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Moderna Shares Plunge After Leak of Cancer Vaccine Data

By: BeauHD
22 October 2026 at 15:01
Moderna shares plunged as much as 25% after partial clinical trial data leaked for its personalized cancer vaccine developed with Merck, despite the full results showing promising outcomes for melanoma patients. Analysts attribute the selloff largely to inflated investor expectations rather than disappointing clinical results. CNBC reports: The personalized vaccine, known as intismeran autogene, paired with Merck's immunotherapy Keytruda reduced the risk of recurrence or death in certain melanoma patients by 42% compared with Keytruda alone. The data also showed the shot along with Keytruda reduced the risk of cancer spreading to distant parts of the body or death by 38%, compared with just the immunotherapy. The companies say about 82% of patients who received the personalized cancer vaccine alongside Keytruda were alive without their melanoma returning at two years, compared with 70% of those who received Keytruda alone. [...] Investors see the targeted vaccine as a possible breakthrough treatment, with the potential to be used in other forms of cancer in the future. It could also offer Moderna a critical additional commercial product in its pipeline, following vaccines for Covid-19, the flu and respiratory syncytial virus. "We assert this relative reduction in recurrence/death is clinically meaningful," said BMO Capital Markets analyst Evan Seigerman. "Such a reaction likely reflects inflated expectations into the full data release, rather than a true indictment on the efficacy of the combo therapy." UBS analysts said "this is overall a strong data set" and gives more confidence in upcoming studies of the vaccine in kidney and bladder cancers. They added the stock reaction may be due more to massive expectations than disappointing data.

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Bose Is Buying Skullcandy

By: BeauHD
22 October 2026 at 14:00
An anonymous reader quotes a report from Wired: Longtime audio giant Bose announced on Wednesday that it's acquiring Skullcandy, the lifestyle brand known for its bass-heavy headphones. Skullcandy will remain a separate company within Bose's Premium Consumer Audio business and will still be based in Park City, Utah. The acquisition isn't out of left field. Bose has lent its audio expertise to Skullcandy over the past year under its Sound by Bose licensing program. Skullcandy designs the headphones and then works with Bose on the audio front. The relationship began with the Skullcandy Method 360 ANC earbuds in 2025 and more recently, with the Crusher 1080 ANC headphones in July. [...] This is hardly Bose's first audio acquisition (though it may be the most mainstream). Bose acquired McIntosh Group, owners of luxury audio brands McIntosh Laboratory and Sonus Faber, back in 2024. But Bose seems to be after Skullcandy's connection to its community. "What does the brand stand for? Does it have meaning for consumers? Is it relevant to a group of consumers that, frankly, we otherwise aren't reaching?" Bose CEO Lila Snyder tells WIRED. "If you think about McIntosh, Sonus Faber, and Skullcandy, they all fit into that realm. Skullcandy gives us access to a customer base that we think we're largely missing with the Bose brand." That's why Bose has no plans to relocate Skullcandy from Park City, Utah, which Snyder says is the epicenter of board sports culture. "We want to make sure we're right at the heart of it, as they always have been," she says. Skullcandy products are also affordable, especially compared to other Bose products and Bose-owned brands, which lets Bose compete at both ends of the market.

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Airbnb Bans Making Guests Do Dishes, Take Out the Trash

By: BeauHD
22 October 2026 at 06:00
Airbnb is banning hosts from requiring guests to perform time-consuming checkout chores, including washing dishes, stripping beds, doing laundry, and taking trash off-site. The updated policy applies to reservations booked on or after November 20. The Verge reports: Airbnb is displaying hosts' requests more prominently now in a new "rules and requests" section on listings. You might see an "includes cleaning requests" warning if a host leaves chore requests in their listing after the new policy goes into effect. Hosts aren't allowed to sneak in extra rules in messages to guests or on signs around their property, either. Some hosts pushed back on the house rules restrictions on Airbnb's forums, saying they pose health risks and arguing that guests can simply choose not to stay at listings with overly-strict rules. Airbnb says there can be exceptions to the limits on checkout chores, like asking guests to "dispose of trash in an animal-proof container in bear country."

