The Courts

Netflix Faces Consumer Class Action Over $72 Billion Warner Bros Deal (reuters.com) 49

Netflix's $72 billion bid to buy Warner Bros Discovery has triggered a consumer class action claiming the merger would crush competition, erase HBO Max as a rival, and hand Netflix control over major franchises. Reuters reports: The proposed class action (PDF) was filed on Monday by a subscriber to Warner Bros-owned HBO Max who said the proposed deal threatened to reduce competition in the U.S. subscription video-on-demand market. "Netflix has demonstrated repeated willingness to raise subscription prices even while facing competition from full-scale rivals such as WBD," the lawsuit said. [...] The lawsuit said the Warner Bros deal would eliminate one of Netflix's closest rivals, HBO Max, and give Netflix control over Warner Bros marquee franchises including Harry Potter, DC Comics and Game of Thrones. On Monday, Paramount Skydance launched a $108 billion hostile bid to buy Warner Bros. Discovery with an all-cash, $30-per-share offer.
The Almighty Buck

More People Crowdfunded Basic Needs In 2025, GoFundMe Report Shows (fastcompany.com) 37

An anonymous reader quotes a report from Fast Company: More and more people are turning to GoFundMe for help covering the cost of housing, food, and other basic needs. The for-profit crowdfunding platform's annual "Year in Help" report, released Tuesday, underscored ongoing concerns around affordability. The number of fundraisers started to help cover essential expenses such as rent, utilities, and groceries jumped 20%, according to the company's 2025 review, after already quadrupling last year. "Monthly bills" were the second fastest-growing category behind individual support for nonprofits.

The number of "essentials" fundraisers has increased over the last three years in all of the company's major English-speaking markets, according to GoFundMe CEO Tim Cadogan. That includes the United States, Canada, United Kingdom and Australia. In the United States, the self-published report comes at the end of a year that has seen weakened wage growth for lower-income workers, sluggish hiring, a rise in the unemployment rate and low consumer confidence in the economy. [...] Among campaigns aimed at addressing broader community needs, food banks were the most common recipient on GoFundMe this year. The platform experienced a nearly sixfold spike in food-related fundraisers between the end of October and first weeks of November, according to Cadogan, as many Americans' monthly SNAP benefits got suddenly cut off during the government shutdown.

Microsoft

Microsoft Excel Turns 40, Remains Stubbornly Unkillable (bloomberg.com) 82

Microsoft Excel, the 40-year-old spreadsheet application that helped establish personal computers as essential workplace tools and contributed to Microsoft's current valuation of nearly $4 trillion, has weathered both the rise of cloud computing and the current AI boom largely unscathed. In its most recent quarter, commercial revenue for Microsoft 365 -- the bundle including Excel, Word, and PowerPoint -- increased 17% year over year, and consumer revenue rose 28%.

The software traces its origins to a 1983 Microsoft offsite under the code name Odyssey, where engineers set out to clone Lotus 1-2-3. That program had itself cloned VisiCalc, the first computerized spreadsheet, created by Dan Bricklin for the Apple II in the late 1970s. Bricklin never patented VisiCalc. "Financially it would have been great if we'd have been able to patent it," he told Bloomberg. "And there would be a Bricklin Building at MIT, instead of a Gates Building."

Excel now counts an estimated 500 million paying users. The Pentagon pays for 2 million Microsoft 365 licenses. Google's free Sheets product, launched in 2006, captured casual use cases like potluck sign-ups but failed to dislodge Excel from enterprise work. AI chatbots present the latest challenge, but venture capitalists say nearly every AI spreadsheet startup they meet builds on top of Excel rather than replacing it.
Social Networks

Social Media's Relentless Shopping Machine Has Created an Army of Debt-Laden Buyers (theverge.com) 113

The influencer economy that Goldman Sachs projects will reach nearly half a trillion dollars by 2027 depends on a less-examined population: the influenced, millions of people who find themselves accumulating debt and clutter after years of exposure to what amounts to a 24/7 digital infomercial.

