IBM today announced third-quarter 2025 earnings results.

"This quarter we accelerated performance across all of our segments, and again exceeded expectations for revenue, profit and free cash flow. Clients globally continue to leverage our technology and domain expertise to drive productivity in their operations and deliver real business value with AI. Our AI book of business now stands at more than $9.5 billion," said Arvind Krishna, IBM chairman, president and chief executive officer. "Given the strength of our business, we are raising our full-year outlook for revenue growth and free cash flow."

NVIDIA and Google Cloud are expanding access to accelerated computing to transform the full spectrum of enterprise workloads, from visual computing to agentic and physical AI. Google Cloud today announced the general availability of G4 VMs, powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Plus, NVIDIA Omniverse and NVIDIA Isaac Sim are now available as virtual machine images (VMIs) on the Google Cloud Marketplace to unlock physical AI-driven applications for key industries like manufacturing, automotive and logistics. This powerful combination creates a versatile, multi-workload platform for enterprises to accelerate their most demanding challenges on Google Cloud.

NVIDIA RTX PRO 6000 Blackwell GPUs excel at high-performance AI inference for multimodal, generative and agentic AI deployments, while also powering complex visual and simulation workloads ranging from computer-aided engineering and content creation to robotics simulation. Customers like WPP are using G4 VMs with NVIDIA Omniverse to instantly generate photorealistic 3D advertising environments at global scale, while Altair is using the platform within Altair One to accelerate demanding simulation and fluid dynamics workloads.

AMD and Oracle have expanded their ongoing partnership aiming to grow AI infrastructure through big GPU clusters on Oracle Cloud Infrastructure (OCI). OCI will host the first AI supercluster available to the public that runs on AMD Instinct MI450 Series GPUs. The plan is to start with 50,000 units in Q3 2026 and expand further in 2027. The new systems will build on Oracle's existing AMD-based offerings, including Instinct MI300X and MI355X GPU instances, and introduce AMD's next-generation "Helios" rack design. Each rack combines Instinct MI450 GPUs, EPYC "Venice" CPUs, and Pensando "Vulcano" DPUs using liquid-cooled setups to boost performance while reducing costs.

AMD's upcoming MI450 accelerators series boasts up to 432 GB of HBM4 memory and 20 TB/s of bandwidth for each GPU. This allows for the training of much bigger AI models in-memory while AMD's UALink and UALoE interconnect standards make it possible for GPUs to communicate with hardware coherence. This cuts down on latency and CPU routing. Each GPU can also team up with up to three 800 Gbps Pensando "Vulcano" AI-NICs. These support advanced RoCE and UEC networking standards to enable high-throughput distributed training. AMD EPYC "Venice" CPUs with features for confidential computing and AMD's ROCm open-source software stack will complement the new units.

AWS has collaborated with AMD as the first major cloud provider to launch instances powered by AMD EPYC CPUs. Since 2018, AWS has launched all generations of EPYC CPUs spanning general purpose, memory-optimized, compute-optimized, burstable, and HPC instance families. Today we're excited to announce the availability of the latest Amazon EC2 general-purpose instance, M8a, powered by 5th Gen AMD EPYC processors. AMD EPYC CPU-powered M8a is a strong fit for general-purpose applications that need balanced compute, memory, and networking. It is ideal for web and application hosting, microservices architectures, and databases where predictable performance and efficient scaling are important.

"AWS has trusted AMD EPYC processors for every generation of their cloud instances," said Dan McNamara, senior vice president and general manager, Server Business, AMD. "With 5th Gen EPYC, we're continuing to increase the performance, efficiency, and scalability customers need to power everything from modern applications to the most demanding workloads—helping them innovate faster in the cloud."

ASUS IoT, a global leader in AIoT solutions, today introduced AISVision 365, a cloud-native AI-vision platform designed to reduce onboarding time and accelerate AI deployment for enterprises. By bringing machine-vision capabilities directly to the browser, the platform eliminates complex setup and allows companies to start building AI applications within minutes.

