Lead times for high-capacity hard drives have exceeded 52 weeks as AI workloads drive unprecedented demand for warm storage that sits between fast SSDs and offline tape archives, according to TrendForce. Western Digital notified customers of price increases across its entire hard drive portfolio citing demand for "every capacity" in its product line.

The shortage stems from AI infrastructure requirements including training datasets, model checkpoints and inference logs that consume petabytes of storage space. These files are too large for primary SSD storage but must remain accessible for quick retrieval. Hard drive manufacturers have not significantly expanded production capacity in approximately a decade. Cloud service providers are evaluating QLC SSDs for cold data storage despite costs remaining four to five times higher per gigabyte than mechanical drives. Memory suppliers are developing SSD products specifically for this intermediate storage tier.

An anonymous reader quotes a report from TechCrunch: Rainmaker Technology's bid to deploy cloud-seeding flares on small drones is being met by resistance from the airline pilots union, which has urged the Federal Aviation Administration to consider denying the startup's request unless it meets stricter safety guidelines. The FAA's decision will signal how the regulator views weather modification by unmanned aerial systems going forward. Rainmaker's bet on small drones hangs in the balance.

The Air Line Pilots Association (ALPA) told the FAA that Rainmaker's petition "fails to demonstrate an equivalent level of safety" and poses "an extreme safety risk." Rainmaker is seeking an exemption from rules that bar small drones from carrying hazardous materials. The startup filed in July, and the FAA has yet to rule. Instead, it issued a follow-up request for information, pressing for specifics on operations and safety. In its filing, Rainmaker proposed using two flare types, one "burn-in-place" and the other ejectable, on its Elijah quadcopter, to disperse particles that stimulate precipitation. Elijah has a maximum altitude of 15,000 feet MSL (measured from sea level), which sits inside controlled airspace where commercial airliners routinely fly. Drones need permission from Air Traffic Control to fly inside this bubble. Rainmaker's petition says it will operate in Class G (uncontrolled) airspace unless otherwise authorized. ALPA notes the filing doesn't clearly state where flights would occur or what altitudes would be used. Rainmaker and ALPA did not reply to TechCrunch's requests for comment.

The union also objects to the flares themselves, citing concerns about foreign object debris and fire safety. ALPA points out that the petition does not include trajectory modeling of the ejectable casings or analysis on the environmental impacts of chemical agents. However, Rainmaker says the flights will occur over rural areas and over properties owned by private landlords "with whom Rainmaker has developed close working relationships." [...] What happens next hinges on whether the FAA thinks those mitigations are sufficient. However it's decided, the agency's response will likely set the tone for novel cloud-seeding approaches.

Intel's long-time Xeon chief architect Ronak Singhal is leaving the company after nearly 30 years, marking yet another high-profile departure amid Intel's leadership churn and intensifying competition from AMD and Arm-based cloud CPUs. The Register reports: The Carnegie Mellon alum holds degrees in electrical and computer engineering, along with at least 30 patents involving CPUs. Singhal joined Intel in 1997 after spending the previous summer as an intern at Cyrix. After a year in Intel's Rotation Engineers Program, he spent the remainder of his tenure helping to develop some of the chipmaker's most consequential and, at times, controversial processors. Most notably, Singhal oversaw the core development of Intel's 22nm Haswell and 14nm Broadwell processor architectures. His innovations aren't limited to the datacenter either, with his architectural contributions playing a significant role in the success of Intel's Core and Atom processor families as well. [...]

Singhal is only the latest Xeon lead to jump ship since the start of the year. In January, Sailesh Kottapalli, another senior fellow, left for Qualcomm barely a month after former CEO Pat Gelsinger's unceremonious "retirement." Even before Gelsinger's eviction, Intel's datacenter group has been something of a revolving door. Last summer Singhal's long-time colleague Lisa Spelman departed the company, eventually landing a spot as CEO of HPC interconnect vendor Cornelis Networks. Her replacement, Ryan Tabrah, lasted seven months in the role, about half as long as Intel datacenter boss Justin Hotard, who defected for the forests of Finland to lead Nokia as its new President and CEO back in April.