Antoinette Hocbo, a former marketing professional who knows the tricks brands use to chip away at willpower, bought a $199 Pilates program, an iPad, and an arsenal of makeup products after TikTok's algorithm served her a stream of aspirational content. The Pilates gear now sits unused. Elysia Berman accumulated over $50,000 in debt across four credit cards and four buy-now-pay-later services during the pandemic, purchasing items she never wore because influencers recommended them.

A 2024 Pew Research Center survey found 62% of adults on TikTok use the platform to find product reviews and recommendations. Marketing expert Mara Einstein told The Verge that brands now need seven exposures to prompt consumer action, up from three in the pre-social media era. The vastness of the internet has allowed available products to bloat beyond imagination.
EU

EU Urged to Soften 2035 Ban on Internal Combustion Engine Cars (reuters.com) 109

Friday six European Union countries "asked the European Commission to water down an effective ban on the sale of internal combustion engine cars slated for 2035," reports Reuters The countries have asked the EU Commission to allow the sale of hybrid cars or vehicles powered by other, existing or future, technologies "that could contribute to the goal of reducing emissions" beyond 2035, a joint letter seen by Reuters showed on Friday. The letter was signed by the prime ministers of Bulgaria, the Czech Republic, Hungary, Italy, Poland and Slovakia. They also asked for low-carbon and renewable fuels to be included in the plan to reduce the carbon emissions from transportation...

Since they adopted a regulation that all new vehicles from 2035 should have zero emissions in March 2023, EU countries are now having second thoughts. Back then, the outlook for battery electric vehicles was positive, but carmakers' efforts have later collided with the reality of lower-than-expected demand and fierce competition from China.

Car and Drive reports that Chancellor Friedrich Merz of Germany also "wants to allow exceptions for plug-in hybrids, extended-range EVs, and 'highly efficient' combustion vehicles beyond the current 2035 deadline." They cite a report in Automotive News. The European Commission hasn't made any official changes yet, but mounting pressure suggests that a revised plan could be coming soon.... Apostolos Tzitzikostas, the European Commissioner for Sustainable Transport and Tourism, was cited by the German paper Handelsblatt as saying that the EU "will take all technological advances into account when reassessing fleet emission limits, including combustion engines running on e-fuels and biofuels." And these renewable products will apparently be key pieces of the puzzle. BMW uses a vegetable-oil-derived fuel called HVO 100 in its diesel products throughout Europe. The plant-oil-based fuel reportedly reduces tailpipe emissions by 90 percent compared with traditional diesel. For its part, Porsche has been working on producing synthetic fuel at a plant in Chile since 2022.

The European Commission is set to meet on December 10. At that time, the body is expected to assemble a package of proposals to help out the struggling European automotive industry, though the actual announcement may be pushed to a later date.

Thanks to long-time Slashdot reader sinij for sharing the article.
Open Source

How Home Assistant Leads a 'Local-First Rebellion' (github.blog) 100

It runs locally, a free/open source home automation platform connecting all your devices together, regardless of brand. And GitHub's senior developer calls it "one of the most active, culturally important, and technically demanding open source ecosystems on the planet," with tens of thousands of contributors and millions of installations.

That's confirmed by this year's "Octoverse" developer survey... Home Assistant was one of the fastest-growing open source projects by contributors, ranking alongside AI infrastructure giants like vLLM, Ollama, and Transformers. It also appeared in the top projects attracting first-time contributors, sitting beside massive developer platforms such as VS Code... Home Assistant is now running in more than 2 million households, orchestrating everything from thermostats and door locks to motion sensors and lighting. All on users' own hardware, not the cloud. The contributor base behind that growth is just as remarkable: 21,000 contributors in a single year...