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eBay to Cut 9% of Workforce

By: BeauHD
21 October 2026 at 18:00
eBay plans to cut about 1,000 jobs, or 9% of its workforce, as CEO Jamie Iannone moves to redirect resources toward the company's fastest-growing businesses. Reuters reports: The company had 12,300 employees at the end of last year. It also let go about 6% of its workforce, or 800 employees, in February as part of efforts to streamline operations. EBay has set itself apart from rivals by pushing into authenticated luxury goods, collectibles and refurbished products, which draw enthusiasts willing to pay more for valuable items. That has helped its shares rise nearly 40% this year, outperforming the benchmark S&P 500's around 12% gain. "Our strategy is working," Iannone said in the memo, adding that "continuing to capture the significant opportunity ahead requires us to make thoughtful choices about where we focus and invest." He said affected staff would be informed in the coming days.

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Tesla-SpaceX Merger Being Considered

By: BeauHD
21 October 2026 at 06:00
Elon Musk says a merger between Tesla and SpaceX is under active consideration, with special committees at both companies evaluating a deal that could combine businesses valued at roughly $3.5 trillion. "Do I think it would be a good idea? Yes," Musk said during a call with financial analysts over the quarterly business results of SpaceX on Tuesday. The BBC reports: While Musk noted the certainty of such a merger should not be assumed, and it would need shareholders' support, he said special committees within both companies have been formed to examine the move. "The special committees have not reached agreement on terms of any transaction and there's no guarantee that they will," Musk added. "But I do think there is a lot of merit to merging and a lot to be gained." [...] The company, which builds space rockets and Starlink internet satellites, is now expanding into offering cloud compute capacity for other tech companies, like Anthropic and Google. That line of business has become the most profitable part of SpaceX, bringing in $7.5bn according to the latest quarterly results (PDF). Starlink also tallied revenue of $5.2bn. SpaceX as a whole, however, is not profitable and has lost $1.1bn so far this year. [...] Musk said on Tuesday a full merger between the two companies would make sense for the work each is doing around chips, artificial intelligence, software and more. He described himself as a "conflicted party" as the chief executive of Tesla and of SpaceX. Even commenting on the possibility of a merger between the two companies, Musk compared to "tap dancing through a minefield." He added a merger would ultimately be decided by shareholders. At least 50% of Tesla's shareholders would need to approve the merger, which Musk described as "quite a high hurdle to achieve."

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Nscale, Anthropic In Talks For New $45 Billion AI Cloud Deal

By: BeauHD
20 October 2026 at 10:00
An anonymous reader quotes a report from Reuters: Nscale is in talks to sell AI computing power to Claude maker Anthropic in a new deal that could be worth about $45 billion, a person familiar with the matter told Reuters on Monday. The data center developer is seeking another major deal with the AI lab for a second facility at its Monarch data center campus in West Virginia, the person said. In August, Anthropic struck a deal to spend $45 billion to rent AI cloud computing power from Nscale's West Virginia data center campus. A second Monarch building would deliver 460 megawatts of computing power using Nvidia's advanced Vera Rubin AI chips, according to the source. [...] According to the Nscale prospectus, Microsoft and Anthropic are expected to be the company's major customers in the future. Further reading: Microsoft Abandons UK AI Supercomputer As Grid Struggles to Keep Up

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Professor Calls To Abolish Business Schools For Failing Society

By: BeauHD
19 October 2026 at 18:00
joshuark writes: Professor Christopher Marquis makes a provocative argument about business schools: "We need to abolish them." A 20-year business educator at Harvard, Cornell and Cambridge, Marquis argues in The New York Times and on LinkedIn that MBA programs sanctify profit-driven dealmaking at the expense of public life. "That's not the institution failing," he writes. "Sadly, it's the institution working." "Business school doesn't just hand out skills and a network," argues Marquis, "it quietly reshapes how people see the world, rewarding dealmaking, simplification, and optimization for financial metrics, while workers and communities become afterthoughts." Marquis points to research suggesting that business-school-trained CEOs often benefit shareholders at the expense of workers, without delivering measurable improvements in company performance... "[W]hen a business-school-trained CEO takes over a firm, wages fall and labor's share of income drops, with no gain in productivity," writes Marquis. "In both the U.S. and Denmark, what passes for the 'managerial skill' of business-school graduates turns out to be a transfer of wealth away from workers and toward shareholders. Students deserve better than a machine that narrows their sense of what's possible."

