geek

10 May 2026

Slashdot

'Changing of the Guard'? AMD, Intel, and Micron Soar While Nvidia Lags

While Nvidia has dominated the "infrastructure boom" since 2022's launch of ChatGPT and "the generative AI craze," CNBC writes that "This week offered the starkest illustration yet of what MIzuho analyst Jordan Klein said could be a 'changing of the guard in AI.'" Chipmakers Advanced Micro Devices and Intel notched gains of about 25%, while memory maker Micron jumped more than 37% and fiber-optic cable maker Corning climbed about 18%. All four of those companies have more than doubled in value this year, with Intel leading the way, up well over 200%. Nvidia, meanwhile, is only slightly ahead of the Nasdaq in 2026, gaining 15% for the year, aided by an 8% rally this week. In spreading the wealth to a wider swath of hardware companies, investors are clearly betting that the bull market in AI has long legs and that data centers are going to need a wider array of advanced components for years to come. Memory has been the biggest theme of late due to a global shortage that's driven up prices and turned Micron, a 47-year-old company tucked in a sleepy corner of the semiconductor market, into one of the hottest trades over the past 12 months. Micron blew past an $800 billion market capitalization for the first time this week, and the stock is now up over 750% in the past year. CEO Sanjay Mehrotra told CNBC in March that key customers are only getting "50% to two-thirds of their requirements" because of supply issues. The memory market is largely dominated by Micron, along with Korea-based Samsung and SK Hynix, which are also both in the midst of historic rallies... Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030. AMD's quarterly results this week underscored the emerging trend, as earnings, revenue and guidance sailed past estimates on strong data center growth. The company has long led the CPU charge, and CEO Lisa Su said on the earnings call that AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November. The article cites two other big movers: Intel "is in the midst of a revival sparked by a major investment from the U.S. government last year. Intel's stock had its best month on record in April, more than doubling, and has continued notching massive gains, rising 33% in the early days of May." Nvidia still remains the world's most valuable company "and is expected to show revenue growth of 70% this fiscal year," the article points out - adding that companies like Corning are also benefiting from Nvidia partnerships. "Glass maker Corning, which celebrated its 175th anniversary this week, signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies... likely a major step in Nvidia's move away from copper cables and towards fiber-optic cables as it builds out its rack-scale systems."

Open Source Registries Join Linux Foundation Working Group to Address Machine-Generated Traffic

Under the nonprofit Linux Foundation, "a new Sustaining Package Registries Working Group will seek to identify concrete funding, governance, and security practices," reports ZDNet, "to keep code flowing as download counts grow.... Because software builds, continuous integration pipelines, and AI systems hammer registries at machine speed rather than human speed, the sites can't keep up. "That growth has brought a surge in bot traffic, automated publishing, security reports, and outright abuse, exposing what the working group bluntly calls a 'sustainability gap'." Sonatype CTO Brian Fox, who oversees the Maven Central Java registry, estimates open-source registries saw 10 trillion downloads in 2025. And "The same pattern is appearing across ecosystems. More machine traffic. More automation. More scanning. More expectations around uptime, integrity, provenance, and policy enforcement. More cost. More support burden. More dependency on infrastructure that the industry still talks about as though it runs on goodwill and spare time." ZDNet reports that "To tackle that, Sonatype has teamed up with the Linux Foundation and other package registry leaders, including Alpha-Omega, Eclipse Foundation (OpenVSX), OpenJS Foundation, OpenSSF, Packagist, Python Software Foundation, Ruby Central (RubyGems), and the Rust Foundation (Crates)." The idea is to give operators a neutral forum to discuss money, governance, and shared operational burdens openly. Once that's dealt with, they'll coordinate how to explain those realities back to companies and organizations that have long assumed registries are "free." No, they're not. They never were. As the Linux Foundation pointed out, "Registries today run primarily on two things: (1) infrastructure donations and credits; and (2) heroic efforts from small paid teams (themselves funded by donations and grants) and unpaid volunteers that operate and maintain registry services. The bulk of donations and grants comes from a small set of donors and doesn't scale with demands on the registry." The working group is explicitly positioned as a venue where registry leaders and ecosystem stakeholders can align on "practical, community-minded" ways to sustain that infrastructure, rather than each operator improvising its own survival plan in isolation. ZDNet says the group will also coordinate security practices and information, and craft frameworks "that make it politically and legally possible to introduce sustainable funding models without fracturing communities." And they will also "align messaging and educational content so developers, companies, and policymakers finally understand what it costs to run these services."

09 May 2026

Slashdot

Will Maryland's Utility Bills Increase $1.6B to Support Other States' Datacenters?