At its core, Home Assistant's problem is combinatorial explosion. The platform supports "hundreds, thousands of devices... over 3,000 brands," as [maintainer Franck Nijhof] notes. Each one behaves differently, and the only way to normalize them is to build a general-purpose abstraction layer that can survive vendor churn, bad APIs, and inconsistent firmware. Instead of treating devices as isolated objects behind cloud accounts, everything is represented locally as entities with states and events. A garage door is not just a vendor-specific API; it's a structured device that exposes capabilities to the automation engine. A thermostat is not a cloud endpoint; it's a sensor/actuator pair with metadata that can be reasoned about.

That consistency is why people can build wildly advanced automations. Frenck describes one particularly inventive example: "Some people install weight sensors into their couches so they actually know if you're sitting down or standing up again. You're watching a movie, you stand up, and it will pause and then turn on the lights a bit brighter so you can actually see when you get your drink. You get back, sit down, the lights dim, and the movie continues." A system that can orchestrate these interactions is fundamentally a distributed event-driven runtime for physical spaces. Home Assistant may look like a dashboard, but under the hood it behaves more like a real-time OS for the home...

The local-first architecture means Home Assistant can run on hardware as small as a Raspberry Pi but must handle workloads that commercial systems offload to the cloud: device discovery, event dispatch, state persistence, automation scheduling, voice pipeline inference (if local), real-time sensor reading, integration updates, and security constraints. This architecture forces optimizations few consumer systems attempt.

"If any of this were offloaded to a vendor cloud, the system would be easier to build," the article points out. "But Home Assistant's philosophy reverses the paradigm: the home is the data center..."

As Nijhof says of other vendor solutions, "It's crazy that we need the internet nowadays to change your thermostat."
Cellphones

The AI Boom Could Increase Prices for Phones and Tablets Next Year (cnn.com) 45

CNN's prediction for 2026? "Any device that uses memory, from phones to tablets and smartwatches, could get pricier." But will it be a little or a lot?

The article cites an analysis from multinational strategy/management consulting firm McKinsey & Company which found America's data center demand could continue growing by 20 to 25 percent per year" through 2030. "That's prompted memory manufacturers like Micron and Samsung to shift their focus to data centers, which use a different type of memory, meaning fewer resources for consumer products. (Jaejune Kim, executive VP for memory at Samsung, said in October that their third quarter saw strong demand for memory for AI and data centers, and that they expected the supply shortage for mobile and PC memory to "intensify further.") Memory prices are rising for consumer products because major manufacturers are instead ramping up production for AI data centers as artificial intelligence companies boom. "It's pretty much brutal and crunched across the board," said Yang Wang, a senior analyst at Counterpoint Research.

The International Data Corporation, a global market research firm, reported earlier this week that the smartphone market is expected to decline by 0.9% in 2026 in part because of memory shortages. Memory prices are expected to surge by 30% in the fourth quarter of 2025 and may climb an additional 20% early next year, Counterpoint Research said last month... TrendForce, a research firm that follows the semiconductor industry, estimates memory price hikes have made smartphones 8% to 10% more expensive to produce in 2025 (higher production costs don't always translate into higher consumer prices for a variety of reasons).

Some smartphones could cost more as soon as early next year, said Nabila Popal, a senior research director for the International Data Corporation. Cheap Android phones may see the biggest impact, since less expensive products usually have thinner margins. "It's going to be almost impossible for them to not raise prices" of cheaper Android phones, said Popal. Companies may also postpone phone launches to focus on expensive models that may be more profitable. The average selling price for smartphones is expected to climb to $465 in 2026, compared to $457 in 2025, according to Popal, putting the smartphone market at a record high value of $578.9 billion.

But the pendulum is expected to swing back in the other direction late next year as the supply chain adjusts, according to Popal and Wang, potentially bringing prices back down or at least capping increases.