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Elon Musk Vows To Give a SpaceX Share To 'Every Kid In America'

By: BeauHD
19 October 2026 at 13:00
An anonymous reader quotes a report from CNN: Elon Musk has said he will give every child in America a stake in SpaceX, his $2 trillion aerospace and artificial intelligence company, as tech firms face intensifying scrutiny over their impact on society. "Next year, I will give one of my SpaceX shares to every kid in America," he wrote on X on Monday. "This will be the first of many." SpaceX only began trading publicly in June (and after the biggest initial public offering in history). The company's shares were trading for about $146 when the market closed on Friday. Musk's proposal was thin on detail. It is not clear how those shares would be distributed to the tens of millions of American children or whether all of them would even be eligible. According to the United States Census Bureau, there are roughly 73 million people under the age of 18, making Musk's potential giveaway worth about $10.7 billion at SpaceX's current share price. The move came in response to Anthropic's announcement on Sunday that it will commit at least 5% of its shares to a "Public Benefit Fund" that will donate money to social causes. "I recommend giving the shares directly to the public," Musk said in a reply to Anthropic's announcement. "This is what I will be doing."

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Bank of America Hired 1,000 Contractors to Patch Software Flaws Exposed By Anthropic's Mythos

By: BeauHD
15 October 2026 at 06:00
Bank of America hired 1,000 outside contractors to help patch software vulnerabilities exposed by advanced AI models, including Anthropic's Mythos. The effort added hundreds of millions of dollars in third-quarter expenses. CNBC reports: In an interview after the bank's third-quarter earnings release, [CEO Brian Moynihan] said that earlier this year the company rushed to bolster a wide spectrum of its internal and vendor code using thousands of employees and outside personnel. "That risk is real risk, and that's why when the frontier-type models came out. ... A lot of us sat down and said, 'How do we figure out how to get through this quickly?'" Moynihan told CNBC's Leslie Picker. "We put on 1,000 contractors to help us do the patching work in the second quarter, and those people remain here today, helping us, on top of the 3,000 people we have in that area," he said. The bank spent a "couple hundred million plus" on the software remediation and regulatory issues related to anti-money laundering compliance in the third quarter, Moynihan told analysts earlier Wednesday.

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Netflix Cuts About 6% of Jobs In Biggest Layoffs Since 2022

By: BeauHD
14 October 2026 at 11:00
Netflix is laying off about 1,000 employees, or 6% of its workforce, in its largest round of cuts since 2022. The company says its business remains strong, but it is facing growing pressure from YouTube, TikTok, and other rivals. Reuters reports: The bulk of the job cuts would be in Netflix's product, tech, legal and human-resources teams, the email Co-CEOs Greg Peters and Ted Sarandos sent to employees on Wednesday showed. "Our mission -- to entertain the world -- is ambitious, and delivering on it requires us to be disciplined about where we prioritize our people Γ’and resources," they said in the memo. "Our business is strong and growing, and we remain on track to deliver our full-year forecast."

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Disney Offers $20 Million For Character.AI Assets As Startup Files For Bankruptcy