Accelerated development with lower entry barrier
AISVision 365 allows registered members to start AI projects immediately in a web browser. Its all-in-one workflow integrates data annotation, model training, and inference management, streamlining the process and accelerating proof-of-concept validation. The online version helps enterprises quickly test and optimize AI models, providing clear benefits for product validation and development. At the same time, the existing AISVision AI Toolkit will continue to operate, ensuring uninterrupted service for current customers.

Microsoft recently overhauled its Xbox subscription lineup, putting offerings into Essential, Premium, and Ultimate tiers and adding a PC only plan. These plans were upped by 50%. Concurrently, the company is testing an ad-supported Xbox Cloud Gaming option that would let people stream select titles without a Game Pass subscription. Sources familiar with internal tests describe roughly two minutes of pre-roll advertising before a session becomes available, followed by a permitted play window of up to one hour. Early sessions are also capped at about five free hours per month. Microsoft is said to be adjusting those parameters as it prepares a public beta. The ad-supported service would run on PC, Xbox consoles, handheld devices, and web browsers.

The trial covers streaming games a player owns, temporary Free Play Days titles, and a selection of retro classics. Paying subscribers will still benefit from higher streaming quality and fewer restrictions, while the ad-supported tier emphasizes cost-free access over performance. Microsoft frames the experiment as a way to make cloud gaming more accessible in new regions and on lower-end devices, but it could prioritize monetization. Players now face a choice between paying more for uninterrupted access or accepting ads and tight session limits. As testing continues, Microsoft may change ad lengths, session time, and monthly allowances before making a final announcement in the coming months. The model could attract casual players while risking damage to brand loyalty among committed subscribers, and ad partners may push for dynamic ad insertion and regional pricing to maximize revenue. How Microsoft balances ads, caps, and pricing will still be shaped in the weeks to come.

Dell Technologies (NYSE: DELL) announces the new Dell PowerEdge XR8720t designed to transform edge and telecom infrastructure by delivering unprecedented performance and connectivity, especially for Open RAN and Cloud RAN deployments.

Why it matters:
Traditionally, the need for multiserver deployments has hindered the adoption of Cloud RAN and advanced edge computing, burdening organizations with higher costs, operational complexity, space issues and power demands. Inefficiencies and scalability limitations make it difficult to meet the real-time performance needs of next-generation applications.

Seagate Technology Holdings plc (NASDAQ: STX), a global leader in mass-capacity data storage, today announced a strategic alliance with Acronis, a global leader in cybersecurity and data protection. This collaboration aims to equip managed service providers (MSPs) and global enterprises with secure, scalable archival storage solutions to meet the demands of AI-accelerated, rapid data growth.

Through this alliance, Seagate and Acronis will deliver Acronis Archival Storage, a long-term, secure, compliant, and cost-efficient S3-compatible storage solution for infrequently accessed data, integrated with the Acronis platform. Unlike other storage vendors charging for API and traffic, Acronis provides a controlled, predictable cost model.

We're committed to meeting players wherever they are, bringing the joy of gaming into even more places and experiences. That's why we're excited to announce our latest expansion for Xbox Cloud Gaming (Beta). Through our collaboration with LG Electronics, we are working to integrate the Xbox experience into select internet-connected vehicles, introducing a new way to bring more of what players love about Xbox into more places.

Gaming On the Move: Entertainment for Every Journey
With the Xbox built into LG's webOS Automotive Content Platform (ACP), passengers in internet-connected vehicles will be able to stream and play games directly from the Xbox app. Game Pass Ultimate members will soon have instant access to hundreds of games including popular titles like Gears of War: Reloaded, Forza Horizon 5, and upcoming releases like Obsidian Entertainment's The Outer Worlds 2 (an automotive data plan is required to access streaming services. All services operate in compliance with driving safety regulations).

