Supply chain challenges risk delaying Nvidia's Rubin GPUs
… We've reached out to Nvidia for comment on potential delays to its Rubin lineup; we'll let you know if we hear anything back. ® nvidia systems supply chain on prem
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Memory crunch threatens to kneecap Chromebook shipments
… "It is beginning to influence how the entire hardware market behaves: from supply chains and pricing to the way organisations prioritise their IT investments." ® on prem dram chrome ai personal tech pc
Iran war piles more pain on already battered PC market
… We expect this may have an impact on consumer PC shipments as energy prices rise due to the conflict." Those hoping for a period of stability to settle the supply chains will not draw much comfort from the US president's latest words. …
Microsoft raises UK Surface prices as RAM shortage bites
… A £200 bump on the base model is a bold ask, whatever's going on in the supply chain. …
Memory-makers' shares are down. Don't blame Google
… The war in the Persian Gulf means it will be hard to meet that demand, because the conflict has damaged the supply chain for helium – a vital component in semiconductor production that could mean chipmakers can’t make all the RAM they assumed would inflate their revenue and profits. …
How ServiceNow gets customers to gorge at the AI trough
… It combines IT, HR, supply chain, and finance service workflows into a single offering and pairs that with an AI-powered implementation agent that dramatically simplifies deployment. …
Apple's chips are winners, but Windows fails help it most
… Right now, with supply chains choking critical component costs everywhere except Cupertino, there is no Windows laptop that can duke it out with the Macbook Neo at the same price point on two vital points - the quality of the hardware, and what happens when you switch it on. …
Netflix, Meta, IBM speakers discuss AI and their workdays
… MORE CONTEXT AI recruiting biz Mercor says it was 'one of thousands' hit in LiteLLM supply-chain attack Google's TurboQuant saves memory, but won't save us from DRAM-pricing hell 'Uncle Larry's biggest fan' cut by email in early morning Oracle layoff spree Claude Code bypasses safety rule if given … …