By: BeauHD
13 October 2026 at 17:00
Character.AI has filed for Chapter 11 bankruptcy protection and plans to sell substantially all of its assets, with Disney offering $20 million as a "stalking-horse bidder" for select intellectual property and company claims. However, the company said Disney's bid is subject to "higher or better offers." Deadline reports: The company, which allows users to create and interact with AI-generated avatars, said it made the filing in U.S. Bankruptcy Court for the District of Delaware. It said it hopes the process will allow it to "facilitate a value-maximizing sale of all or substantially all" of its assets. The Character.AI platform will continue to operate during the bankruptcy. The Disney agreement, reached prior to the filing, would give the media giant a non-exclusive perpetual license of select intellectual property and company claims from Character.AI. Disney would pay $20 million and provide resources during a transition period as the company explores a sale. [...] Character.AI said it is aiming to conclude the sale process by late November or early December. Character.AI has faced a series of controversies over the past year or so. Most notably, the company settled multiple lawsuits alleging its chatbots encouraged self-harm and suicide among teenagers, including a high-profile case involving 14-year-old Sewell Setzer III. The company also faces lawsuits from Kentucky, which alleges its chatbots encouraged self-harm, and Pennsylvania, which claims the bots illegally impersonated licensed doctors. The latter allegations follow earlier complaints that Character.AI's therapy chatbots engaged in the unlicensed practice of medicine. In September 2025, Disney accused Character.AI of copyright infringement and using its characters in chatbots that were "sexually exploitive and otherwise harmful and dangerous to children," prompting their removal from the platform. These mounting legal challenges and regulatory scrutiny ultimately contributed to this eventual bankruptcy filing.

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Kroger to Lay Off 3,000 Corporate Employees In AI Restructuring

By: BeauHD
13 October 2026 at 16:00
Kroger says it will cut 3,000 corporate jobs over the next three years as it expands its use of AI and other technology to streamline operations. "Technology is reshaping what's possible," CEO Greg Foran wrote in a memo to employees on Monday. "The way work gets done is changing across every industry; we must adapt and take advantage of technology. We need to adopt capabilities, reduce duplicative work and look closely at where work is best fit to be done." ABC News reports: Kroger last month outlined its AI strategy, meant "to improve the customer experience, make work easier for associates and produce better business outcomes." Cincinnati-based Kroger is the largest standalone U.S. supermarket chain with 409,000 employees and more than 2,700 stores operating under various brands, including Ralphs, King Soopers, Smith's and Fred Meyer. Kroger named former Walmart executive Foran CEO in February, 11 months after the abrupt resignation of its previous CEO. Foran has a reputation for being tech-savvy and detail-oriented. He led Walmart's U.S. division from 2014 to 2019, where he focused on cleaning up stores, ensuring items were in stock and improving the fresh produce selection. He also introduced online ordering and pickup, and accelerated Walmart's digital capabilities.

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Amazon In Talks To Buy AI Startup Decart For Around $7 Billion

By: BeauHD
12 October 2026 at 11:00
Amazon is reportedly in talks to acquire AI startup Decart in a deal that could value the company at up to $7 billion. Decart's DOS software helps developers optimize AI models for different processors in weeks rather than months, a capability that could be particularly useful to AWS as it pushes its own Trainium chips. SiliconANGLE reports: The company has developed software called DOS, which can help developers to speed up AI training and inference workloads by optimizing their neural networks to run on a specific processor. In most AI workloads, developers must optimize a neural network for the chip they plan to run it on. This process used to take months, but with DOS, the workflow necessary to do this can be compressed into just a couple of weeks. As a result, companies can use Decart's software to shift AI workloads to different processors if their requirements change, or if chip availability becomes an issue. In addition to DOS, Decart is also a model developer, responsible for creating the Lucy and Oasis world models, which are designed to generate and simulate realistic three-dimensional environments for video games, robotic training and other use cases. It's still possible another suitor could emerge and outbid Amazon. Last month, Anthropic PBC was reportedly engaged in talks to buy Decart, according to a report by Bloomberg. However, it ultimately pulled out of a reported $6 billion deal after conducting due diligence on the startup. It's not clear what ultimately dissuaded Anthropic from pursuing a deal. The Wall Street Journal first reported (paywalled) the news.