NVIDIA's top-end consumer GPU, the GeForce RTX 5090, and top-of-the-line ProViz SKU, the RTX 6000 PRO, have been plagued by a new virtualization bug. According to developers at CloudRift, who are creating a GPU cloud for AI developers, they have encountered a specific bug that renders the RTX 5090 and RTX PRO 6000 completely unresponsive. After a few days or weeks of constant usage, the GPU virtual machine can completely freeze without a sign of responsiveness. This occurs at random times, with no clear indication of why. The team has tested multiple GPUs, including the H100, B200, and older RTX 4090 models, all of which showed no issues. Not even the highest-performing server-grade B200 GPU from the "Blackwell" family experiences these issues, but consumer and ProViz SKUs do.

Behind the scenes, a more technical approach explains the process of locking the GPU. When a GPU is handed off to a virtual machine via KVM and VFIO, the host performs a PCIe function-level reset (FLR) as part of the normal cleanup process when the VM stops or the device is moved. Instead of coming back online after that reset, the card becomes unresponsive. The kernel times out and reports the failure with the message "not ready 65535ms after FLR; giving up." Hence, the only point of failure is the GPU itself, and CloudRift has even issued a $1,000 bug bounty for anyone who can resolve the issue.

Intel Xeon 6 processors with P-cores are now powering the new Amazon Elastic Compute Cloud (EC2) R8i and R8I-flex instances, available on AWS, delivering the highest performance and fastest memory bandwidth among comparable Intel processors in the cloud. The new instances reflect years of collaboration between Intel and AWS, bringing advanced silicon innovations and tightly integrated software optimizations to customers seeking scalable, cost-efficient and high-performance cloud infrastructure.

"The launch of the 8th Generation EC2 instances powered by Intel Xeon 6 is a milestone in our collaboration with AWS," said Ronak Singhal, senior fellow at Intel. "Together, we've built an infrastructure that accelerates AI, enhances memory performance, and simplifies deployment - helping customers achieve faster insights and stronger ROI."

Cloud Chamber, the developer behind BioShock 4, has reportedly laid-off an unknown number of employees, according to Jason Schreier. This round of layoffs follows a recent announcement that the studio would see leadership changes, with the game's creative director Hogarth de la Plante being moved to a publishing role. Now, 2K Games has also installed former Rod Fergusson, former Diablo producer, as the new head of Cloud Chamber. Fergusson announced the news on his X account, citing that he would also be working on the BioShock tie-in movie in development for Netflix. Fergusson also worked on BioShock Infinite as vice president of development shortly ahead of its launch, when it was limping towards completion.

Fergusson also mentions the layoffs, saying "I recognize the studio restructuring is a difficult time for the team," and going on to say that he and the Cloud Chamber team are committed to building a BioShock game that they will be proud of and that players will love. This latest round of layoffs follows a particularly messy restructuring at ZeniMax and Xbox Gaming, which saw over 9,000 workers lose their jobs. BioShock 4 recently failed a publisher review by 2K Games, who cited the game's narrative as the primary reason for the review failure. BioShock 4 was announced in 2019, but it has been in development for far longer than that, and a narrative rewrite seems to suggest significant work is still to be done on the game ahead of launch.

According to the technology analyst firm, Gartner, we learned this week that hosted desktops, known as Desktop-as-a-Service (DaaS), are now often less expensive to operate than traditional laptops and are expected to become cost-effective for most employees within two years. That could force many enterprises to invest more in DaaS rather than their local PC infrastructure. In its Magic Quadrant for DaaS, Gartner forecasts that by 2027, approximately 20% of workers will use a cloud-hosted machine as their primary workspace, up from around 10% in 2019. The firm also expects DaaS to be cost-effective for approximately 95% of use cases/roles by 2027, compared with roughly 40% in 2019. Gartner cites lower total cost of ownership as a key factor, especially when organizations pair DaaS with light, inexpensive thin-client endpoints. New deployments are increasingly cloud-first, and many firms are choosing hosted solutions over building or expanding on-premises virtual desktop infrastructure. Especially with AI buildout requiring expensive GPUs, it could be more viable for enterprises to use a hosted acceleration when needed, instead of buying expensive hardware for local processing.

