Enterprise SSDs now consume 48% of global NAND flash supply
AI is turning the NAND market upside down, with training making way for inference
Enterprise articles
Cargo thieves are staging car crashes to steal AI data center hardware
Authorities have recovered millions in stolen equipment, including $550,000 in Meta server switches
TL;DR: Cargo thieves are targeting equipment used in AI data centers, from server switches to cooling systems and networking hardware. In two recent California cases, criminals appear to have used car crashes to separate trucks from their security escorts before the shipments vanished. The incidents highlight how organized groups are using carrier-identity fraud, GPS manipulation and, increasingly, aggressive roadside tactics to steal high-value tech moving through the freight network.
Kioxia's new PCIe 6.0 SSDs want to feed GPUs data at a fraction of HBM's price
GP1 SSDs are optimized for direct GPU access through the PCIe interface
Thousands of server motherboards are vulnerable to controller flaws that could give attackers hardware-level control
Baseboard management controllers remain riddled with exploitable flaws
AMD's Helios rack is finally shipping, and it's coming for Nvidia's AI dominance
AMD claims 20% better performance than Nvidia's Vera CPU with new Epyc chips
Nvidia is challenging 20 years of datacenter CPU design with new Vera chip
Nvidia joins the battle of making the CPU interesting again
The big picture: Nvidia lifted the embargo on its Vera CPU deep dive this week, and the disclosure amounts to a direct challenge to two decades of x86 datacenter design philosophy. This is the most detail the company has shared on the chip since it first appeared on the Rubin roadmap, and it confirms something I have suspected for a while: Nvidia is not treating the CPU as an attach story anymore. It is treating it as a battleground with a lot of potential dollars at play.
HPE is quietly pivoting from servers to networking, and Cisco should be paying attention
HPE focuses on the network side of agentic AI
Microsoft Teams is getting Wi-Fi location "check-in," but it's less creepy than it sounds
A powerful surveillance tool or just another "nothingburger" from Redmond?
Windows Server is getting new network safety capabilities with DNS over HTTPS
The feature has been available on client Windows editions for quite some time
Microsoft took OpenClaw, wrapped it in enterprise security, and called it Scout
3,000 Microsoft employees are already using Scout to book travel, schedule meetings, and handle paperwork
Intel launches Xeon 6+ Clearwater Forest with 288 E-cores on 18A node, teases Diamond Rapids for 2027
Intel just shipped its most ambitious server chip yet, Diamond Rapids promises PCIe 6.0 and twice the memory bandwidth next year
Tech executives are suffering from "AI psychosis," says Box CEO
Your CEO is vibe-coding prototypes and calling it an AI strategy
TL;DR: A growing backlash against the forced adoption of AI is building across the industry, but enterprise executives remain as bullish as ever on the LLM-driven future. According to at least one prominent tech leader, that enthusiasm may signal how out of touch those at the top have become.
Nvidia Vera CPU impresses in early Nvidia-sanctioned benchmarks
Controlled tests show strong results against Intel Xeon and AMD Epyc
Dell makes its strongest case yet for keeping AI out of the cloud
Dell counts 5,000 enterprise customers for its AI Factory, moving from pitch to proof
A single Micron SSD can now store 245TB and use half the power of hard drives
The future of AI infrastructure can also be measured in rack space and power bills
Google is assembling the pieces for enterprise AI agents, now adoption becomes the challenge
From agent monitoring to cross-cloud data access, Google is trying to solve the barriers to large-scale deployment
72 sticks of server RAM were headed for the trash. They're now worth $20,000
Enterprise hardware lifecycles run on accounting rules, not market value – and that's how perfectly good hardware ends up as e-waste
AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights
Nvidia still dominates, but AI demand is lifting the rest of the chip market
Bottom line: Demand for AI infrastructure has been reshaping how investors value chipmakers, and recent results from key suppliers have strengthened the view that compute-intensive workloads will continue to grow. The effect has been evident with CPU vendors as of late. AMD's stock traded at $278 on Thursday, putting its market value at about $454 billion. Intel's rally from early March pushed the stock toward $68 and lifted its market cap to just under $340 billion. Arm's shares, meanwhile, traded close to $165, valuing the company at roughly $174 billion.
Everything is becoming agentic, and we're not fully ready for it
The big picture: If you follow tech news, it's impossible to miss how quickly everything is becoming "agentic." AI agents are being folded into major platforms, operating systems, browsers, and just about every category of software. In many ways, the shift is already tangible.
A version of Windows 10 released a decade ago is now eligible for additional security patches
Windows 10 is dead, but its enterprise heart is still beating
Toshiba starts shipping SMR MAMR enterprise hard drives offering up to 34TB of storage
Toshiba's newest HDDs are bigger and more efficient at handling data center workloads
Google Drive can now detect ransomware and roll back your files
New AI model detects threats and restores clean files automatically for Workspace users
Windows PCs crash three times as often as Macs, report says
Study finds Windows PCs lag behind Macs in security and lifespan, too
HP wants your next work PC to be an AI assistant
HP refreshes enterprise PC lineup with AI features, new EliteBooks, and workstations
Apple takes on Microsoft 365 and Google Workspace with new business platform
It bundles email, calendars, and device management