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Research Firm Calls Anthropic's Upcoming IPO 'Unprecedented Test of Investor Gullibity'

11 October 2026 at 18:58
CNBC reports: As Anthropic barrels toward a potential $2 trillion market cap on the Nasdaq, one research firm is valuing the artificial intelligence company at a mere $150 billion and says Wall Street is about to face an "unprecedented test of investor gullibility." In a report on Tuesday, independent financial research provider New Constructs called Anthropic's upcoming offering the "most ridiculous IPO of 2026." To reach its desired valuation, the firm estimates Anthropic would need to record double the trailing year of profit for Nvidia, the world's most valuable tech company. Nvidia's net income over the past four quarters topped $190 billion. Meanwhile, Anthropic's revenue in 2025 was $4.6 billion as the company racked up a net loss of $42 billion, according to Reuters, which cited a leaked copy of the company's prospectus. Anthropic's mounting operating losses coupled with emerging competition from a plethora of open-source models led New Constructs to conclude that, "We don't think Anthropic has a viable business...." Anthropic didn't respond to a request for comment... The New Constructs report also notes that Anthropic's assertion that AI could pose "a catastrophic or existential risk to humanity" is another reason why investors should avoid the IPO. Reuters reported that Anthropic's IPO prospectus "highlights risks associated with its AI models, which it said could exhibit 'self-preserving behaviors,' including attempts to 'resist shutdown,' to 'conceal or manipulate information' and behavior 'resembling blackmail.'" Now Bloomberg writes that "investors considering Anthropic's planned mega-IPO are grappling with an unusual, and more than a little scary, conundrum: How to value a company that some fear could help wipe out the human race?" Anthropic's valuation also drew some scrutiny from a senior analyst at PitchBook. "A $2 trillion price is about 435 times 2025 revenue, less than 44 times the annualized second-quarter revenue of more than $46 billion and just under 31 times the July run rate."

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Google Enters Massive 3.6-GW Power Deal With Constellation Energy

By: BeauHD
7 October 2026 at 02:00
An anonymous reader quotes a report from Reuters: Google has contracted for 3,590 megawatts of power from Constellation Energy on the largest US power grid, with new nuclear energy accounting for about a quarter of that supply, the companies said on Tuesday. Constellation will make more than $4.3 billion of new investments in its fleet as part of the agreement, which involves adding capacity at several of the power company's nuclear reactors in the Midwest and Mid-Atlantic regions, the companies said. [...] Over the last two years, Constellation unveiled an agreement to restart its Three Mile Island reactor in Pennsylvania to serve Microsoft data centers, while Google contracted to restart NextEra Energy's nuclear power plant in Iowa. In the latest arrangement, Google entered into a 20-year power purchase agreement for 890 megawatts of electricity from multiple Constellation-owned nuclear power plants, which would be upgraded to produce more electricity from existing reactors. Electricity from the first of the upgraded plants is expected to be delivered in 2028, the companies said. Google also entered into a 15-year supply agreement for an additional 2,700 megawatts of power from Constellation in the PJM power grid. That power is not tied to a specific generation source and serves as long-term revenue certainty for Constellation's operating plants, Google said. Maryland-based Constellation is the largest US nuclear power plant operator and owns a major fleet of natural-gas-fired power plants as well as geothermal energy following its acquisition of electricity producer Calpine Corp earlier this year. [...] The 11 nuclear units expected to be upgraded as part of the arrangement with Google are in Illinois, Pennsylvania, and New Jersey, within the footprint of the largest US electric grid -- PJM Interconnection. Joe Dominguez, chairman, president and CEO of Constellation, said the arrangement with Google is a "model for how technology companies and the energy industry can work together to responsibly develop the digital economy and invest in our nation's energy infrastructure in a way that delivers grid-wide benefits for all, funded by private entities."

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HubSpot Cuts 660 Jobs In AI Restructuring