The report shows several market leaders and practical questions for IT teams. Microsoft is named the standout vendor for its wide cloud reach, workplace tools, and AI features, though buyers are advised to consider the differences between Windows 365 and Azure Virtual Desktop. Citrix is praised for its strong management and protocol technology, but is warned for offering bundled packages and long subscription terms. Omnissa is recognized for scalable offerings, while some customers worry about global support. AWS earns credit for integrating management tools into Workspaces. Beyond vendor rankings, experts highlight a new use case that could transform desktop strategy. As AI tools and autonomous agents begin to handle routine computer tasks, they will likely need their own optimized virtual workspaces. That raises questions about how those spaces will be designed, secured, and licensed. However, the takeaway is clear: budget planning, procurement, and desktop strategy must adapt to recurring cloud costs, endpoint choices, and a future where both people and software agents coexist in the digital workplace.

AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2025. Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $0.54. On a non-GAAP(*) basis, gross margin was 43%, operating income was $897 million, net income was $781 million and diluted earnings per share was $0.48. As previously announced, our second quarter results were impacted by the U.S. Government's export control on our AMD Instinct MI308 data center GPU products. For the quarter, these restrictions led to approximately $800 million in inventory and related charges. Excluding these charges, non-GAAP gross margin would have been approximately 54%.

"We delivered strong revenue growth in the second quarter led by record server and PC processor sales," said Dr. Lisa Su, AMD Chair and CEO. "We are seeing robust demand across our computing and AI product portfolio and are well positioned to deliver significant growth in the second half of the year, driven by the ramp of our AMD Instinct MI350 series accelerators and ongoing EPYC and Ryzen processor share gains."

NVM Express, Inc. today announced important new features and engineering change notices (ECNs) across the set of 11 NVM Express (NVMe) specifications. These advancements further strengthen NVMe technology to meet the growing demands of data-intensive AI, cloud, enterprise, and client applications.

The updated specifications include:

• NVMe 2.3 Base Specification
• Command Set Specifications (NVM Command Set 1.2, ZNS Command Set 1.4, Key Value Command Set 1.3, Subsystem Local Memory Command Set 1.2, Computational Programs Command Set 1.2)
• Transport Specifications (NVMe over PCIe Transport 1.3, NVMe over RDMA Transport 1.2, NVMe over TCP Transport 1.2)
• NVM Express Management Interface (NVMe-MI) 2.1 Specification
• NVMe Boot 1.3 Specification

Microsoft Corp. today announced the following results for the quarter ended June 30, 2025, as compared to the corresponding period of last fiscal year:

• Revenue was $76.4 billion and increased 18% (up 17% in constant currency)
• Operating income was $34.3 billion and increased 23% (up 22% in constant currency)
• Net income was $27.2 billion and increased 24% (up 22% in constant currency)
• Diluted earnings per share was $3.65 and increased 24% (up 22% in constant currency)

"Cloud and AI is the driving force of business transformation across every industry and sector," said Satya Nadella, chairman and chief executive officer of Microsoft. "We're innovating across the tech stack to help customers adapt and grow in this new era, and this year, Azure surpassed $75 billion in revenue, up 34 percent, driven by growth across all workloads."

Western Digital Corp. today reported fiscal fourth quarter and fiscal year 2025 financial results for the period ended June 27, 2025.

Q4FY25 Highlights:

• Revenue of $2.61 billion, up 30% year over year
• GAAP diluted EPS of $0.67 and non-GAAP diluted EPS of $1.66
• Cash flow from operations of $746 million; free cash flow of $675 million
• Fiscal year 2025 revenue of $9.52 billion, up 51% year over year.
• Q1FY26 revenue expected to be up 22% year over year at mid-point

"Western Digital executed well in its fiscal fourth quarter, achieving revenue and gross margin above the high end of our guidance range while delivering strong free cash flow. In addition, during the quarter, we reduced debt by $2.6 billion, initiated a cash dividend, and announced the authorization of a $2.0 billion share repurchase program, reflecting our confidence in the long-term cash generating capability of our business," said Irving Tan, CEO of Western Digital. "We are confident that HDDs will continue to remain the foundation of the world's data infrastructure, delivering unmatched value for mass storage in an AI-driven future."