Wireless Networking

Why One Man Is Fighting For Our Right To Control Our Garage Door Openers (nytimes.com) 126

An anonymous reader quotes a report from the New York Times: A few years ago, Paul Wieland, a 44-year-old information technology professional living in New York's Adirondack Mountains, was wrapping up a home renovation when he ran into a hiccup. He wanted to be able to control his new garage door with his smartphone. But the options available, including a product called MyQ, required connecting to a company's internet servers. He believed a "smart" garage door should operate only over a local Wi-Fi network to protect a home's privacy, so he started building his own system to plug into his garage door. By 2022, he had developed a prototype, which he named RATGDO, for Rage Against the Garage Door Opener. He had hoped to sell 100 of his new gadgets just to recoup expenses, but he ended up selling tens of thousands. That's because MyQ's maker did what a number of other consumer device manufacturers have done over the last few years, much to the frustration of their customers: It changed the device, making it both less useful and more expensive to operate.

Chamberlain Group, a company that makes garage door openers, had created the MyQ hubs so that virtually any garage door opener could be controlled with home automation software from Apple, Google, Nest and others. Chamberlain also offered a free MyQ smartphone app. Two years ago, Chamberlain started shutting down support for most third-party access to its MyQ servers. The company said it was trying to improve the reliability of its products. But this effectively broke connections that people had set up to work with Apple's Home app or Google's Home app, among others. Chamberlain also started working with partners that charge subscriptions for their services, though a basic app to control garage doors was still free.

While Mr. Wieland said RATGDO sales spiked after Chamberlain made those changes, he believes the popularity of his device is about more than just opening and closing a garage. It stems from widespread frustration with companies that sell internet-connected hardware that they eventually change or use to nickel-and-dime customers with subscription fees. "You should own the hardware, and there is a line there that a lot of companies are experimenting with," Mr. Wieland said in a recent interview. "I'm really afraid for the future that consumers are going to swallow this and that's going to become the norm." [...] For Mr. Wieland, the fight isn't over. He started a company named RATCLOUD, for Rage Against the Cloud. He said he was developing similar products that were not yet for sale.

Cellphones

RAM Is So Expensive, Samsung Won't Even Sell It To Samsung (pcworld.com) 87

A severe spike in global DRAM prices has pushed Samsung Semiconductor to refuse a long-term RAM order from its own sibling, Samsung Electronics. The move is forcing the smartphone division into short, expensive renegotiations, which will likely mean higher costs for consumer devices. PCWorld reports: Samsung subsidiaries are, naturally, going to look to Samsung Semiconductor first when they need parts. Such was reportedly the case for Samsung Electronics, in search of memory supplies for its newest smartphones as the company ramps up production for 2026 flagship designs. But with so much RAM hardware going into new "AI" data centers -- and those companies willing to pay top dollar for their hardware -- memory manufacturers like Samsung, SK Hynix, and Micron are prioritizing data center suppliers to maximize profits.

The end result, according to a report from SE Daily spotted by SamMobile, is that Samsung Semiconductor rejected the original order for smartphone DRAM chips from Samsung Electronics' Mobile Experience division. The smartphone manufacturing arm of the company had hoped to nail down pricing and supply for another year. But reports say that due to "chipflation," the phone-making division must renegotiate quarterly, with a long-term supply deal rejected by its corporate sibling. A short-term deal, with higher prices, was reportedly hammered out.

Data Storage

The Last Video Rental Store Is Your Public Library 27

404 Media's Claire Woodcock writes: As prices for streaming subscriptions continue to soar and finding movies to watch, new and old, is becoming harder as the number of streaming services continues to grow, people are turning to the unexpected last stronghold of physical media: the public library. Some libraries are now intentionally using iconic Blockbuster branding to recall the hours visitors once spent looking for something to rent on Friday and Saturday nights.

John Scalzo, audiovisual collection librarian with a public library in western New York, says that despite an observed drop-off in DVD, Blu-ray, and 4K Ultra disc circulation in 2019, interest in physical media is coming back around. "People really seem to want physical media," Scalzo told 404 Media. Part of it has to do with consumer awareness: People know they're paying more for monthly subscriptions to streaming services and getting less. The same has been true for gaming.