In fact, the churn now extends all the way to the top. On Monday, Intel announced its CEO of Products, Michelle Johnston Holthaus, would be leaving the business. The move is part of a broader executive shakeup that will see former Arm engineer Kevork Kechichian take over as head of Intel's datacenter engineering group. Jim Johnson, meanwhile, will take over as head of the chipmaker's client computing group while Srinivasan (Srini) Iyengar will head up a new central engineering division.

Microsoft and OpenAI have signed a non-binding deal to restructure their partnership, paving the way for OpenAI to shift into a conventional for-profit model and potentially go public. Reuters reports: Details on the new commercial arrangements were not disclosed, but the companies said they were working to finalize terms of a definitive agreement. [...] Microsoft invested $1 billion in OpenAI in 2019 and another $10 billion at the beginning of 2023. Under their previous agreement, Microsoft had exclusive rights to sell OpenAI's software tools through its Azure cloud computing platform and had preferred access to the startup's technology.

Microsoft was once designated as OpenAI's sole compute provider, though it lessened its grip this year to allow OpenAI to pursue its own data center project, Stargate, including signing $300 billion worth of long-term contracts with Oracle, as well as another cloud deal with Google. As OpenAI's revenue grows into the billions, it is seeking a more conventional corporate structure and partnerships with additional cloud providers to expand sales and secure the computing capacity needed to meet demand. Microsoft, meanwhile, wants continued access to OpenAI's technology even if OpenAI declares its models have reached humanlike intelligence - a milestone that would end the current partnership under existing terms.

OpenAI said under current terms, its nonprofit arm will receive more than $100 billion -- about 20% of the $500 billion valuation it is seeking in private markets -- making it one of the most well-funded nonprofits, according to a memo from Bret Taylor, chairman of OpenAI's current nonprofit board. The companies did not disclose how much of OpenAI Microsoft will own, nor whether Microsoft will retain exclusive access to OpenAI's latest models and technology. Regulatory hurdles remain for OpenAI, as attorneys general in California and Delaware need to approve OpenAI's new structure. The company hopes to complete the conversion by year's end, or risk losing billions in funding tied to that timeline.

Google Tables, a work-tracking tool and competitor to the popular spreadsheet-database hybrid Airtable, is shutting down. TechCrunch: In an email sent to Tables users this week, Google said the app will not be supported after December 16, 2025, and advised that users export or migrate their data to either Google Sheets or AppSheet instead, depending on their needs.

Launched in 2020, Tables focused on making project tracking more efficient with automation. It was one of the many projects to emerge from Google's in-house app incubator, Area 120, which at the time was devoted to cranking out a number of experimental projects. Some of these projects later graduated to become a part of Google's core offerings across Cloud, Search, Shopping, and more. Tables was one of those early successes: Google said in 2021 that the service was moving from a beta test to become an official Google Cloud product. At the time, the company said it saw Tables as a potential solution for a variety of use cases, including project management, IT operations, customer service tracking, CRM, recruiting, product development and more.

The Swiss government could soon require service providers with more than 5,000 users to collect government-issued identification, retain subscriber data for six months and, in many cases, disable encryption. From a report: The proposal, which is not subject to parliamentary approval, has alarmed privacy and digital-freedoms advocates worldwide because of how it will destroy anonymity online, including for people located outside of Switzerland. A large number of virtual private network (VPN) companies and other privacy-preserving firms are headquartered in the country because it has historically had liberal digital privacy laws alongside its famously discreet banking ecosystem.

Proton, which offers secure and end-to-end encrypted email along with an ultra-private VPN and cloud storage, announced on July 23 that it is moving most of its physical infrastructure out of Switzerland due to the proposed law. The company is investing more than $117 million in the European Union, the announcement said, and plans to help develop a "sovereign EuroStack for the future of our home continent." Switzerland is not a member of the EU. Proton said the decision was prompted by the Swiss government's attempt to "introduce mass surveillance."

Amid yesterday's news of Oracle's soaring stock, which propelled founder Larry Ellison to the top of the world's richest list, the Wall Street Journal reported that the cloud giant and OpenAI have struck one of the largest cloud contracts ever signed. Under the deal, OpenAI will purchase $300 billion worth of compute power from Oracle over roughly five years, with purchases beginning in 2027.

