Elon Musk’s Terafab, a joint venture of Tesla and SpaceX, has informally told equipment makers it is seeking to produce 1 million wafers per month after 2032, according to Financial News. About 70% of this output, or 700,000 wafers, is planned to go to memory, with more than 300,000 going to logic chips. Terafab’s procurement team has already visited Japan to ask some local toolmakers for delivery within months. The memory allotment would rival Samsung’s estimated DRAM production capacity if it were all of that type.

Samsung’s DRAM capacity was estimated last year at 650,000–700,000 wafers a month, while SK hynix is reportedly at about 550,000, with about 1 million a goal by 2030. The comparison has to be taken in context, as Terafab’s 700,000 measures all of its expected memory output, which could be NAND or DRAM, while the Samsung and SK hynix figures measure only DRAM. As it is, the memory portion alone would be 3.5 times the reported 200,000 at SK hynix’s Wuxi fab in China.

Many in the industry were skeptical when Musk announced the plans in March, but orders are now leading more companies to see a real business opportunity. The timeline is aggressive, as it usually takes three years or more to get from planning to volume at a leading-edge fab, and Terafab is targeting volume production in the second half of 2028. Procurement officials from the company reportedly visited Japan earlier this month to meet local suppliers and to work on details on bringing in equipment, with some suppliers asked to deliver within a few months.

The Elec also reports that Terafab representatives visited booths of about 10 Korean materials, parts, and equipment firms at SEMICON West, with some NDAs signed.

Logic chips are one thing — Jiji Press reports Terafab is working with Intel to adopt its 2nm and 1.4nm processes — but memory is another, and it’s not clear what type of memory is on the docket. Technical help from a Taiwanese company is under consideration for memory, but no partner has been named, leaving 70% of the planned wafers without a disclosed process technology.

Memory production tends to split between DRAM and NAND flash, the latter for non-volatile storage. A Tesla job listing for a Terafab Memory Process Integration Engineer, reported in August, covers end-to-end DRAM process integration and DRAM node development, and supports emerging memories such as MRAM, RRAM, and 3D DRAM. Terafab hasn’t said how its DRAM would be divided among products like HBM and LPDDR, both useful for AI and both mentioned in its job postings, or whether it expects to make and stack the DRAM itself or package chips it brings in.

Building a cutting-edge logic fab on U.S. soil is its own challenge, and Tesla and SpaceX lack chip-manufacturing experience. Even Musk, on a SpaceX call last month, called Terafab’s dates “very aggressive” and said he put “big error bars” on the timeline. The first SRAM test chip is targeted for around May or June 2027 at the Austin research facility.

How TSMC might fit in remains open. TSMC says any fab with its involvement has to be run by TSMC, while Musk said his own companies would build and operate Terafab, a scenario which could leave TSMC as a space tenant. At least the spending plans are known: $16.8 billion for the first phase in Grimes County, Texas, with total investment of up to $119 billion if later phases proceed. A pilot plant could be completed as early as July 2027.

An Oslo radio amateur group, working with Tanagra Space, got a European Space Agency satellite to recognize and launch the 1993 game Doom after catching the word in a voice command sent over the 23 cm band. It took seven attempts, shared with a group in Poland, and the command finally got through on the last two, on the same day in late July. The satellite “understood its assignment,” with the help of a matcher after the 27 MB onboard speech model transcribed the audio, returning a postcard with details of the launch.

The satellite, named OPS-SAT PRETTY and flying under the ESA’s OPS-SAT Space Lab program for outside experiments, ran the game in an experiment punningly called PRETTY DOOMed. Doom ran on a different satellite, the OPS-SAT-1, in 2023, but this time is different, as the game was launched with a voice command.

The radio club sending the command in question is LA4O, of the Norwegian Radio Relay League, hams transmitting as part of the experiment. The club’s signal went over 1296 MHz narrowband FM at about 80 W, indicated, using an Icom IC-9700 radio and a Wimo helix antenna at 15.1 dBi, directed by hand. As for the voice, Run 6, the morning pass, used a looped synthesized voice from a keyer, with three of six captures detecting the command. Run 7, the evening pass, used a live operator at a microphone, with one of five usable captures detecting it.

The live operator’s command was “LIMA ALFA FOUR OSCAR, PRETTY PLAY DOOM DOOM DOOM, PRETTY PLAY DOOM DOOM DOOM.” The call sign is for legal identification.

On board the satellite, the voice is transcribed by a 27 MB quantized English speech-recognition model, picked because it could fit the satellite’s limited computer. The voice was handled by software-defined radio (SDR), which was able to narrow in on the voice and demodulate the source for the speech model. Tuning and demodulating a signal is usually handled by fixed circuits, but using software has the advantage of being mutable with an uploaded update. The voice used this time “was only the test signal,” project lead Georges Labrèche said, and the same setup could handle other things with a new model.

The live-voice transcript caught “AND FAR BRIEFLY PLAYING DOOM STEAM DOOM PRECIPATED” with two exact DOOM matches, although one DOOM is enough. Morning detections passed only on fuzzy tolerance with transcripts such as “PLAY DOON.” The achievement is less on the understood side and more about differentiating a voice and a specific command out of the noise in orbit.

This can be an iffy business, which is one reason it took seven runs, and being able to update proved useful. The spacecraft heard LA4O, but the output was mostly static, because about 170 kHz reached the FM discriminator for a signal of about ±5 kHz. Offline analysis brought a fix: find the peak within ±100 kHz, shift to baseband, low-pass, and decimate before demodulation. It’s effectively like tuning a car radio to a specific station.

Tanagra then reproduced the fix and was able to remove a redundant audio filter. Delivery of the fix took about a week, although the Oslo group’s effort took 59 days and about 7,200 NOK (about $770), pizza included.

Tanagra proposes repeat runs that keep the original data and send it back down to Earth, so the researchers can test the live-voice result properly. Better detection may be possible with larger speech models, too, which the team could test on the ground first. Labrèche says the team has demonstrated “a satellite that can listen to any type of radio signal.” Hopefully, the setup can one day detect “mayday” calls and even radio bursts from space.

Nvidia-based compute is getting scarce and expensive for Chinese AI labs on both of their main routes, buying export-compliant cards and renting abroad, and the Financial Times reports that Nvidia’s own crackdowns are part of the reason. Nvidia has told cloud partners worldwide that at least 51% of their services must go to non-Chinese firms, while Chinese companies have bought more than 1 million Nvidia gaming and workstation cards this year to cover the shortfall. Meanwhile, a B300 rack that sells for about $600,000 internationally reportedly fetched $2.8 million in China last month.

Chinese customers have ordered more than 6 million of Nvidia’s export-compliant RTX Pro 5500 cards. That is at least twice the 3 million that the company could reportedly manufacture in 2027. One source told CNBC that it was proposed that Moonshot pay 30% to 50% more upfront, in comparison to a non-Chinese entity.

Many Chinese groups have relied on overseas leases for advanced AI work, which can include model training, and these tech groups have been the biggest clients for data centers in Southeast Asia. Data centers unable to find non-Chinese clients could be forced to pull back supply, and it’s “difficult to find enough non-Chinese clients outside the US,” one Singapore-based group told the FT. While Nvidia hasn’t confirmed or denied its new rule, implementing it would ease criticism from U.S. lawmakers just as Chinese demand is growing.