As the audiovisual selector with the Free Library of Philadelphia since 2024, Kris Langlais has been focused on building the library's video game collections to meet comparable interest in demand. Now that every branch library has a prominent video game collection, Langlais says that patrons who come for the games are reportedly expressing interest in more of what the library has to offer. "Librarians out in our branches are seeing a lot of young people who are really excited by these collections," Langlais told 404 Media. "Folks who are coming in just for the games are picking up program flyers and coming back for something like that."
IP disputes are fueling the shift, too.

The report notes how rights and licensing battles are making some films harder to access -- from titles that quietly slip out of commercial circulation, to streaming-only releases that never make it to disc, to entire shows vanishing during mergers like HBO Max-Discovery+. One prominent example is The People's Joker, which was briefly pulled from the Toronto International Film Festival over a conflict with Batman's rightsholders.

Situations like that are pushing librarians to grab physical copies while they still can, before these works risk disappearing altogether.
AI

After Nearly 30 Years, Crucial Will Stop Selling RAM To Consumers 116

Micron is shutting down its Crucial consumer RAM business in 2026 after nearly three decades, citing heavy demand from AI data centers. "The AI-driven growth in the data center has led to a surge in demand for memory and storage," Sumit Sadana, EVP and chief business officer at Micron Technology, said in a statement. "Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments." Ars Technica reports: Micron said it will continue shipping Crucial consumer products through the end of its fiscal second quarter in February 2026 and will honor warranties on existing products. The company will continue selling Micron-branded enterprise products to commercial customers and plans to redeploy affected employees to other positions within the company.

Crucial launched in 1996 during the Pentium era as Micron's consumer brand for RAM and storage upgrades. Over the years, the brand expanded to encompass other memory-related products such as SSDs, flash memory cards, and portable storage drives. Micron Technology has been manufacturing RAM since 1981.
AI

Amazon To Use Nvidia Tech In AI Chips, Roll Out New Servers 7

AWS is deepening its partnership with Nvidia by adopting "NVLink Fusion" in its upcoming Trainium4 AI chips. "The NVLink technology creates speedy connections between different kinds of chips and is one of Nvidia's crown jewels," notes Reuters. From the report: Nvidia has been pushing to sign up other chip firms to adopt its NVLink technology, with Intel, Qualcomm and now AWS on board. The technology will help AWS build bigger AI servers that can recognize and communicate with one another faster, a critical factor in training large AI models, in which thousands of machines must be strung together. As part of the Nvidia partnership, customers will have access to what AWS is calling AI Factories, exclusive AI infrastructure inside their own data centers for greater speed and readiness.

Separately, Amazon said it is rolling out new servers based on a chip called Trainium3. The new servers, available on Tuesday, each contain 144 chips and have more than four times the computing power of AWS's previous generation of AI, while using 40% less power, Dave Brown, vice president of AWS compute and machine learning services, told Reuters. Brown did not give absolute figures on power or performance, but said AWS aims to compete with rivals -- including Nvidia -- based on price.
"Together, Nvidia and AWS are creating the compute fabric for the AI industrial revolution - bringing advanced AI to every company, in every country, and accelerating the world's path to intelligence," Nvidia CEO Jensen Huang said in a statement.
Cloud

Amazon and Google Announce Resilient 'Multicloud' Networking Service Plus an Open API for Interoperability (reuters.com) 21

Their announcement calls it "more than a multicloud solution," saying it's "a step toward a more open cloud environment. The API specifications developed for this product are open for other providers and partners to adopt, as we aim to simplify global connectivity for everyone."

