses a complex, staged retirement into a single-sentence alarm that obscures exactly what will and won't change for users and IT teams...

Microsoft’s new Image Customizer for Azure Linux promises to shrink what used to be a lengthy, VM-driven image build process into a predictable, chroot-based workflow that operators can run in minutes — while integrating integrity protections such as dm-verity and code-integrity controls...

Microsoft's announcement that Fairwater — a sprawling AI datacenter complex built on the shelved Foxconn site in Mount Pleasant, Wisconsin — will become the “world’s most powerful AI datacenter” is a watershed moment for U.S. hyperscale infrastructure, but it also raises immediate technical...

Microsoft’s decision to stop servicing Windows 10 in mid‑October has turned a calendar item into an operational crisis for many business process outsourcing (BPO) firms — a sector that runs large, tightly controlled desktop estates and handles regulated, high‑value customer data. The technical...

US PC shipments cooled in Q2 2025 as channel inventories were worked through, but a steady commercial refresh — driven by the looming Windows 10 end‑of‑support and selective AI procurement — softened the blow and left OEM strategies, margins and channel execution in sharper focus. Background...

Oracle’s latest earnings didn’t just move markets — they rewrote the rules for how a decades‑old enterprise software vendor can pivot into the center of the AI cloud arms race. Background / Overview In fiscal Q1 2026 (quarter ended Aug. 31, 2025) Oracle reported a set of headline figures that...

The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...

This week’s AI headlines — from a fresh congressional bill that would reshape how high‑performance chips are sold, to the U.S. government’s rollback of an earlier export-control framework, and Microsoft’s quiet decision to split Office 365’s AI supply between OpenAI and Anthropic — have combined...

Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...

Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...

Microsoft says the recent reports that a Windows 11 cumulative update “bricked” consumer SSDs are not supported by its telemetry and lab findings, and vendor testing so far has failed to reproduce a fleet‑level failure tied to the August servicing wave tracked as KB5063878. Background The story...

A fresh line of forensic work from community labs suggests the wave of disappearing and allegedly “bricked” NVMe SSDs that alarmed Windows users in August may not be a mass Windows regression at all, but instead a narrower supply‑chain and firmware‑provenance problem: pre‑release (engineering)...

Phison has publicly acknowledged and replicated a key finding first raised by the PCDIY community: a wave of disappearing and allegedly “bricked” NVMe SSDs linked in timing to Windows 11’s August cumulative update (KB5063878) appears to have been driven, in at least some test cases, by...

Phison’s latest public testing and fresh community forensics have changed the tone of an urgent story that began as “Windows 11 is killing SSDs” and quickly morphed into a complex investigation at the intersection of OS updates, controller firmware, and supply‑chain quirks — with no single party...

A cluster of community test benches and vendor statements now point to a supply‑chain firmware issue — not a Windows code regression — as the most plausible explanation for the mid‑August reports of NVMe drives “vanishing” during large sequential writes after the Windows 11 August cumulative...

The investigation into a wave of disappearing and allegedly “bricked” NVMe SSDs that followed Microsoft’s August Windows 11 security rollup has taken a new turn: community researchers now say the problem was triggered not by Microsoft’s patch but by pre-release engineering firmware present on a...

Microsoft says its August Windows 11 security update (KB5063878) is not behind the recent wave of reports alleging SSDs and HDDs have been rendered inaccessible or corrupted, but the episode has exposed gaps in forensic clarity and left many users mistrustful of a conclusion drawn without a...

Dell’s latest quarter reads like a two-act play: a booming data‑center business buoyed by AI-optimized servers that pushed record revenue, and a more muted PC market that — despite an imminent Windows 10 end‑of‑life — is unfolding as a multi‑quarter refresh rather than a single sprint...

HP’s latest quarterly results confirm a simple — and lucrative — reality: AI PCs and the Windows 11 refresh are doing heavy lifting for the Personal Systems business, and that shift is materially improving margins even as printing revenues soften. Background / Overview HP reported fiscal...

HP’s latest quarter did more than steady investor nerves — it refocused the market’s narrative from a collapsing PC cycle to a disciplined recovery powered by AI-capable PCs, strategic supply‑chain moves and a tightly managed printing business that, for now, is holding margins within targeted...