"This move away from Microsoft was timed with OpenAI's involvement with the Stargate Project, in which OpenAI, SoftBank, and Oracle have committed to invest $500 billion into domestic data center projects over the next four years," notes TechCrunch.

OpenAI also recently signed a cloud deal with Google. "The deal ... underscores the fact that the two are willing to overlook heavy competition between them to meet the massive computing demands," wrote analyst in Reuter's report.

By 2028, Gartner research VP Julia Palmer predicts that VMware will lose 35% of its current workloads as Broadcom's licensing changes and rising costs push customers toward competitors like Nutanix and public clouds. The Register reports: On Wednesday at the analyst firm's Symposium event in Australia, Palmer pointed out that the Broadcom business unit recently tweaked its licensing program so that hyperscalers can no longer sell VMware subscriptions to users of their hosted VMware services. Customers must instead buy direct from Broadcom and use license portability entitlements for any VMware infrastructure they host in hyperscale clouds. Palmer said that decision shows VMware does not consider hyperscalers strategic partners, and she thinks the feeling is mutual. Hyperscalers nevertheless welcome customers who use them to run VMware workloads "because they know over time they will convert you to 'proper cloud'."

Which is one reason she expects VMware will lose so many workloads: Hyperscalers will use their engagements with VMware customers to extol the virtue of public clouds. Palmer thinks VMware customers should heed that pitch. "We are all addicted to hypervisors, and that needs to change," Palmer said, not least because Broadcom's acquisition of VMware shows how lock-in to a virtualization platform can be costly. But she counseled against planning to move all workloads off VMware, as no rival vendor offers a superior platform and a full migration will take three or more years. Palmer instead advised assessing which applications are ripe for modernization and re-platforming, and shifting those -- a job that can take up to a year.

Oracle shares had their best day since 1992, skyrocketing 36% and adding $244 billion in market value as surging AI-driven cloud demand pushed the company toward a $1 trillion valuation. The surge boosted founder Larry Ellison's fortune by $100 billion, making him the new world's wealthiest person. CNBC reports: The company said Tuesday after the bell that it has $455 billion in remaining performance obligations, up 359% from a year earlier. "This is a very historic kind of print right here from Oracle with this backlog," Ben Reitzes, technology research head at Melius Research, told CNBC's "Closing Bell: Overtime" on Tuesday. "The Street was looking for about $180 billion in RPO and they're talking about a number that is a multiple of that. That is astounding."

Oracle now sees $18 billion in cloud infrastructure revenue in fiscal 2026, with the company calling for the annual sum to reach $32 billion, $73 billion, $114 billion and $144 billion over the subsequent four years. Other analysts were left "blown away" and "in shock." D.A. Davidson's Gil Luria called it "absolutely staggering on CNBC's "Fast Money." Wells Fargo analysts said it was a "momentous confirmation" of the AI trade.

Oracle's cloud revenue projections overshadowed an otherwise lackluster fiscal first-quarter report in which the company missed expectations on the top and bottom lines. The company had earnings of an adjusted $1.47 per share for the quarter, just below the $1.48 per share expected by analysts polled by LSEG. Revenue for the first quarter came in at $14.93 billion, missing the $15.04 billion expected.

Microsoft is diversifying its AI portfolio by integrating some of Anthropic's AI features into Office 365 apps. "The move will blend Anthropic and OpenAI technology in the apps, after years in which Microsoft primarily used OpenAI for the new features in Word, Excel, Outlook and PowerPoint," reports Reuters. From the report: Developers making Office AI features found Anthropic's latest models performed better than OpenAI in automating tasks such as financial functions in Excel or generating Powerpoint presentations based on instructions, the report said, citing one of the two people involved in the effort. Microsoft will pay its cloud rival Amazon Web Services to access the Anthropic models, according to the report. AWS is one of Anthropic's largest shareholders.

OpenAI's launch of GPT-5 is a step up in quality but Anthropic's Claude Sonnet 4 performs better in creating Powerpoint presentations that are more aesthetically pleasing, the report said. Microsoft plans to announce the move in the coming weeks, while the price of AI tools in Office will stay the same, the report said. "As we've said, OpenAI will continue to be our partner on frontier models and we remain committed to our long-term partnership," a Microsoft spokesperson said.