Exciting updates for PC players! Starting today, Xbox Insiders in the PC Gaming Preview who are also Game Pass Ultimate members can stream select console games they own beyond the Game Pass catalog on the Xbox PC app in the 28 countries where Xbox Cloud Gaming (Beta) is supported. Earlier this year, we rolled the "Stream your own game" feature out to Game Pass Ultimate members on Xbox Series X/S and Xbox One consoles, TVs, Meta Quest Headsets as well as other browser supported devices like PCs, smartphones and tablets. Now, we're bringing that same flexibility to PC, allowing you to stream eligible games you already own without needing to install them directly from the Xbox PC app. This saves time, conserves hard drive space, and gives you more flexible access to your library through cloud gaming.

Even better, this feature includes console-only games that previously couldn't be played using the Xbox PC app. Just head to the Cloud Gaming section in the Xbox PC app, look for the Stream your own game catalog, choose a supported title you own, and start playing instantly. You can see the full list of over 250+ supported games here. You can expect even more games including console-only games and Xbox Play Anywhere titles to be added to the collection over time. You choose how and where to play. We're just making it easier to get there—with more flexibility, more access, and more games at your fingertips.

Today, IBM revealed IBM Power11, the next generation of IBM Power servers. Redesigned with innovations across its processor, hardware architecture, and virtualization software stack, Power11 is designed to deliver the availability, resiliency, performance, and scalability enterprises demand, for seamless hybrid deployment on-premises or in IBM Cloud.

Organizations across industries have long run their most mission-critical, data-intensive workloads on IBM Power, most notably those within the banking, healthcare, retail, and government spaces. Now, enterprises face an onslaught of new technologies and solutions as they transition into the age of AI. IDC found that one billion new logical applications are expected by 2028, and the proliferation of these systems poses new complexities for companies. IBM built Power11 to deliver simplified, always-on operations with hybrid cloud flexibility for enterprises to maintain competitiveness in the AI era.

QNAP Systems, Inc., a leading computing, networking, and storage solution innovator, today announced the launch of myQNAPcloud One Beta, a subscription-based unified cloud storage solution. This service combines advanced version myQNAPcloud Storage, tailored for NAS backups, with myQNAPcloud Object, a newly introduced object storage service. Users can flexibly utilize their subscribed storage capacity across both services, based on actual usage needs—eliminating the need for separate subscriptions.

Introducing myQNAPcloud Object
myQNAPcloud Object meets the growing demand for scalable cloud storage. This S3-compatible solution supports a wide range of applications, including data lakes, long-term archiving, and backups. With compatibility for AWS S3 workflows, myQNAPcloud Object provides a seamless migration experience. Businesses can take advantage of immutable data storage with object locking feature. Bucket versioning enables easy restoration to previous versions, safeguarding data even after changes. Data access logs allow business to meet the needs of security management, troubleshooting, and auditing.

TerraMaster, a global leader in data storage solutions, proudly announces the release of its next-generation home data center—the F4 SSD All-Flash Silent Home Data Center. Designed as a digital hub for modern households, the F4 SSD redefines home data storage with its groundbreaking all-flash architecture, intelligent TOS 6 management system, and enterprise-grade security features, delivering a fast, smart, and secure experience.

Three Major Innovations Addressing Home Data Challenges
5G High-Speed Network, 5 Times Faster Transmission
The F4 SSD features a standard 5G Ethernet port, offering 500% faster transmission speeds compared to traditional Gigabit networks. It effortlessly handles high-demand scenarios like 4K video streaming and large photo libraries. Whether it's concurrent multi-device access, massive file transfers, or remote external network calls, the F4 SSD ensures a seamless "zero-lag, zero-wait" experience, eliminating home network congestion.

SHADOW, the Global leader in high-performance cloud computing, is proud to announce the launch of Neo, a brand-new cloud gaming PC offering designed to deliver next-level RTX experiences for gamers, creators, and professionals alike. Neo will officially roll out in Europe and North America starting June 16, 2025.

