IBM’s third-quarter revenue rose 9% to $16.3 billion, beating forecasts and driven by a surge in AI-related demand that pushed its AI business to $9.5 billion. Yet, investor sentiment cooled as growth in its Red Hat cloud unit eased to 14% from 16%. Mainframe sales soared 61%, lifting infrastructure revenue, but slowing software momentum sent IBM shares sliding nearly 7% in pre-market trading.
Microsoft’s October 2025 Windows update has left users frustrated after intentionally breaking smart card authentication in a security overhaul tied to CVE-2024-30098. The change forces RSA certificates to rely on Key Storage Providers instead of the older CSP method, causing failures in apps that depend on certificate logins. A registry tweak offers temporary relief—but only until April 2026, when Microsoft plans to remove the workaround entirely.
HostArmada has rolled out its new Self-Managed VPS Hosting lineup, targeting developers and system admins who prefer full control over their hosting environments. Built on enterprise-grade KVM infrastructure, the plans start at $3.69 per month and scale up to eight CPU cores. The launch also restructures HostArmada’s portfolio, separating managed Cloud Servers from its new unmanaged VPS tier — a move aimed at giving users clearer options and flexibility.
Vertiv’s stock hit an all-time high after posting a 29% year-over-year revenue jump to $2.6 billion in Q3 2025. Fueled by booming data center demand, organic orders surged 60%, pushing the backlog to $9.5 billion. Operating profit climbed 39% to $517 million. While Americas and APAC led growth, Vertiv is reshaping its EMEA operations ahead of a leadership shift as Paul Ryan prepares to replace Karsten Winther in 2026.
Alibaba Cloud introduced Aegaeon, a new GPU pooling system built with Peking University to transform AI workload management. The system scales models dynamically at the token level, running up to seven models on a single GPU. In testing, the team cut GPU usage from 1,192 to 213—an 82% drop. By tackling idle capacity from rarely used models, Aegaeon aims to make large-scale AI deployment far more efficient.
OpenAI will build a massive Stargate data center cluster in Port Washington, Wisconsin, expanding its U.S. infrastructure for AI development. Partnering with Oracle and Vantage Data Centers, the company plans to power nearly a gigawatt of capacity while creating over 4,000 construction jobs. Scheduled for completion in 2028, the Lighthouse project integrates renewable energy and biodiversity efforts to support sustainable, large-scale computing growth.
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