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OpenAI CEO Sam Altman told reporters that AI investments have entered bubble territory. His remarks: "Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes." "When bubbles happen, smart people get overexcited about a kernel of truth. If you look at most of the bubbles in history, like the tech bubble, there was a real thing. Tech was really important. The internet was a really big deal. People got overexcited." He added that he thinks it's "insane" that some AI startups with "three people and an idea" are receiving funding at such high valuations. "That's not rational behavior," Altman said. "Someone's gonna get burned there, I think. Someone is going to lose a phenomenal amount of money."

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Microsoft is updating its pricing approach for Online Services in Enterprise Agreements in the name of consistency and transparency, but could leave some customers paying more. From a report: Many customers, particularly larger ones, enjoy substantial discounts via volume licensing and the change, which will bring the Online Services pricing model into line with those already rolled out for services like Azure, "reflects our ongoing commitment to greater transparency and alignment across all purchasing channels." Online Services include products such as Dynamics 365 and Windows 365. Exactly how big a discount customers enjoyed depends on the deal they scored. The change will mean that "pricing will align with the pricing published on Microsoft.com." According to Microsoft, "This change reduces licensing complexity, enabling partners to invest less time evaluating Microsoft pricing and programs and more time working with customers on their business needs. With simplified and standardized prices, partners can shift their focus to delivering unique services that will propel their customers' growth." The changes will take effect on November 1.

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NASA's plans to put a nuclear reactor on the Moon have moved on – the agency has now put out a Request For Information (RFI) to gauge industry interest in the project.…

The Linux kernel project lacks a formal succession plan for when Linus Torvalds steps down, Register columnist Rupert Goodwins writes. Torvalds has said "there's no need for formality" and that succession will occur naturally through community trust. "The next benevolent overlord will appear naturally," Torvalds believes. Goodwins calls this approach dangerous, noting that "succession is always a time of uncertainty for those who like the way things are, and opportunity for those who do not." The kernel project faces existing tensions including overstretched maintainers doing "two jobs, the one they're paid for, and the Linux kernel work," commercial pressures from companies like Red Hat, and increasing maintenance burdens from automated bug reports. "Hope, as they say, is not a strategy," Goodwins writes.

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A Chinese storage manufacturer has developed a solid-state drive smaller than a U.S. penny that delivers sequential read speeds of 3,700 megabytes per second, according to The Verge. The "Mini SSD" by Biwin measures 15mm x 17mm x 1.4mm thick and connects via PCIe 4x2, offering 512GB to 2TB capacities. The drive inserts into devices using a SIM card-style tray mechanism and claims IP68 water resistance plus three-meter drop protection. Two gaming portables announced at ChinaJoy will include slots for the drives: GPD's Win 5 handheld and OneNetbook's OneXPlayer Super X hybrid laptop/tablet, both powered by AMD's Strix Halo processors. The Mini SSD outpaces MicroSD Express cards used in Nintendo Switch 2 by nearly four times, though full-size M.2 drives remain faster at up to 14,000MB/s.

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