Google Cloud CEO Thomas Kurian revealed the company has already made billions from AI by monetizing through consumption-based pricing, subscriptions, and upselling. "Our backlog is now at $106 billion -- it is growing faster than our revenue," said Kurian, speaking at the Goldman Sachs Communacopia and Technology Conference in San Francisco. "More than 50% of it will convert to revenue over the next two years." CNBC reports: Kurian said some people pay Google by consumption, giving the example of AI infrastructure purchased by enterprise customers. "Whether it's a GPU, TPU or a model, you pay by token -- meaning you pay by what you use," he said. Tokens represent chunks of text that a AI models process when they generate or interpret language. Some people use customer service systems, paying for it by what Kurian called "deflection rates." Such rates are priced based on the business value customers get -- things like uptime, scalability, AI features and security. Google Cloud also provides tools like a "deflection dashboard," that customers can use to track and manage agent interactions. Last month, Google won a $10 billion cloud contract from Meta spanning six years. Meta had largely been reliant on Amazon Web Services for cloud infrastructure, though it also uses Microsoft Azure.

Some customers pay for cloud services by way of subscriptions. "You pay per user per monthly fee -- for example, agents or Workspace," said Kurian, referring to the company's Gemini products, which has its own subscription tiers with various storage options, and the Google Workspace productivity suite, which also has several subscription tiers. Google One, a popular personal cloud storage subscription, offers a basic monthly service to users for $1.99 a month. Earlier this year, the company offered a new subscription tier called "Google AI Ultra," which offers exclusive access to the company's most "cutting edge" AI products with 30 terabytes of storage for $249.99 per month. Kurian gave an example of Google Cloud's cybersecurity subscription tiers, saying "we've seen huge growth in that."

Kurian said that upselling is another key aspect of Google Cloud's strategy. "We also upsell people as they use more of it from one version to another because we have higher quality models and higher-priced tiers," Kurian said. He said that once customers use Google's AI services, they wind up using more of the company's products. "That leads customers who sign a commitment or contract to spend more than they contacted for, which drives more revenue growth," he added. Kurian says it is capturing new customers more quickly too. "We've seen 28% sequential quarter-over-quarter growth in new customer wins in the first half of the year," said Kurian, adding that nearly two-thirds of customers already use Google Cloud's AI tools in a meaningful way. "Selling to existing customers is always easier than selling to new customers, so it helps us improve the cost of sales," Kurian said.

An Associated Press investigation based on tens of thousands of leaked documents revealed Tuesday that American technology companies designed and built core components of China's surveillance apparatus over the past 25 years, selling billions of dollars in equipment to Chinese police and government agencies despite warnings about human rights abuses.

IBM partnered with Chinese defense contractor Huadi in 2009 to develop predictive policing systems for the "Golden Shield" project, AP reports, citing classified government blueprints. The technology enabled mass detentions in Xinjiang, where administrators assigned 100-point risk scores to Uyghurs with deductions for growing beards or being aged 15-55. Dell promoted a laptop with "all-race recognition" capabilities on its WeChat account in 2019. Thermo Fisher Scientific marketed DNA kits as "designed" for ethnic minorities including Uyghurs and Tibetans until August 2024.

Oracle, Microsoft, HP, Cisco, Intel, NVIDIA, and VMware sold geographic mapping software, facial recognition systems, and cloud infrastructure to Chinese police through the 2010s. The surveillance network tracks "key persons" whose movements are restricted and monitored, with one estimate suggesting 55,000 to 110,000 people were placed under residential surveillance in the past decade. China now has more surveillance cameras than the rest of the world combined.

Signal has begun rolling out end-to-end encrypted cloud backups in its latest Android beta release. The opt-in feature allows users to restore message history if their phone is lost or damaged. Free backups include all text messages and 45 days of media attachments. A $1.99 monthly subscription extends media storage to 100GB.

Users generate a 64-character recovery key on their device that Signal's servers never access. Backups refresh daily, excluding view-once messages and those set to disappear within 24 hours. The nonprofit cited storage costs as the reason for its first paid tier. iOS and Desktop support will follow the Android rollout. Signal said it stores backup archives without linking them to specific user accounts or payment information.

An anonymous reader shared this report from the BBC: Microsoft's Azure cloud services have been disrupted by undersea cable cuts in the Red Sea, the US tech giant says.

