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JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and componentry — Jensen's master plan of vertical integration will boost profits, purportedly starting with Vera Rubin

https://www.tomshardware.com/tech-industry/artificial-intelligence/jp-morgan-says-nvidia-is-gearing-up-to-sell-entire-ai-servers-instead-of-just-ai-gpus-and-componentry-jensens-master-plan-of-vertical-integration-will-boost-profits-purportedly-starting-with-vera-rubin

IBM unveils new 'Quantum Nighthawk' 120-qubit processor and software stack — company on track for 2029 fault-tolerance milestone

https://www.tomshardware.com/tech-industry/semiconductors/ibm-unveils-new-120-qubit-processor-and-software-stack

DARPA invests $1.4 billion to build experimental Texas foundry for next-generation 3D chips — Austin plant to buck standard fab models to focus on high-mix, low-volume production

https://www.tomshardware.com/darpa-invests-1-4-billion-to-build-texas-foundry-for-next-gen-3d-chip-integration

Memory makers have no plans to increase RAM production despite crushing memory shortages — 'modest' 2026 increase predicted as DRAM makers hedge their AI bets

https://www.tomshardware.com/pc-components/dram/memory-makers-have-no-plans-to-increase-production-despite-crushing-ram-shortages-modest-2026-increase-predicted-as-dram-makers-hedge-their-ai-bets

AMD users flag heavy SSD write activity tied to chipset driver — incessant log file writes observed every time a window is moved or resized

https://www.tomshardware.com/software/windows/amd-users-flag-heavy-ssd-write-activity-tied-to-chipset-driver-incessant-log-file-writes-observed-every-time-a-window-is-moved-or-resized

OpenAI’s colossal AI data center targets would consume as much electricity as entire nation of India — 250GW target would require 30 million GPUs annually to ensure continuous operation, emit twice as much carbon dioxide as ExxonMobil

https://www.tomshardware.com/tech-industry/artificial-intelligence/openais-colossal-ai-data-center-targets-would-consume-as-much-electricity-as-entire-nation-of-india-250gw-target-would-require-30-million-gpus-annually-to-ensure-continuous-operation-emit-twice-as-much-carbon-dioxide-as-exxonmobil

Tape keeps kicking, 'breakthrough' 40TB native spec announced — LTO-10 tapes claim up to 100TB compressed data capacity, hold 2.2X more data than previous spec

https://www.tomshardware.com/pc-components/storage/tape-keeps-kicking-breakthrough-40tb-native-spec-announced-lto-10-tapes-claim-up-to-100tb-compressed-data-capacity-hold-2-2x-more-data-than-previous-spec

Top Microsoft exec's boast about Windows 'evolving into an agentic OS' provokes furious backlash - users fed up with forced AI features

https://www.tomshardware.com/software/windows/top-microsoft-execs-boast-about-windows-evolving-into-an-agentic-os-provokes-furious-backlash

Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it 'impossible to get a new iPhone for three years'

https://www.tomshardware.com/tech-industry/semiconductors/taiwan-to-up-defense-spending-and-develop-iron-dome-inspired-missile-protection-expert-warns-one-well-placed-chinese-missile-could-make-it-impossible-to-get-a-new-iphone-for-three-years

Intel software fixes stamp down privilege escalation vulnerabilities, while microcode updates clean up CPU messes — chipmaker has its own Patch Tuesday as it stomps down 30 bugs

https://www.tomshardware.com/software/intel-software-fixes-stamp-down-privilege-escalation-vulnerabilities-while-microcode-updates-clean-up-cpu-messes-chipmaker-has-its-own-patch-tuesday-as-it-stomps-down-30-bugs

AMD's gaming-optimized Ryzen 5 7500X3D with 96 MB of 3D V-Cache shows up in UK stores — here's where to buy AMD's latest budget X3D chip

https://www.tomshardware.com/pc-components/cpus/amds-gaming-optimized-ryzen-5-7500x3d-with-96-mb-of-3d-v-cache-shows-up-in-uk-stores-heres-where-to-buy-amds-latest-budget-x3d-chip