What Nvidia told partners has come through verbal instructions, via sales and regional teams, and applies globally rather than just in Asia. Existing deals and leases are not changed, but new ones must comply. Nvidia’s whitelist more than halved its authorized Asian buyer count, which encouraged more Chinese groups to lease over other options, including smuggling. On top of this, Fleet Intelligence tracking is now required for Southeast Asian providers that want to become Nvidia Cloud Partners. All of these combined — whitelist, cap, and tracking — may act to alleviate U.S. concerns.

Among companies that have moved to renting, Moonshot has held discussions to rent capacity from neoclouds that host in Europe with Nvidia GPUs. Specifically, it’s looking for Nvidia Blackwell systems, which export controls bar from China; one source said the talks covered clusters of 8,000 or more Blackwell GPUs in Europe. These clusters would handle inference, serving models to end users, and the European talks for them happened after the White House said Moonshot accessed Blackwell chips through a facility in Thailand. The firm has been fervent about its intentions to secure more compute.

Moonshot isn't the only Chinese company looking to secure Nvidia chips for AI training. Tencent has a deal with Oracle to lease 100,000 GPUs in Southeast Asian data centers. ByteDance and Alibaba are also pursuing similar long-term leases, and most of these overseas data centers run chips like the forbidden B300. MiniMax, like Moonshot, also leases significant compute both at home and abroad.

The big reason is that domestic AI chip supply is simply not up to the task, although not for a lack of trying. Huawei is expected to hit 1.6 million chips this year, with about 1 million from Alibaba and Baidu, and 300,000 from Cambricon. Total supply this year will be up to 3.5 million, including about 1 million made overseas, against a demand that far exceeds 5 million. That number could more than double next year.

Part of the problem is that the export-compliant cards Chinese firms have been buying, mostly the RTX Pro 6000D, RTX Pro 5000, and RTX 5090, are mostly useful for simpler work such as prefill. Even so, the discontinued 6000D’s pricing in China has reportedly doubled. Huawei’s Ascend 910C outperforms them in most areas, but these lower-end options are still coveted, partly because of a preference for CUDA over Huawei’s CANN. Nvidia’s programming platform is supported by most AI frameworks and libraries, and much in-house code is optimized for it.

Then there’s the RTX Pro 5500, with 84GB of GDDR7 with ECC and 1,398 GB/s of memory bandwidth. The card runs on a full PCIe Gen 5 x16 interface, draws up to 600 W, and can be split into up to two MIG instances. That still leaves it well short of a B300, which has about 3.4 times the memory and 5.7 times the bandwidth, plus NVLink, which the 5500 lacks.

Indicated orders from China are not precise, but the total of over six million includes more than three million from ByteDance, Alibaba, and Tencent. The big three ordered at about $11,400 each, for a total sticker price over $35 billion. This is difficult to fill when there may be fewer than three million produced next year, and partners might only actually get 5% to 10% of the original ask. Starting in 2027, much of Nvidia’s TSMC capacity may shift to Rubin, taking more production, while the RTX Pro 5500’s early samples are due in December.

On the legal side, it’s currently easier to rent than to own as current U.S. law does not give regulators broad authority over overseas cloud access. The Remote Access Security Act (RASA), which would extend U.S. export controls to that area, has sailed through the House but has not yet passed the Senate. Those directly affected — neoclouds and related financiers — price in a possible ban regardless, which drives the upfront premium.

China’s side is not completely clean, either, with about 600,000 H200s reportedly stuck in storage in Hong Kong awaiting shipment to the mainland. Beijing is withholding approvals for large-volume imports such as this. Only relatively small quantities have come in during recent months, for some big internet companies, with others coming through intermediaries and indirect routes in small quantities. The price: over $900,000 for an eight-card H200 server in China at the end of last month, about 3x the cost a year ago. This is despite the fact that H200 sales are already under U.S. license.

The first test that will show how many cards will actually land occurs in Q1 2027, when the RTX Pro 5500 is expected in commercial deliveries. For rentals, whether or not the Remote Access Security Act is a factor depends on a Senate vote, which is not yet scheduled. Nvidia’s Q3 results come in soon, on Nov. 17, which could bring some illumination.

With CEO Jensen Huang under scrutiny lately over reports that he was targeted by an alleged Chinese spy, which Nvidia’s board is now investigating, he’s going to feel the heat even more just a day later, when lawmakers have asked him to attend a closed-door briefing. He’s been pushing for laxer controls and more access, so the assumed 51% rule will also be put to the test.

A lawyer posted on Reddit about their private AI server built from eight used 2018-era Nvidia Tesla V100 data center GPUs so case files never have to leave the office. With two 4-card SXM2 NVLink boards, four PEX switches, and SlimSAS cables everywhere — plus one burnt power connector — the builder now runs the open DeepSeek V4.1 Flash model with every expert in GPU memory, at up to 215 tokens per second. The four-GPU boards cost about $2,400 apiece when the builder bought them.

The eight Tesla V100-SXM2-32GB cards, each with 32GB of HBM2 at 900 GB/s, plug into SXM2, Nvidia’s mezzanine socket for data center GPUs, rather than PCIe slots, and are split across two baseboards. Inside each board, all four cards are NVLinked — NVLink is Nvidia’s direct GPU-to-GPU link — for 128GB per board, but the two boards only communicate over PCIe. Each board connects to the host through two PEX (PLX) switch cards over SlimSAS cables, four switches in all, with each switch handling two GPUs at PCIe 3.0 x8 speeds over its own x16 uplink.

The given prices are already in the past, though: used V100 SXM2 32GB cards are now listed on eBay for about $900, more than double the roughly $400 apiece from the post, and listings suggest prices are still climbing. The system also already has some other necessary components: a Gigabyte Threadripper Pro motherboard with a 12-core 3945WX CPU to match, 8x 32GB DDR4 RDIMM, one NUMA node, and two PSUs, 2,800 W in total, are on separate regular office circuits. This is a real-world case for used data center hardware as a cheap route to getting lots of fast VRAM together in one place.

The server is currently in daily use for first-pass work on case files: it reads a folder of records, pulls out facts, dates, and numbers, summarizes them, and takes a first swing at routine drafting. “Nothing goes out the door without a real review,” which is a good human-in-the-loop policy in general. It also helps ensure privacy for cases where client files can’t be sent to a cloud or frontier model. RAG databases and tool calls are wired in; the operator can drive the system through a Discord-style interface over SSH, in this case from a Windows PC. For now, it handles only one request at a time.

DeepSeek V4.1 Flash is compressed to mostly 2 bits here, and its weights still total 248.8GB. The model’s “experts,” the parts that do most of the work for each word, live entirely in GPU memory, while about 110GB of lookup tables, called Engram tables, stay in the system’s regular RAM. Fetching from RAM costs about 0.12 milliseconds per step, which the builder says barely affects the speed numbers.

