Nvidia has announced a significant increase in its cloud infrastructure investments, doubling its spending commitment to $26 billion over six years. This move underlines Nvidia’s confidence in the growth of AI and cloud computing, with the company expected to rent hundreds of thousands of its GPUs from cloud providers. The investment also reflects Nvidia’s strategic positioning to meet rising demands for generative AI and advanced computing capabilities. Analysts view this as a bold step to fortify its dominance in the AI chip market amid increasing competition.
The Information
Windows 11 update impacts Nvidia GPU performance
Nvidia has released Hotfix Display Driver 581.94 to address performance issues caused by the Windows 11 October 2025 update (KB5066835). The update reportedly led to reduced in-game performance for certain Nvidia GPUs. While the patch aims to resolve these issues, users encountering persistent problems are advised to revert to older drivers or report issues to Nvidia. This incident highlights the challenges of maintaining compatibility between evolving operating systems and hardware drivers.
XDA Developers
Lenovo's AI-driven growth strategy
Lenovo has reported robust growth in its Infrastructure Solutions Group (ISG), driven by a 24% year-over-year revenue increase to $4.1 billion. However, the division continues to operate at a loss, with a $32 million deficit this quarter. The company remains optimistic about future profitability, citing increased demand for AI-related workloads and liquid-cooled systems. CEO Yuanqing Yang dismissed concerns of an AI bubble, likening the current AI wave to the early internet boom, emphasizing its democratization across personal and enterprise use.
The Register
Target integrates ChatGPT for holiday shopping
Target has partnered with OpenAI to integrate shopping functionalities into ChatGPT, allowing users to browse, add items to their cart, and complete purchases through conversational AI. This innovation redefines e-commerce by shifting from traditional navigation to interactive dialogues, particularly during the holiday season. While promising, the effectiveness of this feature will depend on accurate recommendations and seamless functionality.
Tech Radar
Palo Alto anticipates quantum computing threats
Palo Alto Networks CEO Nikesh Arora has predicted that hostile nation-states may weaponize quantum computing by 2029, necessitating widespread upgrades to existing security infrastructure. The company is preparing to launch quantum-safe products to address these emerging threats. This strategic focus aligns with rising global concerns about quantum computing's implications for cybersecurity.
The Register
AI boosts gaming PC market
The Asus ROG Strix B650E-I motherboard, designed for AMD’s latest chips and equipped with PCIe 5.0 and DDR5 support, has emerged as a popular choice among gaming enthusiasts. Its advanced specifications cater to gamers anticipating future upgrades, reinforcing the growing demand for high-performance hardware tailored to AI-driven gaming experiences.
XDA Developers
Science
Astronauts stranded on Tiangong space station
Three Chinese astronauts aboard the Tiangong space station have been stranded following damage to their return craft caused by space debris. The China Manned Space Agency (CMSA) is working to deploy a replacement craft, with a launch expected on November 25. This incident underscores the growing risks posed by orbital debris and highlights the need for enhanced safety measures in space exploration.
Science Alert
NASA unveils closest images of interstellar comet
NASA has released unprecedented observations of interstellar comet 3I/ATLAS, captured by the Mars Reconnaissance Orbiter and other missions. These images provide critical insights into the comet’s composition and trajectory, with Earth’s closest viewing opportunity scheduled for December. The comet's unique features emphasize the scientific significance of studying extrasolar objects.
Science Alert