Building on the success of the company's previous offers, Neo replaces its widely adopted "Boost" tier and delivers major performance leaps—up to 150% more in gaming and 200% more in pro software performance. All existing Boost users are being upgraded to Neo at no additional cost while new users rates will start at $37.99 per month.

NVIDIA today announced it is working with European nations, and technology and industry leaders, to build NVIDIA Blackwell AI infrastructure that will strengthen digital sovereignty, support economic growth and position the continent as a leader in the AI industrial revolution. France, Italy, Spain and the U.K. are among the nations building domestic AI infrastructure with an ecosystem of technology and cloud providers, including Domyn, Mistral AI, Nebius and Nscale, and telecommunications providers, including Orange, Swisscom, Telefónica and Telenor.

These deployments will deliver more than 3,000 exaflops of NVIDIA Blackwell compute resources for sovereign AI, enabling European enterprises, startups and public sector organizations to securely develop, train and deploy agentic and physical AI applications. NVIDIA is establishing and expanding AI technology centers in Germany, Sweden, Italy, Spain, the U.K. and Finland. These centers build on NVIDIA's history of collaborating with academic institutions and industry through the NVIDIA AI Technology Center program and NVIDIA Deep Learning Institute to develop the AI workforce and scientific discovery throughout the regions.

Red Hat, the world's leading provider of open source solutions, and AMD today announced a strategic collaboration to propel AI capabilities and optimize virtualized infrastructure. With this deepened alliance, Red Hat and AMD will expand customer choice across the hybrid cloud, from deploying optimized, efficient AI models to more cost-effectively modernizing traditional virtual machines (VMs). As workload demand and diversity continue to rise with the introduction of AI, organizations must have the capacity and resources to meet these escalating requirements. The average datacenter, however, is dedicated primarily to traditional IT systems, leaving little room to support intensive workloads such as AI. To answer this need, Red Hat and AMD are bringing together the power of Red Hat's industry-leading open source solutions with the comprehensive portfolio of AMD high-performance computing architectures.

AMD and Red Hat: Driving to more efficient generative AI
Red Hat and AMD are combining the power of Red Hat AI with the AMD portfolio of x86-based processors and GPU architectures to support optimized, cost-efficient and production-ready environments for AI-enabled workloads. AMD Instinct GPUs are now fully enabled on Red Hat OpenShift AI, empowering customers with the high-performing processing power necessary for AI deployments across the hybrid cloud without extreme resource requirements. In addition, using AMD Instinct MI300X GPUs with Red Hat Enterprise Linux AI, Red Hat and AMD conducted testing on Microsoft Azure ND MI300X v5 to successfully demonstrate AI inferencing for scaling small language models (SLMs) as well as large language models (LLM) deployed across multiple GPUs on a single VM, reducing the need to deploy across multiple VMs and reducing performance costs.

Agentic AI is redefining scientific discovery and unlocking research breakthroughs and innovations across industries. Through deepened collaboration, NVIDIA and Microsoft are delivering advancements that accelerate agentic AI-powered applications from the cloud to the PC. At Microsoft Build, Microsoft unveiled Microsoft Discovery, an extensible platform built to empower researchers to transform the entire discovery process with agentic AI. This will help research and development departments across various industries accelerate the time to market for new products, as well as speed and expand the end-to-end discovery process for all scientists.

Microsoft Discovery will integrate the NVIDIA ALCHEMI NIM microservice, which optimizes AI inference for chemical simulations, to accelerate materials science research with property prediction and candidate recommendation. The platform will also integrate NVIDIA BioNeMo NIM microservices, tapping into pretrained AI workflows to speed up AI model development for drug discovery. These integrations equip researchers with accelerated performance for faster scientific discoveries. In testing, researchers at Microsoft used Microsoft Discovery to detect a novel coolant prototype with promising properties for immersion cooling in data centers in under 200 hours, rather than months or years with traditional methods.