The first half of the model’s layers (0–19) runs on the first SXM2 board and the second half (20–39) on the second. Each board handles its heavy traffic over its own NVLink, so only one hand-off per step has to cross the slower PCIe link between the boards. In an earlier post, the builder found that splitting every layer across all eight cards made speeds “fall off a cliff” because of that PCIe hop.

Performance is surprisingly good for a model this size. Code comes out fastest, at up to 215 tokens per second, because a small draft model built into DeepSeek guesses five tokens ahead, and code is easy to guess. Legal writing, which is what the server is for, runs at up to 118 tokens per second.

Long documents take longer to get going: the model reads prompts at about 2,200 tokens per second, so at 128K tokens, the first token arrives after about a minute. It can accept up to 524K tokens of context. Three days before the post, the same model on four of these cards managed just 36–38 tokens per second. The jump came with the second board, which could presumably double performance under ideal circumstances, and the builder credits custom kernels and prefill work for the rest. See the table for the full breakdown.

Builder’s measurements, Nov. 5; greedy decoding, 1,024 tokens out, mean of two runs.

It wasn’t as simple as hooking everything up and turning on the power. The host reset itself twice with a fatal PCIe error on the link to one GPU board, both times with a higher power limit and uncapped GPU clocks. In this state, the cards drew 192–232 W, past the 180 W limit. The best guess, although “not proven,” is that a board stops responding during load spikes.

The resets stopped after the builder capped the clocks and removed one board whose power connector had a burn mark; “Check your connectors, people.” Each card is now capped at 150 W, half of its 300 W rating, with the graphics clock capped at 1522 MHz. A 200 W cap brought no appreciable performance gains, according to tests.

The system memory hit uncorrected ECC errors, too, which went away after the builder dropped the RAM from DDR4-3200 to DDR4-2666. One GPU was connected at x4 instead of x8 at last check, and the builder plans to reseat it; one commenter traced the same kind of problem on their own V100 to a bad cable.

The pain was worth the payoff as an estimated 50–60% of the lawyer’s existing LLM workflows can now run on the box instead of frontier models. Helping bridge the gap is a second DeepSeek server on two DGX Sparks, where the two systems hand work off to each other. The setup does appear to save money, at least when compared to API pricing, although the builder says it’s not really faster. However, it will protect client data “once it is self contained, which is the goal.”

The builder added that the V100 box might also get a 240 V circuit. Beyond power, the system is also on borrowed time with the Nvidia R580 driver branch, which is the last to support Volta. For now, the lawyer admits that it’s mostly a hobby, but in the future it may be a business idea. The next step is to handle two or three requests at once, something built and checked on a test system but not yet on the server.

A homelab builder on Reddit has run Moonshot AI’s 2.8-trillion-parameter Kimi K3 AI model on discontinued second-gen Optane PMem 200 memory, using a 40-core 3rd-gen Xeon Scalable CPU and not a GPU for inference. The build runs hot, and the builder’s advice is that you “treat active DIMM cooling as mandatory,” with dual 12W blower fans aimed at the modules to get temperatures under control. The project, a follow-up to a separate user’s first-gen Optane build earlier this year, runs at a sluggish 0.85 tokens per second even with 1-bit quantization.

Kimi K3 is absolutely not built for home use, in our estimation, with Moonshot AI recommending data center inference engines to run it, and even the smallest community quantization needs at least 610GB of RAM. Using secondhand Optane, instead, is one of the few ways to reach that capacity at home. It doesn’t help that DRAM prices have skyrocketed, and the builder says the Optane memory costs “a fraction” of the equivalent.

Intel launched its Optane Persistent Memory 200 Series (PMem 200) in 2020 for its 3rd-gen Xeon Scalable CPUs in 128GB, 256GB, and 512GB capacities. On two-socket Xeon platforms, it runs at a higher effective MT/s rate than the first generation (PMem 100) that was used on the first project, and it can deliver an average of up to 32% more memory bandwidth. Optane can run in either Memory Mode or App Direct Mode; both builds had platforms allowing for each.

Memory Mode has the Optane act as system memory with DRAM as its cache, the method used in the first build, while App Direct exposes Optane as a separate, persistent region that the software maps directly, the mode used in the second. This can give “more control over where the model’s tensors live,” according to the first build’s creator, u/APFrisco, who planned to try it.

Performance does take a hit by going with Optane over DRAM, and with the higher 3-bit quantization, the speed went down even more to 0.75 tokens per second. One commenter points out that this is very slow, with a 50k-token task estimated to take 13 hours at about 1 token per second, but another notes that overnight batches don’t care as much about speed. Both speeds compare to the first build’s roughly 4 tokens per second, although in that case the builder had an RTX 3060 handling part of the model in addition to Memory Mode, a 2-bit quantization, and the smaller, earlier 1-trillion-parameter K2.5 model.

The latest builder also had to deal with heat output, with the Optane DIMMs getting “extremely hot” with sustained inference, creating a situation the builder says can endanger neighboring DRAM. That heat is consistent with Intel’s own specs, as the manufacturer rates the modules with forced airflow of 2.4 to 2.7 meters per second for cooling, which is what you expect to find in data centers. You might not normally have this level of airflow pointed directly at your memory sticks.

The expected operating conditions put each Optane module at 12W or 15W, regardless of capacity. If the build used four sticks, that would mean up to 60W of heat placed right next to the system memory. Throttling on these occurs at 83 degrees Celsius, with a thermal trip shutdown at 85 degrees, compared to the 85 degrees Celsius and up to 95 degrees in an extended range that typical DDR4 server memory is rated for. A lot of heat has to be removed from the system to keep things running.

The performance numbers given are pre-tuning — this means without tuning thread counts or NUMA affinity — so there is room for improvement, and one commenter also asked about using Memory Mode with DRAM caching for the most-used experts. The builder plans to add GPUs and to also load parts of the model into DRAM as a faster tier alongside the Optane, with “more benchmarks to come.”

Every once in a while we get a drive that comes across our desk that stands out, for good or for bad. The TeamGroup GA Pro falls into the latter category, enough so that we re-checked our results and contacted the company. We’ve managed to mostly sort out what’s going on and, while this is not the worst drive around, it has enough problems that we would generally not recommend it except if it's on steep sale.

TeamGroup’s array of storage offerings knows no bounds: if there’s a niche to cover, it makes an attempt. The GA Pro feels like such a try, although we’re not completely sure where it fits into the mix. The company is still working to iron out the bugs, if it can, but the technology is old enough that we wouldn’t hold our breath. On paper, it’s a PCIe 5.0 drive with DRAM that should beat any PCIe 4.0 SSD, but we found it struggles to live up to its own class of drive. Bright points are few and far between, but at least we can say it’s not the worst drive we’ve seen. The edges are just rougher than usual.

TeamGroup GA Pro Specifications

The TeamGroup GA Pro is available in 1TB, 2TB, 4TB, and 8TB capacities, although we only have the 2TB showing up at $331.99 at retail right now. The 8TB will probably be hard to find at this point. The drive is rated for up to 10,000 / 8,500 MB/s for sequential reads and writes, with no IOPS rating, although a drive like this can achieve 1 million or more. It has the standard five-year warranty with up to 600 TB of writes per TB of capacity.