Users of Azure — one of the world's leading cloud computing platforms — would experience delays because of problems with internet traffic moving through the Middle East, the company said. Microsoft did not explain what might have caused the damage to the undersea cables, but added that it had been able to reroute traffic through other paths.

Over the weekend, there were reports suggesting that undersea cable cuts had affected the United Arab Emirates and some countries in Asia.... On Saturday, NetBlocks, an organisation that monitors internet access, said a series of undersea cable cuts in the Red Sea had affected internet services in several countries, including India and Pakistan.
"We do expect higher latency on some traffic that previously traversed through the Middle East," Microsoft said in their status announcement — while stressing that traffic "that does not traverse through the Middle East is not impacted".

Announced this week at RustConf 2025 in Seattle, the new Rust Innovation Lab will offer open source projects "the opportunity to receive fiscal sponsorship from the Rust Foundation, including governance, legal, networking, marketing, and administrative support."

And their first project will be the TLS library Rustls (for cryptographic security), which they say "demonstrates Rust's ability to deliver both security and performance in one of the most sensitive areas of modern software infrastructure." Choosing Rustls "underscores the lab's focus on infrastructure-critical tools, where reliability is paramount," argues explains WebProNews. But "Looking ahead, the foundation plans to expand the lab's portfolio, inviting applications from promising Rust initiatives. This could catalyze innovations in areas like embedded systems and blockchain, where Rust's efficiency shines."

Their article notes that the Rust Foundation "sees the lab as a way to accelerate innovation while mitigating the operational burdens that often hinder open-source development." [T]he Foundation aims to provide a stable, neutral environment for select Rust endeavors, complete with governance oversight, legal and administrative backing, and fiscal sponsorship... At its core, the Rust Innovation Lab addresses a growing need within the developer community for structured support amid Rust's rising adoption in sectors like systems programming and web infrastructure. By offering a "home" for projects that might otherwise struggle with sustainability, the lab ensures continuity and scalability. This comes at a time when Rust's memory safety features are drawing attention from major tech firms, including those in cloud computing and cybersecurity, as a counter to vulnerabilities plaguing languages like C++...

Industry observers note that such fiscal sponsorship could prove transformative, enabling projects to secure funding from diverse sources while maintaining independence. The Rust Foundation's involvement ensures compliance with best practices, potentially attracting more corporate backers wary of fragmented open-source efforts... By providing a neutral venue, the foundation aims to prevent the pitfalls seen in other ecosystems, such as project abandonment due to maintainer burnout or legal entanglements... For industry insiders, the Rust Innovation Lab represents a strategic evolution, potentially accelerating Rust's integration into mission-critical systems.

Microsoft is giving away Microsoft 365 Personal subscriptions to all US college students. From a report: This subscription gives students free access to Microsoft's Office apps and the Copilot AI assistant integration for a year, after which the students are eligible for a 50 percent discount to continue the subscription.

While most students have access to education versions of Microsoft 365 or Google Workspace, Microsoft's offer is for student's own personal Microsoft accounts, and is available to claim until October 31st. Microsoft 365 Personal is usually $99.99 a year, or $9.99 a month, and includes 1TB of OneDrive cloud storage.

An anonymous reader shares a report: Adobe is bringing its video editor Premiere to iPhone, promising "pro-level" editing on the go for free. The app will launch later this month, with an Android version also under development.

The Premiere app features a familiar multi-track timeline, with support for an unlimited number of video, audio, and text layers. There's automatic captioning, 4K HDR support, and one-tap exporting to TikTok, YouTube Shorts, and Instagram -- including automatic resizing that frames content for each platform.

The iOS version of Premiere will be free to download and use, though Adobe says there will be charges for additional cloud storage and generative AI credits. Speaking of, it includes support for Adobe's generative sound effects and AI-powered speech enhancement, plus a wider range of AI assets generated through Adobe Firefly. If you'd rather not use AI content, there's a selection of Adobe fonts, along with images, sounds, music, and video assets that are free to use.