By: BeauHD
6 October 2026 at 17:00
HubSpot is cutting about 7% of its workforce, or roughly 660 employees, as it restructures into what CEO Yamini Rangan described as a "flatter organization" with fewer management layers. Rangan said the layoffs were "not driven by AI-related efficiencies," though AI remains central to HubSpot's strategy as the company adjusts its organization around AI-driven customer outcomes. Fast Company reports: The layoffs come as investors have spent months questioning whether AI will reduce the need for businesses to pay for software like HubSpot's, a fear dubbed the "SaaSpocalypse." HubSpot's platform helps companies manage their customers, sales, and marketing. The company was removed from the FTSE All-World Index (USD) last month after a decline in its stock price, a report from Simply Wall St noted. The stock is down more than 43% this year as of this writing. Yamini Rangan, CEO of HubSpot, explicitly told employees in a memo that the layoffs were "not driven by AI-related efficiencies." Rather, the aim was to focus on "aligning our organization with our strategy and how we need to operate going forward," Rangan wrote. She added that the goal is to "build a flatter organization with fewer layers" by cutting back on management. Still, artificial intelligence has been central to the company's concerns. In August, Rangan blamed AI for why the company "got off to a slow start" in April as HubSpot was trying to adjust its product and pricing. "We're in the middle of a real transition to AI, and we are making deliberate choices to lead in it," she said on an earnings call. The restructuring is estimated to cost between $65 and $75 million, mostly in severance packages. The company said that laid-off employees will receive 20 weeks of base pay, one week per year of service (capped at 30 weeks), five months of COBRA and Modern Health healthcare benefits, and they will be allowed to keep their laptops.

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Paramount and Warner Bros. Discovery to Become Skydance

By: BeauHD
2 October 2026 at 15:00
Paramount and Warner Bros. Discovery will operate under the Skydance name once their roughly $110 billion merger closes, which is expected on October 6. The combined company will bring together Paramount+, HBO Max, CBS, CNN, MTV and other networks, along with major franchises including The Lord of the Rings, Game of Thrones, DC and Yellowstone. Ellison said the Paramount and Warner Bros. brands will remain prominent. "We never wanted a new corporate identity to diminish, alter or overshadow either one. Instead, we wanted a name that would give the combined company an identity of its own while allowing Paramount and Warner Bros. -- and all our extraordinary brands -- to remain in the spotlight."

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AMD Acquires Fei-Fei Li's World Labs For $8.2 Billion

By: BeauHD
28 September 2026 at 17:00
AMD has agreed to acquire Fei-Fei Li's World Labs for about $8.2 billion in stock, making it the chipmaker's second-largest acquisition and giving it a major foothold in "world models" that simulate 3D environments for robotics and other physically grounded AI. CNBC reports: AI researchers expect world models will be able to help develop robots and other physically-grounded artificial intelligence applications. AMD plans to keep World Labs separate from its chipmaking business until the transaction closes later this year. The lab's research on next-generation models will allow AMD to plan for what its AI chips need to be capable of years in advance. World Labs was founded by AI researcher Fei-Fei Li, who is widely seen as an AI pioneer as a Stanford professor, and who previously worked for Google leading AI research. Li will become an AMD's chief scientist and an executive vice president at the company. In a demo presented by Li and AMD CEO Lisa Su earlier this year, the two executives showed a World Labs model called Marble creating a three-dimensional scene out of a few images. "Intelligent agents, whether it's robots or vehicles or even tools, can learn inside very-rich physics-aware digital worlds before they even need to be deployed into the real one, making them much safer," Li said at the presentation.

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Meta Taps MongoDB CEO Desai to Drive Enterprise AI Push

By: BeauHD
28 September 2026 at 14:00
Meta has hired MongoDB CEO Chirantan "CJ" Desai to lead a new enterprise AI business aimed at turning Meta's models, agents and tools into products companies can deploy themselves. Reuters reports: Desai, a veteran technology executive, took over the role from Dev Ittycheria. MongoDB has appointed Ittycheria as interim CEO as it searches for a permanent replacement. "While the departure is disappointing, we believe MongoDB remains well-positioned strategically and view the share-price reaction as overdone," brokerage Piper Sandler said in a note. [...] Desai will directly report to Meta CEO Mark Zuckerberg in the newly created role of chief enterprise platform officer and will focus on turning the company's AI stack into products and services that companies can deploy for their own businesses. Before joining MongoDB, Desai led product and engineering at Cloudflare and spent nearly eight years at ServiceNow, including as president and chief operating officer.