Amazon and Google are introducing "a jointly developed multicloud networking service," reports Reuters. "The initiative will enable customers to establish private, high-speed links between the two companies' computing platforms in minutes instead of weeks." The new service is being unveiled a little over a month after an Amazon Web Services outage on October 20 disrupted thousands of websites worldwide, knocking offline some of the internet's most popular apps, including Snapchat and Reddit. That outage will cost U.S. companies between $500 million and $650 million in losses, according to analytics firm Parametrix.
Google and Amazon are promising "high resiliency" through "quad-redundancy across physically redundant interconnect facilities and routers," with both Amazon and Google continuously watching for issues. (And they're using MACsec encryption between the Google Cloud and AWS edge routers, according to Sunday's announcement: As organizations increasingly adopt multicloud architectures, the need for interoperability between cloud service providers has never been greater. Historically, however, connecting these environments has been a challenge, forcing customers to take a complex "do-it-yourself" approach to managing global multi-layered networks at scale.... Previously, to connect cloud service providers, customers had to manually set up complex networking components including physical connections and equipment; this approach required lengthy lead times and coordinating with multiple internal and external teams. This could take weeks or even months. AWS had a vision for developing this capability as a unified specification that could be adopted by any cloud service provider, and collaborated with Google Cloud to bring it to market.

Now, this new solution reimagines multicloud connectivity by moving away from physical infrastructure management toward a managed, cloud-native experience.

Reuters points out that Salesforce "is among the early users of the new approach, Google Cloud said in a statement."
Businesses

Amazon Tells Its Engineers: Use Our AI Coding Tool 'Kiro' (yahoo.com) 25

"Amazon suggested its engineers eschew AI code generation tools from third-party companies in favor of its own ," reports Reuters, "a move to bolster its proprietary Kiro service, which it released in July, according to an internal memo viewed by Reuters." In the memo, posted to Amazon's internal news site, the company said, "While we continue to support existing tools in use today, we do not plan to support additional third party, AI development tools.

"As part of our builder community, you all play a critical role shaping these products and we use your feedback to aggressively improve them," according to the memo.

The guidance would seem to preclude Amazon employees from using other popular software coding tools like OpenAI's Codex, Anthropic's Claude Code, and those from startup Cursor. That is despite Amazon having invested about $8 billion into Anthropic and reaching a seven-year $38 billion deal with OpenAI to sell it cloud-computing services..."To make these experiences truly exceptional, we need your help," according to the memo, which was signed by Peter DeSantis, senior vice president of AWS utility computing, and Dave Treadwell, senior vice president of eCommerce Foundation. "We're making Kiro our recommended AI-native development tool for Amazon...."

In October, Amazon revised its internal guidance for OpenAI's Codex to "Do Not Use" following a roughly six month assessment, according to a memo reviewed by Reuters. And Claude Code was briefly designated as "Do Not Use," before that was reversed following a reporter inquiry at the time.

The article adds that Amazon "has been fighting a reputation that it is trailing competitors in development of AI tools as rivals like OpenAI and Google speed ahead..."
Businesses

AI Helps Drive Record $11.8B in Black Friday Online Spending (reuters.com) 52

Earlier this month MasterCard noted that even Walmart now allows its customers to make purchases through ChatGPT. And after polling more than 4,000 consumers in the U.S., Canada, U.K., and UAE, they found "more than four in 10 consumers already use AI tools to help them shop, including 61% of Gen Z and 57% of millennials." Many (50% of Gen Z and 49% of millennials) say they'd even let AI handle all their gift-buying if it meant avoiding stress. Younger shoppers trust AI's taste, with 51% of Gen Z and 55% of millennials relying on it to deliver unique and thoughtful recommendations (sometimes even more than they trust themselves). The most popular uses include getting personalized product recommendations, confirming the best deal before purchasing, and summarizing thousands of reviews instantly. The bottom line: Shoppers are embracing AI as their new personal assistant — one that knows their budget, style, and patience level...

If the 2025 holiday shopper could be summed up in one word, it's intentional. They're planning earlier, spending wiser and using technology to make every dollar and every gift count.