To upgrade its grid for data centers, PJM Interconnection (which serves 13 states) plans to spend $22 billion - and charge nearly $2 billion of that to customers in Maryland, argues Maryland's Office of People's Counsel. The money "will be recovered in rates for decades" and "drive up Maryland customer bills by $1.6 billion over the next ten years alone," they said Friday, announcing an official complaint filed with America's Federal Energy Regulatory Commission. Extra demand is expected from Ohio, Pennsylvania, and Illinois "where demands driven by data centers are projected to grow substantially by 2036," they explain. But that means that Maryland customers "are subsidizing data center-driven transmission buildout by virtue of geographic proximity..." Tom's Hardware explains: That means an extra $823 million for residential (approx. $345 per customer), $146 million for commercial (approx. $673 per customer), and $629 million for industrial customers (approx. $15,074 per customer)... "Maryland customers have neither caused the need for these billions in new transmission projects nor will they meaningfully benefit from them," [according to Maryland People's Counsel David S. Lapp].... This is one of the biggest reasons why many AI hyperscalers are facing pushback from the communities where they intend to place their data centers. At the moment, around 69 jurisdictions have passed some sort of moratorium on projects like these, and a survey has shown that nearly half of Americans do not want a data center in their neighborhood. Debates around these projects are passionate, with a few cases turning violent and even resulting in shootings (thankfully, without any casualties), especially as many feel that the construction of these power-hungry assets is threatening their lifestyles and quality of life. Thanks to long-time Slashdot reader noshellswill for sharing the news.

Ars Technica

The new Wild West of AI kids’ toys

These connected companions could disrupt everything from make-believe to bedtime stories. No wonder some lawmakers want them banned.

09 May 2026 11:00am GMT

08 May 2026

OSnews

Google is tying reCAPTCHA to Google Play Services, screwing over de-Googled Android users

The ways in which Google can lock you into their ecosystem are often obvious, but sometimes, they're incredibly sneaky and easily missed. CAPTCHA tests are annoying, but at the same time, they can help protect websites from bots. While these tests are already the bane of our internet existence, they are going to get worse for some Android users. A requirement for Google's next-generation reCAPTCHA system will make it a lot harder for de-Googled phones to browse the web. A Reddit user has highlighted a seemingly innocuous support page for Google's reCAPTCHA system. The page in question relates to troubleshooting reCAPTCHA verification on mobile. In the document, it says that you'll need to use a compatible mobile device to complete verification. If you have an Android phone, then that means you'll need to be running Google Play Services version 25.41.30 or higher. ↫ Ryan McNeal at Android Authority When was the last time you actively thought about reCAPTCHA being a Google property? Even then, when was the last time you imagined something as annoying but ultimately basic as a captcha prompt could be used to tie people to Google Play Services, and thus to "blessed" Android? Every time we manage to work around one of these asinine ties to Google Play Services, another one pops up to ruin our day. We're so stupidly tied down to and entirely dependent on two very mid - at best - mobile operating systems, and it's such a stupid own goal for especially everyone outside of the US to just sit there and do nothing about it. Worse yet, it seems we're only tying ourselves down further, while paying for the privilege. At the very least we should be categorising certain services - government ID services, payment services, popular messaging platforms, and a few more - as vital infrastructure, and legally mandate these services have clearly defined and well-documented APIs so anyone is free to make alternative clients. The fact that many people are tied to either iOS or "blessed" Android because of something as stupid as what bank they use or the level of incompetency of their government ID service should be a major crisis in any country that isn't the US. I don't want to use iOS or Android, but nobody is leaving me any choice. It's infuriating.

08 May 2026 11:36pm GMT

Ars Technica

Manufacturing qubits that can move

It's hard to mix electronic manufacturing and flexible geometry.

08 May 2026 11:13pm GMT

Trump reportedly plans to fire FDA Commissioner Marty Makary

The plan isn't final and could change, but his ouster would be no surprise.

08 May 2026 10:10pm GMT

OSnews

Why don’t lowercase letters come right after uppercase letters in ASCII?

With that context, I always found it strange that the designers of ASCII included 6 characters after uppercase Z before starting the lowercase letters. Then it hit me: we have 26 letters in the English alphabet, plus 6 additional characters before lowercase starts: 26 + 6 = 32. If you know anything about computers, powers of 2 tend to stick out. Let's take a look at the binary representations of some characters compared to their lowercase counterparts. ↫ Tyler Hillery I only have a middling understanding of the rest of the article and thus the ultimate reason why ASCII includes those six characters between Z and a, but I think it comes down to making certain operations on uppercase and lowercase letters specifically more elegant. In some deep crevices of my brain all of this makes sense, but I find it very difficult to truly understand and explain as someone who knows little about programming.

08 May 2026 8:52pm GMT

Detecting (or not) the use of -l and -c together in Bourne shells

Many Bourne shells go slightly beyond the POSIX sh specification to also support a '-l' option that makes the shell act as a 'login shell'. POSIX's omission of -l isn't only because it doesn't really talk about login shells at all, it's also because Unix has a special way of marking login shells that goes back very far in its history. The -l option isn't necessarily what login and sshd and so on use, it's something that you can use if you specifically want to get a login shell in an unusual circumstance. Bourne shells also have a '-c <command string>' option that causes the shell to execute the command string rather than be interactive (this is a long standing option that is in POSIX). It may surprise you to hear that most or all Bourne shells that support -l also allow you to use -l and -c together. Basically all Bourne shells interpret this as first executing your .profile and so on, then executing the command string instead of going interactive. One use for this is to non-interactively run a command line in the context of your fully set up shell, with $PATH and other environment variables ready for use. ↫ Chris Siebenmann Now, what if you want to detect the use of these two options combined, for instance to make it so certain parts of your .profile are ignored? It turns out very few Bourne shells actually support this, and that's what Siebenmann's latest post is about.

08 May 2026 8:42pm GMT