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Raspberry Pi Stock Jumps 30% as Demand Surges. (And Boards Now Locked to Their Original RAM Size)

25 September 2026 at 08:04
Raspberry Pi's stock shot up over 30% in the last week. Why are investors so excited? For the six months ending June 30, revenue for Raspberry Pi Holdings "jumped 90% to $256.9 million," reports Investing.com, "while adjusted EBITDA more than doubled to $40.3 million, and profit before tax leapt 216% to $19.6 million." Underpinning the strong numbers was an acceleration in OEM adoption: direct unit shipments rose 26% to 3.4 million, total unit shipments climbed 17% to 4.2 million, and the customer order backlog doubled during the half to 2.6 million units. Demand was particularly robust in the Smart Home and Aerospace and Defence segments, and the company launched the AI HAT+ 2 for Raspberry Pi 5, extending its edge-AI product line. DRAM prices have been increasing everywhere, notes The Times of London, and Raspberry Pi co-founder Eben Upton "said new customers, who required computers or microcontrollers to manufacture other technologies, were choosing Raspberry Pi's computers because they had a better inventory of components than competitors." "There's always that choice for an original equipment manufacturer as to whether they should 'make' or 'buy' the computer elements of their platforms," Upton said. "The supply chain disruption is making 'make' a much harder choice and it's making the cost of repair a much harder choice. So we're seeing strength there." Raspberry Pi has already increased its suppliers of Dram more than threefold... Upton said the increased demand had led to its backlog for units doubling to 2.6 million, which meant production rates would need to increase to prevent the numbers from getting "unhealthy". New production capacity at the manufacturing facility in Pencoed, Wales was expected to come online this week... Exports were almost evenly split between North America, Europe and the rest of the world, which was primarily China, where demand was growing... Analysts at Peel Hunt said the company was "well positioned for rapid growth in unit shipments in 2027 and beyond" with demand expected from enthusiasts as well as the AI and security sectors. In other news, Hackaday notes the Raspberry Pi Foundation has "pushed binary-blob bootloader changes that limit your ability to upgrade RAM..." This change restricts upgrading the RAM chip on your Pi 4 and Pi 5, as well as Compute Modules. By the looks of it, it does not restrict replacing the RAM chip with a chip of a similar size, quote, "locking devices to their original RAM size". As such, this does not prevent repair of your Raspberry Pi board, but does somewhat limit your repair part choice, at most. This restriction is easily bypassable. The bootloader is stored in the SPI flash chip, which can be reflashed using the built-in mask ROM over USB and rpiboot, and you are not prevented from flashing older versions of the bootloader, so far. This means even if you manually swap the RAM chip, all you need to do is to also downgrade the bootloader to the last known good release β€” 2024-09-10 β€” and then your Pi board or Compute Module will function with upgraded RAM. If you have the skills to upgrade your RAM, you most certainly have the skills to downgrade the Raspberry Pi bootloader. For most regular use, having a two-year old bootloader version won't really matter... For the reference, this bootloader change happened almost exactly two years ago, at some point between September 10 and September 23, 2024... The Raspberry Pi Foundation (RPF) justifies this as follows: they saw third-party resellers sourcing low-RAM Compute Modules, upgrading them with RAM from unknown source and unknown stability. My observation is that they'd also be reselling the modules at a markup for purely commercial gain, while undercutting RPF who would otherwise direct that money into RnD, something I much enjoy to see them do. This creates perverse incentives and risk for people buying Raspberry Pi boards online, and RPF decided to limit this primarily for their users' benefit, plus, if you ask me, some of theirs... The related GitHub issues have a fair few pingbacks, and exploring them makes the problem look grim to me.... My advice: don't lament Raspberry Pi RAM upgrades, especially given they're only slightly harder to perform now. Very few hackers ever performed them, the main audience for them turned out to be dodgy hardware resellers online, and in most cases, repair doesn't seem to be impeded at all, either. Think of the users that will no longer be fooled by a shady seller on Amazon, especially now that the perverse incentives for board mods and reusing harvested RAM chips are at their highest. Raspberry Pi co-founder Eben Upton answered questions from Slashdot readers in 2011 and 2016.

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