'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."
Read more of this story at Slashdot.
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."
Read more of this story at Slashdot.
Rachel Reeves' Downing Street flat needed £20,000 revamp after the original furniture went missing
The flat was empty when Rachel Reeves moved in after the election in July 2024, with four government departments unable to say where the original tables, chairs and sofas had gone.
ALEXANDRA SHULMAN'S NOTEBOOK: The Devil Wears Prada 2 paints a picture of evil fashion magazine bosses... but as a former Vogue editor, I don't recognise the portrait
Give me a break, I find myself saying when reading about yet another person threatened with being locked in a cupboard all weekend or undermined by a litany of personal remarks.
Ainsley Harriott 'snubbed' by Chelsea Flower Show after threatening to sue organisers because his sister fell into a pond
The Mail on Sunday understands TV chef Ainsley Harriott has not been invited to attend the flower show's star-studded VIP day, since 2022, when his sister fell backwards into a pond.
In full bloom! Turning your balcony into a mini garden could improve your health
Balconies which are filled with greenery, pot plants and climbing foliage led to significantly reduced levels of harmful air pollution from traffic, dust and industrial processes.
Thousands of criminals are treating community service sentences as optional - by abandoning or simply refusing to start unpaid work
Ministry of Justice figures show courts in England and Wales issued 53,685 unpaid work orders in the year to March 2025 - yet 3,200 were never started.
TALK OF THE TOWN: The Devil Wears Prada 2's breakout star Simone Ashley has her sights set on pop success after signing 'very lucrative' record deal
TALK OF THE TOWN: Simone Ashley, who previously starred in Bridgerton, has her sights set beyond mere Hollywood fame, and is aiming for a top-flight music career, too.
Princess Diana's brother Earl Spencer urges incoming BBC boss to end 'conspiracy of silence' over Martin Bashir scandal
Earl Spencer called on the corporation to appoint an official historian and task him or her with poring over every document related to the deception used by the reporter to land his1995 Panorama interview.
Victoria Smurfit's real life Rivals lifestyle: Irish actress grew up in a £14million castle... but was driven to school in a beaten-up VW
Victoria Smurfit's real life is not so far removed from the setting of Jilly Cooper's 1980s romp-fest.
Loose Women star Nadia Sawalha's husband Mark Adderley is elected as London councillor - after being suspended from Green Party over 'antisemitism rants' on YouTube
Mark Adderley, who was suspended from the Green Party a fortnight ago, has secured a seat in Crystal Palace & Upper Norwood in Croydon, south London, which has been left with no overall majority.
Common testosterone supplement could extend lives of men with aggressive form of brain cancer
The research, published in scientific journal Nature, analysed data from more than 1,300 men with glioblastoma and revealed what was described as a 'surprising' discovery.
Police probe claims of 'family voting' in local elections after whistleblower says illegal practice was rife
The criminal offence often involves a man going to a polling booth with his wife or relative and telling them how to vote.
For the good of the nation, the Tories and Reform must work together to stop this crank coalition of the Left: STEPHEN GLOVER
Reform UK pulverised Labour in its traditional heartlands. It also came second behind Plaid Cymru in Wales and joint-second with Labour in Scotland.
Kemi Badenoch's strong defence of Jewish community 'helped the Conservatives outperform expectations in local elections'
Tory HQ pointed to Kemi Badenoch's sharp rebuke of a heckler over anti-Semitism, which they believed 'cut through' to voters.
Labour MPs 'ready to defect to Greens': As many as ten 'jumpy' backbenchers may make the switch after party's poor showing in local elections
The plot would plunge Keir Starmer's leadership into further chaos as he fights to save his job after Labour's poor showing.
Hannah Waddingham, 51, flashes her bra in a mustard yellow suit as she delights fans with SNL UK hosting debut
Hannah Waddingham delighted fans as she made her SNL UK hosting debut on Saturday night.
Hunky stuntman Alex Anlos who had a 'secret fling' with Sheridan Smith shares 'fond memories' about their 'holiday romance' in sweet insight
The stunt coordinator, 42, met the actress, 44, when they were working on her 2023 drama, The Castaways, in Greece , and opened up about their 'holiday romance' in a sweet insight.
Nigel Farage calls Reform 'largest unionist party in the country' and says they will be robust in tackling threat from separatists like SNP and Plaid Cymru
'I was accused of being someone who wanted to break up the Union, but we now find ourselves as the largest party in defence of the Union,' said Mr Farage.
Man, 40, is arrested on suspicion of attempted murder after 'car ploughed into pedestrians' - leaving several people in hospital
A 40-year-old man has been arrested on suspicion of attempted murder after a car ploughed into pedestrians, leaving five people injured and including a man who has life-threatening injuries.