TeamGroup GA Pro Software and Accessories

TeamGroup has a number of downloads available for this range of drives, which is better than nothing. They do maintain firmware for their drives, and we made sure our test sample had the newest revision, 050g05E7. Also available is the SSD S.M.A.R.T. TOOL, which is their SSD toolbox with basic functions, such as health monitoring. For backup and cloning on Windows, we continue to recommend MultiDrive, which continues to be updated based on user feedback.

TeamGroup GA Pro: A Closer Look

The good news is, the GA Pro has a graphene heat-spreading label. The bad news is, it’s insufficient to cool this drive. In most cases, you will want a heatsink on this. You can use a heatsink with the label in place, but you will have better luck if it’s removed. We are fond of graphene labels as they can be surprisingly effective, but it’s just not enough here.

Then we have the label which, with the 3.3V / 2.5A rating, puts the drive at a very optimistic 8.25W. We measured over 12.5W peak in our testing below. We can’t go by reported power states, as these top off at 3.50 W. Since we can’t rely on that, we can’t say for sure what even the expected enter/exit latencies are, relevant given TeamGroup’s claims about the drive, which we’ll get to later. The drive is otherwise double-sided with a controller, two DRAM packages, and four NAND flash packages.

The SSD controller is InnoGrit’s IG5666, the company’s answer to the Phison E26 high-end PCIe 5.0 champion. We have better controllers in that segment now, like the E28 and SMI’s SM2508, but even at the time of release, the IG5666 was not very popular. Both the E26 and IG5666 run very hot due to using an older process node, and newer flash wasn’t available yet to more easily reach the bus speeds needed. The GA Pro is not running full-out but, to be honest, that doesn’t help much. Phison put a lot of work into getting the E26 up to full speed in steps, and even the base 10 GB/s ones run toasty.

The drive does have the right amount of DDR4, 2GB, for this amount of flash. No problems there. The flash also looks to be YMTC’s 232-layer TLC, which is also perfectly fine. The controller is the weak spot here and, as we’ll find out, its firmware really keeps the GA Pro from reaching its full potential, even with its bandwidth cap.

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Comparison Products

We’re throwing a mix of drives today at the GA Pro, in the interest of finding out why it performs the way it does. Direct competitors include the Crucial T700 and Corsair MP700, two Phison E26-based drives. The MP700 is rated at around the same speeds as the GA Pro, while the T700 is a step up, about halfway from there to the E26’s 14 GB/s effective ceiling. We also have the TeamGroup GE Pro sibling as a drive with similar hardware to the GA Pro but rated for the InnoGrit IG5666 controller’s full speed. The Addlink G55, PNY CS2150, and Crucial P510 also hover around the same specs but are later-arriving, DRAM-less drives. We also have the Lexar NM1090 Pro (4TB) in the mix as it’s a high-end PCIe 5.0 drive, but considered slightly more budget-leaning. Finally, the TeamGroup G70 Pro is our PCIe 4.0 stand-in for a last-gen comparison, from the same company and also with an InnoGrit controller.

Trace Testing — 3DMark Storage Benchmark

Built for gamers, 3DMark’s Storage Benchmark focuses on real-world gaming performance. Each round in this benchmark stresses storage based on gaming activities including loading games, saving progress, installing game files, and recording gameplay video streams. Future gaming benchmarks will be DirectStorage-inclusive and an evaluation for future-proofing is included where applicable.

There’s no doubt about it; the GA Pro’s response here is quite poor. The drive’s score of 1,428 puts it pretty close to the SATA SSD range of around 1,000 to 1,400, and second to last of the 242 NVMe drives in our database. Now, this is plenty fast for gaming and much better than using an HDD, but it’s also terrible for an NVMe SSD, and we would not recommend it for this.

Right out of the gate, we began to question this drive’s results. We switched up our comparison drives, re-ran the tests, and ultimately contacted TeamGroup. In theory, this score is what we would expect given their explanation, which was that the drive was designed for CDM, ATTO, and sustained writes to get the most out of its bandwidth potential. The firmware being used drops the drive into a lower power state when the host is idle, and this can add unwanted command latency. That matches the 3DMark latency result.

Optimizing for certain workloads makes sense, but we don’t think this result is defensible. The likeliest reason for any such design, beyond the stated one, would be to handle heat. This controller runs hotter than any other PCIe 5.0 one we’ve tested. So, this is almost OEM-drive-like behavior, in the sense that it’s really trying to keep the drive within a certain envelope. We think the firmware is not operating as intended, but we at least accept the theory.

Trace Testing — PCMark 10 Storage Benchmark

PCMark 10 is an industry standard trace-based benchmark that uses a wide-ranging set of real-world traces from popular applications and everyday tasks to measure the performance of storage devices. The results are particularly useful when analyzing drives for their use as primary/boot storage devices and in work environments.

We see the same issue in PCMark. Terrible latency leads to terrible overall results. The drive may not be slow intrinsically, but it might as well be considered as such.

Our hypothesis here, since the problem is consistent, is that the drive is unintentionally throttling. Usually this happens due to heat, but saying “heat” is not fully addressing the problem. That is, it’s not necessarily the heat causing the issue but how the drive and firmware detect and handle it. We remember the days of prototype PCIe 5.0 controllers, mainly from Phison, where flash temperatures were not properly calibrated and caused unintentional throttling. It’s possible something similar is happening here, given how hot the controller runs (see our power and temperature section), but the early takeaway for now is that this is a “solved” problem that InnoGrit is struggling with on this drive for one reason or another.

Console Testing — PlayStation 5 Transfers

The PlayStation 5 is capable of taking one additional PCIe 4.0 or faster SSD for extra game storage. While any 4.0 drive will technically work, Sony recommends drives that can deliver at least 5,500 MB/s of sequential read bandwidth for optimal performance. Based on our extensive testing, PCIe 5.0 SSDs don’t bring much to the table and generally shouldn’t be used in the PS5, especially as they may require additional cooling. Check our Best PS5 SSDs article for more information.

Our testing utilizes the PS5’s internal storage test and manual read/write tests with over 192GB of data both from and to the internal storage. Throttling is prevented where possible to see how each drive operates under ideal conditions. While game load times should not deviate much from drive to drive, our results can indicate which drives may be more responsive in long-term use.

We usually don’t worry about the PS5 with PCIe 5.0 drives, as even the slowest ones are plenty for the console, but we wanted to be sure with this one. The drive works but does not perform that well. Given how brief this testing can be, and because it’s limited to PCIe 4.0 speeds, we don’t believe the drive is throttling. It’s more likely the same latency issue we saw in the trace tests, or a larger firmware issue.

Transfer Rates — DiskBench

We use the DiskBench storage benchmarking tool to test file transfer performance with a custom 50GB dataset. We write 31,227 files of various types, such as pictures, PDFs, and videos to the test drive, then make a copy of that data to a new folder, and follow up with a reading test of a newly written 6.5GB zip file. This is a real-world type workload that fits into the cache of most drives.

The GA Pro also ends up dead last in DiskBench, which also requires explanation. The drive has a very small cache for its size and generation, something that is also OEM- or NAS-like rather than what we’d expect from a normal retail drive, but it’s large enough to fit this test. Either the cache was not fully emptied in testing, which generally would also be linked to firmware, or we’re having more issues here from the previously mentioned flaw. The drive is also slower with reads because the reads in this test are at a queue depth of 1, where the drive is known to have issues; this was affirmed by TeamGroup when we asked.