Tesco is suing Broadcom and reseller Computacenter for at least $134 million, claiming that VMware's perpetual license support agreements were breached after Broadcom's acquisition. The supermarket giant warned it "may not be able to put food on the shelves if the situation goes pear-shaped," writes The Register's Simon Sharwood. From the report: Court documents seen by The Register assert that in January 2021 Tesco acquired perpetual licenses for VMware's vSphere Foundation and Cloud Foundation products, plus subscriptions to Virtzilla's Tanzu products, and agreed a contract for support services and software upgrades that run until 2026. Tesco claims VMware also agreed to give it an option to extend support services for an additional four years. All of this happened before Broadcom acquired VMware and stopped selling support services for software sold under perpetual licenses. Broadcom does sell support to those who sign for its new software subscriptions.

The supermarket giant says Broadcom's subscriptions mean it must pay "excessive and inflated prices for virtualization software for which Tesco has already paid," and "is unable any longer to purchase stand-alone Virtualization Support Services for its Perpetually Licensed Software without also having to purchase duplicative subscription-based licenses for those same Software products which it already owns." The complaint also alleges that Tesco's contracts with VMware include eligibility for software upgrades, but that Broadcom won't let the retailer update its perpetual licenses to cover the new Cloud Foundation 9.

The filing names Computacenter as a co-defendant as it was the reseller that Tesco relied on for software licenses, and the retailer feels it's breached contracts to supply software at a fixed price. Tesco's filing also mentions Broadcom's patch publication policy, which means users who don't acquire subscriptions can't receive all security updates and don't receive other fixes. The retailer thinks its contracts mean it is entitled to those updates. The filing suggests that lack of support is not just a legal matter, but may have wider implications because VMware software, and support for it "are essential for the operations and resilience of Tesco's business and its ability to supply groceries to consumers across the UK and Republic of Ireland."

"VMware Virtualization Software underpins the servers and data systems that enable Tesco's stores and operations to function, hosting approximately 40,000 server workloads and connecting to, by way of illustration, tills in Tesco stores," the filing states. Tesco's filing warns that Broadcom, VMware, and Computacenter are each liable for at least $134 million damages, plus interest, and that the longer the dispute persists the higher damages will climb.

An anonymous reader quotes a report from ZDNet: Over the Labor Day weekend, Cloudflare says it successfully stopped a record-breaking distributed denial-of-service (DDoS) attack that peaked at 11.5 terabits per second (Tbps). This came only a few months after Cloudflare blocked a then all-time high DDoS attack of 7.3 Tbps. This latest attack was almost 60% larger.

According to Cloudflare, the assault was the result of a hyper-volumetric User Datagram Protocol (UDP) flood attack that lasted about 35 seconds. During that just more than half-minute attack, it delivered over 5.1 billion packets per second. This attack, Cloudflare reported, came from a combination of several IoT and cloud providers. Although compromised accounts on Google Cloud were a major source, the bulk of the attack originated from other sources.

The specific target of this attack has not been publicly disclosed, but we can be sure the intent was to overwhelm the victim's network and render online services inoperative. Cloudflare says its globally distributed, fully autonomous DDoS mitigation network detected and neutralized the threat in real time, without notable impact on customer services or requiring manual intervention. This operation highlights both the rising sophistication of attack methods and the resilience of modern internet infrastructure defenses, especially Cloudflare's use of real-time packet analysis, fingerprinting, and rapid threat intelligence sharing across its network.

SAP will invest over 20 billion euros ($23 billion) in European sovereign cloud infrastructure over the next decade. "Innovation and sovereignty cannot be two separate things -- it needs to come together," said Thomas Saueressig, SAP's board member tasked with leading customer services and delivery. CNBC reports: The company said it was expanding its sovereign cloud offerings to include an infrastructure-as-a-service (IaaS) platform enabling companies to access various computing services via its data center network. IaaS is a market dominated by players like Microsoft and Amazon. It will also roll out a new on-site option that allows customers to use SAP-operated infrastructure within their own data centers. The aim of the initiative is to ensure that customer data is stored within the European Union to maintain compliance with regional data protection regulations such as the General Data Protection Regulation, or GDPR.

[...] Saueressig said that SAP is "closely" involved in the creation of the new AI gigafactories but would not be the lead partner for the initiative. He added that the company's more than 20-billion-euro investment in Europe's sovereign cloud capabilities will not alter the company's capital expenditure for the next year and has already been baked into its financial plans.