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OpenAI will need to raise at least $207 billion in new funding by 2030 to sustain operations while continuing to lose money, according to a new analysis from HSBC that models the company's cloud computing commitments against projected revenue. The bank's US software team updated its forecasts after OpenAI announced a $250 billion cloud compute rental deal with Microsoft in late October and a $38 billion deal with Amazon days later, bringing total contracted compute capacity to 36 gigawatts. HSBC projects cumulative rental costs of $792 billion through 2030. Revenue growth remains strong in the model -- the bank expects OpenAI to reach 3 billion users by decade's end, up from roughly 800 million today -- but costs rise in lockstep, meaning OpenAI will still be subsidizing users well into the next decade. If revenue growth disappoints and investors turn cautious, the company's best option might be walking away from some data center commitments.

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European manufacturers are facing a two-front assault from China that has German industry associations warning of deindustrialisation: on one side, artificially cheap Chinese goods are flooding into Europe, and on the other, Beijing has demonstrated its willingness to abruptly cut off access to critical inputs like rare earths and semiconductors. The alarm intensified in October when China added five rare earths to its export-licensing regime and then banned exports of computer chips made by Nexperia, a Dutch-headquartered but Chinese-owned chipmaker that supplies numerous European carmakers, according to The Economist. Several European firms warned of production stoppages, and some German companies put workers on leave without pay. Germany's trade deficit with China hit $76.52 billion last year and is expected to surge to around $100.87 billion this year, The Economist reported, driven by collapsing German exports and a rush of imports in categories like cars, chemicals, and machinery that were once German specialties. Chinese brands now account for 20% of Europe's hybrid market and 11% of electric vehicle sales. German cars command just 17% of the Chinese market, down from 27% in 2020. The rare earth controls were suspended for a year after the US and China struck a trade deal on October 30th, but the EU found itself a bystander to negotiations that directly affected its economy. Writing in the Financial Times, Robin Harding argues that China's explicit goal of self-sufficiency leaves Europe with few options. "There is nothing that China wants to import, nothing it does not believe it can make better and cheaper," he wrote, concluding that large-scale protectionism may be unavoidable if Europe wants to retain any industry at all.

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Rocky Linux 10.1 release brings soft reboots and new toolchains  Yahoo! Tech

Collabora Office is an open source desktop suite for Windows, macOS and Linux  BetaNews

KDE Plasma 6.8 Drops Native X11 for Exclusive Wayland Shift  WebProNews

An anonymous reader shares a report: It is shocking but not surprising. Lightning crackles on Mars, scientists reported on Wednesday. What they observed, however, were not jagged, high-voltage bolts like those on Earth, arcing thousands of feet from cloud to ground. Rather, the phenomenon was more like the shock you feel when you scuff your feet on the carpet on a cold winter morning and then touch a metal doorknob. "This is like mini-lightning on Mars," Baptiste Chide, a scientist at the Research Institute in Astrophysics and Planetary Science in Toulouse, France, said of the centimeter-scale electrical discharges. Dr. Chide and his colleagues reported the findings in a paper published on Wednesday in the journal Nature. The electrical sparks, although not as dramatically violent as on Earth, could play an important role in chemical reactions in the Martian atmosphere.

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I use Rescuezilla to swap between operating systems and I love it  XDA

Dell has predicted PC sales will be flat next year, despite the potential of the AI PC and the slow replacement of Windows 10. From a report: "We have not completed the Windows 11 transition," COO Jeffrey Clarke said during Dell's Q3 earnings call on Tuesday. "In fact, if you were to look at it relative to the previous OS end of support, we are 10-12 points behind at that point with Windows 11 than we were the previous generation." Clarke said that means 500 million PCs can't run Windows 11, while the same number didn't need an upgrade to handle Microsoft's latest desktop OS. The COO therefore predicted the PC market will "flourish," but then defined the word as meaning "roughly flat" sales despite Dell chalking up mid-to high single digits PC sales growth over the last year.

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5 Linux desktop environments that make ditching Windows 10 easy - including my top pick  ZDNET

Apple will retake its crown as the world's largest smartphone maker for the first time in more than a decade, lifted by the successful debut of a new iPhone series and a rush of consumers upgrading devices, according to Counterpoint Research. From a report: The iPhone 17 models introduced in September have been a hit both domestically in the US and in Apple's other critical market, China. They've enticed more people to upgrade, leading to double-digit year-over-year sales growth in both markets, according to the researchers. The US company also is benefiting from a cooling of US-China trade tensions and a depreciating dollar that has boosted purchases in emerging markets, they added. The growth will propel Apple past longtime rival Samsung this year, according to Counterpoint's figures. Shipments of the iPhone are set to grow at 10% in 2025, compared with 4.6% for Samsung.

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Intel Core Ultra 9 285K "Arrow Lake" Linux Performance Up ~9% One Year Later At ~85% Power Use  Phoronix

An anonymous reader shares a report: AI is not a core part of operations at most of the world's central banks and digital assets are off the table, according to a survey released on Wednesday by the Official Monetary and Financial Institutions Forum. The working group of 10 central banks from Europe, Africa, Latin America and Asia managing roughly $6.5 trillion in assets also found that the institutions that have delved deepest so far into AI are the most cautious about the risks. The primary concern is that AI-driven behaviour could "accelerate future crises," the survey showed. "AI helps us see more, but decisions must remain with people," one participant was quoted as saying in the group's report. More than 60% of respondents said that AI tools - which have sparked layoffs already at technology companies and retail and investment banks - are not yet supporting core operations.

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The roughly 500 fiber-optic cables lying on the ocean floor carry more than 95% of all internet data -- not satellites, as many might assume -- and they face growing threats from natural disasters, terrorists and nation-states capable of disrupting global communications by dragging anchors or deploying submarines against the infrastructure. The cables are protected by layers of copper, steel, and plastics, but they remain vulnerable at multiple points: earthquakes can disturb them on the seafloor, and the connections where cables meet land-based infrastructure present targets for bad actors. National actors including Russia, China and the US possess the capability to attack these cables. A bipartisan Senate bill co-sponsored by Democrat Jeanne Shaheen and Republican John Barrasso is under consideration. The legislation would require a report to Congress within six months on Chinese and Russian sabotage efforts, mandate sanctions against foreign parties responsible for attacks, and direct the US to provide more resources for cable protection and repair.

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Microsoft pulled the plug on Windows 10 — here’s where 780,000 users went  Windows Central

Microsoft pulled the plug on Windows 10 — here’s where 780,000 users went  Windows Central

Microsoft pulled the plug on Windows 10 — here’s where 780,000 users went  Windows Central

Microsoft pulled the plug on Windows 10 — here’s where 780,000 users went  Windows Central

Collabora Launches Desktop Office Suite for Linux  It's FOSS

Malaysia's Johor, one of Southeast Asia's fastest-growing data center hubs, has announced it will no longer approve applications for Tier 1 and Tier 2 data centers because of their enormous water consumption -- up to 50 million liters daily, or roughly 200 times what higher-tier facilities require. The Malaysian state has approved 51 data center projects as of November 2025. 17 centers are already operational, 11 are under construction and 23 received approval this year. The announcement follows concerns raised by a local politician who pointed to water supply disruptions in Georgia in the US after a data center began operations and protests in Uruguay over fears that data centers could affect farms.

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Urgent ACPI Revert For Linux 6.18 To Deal With Some Hardware Crashing  Phoronix