Synthetic Testing — ATTO / CrystalDiskMark

ATTO and CrystalDiskMark (CDM) are free and easy-to-use storage benchmarking tools that SSD vendors commonly use to assign performance specifications to their products. Both of these tools give us insight into how each device handles different file sizes and at different queue depths for both sequential and random workloads.

The GA Pro isn’t actually all bad here, with reasonable ATTO curves and even some okay marks in CDM. 4KB latency is still higher than expected, and that hurts this drive for everyday use. On the other hand, it can mete out some decent sequential performance, especially at QD8. TeamGroup told us that this is what the drive was designed for, so that lines up. Keep in mind, this drive isn’t going to keep up with PCIe 5.0 drives rated for higher speeds. Instead, to keep it on the positive side, at QD8 it does very well against drives with similar specs.

Sustained Write Performance and Cache Recovery

Official write specifications are only part of the performance picture. Most SSDs implement a write cache, which is a fast area of pseudo-SLC (single-bit) programmed flash that absorbs incoming data. Sustained write speeds can suffer tremendously once the workload spills outside of the cache and into the "native" TLC (three-bit) or QLC (four-bit) flash. Performance can suffer even more if the drive is forced to fold, the process of migrating data out of the cache in order to free up space for further incoming data.

We use Iometer to hammer the SSD with sequential writes for 15 minutes to measure both the size of the write cache and performance after the cache is saturated. We also monitor cache recovery via multiple idle rounds. This process shows the performance of the drive in various states including the steady state write performance.

The GA Pro’s fastest mode, pSLC, or what’s called the cache, writes at around 9.2 GB/s. This is respectable for the drive’s speed class and beats any PCIe 4.0 drive, but also doesn’t set records. It only writes at this speed for approximately 7 seconds, which is incredibly short, and means the cache is only about 69 GB in size. This is small in general, small for a 2TB drive, and very small for a modern, PCIe 5.0 drive. It’s not unheard of, as we’ve seen caches around this size on some drives to improve “quality of service,” which basically means keeping the drive performing consistently even when the cache runs out.

We don’t see that, per se, after the cache runs out here. The drive initially acts in an erratic manner, although eventually it does hit a steady speed around 2.5 GB/s. This isn’t too bad, but the drive should be able to muster a little bit more: the G70 Pro, with the same YMTC flash and an even smaller cache, manages about 2.75 GB/s. Still, it’s fast enough to be useful for some applications. TeamGroup suggested this is one area the drive was designed to be good at, and while we can’t agree with that 100%, we do think its current arrangement is, on paper, good for something like write caching. It would be better if things were smoothed out, maybe through firmware, and we would absolutely recommend a good heatsink for that type of workload on this drive.

Power Consumption and Temperature

We use the Quarch HD Programmable Power Module to gain a deeper understanding of power characteristics. Idle power consumption is an important aspect to consider, especially if you're looking for a laptop upgrade, as even the best ultrabooks can have mediocre stock storage in terms of capacity and performance. Desktops are often more performance-oriented with less support for power-saving features, so we show the worst-case for idle.

Some SSDs can consume watts of power at idle while better-suited ones sip just milliwatts. Average workload power consumption and max consumption are two other aspects of power consumption, but performance-per-watt, or efficiency, is more important. A drive might consume more power during any given workload, but accomplishing a task faster allows the drive to drop into an idle state more quickly, ultimately saving energy.

For temperature recording, we currently poll the drive’s primary composite sensor during testing with a ~22°C ambient. Our testing is rigorous enough to heat the drive to a realistic ceiling temperature, but real-world temperatures will vary due to the environment and workload factors.

At this point in the review, you’re probably thinking to yourself: I bet the GA Pro isn’t very power-efficient, either. You’d be correct; it finishes last in our lineup. That comes down to its slow DiskBench copy speed, which our efficiency metric is based on, paired with high power draw: the GA Pro averages 6.32W, fourth-highest in our lineup, and peaks at 12.53W, the highest. Also, its hardware is already known to be inefficient even compared to comparables like a Phison E26 and Micron TLC on the MP700; see the GE Pro. We also don’t really expect great power efficiency out of a drive like this. That said, yeah, don’t get this drive if you care about that. One thing we’ll add is that TeamGroup’s claim about latency fits the results here: the GA Pro’s idle power consumption is significantly better than the GE Pro’s.

Temperature-wise, well, what can we say? The three sensors reported maximum temperatures of 61, 72, and 92 degrees Celsius. The 92-degree reading is most likely the controller, which held at 88 degrees or higher for over 90% of our sustained write test. The drive’s 90-degree warning threshold applies to the composite sensor, which peaked at 72 degrees, and it stayed below that threshold. But the controller holding steady at around 89 degrees in some cases suggests the firmware may be working around that temperature instead. Either way, yes, this drive runs hot. Mind, this is with cooling, so you would definitely want to be prepared to handle this one.

Test Bench and Testing Notes

We use an Alder Lake platform with most background applications such as indexing, Windows updates, and antivirus disabled in the OS to reduce run-to-run variability. Each SSD is prefilled to 50% capacity and tested as a secondary device. Unless noted, we use active cooling for all SSDs.

TeamGroup GA Pro Bottom Line

We test many, many drives and only rarely, exceptionally, do we consider giving out a perfect score. That’s because the perfect drive is essentially a unicorn. The same goes the other way, too: to get our very worst rating, a drive would have to be truly awful. Now, the TeamGroup GA Pro is among the worst drives I’ve handled in my tenure, but I’ve heard of many worse. Drives that fail at the drop of a hat, ones plagued with firmware issues, ones with low-grade flash, ones with PCIe 3.0 or worse performance. They exist, and the GA Pro is not one of these. We also reviewed tons of drives from TeamGroup; this is a known brand that also communicated to us the need for a firmware revision, which makes us feel like the InnoGrit controller choice is the biggest issue here.

The GA Pro is an odd drive, anyway, because it’s not fast for a PCIe 5.0 drive. It’s at first-gen speeds for the high-end drives in this class, with the next two steps being 12 and 14 GB/s or so, and it ends up competing with later-arriving 10 GB/s drives that are DRAM-less and far more efficient. If you’re looking at a chart of drive generations like it was showing an evolution, this drive is halfway to being a dinosaur at this point. If we look at the problems Phison had early with the E26, we can see some misstep overlaps here. Our feeling is that TeamGroup had a rough idea of what they wanted this drive to be, and there are many hints at that, like the small cache size, and the vision never panned out. Not surprising given the controller has never done well and the consumer SSD industry at this point is exceptionally bad.

No excuses here, though. Performance is very bad for this class in many areas, especially with low QD reads, presumably due to a latency issue, which hits the drive hard. Power efficiency is also pretty bad, not unexpected, though, and the drive runs hot. That’s also expected from this hardware.

