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Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm
SemiAnalysis estimates that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026, up from approximately 8% in CY23 and CY24. The firm projects that share will climb further in CY27, representing a near four-fold shift in just four years as DRAM prices surge beyond imagination and HBM remains massively undersupplied.
New Rowhammer attacks give complete control of machines running Nvidia GPUs
The attacks exploit memory hardware’s increasing susceptibility to bit flips, in which 0s stored in memory switch to 1s and vice versa. In 2014, researchers first demonstrated that repeated, rapid access—or “hammering”—of memory hardware known as DRAM creates electrical disturbances that flip bits.
Over 14,000 F5 BIG-IP APM instances still exposed to RCE attacks
BIG-IP APM (short for Access Policy Manager) is F5's centralized access management proxy solution designed to help admins secure access to their organizations' networks, cloud, applications, and application programming interfaces (APIs).
CERT-EU: European Commission hack exposes data of 30 EU entities
The European Union's Cybersecurity Service (CERT-EU) has attributed the European Commission cloud hack to the TeamPCP threat group, saying the resulting breach exposed the data of at least 29 other Union entities.
Claude Code leak used to push infostealer malware on GitHub
Claude Code is a terminal-based AI agent from Anthropic, designed to execute coding tasks directly in the terminal and act as an autonomous agent, capable of direct system interaction, LLM API call handling, MCP integration, and persistent memory.
Microsoft takes on AI rivals with three new foundational models
Microsoft AI, the tech giant’s research lab, announced the release of three foundational AI models on Thursday that can generate text, voice, and images.
Cisco Patches Critical and High-Severity Vulnerabilities
Cisco on Wednesday announced fixes for two critical and six high-severity vulnerabilities that could be exploited for authentication bypass, remote code execution, privilege escalation, and information disclosure.
IBM wants Arm software on its mainframes to better support AI
IBM and Arm are working together on getting software developed for Arm chips to run on Big Blue's enterprise systems, with an eye on future AI and data-intensive workloads.
AI benchmarks are broken. Here’s what we need instead.
For decades, artificial intelligence has been evaluated through the question of whether machines outperform humans. From chess to advanced math, from coding to essay writing, the performance of AI models and applications is tested against that of individual humans completing tasks.
The PowerEdge R5715 is the second part of Dell’s SMB-focused extension to the 17th Generation PowerEdge family, starting with different priorities than its 1U sibling.
IRGC claims to have attacked Dubai Oracle data center, US fighter jets at Jordan's Al Azraq base
Iran's Islamic Revolutionary Guard Corps (IRGC) attacked Oracle's data center in Dubai on Thursday, according to state media. Dubai's media office, however, denied this claim later that day.
Iran says it will target US tech companies in Middle East
Iran’s Islamic Revolutionary Guard Corps (IRGC) said Tuesday that it plans to target major U.S. technology companies across the Middle East, including Apple, Microsoft and Google, on Wednesday amid the ongoing war.
ZT Systems Quietly Snaps Up Mega Georgetown Warehouse North of Austin
ZT Systems has quietly locked in a massive industrial lease north of Austin, taking down one of the region’s largest speculative warehouse buildings in Georgetown.
AMD Exec: Intel’s Multithreading Misstep Will ‘Help Us Gain Even More Market Share’
The expectation for Intel’s next-generation Xeon ‘Diamond Rapids’ CPUs to lack multithreading came into view after its CEO said last year that he had ‘taken steps to correct past mistakes regarding multithreading capabilities on our P-cores’ by reintroducing the feature.
Intel Exec Confirms CPU Price Increases For OEMs Amid Supply Crunch
The confirmation about CPU price increases came as Intel and AMD reportedly informed customers about their plan to do so in March and April, respectively, with OEMs facing extended lead times for such products amid broader, AI-driven component shortages.