supply-chain

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...

Microsoft and Phison have pushed back hard against a wave of social-media claims that the latest Windows 11 cumulative update is “bricking” NVMe SSDs — but the episode exposes a brittle edge case in modern storage stacks, a gap between telemetry and forensic proof, and practical steps every...

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...

Microsoft’s August cumulative (KB5063878) has been tied to a narrow but serious class of SSD failures and strange slowdowns — and while community researchers now point to pre‑release engineering firmware on some drives as a plausible trigger, the broader evidence remains mixed and important...

Microsoft has quietly but decisively moved from being a heavy consumer of third‑party AI models to a company shipping its own, first‑party foundation and voice models — and it has paired those models with an explicit expansion of internal, large‑scale training and inference infrastructure that...

HP’s latest quarter reads like a watershed moment: revenue and unit trends that outpaced expectations, a sharpened focus on AI-capable PCs, aggressive supply‑chain moves to sidestep tariff risk, and a targeted buy of Humane’s AI assets that accelerates device‑level AI strategy—taken together...

The largest technology companies are weathering a volatile market not because the case for them is uncomplicated, but because the economics of artificial intelligence have tilted the strategic balance in their favor: giant, cash-rich platforms can underwrite the infrastructure, talent and...