On the other hand, sustained write performance is not terrible once it steadies out, and in some high-QD situations the drive even outperforms its spec. We think TeamGroup could have slotted this into a NAS-like category or even HEDT like other early PCIe 5.0 SSDs. The cache speaks to that, although we’ve seen some Phison-based drives use a smaller cache to smooth out write performance. Which means that TeamGroup may have been targeting a similar milieu, but of course putting the GA Pro up against an E31T drive, like the P510, makes little sense to us.

We cannot recommend the drive in its current form; it needs a firmware update. With that update, and if pricing is respectable, the drive has some niche applications. It could tank some higher QD sequential workloads and let you induce less wear on your better or more important drives. Certainly, most drives in this class have massive caches, and that’s not always a good thing. The problem is we would still probably go with those over a GA Pro even where they may be slower. This drive feels more like one you find $100 off on a sale that seems like a misprice some random Sunday, in which case, well, you could do worse.

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A Pat Gelsinger-backed Georgia Tech spinout, Nagare Labs, says its Z2RAM can put SRAM-speed memory, at DRAM density, directly on top of AI chips. The founders’ own papers show a fast-improving cell that, tested up to 85 degrees Celsius, holds data for over 300 seconds. Gen 1 is projected to have 5x SRAM density with six stacked layers, 14x DRAM speed, and 3x less read energy than SRAM.

AI chips require a lot of bandwidth, and it has been challenging to get sufficient yields of high-bandwidth memory (HBM) to feed them. Even when manufacturers can get it, some reportedly plan to settle for fewer layers for yield reasons, and heat is another. Heat is also why Samsung’s zHBM, which stacks DRAM directly on the processor, is planned at only about four layers.

Alternatives include high-bandwidth flash, still in development, which stacks NAND like HBM and would sit beside the GPU, or SRAM stacked directly on the die, which is less dense and more expensive for the capacity, but also faster. DRAM, which is more capacious, can sit on top of the compute, but heat limits how hard the logic underneath can run.

That limit is already shaping chipmakers’ design path for stacked memory. Micron’s vHBM plans, for example, include heat-spreading structures. With HBM stacked on a logic die, and DRAM needing to be kept at or below 95 degrees Celsius, the logic’s heat output is capped at 220 W/cm², or 300 W/cm² with better thermal vias, according to a 2025 simulation by co-founder Shimeng Yu’s group. Nagare Labs says peak compute has grown 70% a year over the past three decades, against 20% for memory bandwidth.

The company describes its Z2RAM as “Two transistors and a shield. No capacitor,” where a write transistor places a charge on a storage node and the shield blocks noisy neighbors. The read transistor can sense without draining. In a gain cell like this, the read transistor’s gate capacitance holds the charge, so reads are non-destructive and the cell avoids DRAM’s write-back. Nagare aims for well under a picojoule per bit.

Nagare builds Z2RAM by depositing its layers on top of the accelerator and patterning them “together on one die,” much as 3D NAND flash scales by adding layers. There’s no interposer and no bonds between the memory layers, which is part of the secret sauce. One lithography exposure covers several layers at once, and standard 300 mm tools with DUV do the job, with no EUV required. The current roadmap is aiming at over 100 layers with “hundreds of thousands” of vertical connections.

Retaining data at higher temperatures is the challenge, and one the founders have probed repeatedly with their testing. A 2020 paper from co-founder Suman Datta’s group, on a tungsten-doped indium oxide two-transistor cell, had retention of 1 second at 25 degrees Celsius and just 300 milliseconds at 85°C. An update in 2025, which has Datta as a co-author, adds a third transistor and removes the gate overlap from its transistors, managing over 1,000 seconds at 25°C, up from 200 seconds with overlapped ones. It also simulated a GPU L2 at twice SRAM’s capacity but in the same area with 75–80% lower energy-delay-area product, a combined score that multiplies energy, delay and area.

Six months later, both founders showed a “folded asymmetric boosted” three-transistor cell that held data for over 300 seconds at 85°C, as compared to only 100 milliseconds for a conventional three-transistor design. That’s still below the roughly 95°C that Nagare says DRAM must stay under, so neither the founders’ published cells nor Z2RAM have shown retention above that line yet. The boosted cell is also “refresh-free,” which means data in the GPU’s last-level cache, profiled from AI workloads, doesn’t have time to decay before it is overwritten.

Physical space is also limited for this application, and the founders project their boosted cell at 0.0168 µm² at 7nm, compared with 0.0199 µm² for a high-density SRAM cell on TSMC’s 3nm (N3) process. A separate study from Yu’s group found that a four-tier, 256MB cache of two-transistor gain cells at 7nm could reach 5.7x the bit density of 7nm SRAM in the same area, in simulation. However, the return on investment falls off past seven or eight tiers because masks scale with layers. Nagare Labs’ claim of single lithography would potentially bypass this limitation.

That has not yet been proven, and nothing published yet shows it. “Where we are is literally lab prototypes,” Datta told The Register, adding that sampling of Z2RAM tiles is targeted within four years and production shipments, if they arrive, within the next decade. Yu told the outlet that no standard yet exists for integrating this kind of memory with an accelerator, which means Nagare might have to come up with the interface itself. Datta also mentioned reliability to the outlet, as single-electron effects can shift a cell’s threshold enough to upset the stored bit. It also remains to be seen if the tested three-transistor cells work sufficiently well as a two-transistor, single-shield product.

Even if Nagare clears those hurdles, a more important one lingers: It currently has no fab. The plan to scale depends on getting partners for fabrication as well as packaging. Nagare is reportedly looking for an R&D fab partner so it can scale beyond the university clean room. Perhaps the most similar type of memory-on-compute shipping today, and the one Datta cited to the outlet as a model for working with chipmakers, is AMD’s 3D V-Cache.

Z2RAM isn’t the first capacitorless memory to promise a 5x improvement over SRAM in density; it follows in the footsteps of Innovative Silicon’s Z-RAM from 20 years ago, a technology AMD licensed, though it was not pursued. A Georgia Tech paper due at IEDM in December covers a different device, a one-transistor, one-ferroelectric-transistor cell, aimed at the same gap between SRAM latency and DRAM density.

Gelsinger, previously CEO of Intel, which started as a memory company, phased out Optane, a low-latency non-volatile memory, in favor of CXL. Optane sought to bridge the gap between slower non-volatile storage, such as HDDs and standard SSDs, and DRAM. Now he sits on Nagare’s board, and Playground Global, where he is a general partner, led the startup’s $5 million round as Nagare searches for a solution to a different but related problem.

Nagare declined to share measured retention, latency, or energy figures. The founders’ boosted cell already holds data at 85°C longer than a cache needs, but until a fab-built, multi-layer Z2RAM stack is measured, retention above 95°C included, its headline numbers remain projections.

AI creator Nick Saraev says on X that Amazon closed his account after he tried to buy seven Nvidia DGX Spark AI mini-PCs. The closure email cites a verification process and gives no reason. Epic CEO Tim Sweeney chimed in that his regular orders would go through, then get canceled before arrival, after he tried to buy two GPUs.

Saraev puts it plainly that “Amazon just closed my account” and that “Buying even modest amounts of compute immediately puts you on a watchlist.” He was “4 orders deep,” and Amazon will no longer allow him to buy DGX Sparks.