The first figures are now in for the traditional "Black Friday" shopping day after Thanksgiving, and U.S. shoppers "spent a record $11.8 billion online," reports Reuters, "up 9.1% from 2024 on the year's biggest shopping day, according to Adobe Analytics, which tracks 1 trillion visits that shoppers make to online retail websites..."

And sure enough, this year shoppers were helped by AI: AI-powered shopping tools helped drive a surge in U.S. online spending on Black Friday, as shoppers bypassed crowded stores and turned to chatbots to compare prices and secure discounts amid concerns about tariff-driven price hikes... The AI-driven traffic to U.S. retail sites soared 805% compared to last year, Adobe said, when artificial intelligence tools such as Walmart's Sparky or Amazon's Rufus had not yet been launched. "Consumers are using new tools to get to what they need faster," said Suzy Davidkhanian, an analyst at eMarketer. "Gift giving can be stressful, and LLMs (large language models) make the discovery process feel quicker and more guided..." Globally, AI and agents influenced $14.2 billion in online sales on Black Friday, of which $3 billion came from the U.S. alone, according to software firm Salesforce.
There's another reason shoppers turned to AI. 2025's Black Friday arrived "amid tighter budgets, unemployment nearing a four-year high, U.S. consumer confidence sagging to a seven-month low and price tags that have shoppers watching every dollar," according to the article: Discount rates also remained flat when compared to 2024, with AI helping shoppers discover the best deals, and an increase in the price tags made deeper discounts difficult for retailers... Order volumes fell 1% as average selling prices rose 7%. Consumers also purchased fewer items at checkout, with units per transaction falling 2% on a year-over-year basis, Salesforce said.

The spending surge sets the stage for an even bigger Cyber Monday, projected to drive $14.2 billion in sales, up 6.3% on a year-over-year basis and the largest online shopping day of the year, Adobe said. Electronics are expected to see the deepest discounts on Cyber Monday, reaching 30% off list prices, along with strong deals on apparel and computers, Adobe said.

Data Storage

How Bad Will RAM and Memory Shortages Get? (arstechnica.com) 77

Digital Trends reports: A wave of shortages now threatens to ripple across RAM, SSDs, and even hard drives, affecting not only performance-hungry rigs but also everyday systems.

— CyberPowerPC has publicly confirmed it will raise prices on all systems starting December 7th due to RAM costs spiking by 500% and SSD prices doubling since October.

— Memory suppliers warn of a global DRAM and SSD shortage running into late 2026 or even 2027, driven heavily by AI server demand.

— As reported by Bloomberg, Lenovo has already stockpiled memory to ride out the crunch and maintain steadier PC pricing.

— Among other OEMs, HP, in its recent earnings call, flagged possible price increases or lower-spec models on the back of rising component costs.

But Apple "may also be in a good position to weather the shortage," reports Ars Technica, since "analysts at Morgan Stanley and Bernstein Research believe that Apple has already laid claim to the RAM that it needs and that its healthy profit margins will allow it to absorb the increases better than most."

Ars Technica also shows how much RAM and storage prices have jumped — sometimes as much as 2x or even 3x in just three months. "In short, there's no escaping these price increases, which affect SSDs and both DDR4 and DDR5 RAM kits of all capacities (though higher-capacity RAM kits do seem to be hit a little harder)." Memory and storage shortages can be particularly difficult to get through. As with all chips, it can take years to ramp up capacity and/or build new manufacturing facilities... And memory makers in particular may be slow to ramp up manufacturing capacity in response to shortages. If they decide to start manufacturing more chips now, what happens if memory demand drops off a cliff in six months or a year (if, say, an AI bubble deflates or pops altogether)? It means an oversupply of memory chips — consumers benefit from rock-bottom prices for components, but it becomes harder for manufacturers to cover their costs... The upshot is: Not only are memory prices getting bad now, but it's exceptionally difficult to predict when shortage-fueled price hikes might end...

Tom's Hardware reports that AMD has told its partners that it expects to raise GPU prices by about 10 percent starting next year and that Nvidia may have canceled a planned RTX 50-series Super launch entirely because of shortages and price increases.

