Supply Chain
The latest Supply Chain coverage — news, analysis, and updates from the WindowsNews.AI desk.
Microsoft Clears KB5063878 of SSD Failures, but Uncertainty Persists
Microsoft has officially concluded that its August 2025 security update for Windows 11 (KB5063878) is not the cause of a spate of alarming SSD failure reports, but the declaration has done little to...
Windows 11 August Update: Microsoft and Phison Deny SSD Bricking, But Narrow Edge Case Persists
Microsoft and Phison have categorically denied that the Windows 11 KB5063878 update is bricking NVMe SSDs at scale, following a wave of alarming social-media reports. Yet behind the official...
Microsoft Ships First-Party AI Models as GPU Fleet Expands to 15,000 H100s
Microsoft has quietly but decisively moved from being a heavy consumer of third-party AI models to a company shipping its own first-party foundation and voice models—and it has paired those models...
Microsoft and Phison Dismiss Windows 11 Update as Cause of SSD Failures After Exhaustive Tests
{ "title": "Microsoft and Phison Dismiss Windows 11 Update as Cause of SSD Failures After Exhaustive Tests", "content": "After weeks of swirling community reports and internal investigations,...
HP’s AI PC Sales Hit 25% of Mix Ahead of Schedule, Lifting Margins as Windows 11 Refresh Accelerates
HP’s AI PC shipments have surged to over 25% of its personal systems mix, a quarter ahead of internal plans, as the Windows 11 upgrade cycle and higher average selling prices drove a 6% revenue...
HP Q3 Beat: AI PCs and Windows 11 Upgrades Fuel Recovery, Tariff Pivot Pays Off
HP Inc. on Thursday reported fiscal third-quarter results that beat Wall Street estimates, driven by a surge in demand for AI-capable PCs and a corporate refresh cycle tied to the looming end of...
Windows 10 End-of-Support Sparks a Gen5 SSD Gold Rush for Enterprise PCs
The upcoming end of support for Windows 10 is doing more than spurring a PC refresh cycle—it is reshaping the storage supply chain. Silicon Motion, a leading provider of SSD controllers, is...
HP Transforms Windows 10 End Into AI PC Opportunity with Humane Deal and Supply Chain Overhaul
HP’s latest quarterly results didn’t just beat consensus estimates—they signaled a company trying to transform a cyclical PC refresh into a structural competitive advantage. Revenue growth in...
Big Tech’s $250 Billion AI Infrastructure Gamble: How Microsoft, Google, and Meta Are Building Unbreachable Moats
In 2025, the world’s largest technology companies are not just experimenting with artificial intelligence—they are wiring it into the very foundations of global computing. Microsoft, Alphabet,...
From Basmati to Bytes: Sarveshwar Foods' Windows-Centric Retail Rollout Aims to Double Stores in a Year
Sarveshwar Foods Limited is pushing deeper into direct-to-consumer retail, unveiling a NIMBARK Organic Signature Store in Chandigarh that lifts its company-run footprint to 15 outlets and sets an...
Microsoft’s Open Source Journey: From Linux Kernel Contributions to Powering ChatGPT and Microsoft 365
Microsoft, once a skeptic of open source, now runs its most demanding workloads on it—including the nearly 700-million-user ChatGPT service and the containerized backbone of Microsoft 365. The...
Windows 11 Xbox App Tests One-Click Install of Battle.net and GOG in Full-Screen Mode
A subtle but pivotal change is rolling out to Xbox Insiders on Windows 11: the Xbox PC app can now surface, download, and launch rival gaming storefronts right from its own interface. The new “My...