The shared screenshots indicate those orders were all canceled, with each stating, “Your order was canceled. You have not been charged for this order.” Although he does not give a unit count, the screenshots indicate he tried to buy seven DGX Sparks in total. All show the same listing, with 128GB of memory and 4TB of storage.

Amazon’s support account did respond to his earlier post, about three hours before his closure post, offering a review. The shared email shows that Amazon had “made the final decision” to close his account after review; no reason was given. However, it did mention “previous attempts to verify your account,” and he says he did go through the verification process, but seven DGX Sparks is a significant amount that might draw suspicion. Either way, Amazon’s Conditions of Use reserve the right to “refuse service, terminate accounts” or “cancel orders in its sole discretion.”

He’s not alone in running into trouble with the company. Sweeney says that “Amazon didn’t cancel my account but continued accepting all my regular orders and canceling them just prior to arrival dates, after I tried to buy two NVIDIA GPUs. Rather bizarre.” Nvidia GPUs are often used for local inference. Saraev replied that everyone would “appreciate a bit more transparency.”

Also, in September, Dracones89 on the Nvidia developer forum shared that one Amazon account was hit with “suspicious activity locks” while trying to buy a pair of Asus GX10s; the user ended up with two DGX Sparks from Micro Center instead. Another X user, @PurzBeats, wrote, “They canceled the order when I tried to buy my 5090, twice.” This is a different trajectory than the OpenClaw days of Mac minis, when buyers faced long delivery waits rather than canceled orders or closed accounts.

With local inference remaining of high interest to many, particularly AI influencers, the event is potentially disturbing, especially after recent comments about self-owned DRAM by OpenAI CEO Sam Altman. While this time it was a guy who helps entrepreneurs and small businesses implement AI and claims 500K on YouTube and 700K on Instagram, the slope is slippery, although Saraev’s orders are hardly typical.

The 128GB DGX Spark has an MSRP of $6,950, but it may be found at 20% or more over that: two Amazon listings showed $8,499.99 and $9,499.99 when we checked today, which would put seven at roughly $59,500 to $66,500. Both showed Prime delivery tomorrow, so the hardware is still on sale there.

Hardware has been climbing in price, largely due to rising memory costs. As open-weight models have become more popular, so has local AI inference. The combination may make retailers uneasy, as you’re dealing with high ticket prices and there has been uncertainty about the safety of models as they have improved, with open-source AI agent tools reportedly being used in multiple recent cybersecurity incidents.

Micro Center, a different retailer, required one buyer to sign an Advanced Computing Product Purchaser Declaration with photo ID, end user, and an install location, just for a workstation with an RTX 5090. This form specifically forbade exporting or reselling the hardware, which might give a little insight into Amazon’s reasoning, too. Amazon’s conditions also say customers “must comply with all U.S. or other export and re-export restrictions.” China and the U.S. remain locked in a fight over exports of AI hardware.

Amazon hasn’t explained itself, but the attention this is getting may motivate a more detailed response. Right now, it’s a warning signal to users looking to buy significant amounts of hardware for AI work, at least from traditional online retailers. Brick-and-mortar stores, like Micro Center, may crack down further to prevent workarounds designed to export the hardware illegally.

A self-deleting Windows infostealer that calls itself VOLTA-AUTODOXER steals everything it can from a victim’s PC, then asks an AI model, Anthropic’s Claude by default, to turn the haul into a target assessment, Cisco’s Talos research organization reports. The malware builds a structured “evidence bundle” on the person and asks the model for a list of their valuables ranked by how much they could be cashed out for, to see what’s worth the effort. VOLTA operates with a prompt to act as “a forensic intelligence analyst” and to be “blunt, specific, accurate,” and can switch models if one refuses, or even do without.

VOLTA steals browser passwords, cookies, and saved payment cards, Thunderbird and Outlook email profiles, Roblox accounts, Microsoft OAuth tokens, screenshots, and even SSH and cloud-provider configuration files. Every saved Wi-Fi password gets pulled in plaintext. Cryptocurrency wallets, when present, are not just copied, as the malware attempts to crack their vaults inline. It then builds the evidence bundle on the person: geolocation and home address, employer and employer domain, inferred birth year, document authorship metadata, and the last four digits of their payment cards.

It also engages in live enrichment with any stolen sessions. VOLTA searches the victim’s Gmail for receipts from Amazon, DoorDash, Uber Eats, Grubhub, Walmart, and PayPal to confirm a home address, pulls Uber Eats and DoorDash order histories, reuses the stolen Discord token to fill in the victim’s profile, and values Roblox items through Rolimons. The theft list is relatively standard for a stealer, but this enrichment pass turns passive data into something dangerous.

The data is first assembled locally as Identity_Report.txt and serialized to JSON, before being POSTed to OpenRouter, a popular model router, with the system prompt. Any reply is saved as AI_Analysis.txt, and both are exfiltrated together in a volta_dox.zip archive file. This inference call happens over the victim’s own network connection. The model call asks for a concise assessment of the victim’s suitability as a target, backed by citations, with “opsec” to analyze overall security posture, including password hygiene.

The settings in use include Anthropic’s Claude Opus 4.6 by default, an older model released in February, at a temperature of 0.2. Temperature controls how random a model’s output is from a baseline 1.0, and the hardcoded low value suggests the operator prioritizes predictability. The author likely anticipates refusals, and VOLTA looks for refusal phrases and thin replies, switching to two other models, Moonshot AI’s Kimi K2 and Google’s Gemini 2.5 Flash, in that order. If the VOLTA user supplies no API key for OpenRouter, it can still send the dossier over Telegram without the AI data.

VOLTA appears to be a product designed for resale, as it has a template with six swappable slots — for a custom Telegram channel, API keys, and settings — that are filled at build time. The customer would supply the values, and a custom binary would be created. While the slot credentials are encrypted, it’s possible to recover them from the file. Assuming everything goes to plan with the delivered build, the customer receives ranked target assessments in their Telegram inbox without relying on any attacker-owned infrastructure; the chokepoints are on the services.

Much of the token theft relies on bypassing Chrome’s App-Bound Encryption (ABE), which VOLTA does by launching Chrome headless, that is, without a GUI. An application-control policy that limits which processes may launch Chrome headless blocks the ABE decryption path. This reduces exposure to VOLTA’s particular method of attack by denying it access to Chrome-stored sessions, but it doesn’t stop its other theft, the AI stage, or exfiltration.

After infection, the main executable may delete itself, but a volta_debug.txt file should be preserved by the victim. This file is a log that shows what was collected and whether the LLM call was successful. The target should revoke or rotate all API keys and tokens and change passwords, regardless of exposure; likewise, any funds in a wallet whose seed phrase was stored in plaintext should be moved to a new wallet with a fresh seed, preferably generated on an air-gapped device.

One very real concern is that VOLTA’s use of AI is relatively narrow compared with what is possible with fully AI-assisted malware, especially as models could be utilized for additional phases. Refusal resilience may become a standard design requirement for malware as AI integration matures. Already, a Windows malware implant reported in September was built around a panel of up to four LLMs that vote on its next move, and another, reported this week, can fall back to using the victim’s own OpenAI API key. This is still a process of having AI replace the work a human analyst would normally do, so the real question is which stage is next.