EU

EU To Examine If Apple Ads and Maps Subject To Tough Rules, Apple Says No (reuters.com) 10

EU antitrust regulators will examine whether Apple's Apple Ads and Apple Maps should be subject to the onerous requirements of the bloc's digital rules after both services hit key criteria, with the U.S. tech giant saying they should be exempted. From a report: Apple's App Store, iOS operating system and Safari web browser were designated core platform services under the Digital Markets Act two years ago aimed at reining in the power of Big Tech and opening up the field to rivals so consumers can have more choice. The European Commission said that Apple has notified it that Apple Ads and Apple Maps met the Act's two thresholds to be considered "gatekeepers." The DMA designates companies with services with more than 45 million monthly active users and $79 billion in market capitalisation as gatekeepers subject to a list of dos and don'ts.
Data Storage

Unpowered SSDs in Your Drawer Are Slowly Losing Data (xda-developers.com) 79

An anonymous reader shares a report: Solid-state drives sitting unpowered in drawers or storage can lose data over time because voltage gradually leaks from their NAND flash cells, and consumer-grade drives using QLC NAND retain data for about a year while TLC NAND lasts up to three years without power. More expensive MLC and SLC NAND can hold data for five and ten years respectively. The voltage loss can result in missing data or completely unusable drives.

Hard drives remain more resistant to power loss despite their susceptibility to bit rot. Most users relying on SSDs for primary storage in regularly powered computers face little risk since drives typically stay unpowered for only a few months at most. The concern mainly affects creative professionals and researchers who need long-term archival storage.

Hardware

Lenovo Stockpiling PC Memory Due To 'Unprecedented' AI Squeeze (bloomberg.com) 10

An anonymous reader quotes a report from Bloomberg: Lenovo is stockpiling memory and other critical components to navigate a supply crunch brought on by the boom in artificial intelligence. The world's biggest PC maker is holding on to component inventories that are roughly 50% higher than usual, Chief Financial Officer Winston Cheng told Bloomberg TV on Monday. The frenzy to build and fill AI data centers with advanced hardware is raising prices for producers of consumer electronics, but Lenovo also sees opportunity in this to capitalize on its stockpile.

"The price is going very, very high, of course, and I think it's been unprecedented in terms of this rate driven by the AI demand," Cheng said. His company has long-term contracts in place and the benefit of scale, he added, and "those that have the supply actually would be able to have a position in the market." Beijing-based Lenovo will aim to avoid passing on rising costs to its customers in the current quarter, as it wants to sustain this year's strong sales growth, according to the CFO. He said the company will strike a balance between price and availability in 2026. Lenovo said last week that it has enough memory chips for all of 2026 and it can navigate any shortages better than its competitors.

AI

Amazon Pledges Up To $50 Billion To Expand AI, Supercomputing For US Government 15

Amazon is committing up to $50 billion to massively expand AI and supercomputing capacity for U.S. government cloud regions, adding 1.3 gigawatts of high-performance compute and giving federal agencies access to its full suite of AI tools. Reuters reports: The project, expected to break ground in 2026, will add nearly 1.3 gigawatts of artificial intelligence and high-performance computing capacity across AWS Top Secret, AWS Secret and AWS GovCloud regions by building data centers equipped with advanced compute and networking technologies. The project, expected to break ground in 2026, will add nearly 1.3 gigawatts of artificial intelligence and high-performance computing capacity across AWS Top Secret, AWS Secret and AWS GovCloud regions by building data centers equipped with advanced compute and networking technologies.

Under the latest initiative, federal agencies will gain access to AWS' comprehensive suite of AI services, including Amazon SageMaker for model training and customization, Amazon Bedrock for deploying models and agents, as well as foundation models such as Amazon Nova and Anthropic Claude. The federal government seeks to develop tailored AI solutions and drive cost-savings by leveraging AWS' dedicated and expanded capacity.

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