supply chain

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 decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...

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...

Newtonsoft.Json versions prior to 13.0.1 contain a well-documented flaw—tracked as CVE-2024-21907—where deeply nested or crafted JSON can force the library into a StackOverflow or resource‑exhaustion condition when parsing or serializing, producing a remote-denial‑of‑service (DoS) vector for...

Windows 11’s August cumulative update set off an alarm in enthusiast circles when a string of reproducible tests showed NVMe SSDs vanishing under sustained large writes — but the emerging, vendor‑validated explanation reframes the catastrophe as a narrower supply‑chain and firmware‑provenance...

Microsoft’s Copilot is no longer a peripheral promise — it’s being stitched into the very fabric of Dynamics 365 ERP, turning static record systems into conversational, predictive, and action-capable assistants that can shorten workflows, reduce manual errors, and free human teams to focus on...

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)...

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...

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’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 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...

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 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...