We’re back with another drive from Biwin, which has been putting out some good SSDs with minor exceptions. This one uses hardware we’ve wanted to test in retail for quite some time: the SMI SM2504XT SSD controller, which is hard to find. The PCIe 5.0 DRAM-less range is relatively popular because it offers the performance without the power and heat of higher-end options, at a lower price point. The tech’s newer than what PCIe 4.0 drives offer, so you get a better all-around experience if you’re willing to take the plunge. The M560 slots in here perfectly as a real alternative to all the drives in this class with Phison hardware.

Biwin M560 Specifications

The Biwin M560 is available only in 1TB and 2TB capacities. Is that a disappointment? It’s normal to expect at least 4TB SKUs these days, but 8TB is certainly a bridge too far for a four-channel controller. Yes, we have some 8TB DRAM-less drives floating around, but for the most part you can’t find those units. 4TB is more common and highly desired — this is what makes the Lexar NM790 so legendary — but it actually is a decent amount of flash for this type of controller. With the ideal amount of flash for this controller being four dies per channel, or 16 total, 2TB really is the sweet spot. So we’re fine with that for this drive, even if it is higher-end.

Right now the drive can be found for $189.99 and $364.99 for the two SKUs, which is not unreasonably priced for the hardware. At 2TB, it is right in line with the Crucial P510, for example. It’s also below the top drives with DRAM, like the Samsung 9100 Pro, by enough that it makes sense. You can get PCIe 5.0 DRAM SSDs at around this price or cheaper, but you’re giving up some things to do so, which we’ll get into later.

The drive is rated for up to 11,000 / 10,000 MB/s for sequential reads and writes and up to a whopping 1,700K / 1,700K random read and write IOPS. 1.7 million IOPS! That’s astounding, and even exceeds the 1.3+ million, on paper, from direct competitor Phison E31T-based drives, like the Corsair MP700 Elite. This thing is a beast for a DRAM-less drive.

Biwin doesn’t skimp on the warranty, either. It’s the typical five-year affair for duration, but you’re covered for up to 750TB of writes for every TB of space. This is 25% more than is typical, if you care about that sort of thing. We consider it a bonus.

Biwin M560 Software and Accessories

Hitting the download tab for the M560’s site shows three downloads available: the Biwin Data Recovery Tool for macOS, one for Windows, and Biwin Intelligence. The first two are pretty self-explanatory, but we will give kudos to Biwin for having the macOS option. For the last, it is the company’s SSD toolbox, which is an all-in-one software solution dashboard you can use to check your drive’s health, update firmware, and so forth. Biwin lists the supported functions on its page. The toolbox only supports Windows at this time.

Biwin M560: A Closer Look

The Biwin M560 is, as expected, a single-sided drive, which we prefer. Less that can go wrong, fits into more machines, and can be easier to cool. The top label is heat-spreading. The back label has drive information, including the 3.3 V / 2.0 A rating, which puts the drive power draw below about 7W. According to the S.M.A.R.T. report, the maximum power draw is 8W.

These numbers might be concerning, especially as good DRAM-less SSDs tend to be at around 6.5W or less. Well, as it turns out, the drive is much more comfortable at 4W, with a maximum significantly below 6.5W and an average of one-half that, as you can explore in more detail with our power testing. Even very efficient PCIe 5.0 drives tend to step up over the last generation, making heat something to watch in some cases. Not in this one — we think this will be great in laptops, and exceptionally cool in PCIe 4.0 ones.

The components don’t even take up half of the PCB space! Impressive engineering, and the extra spacing between components can help spread heat. Here we have one controller, the SMI SM2504XT, which we previously covered in an ES preview, and two NAND flash packages. The controller performed exceptionally in our preview testing and is more than a match for the best controllers out there, whether Phison’s competing E31T or even many drives with DRAM such as those based on the E26. The flash, in this case, is Kioxia’s 218-layer BiCS8 TLC, which is also exceptional. This flash has excellent latency and is also power-efficient. This combination is a match made in heaven, and it’s a shame we don’t see the SM2504XT more often.

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Comparison Products

We considered pitting the Biwin M560 against some truly high-end drives, but truth be told, we don’t think that’s a valid comparison. If you’re someone who wants DRAM and maximum bandwidth — that means eight flash channels — then this drive is not going to cut it, even if it performs like it does. On the other hand, you may legitimately want a drive in this range that isn’t going to burn your house down. That’s closer to what we’re looking at here. We did throw in the PCIe 4.0 Kingston NV3 for good measure, since it’s using SMI’s comparable controller of that generation, but we suspect that if you’re looking at PCIe 5.0 drives, you are not going to settle for anything less.

To that end, we have direct competitors with Phison’s E31T controller: the Addlink G55, the PNY CS2150, the Corsair MP700 Elite, and the Crucial P510, the last of which has Micron rather than Kioxia flash. We’ve thrown in the SM2504XT ES to show any differences against the more mature M560. We also have a higher-end DRAM-less drive in the Biwin Black Opal X570, which has eight channels. We also have the Crucial T700, which doesn’t break the DRAM and bandwidth rule because, for one, it’s using the older Phison E26 controller and, for two, it’s not the full 14 GB/s variant. There are 10 GB/s drives using that controller, but we think the 12 GB/s T700 is the most appropriate comparison.

Trace Testing — 3DMark Storage Benchmark

Built for gamers, 3DMark’s Storage Benchmark focuses on real-world gaming performance. Each round in this benchmark stresses storage based on gaming activities including loading games, saving progress, installing game files, and recording gameplay video streams. Future gaming benchmarks will be DirectStorage-inclusive and an evaluation for future-proofing is included where applicable.

You love to see it: the M560 blows the doors off this benchmark. It comes second only to the ES but, for all intents and purposes, it’s well above any of the competition. This flash is exceptional, but clearly the controller makes the difference here. There are faster high-end drives like the WD Black SN8100, but that uses BiCS8 TLC and an SMI controller, too. This is an SM2508 “Mini-Me,” which is perfect if you want a fast drive without the baggage of a top-end drive.

Trace Testing — PCMark 10 Storage Benchmark

PCMark 10 is an industry standard trace-based benchmark that uses a wide-ranging set of real-world traces from popular applications and everyday tasks to measure the performance of storage devices. The results are particularly useful when analyzing drives for their use as primary/boot storage devices and in work environments.

The M560 and SM2504XT ES switched places this time, with the Biwin drive ending up in first place. It’s well ahead of the other drives, with almost half the latency of the NV3. This is an extremely responsive SSD that’s not too far off from the very best, finishing in the top ten of all drives we’ve ever tested.

Console Testing — PlayStation 5 Transfers

The PlayStation 5 is capable of taking one additional PCIe 4.0 or faster SSD for extra game storage. While any 4.0 drive will technically work, Sony recommends drives that can deliver at least 5,500 MB/s of sequential read bandwidth for optimal performance. Based on our extensive testing, PCIe 5.0 SSDs don’t bring much to the table and generally shouldn’t be used in the PS5, especially as they may require additional cooling. Check our Best PS5 SSDs article for more information.

Our testing utilizes the PS5’s internal storage test and manual read/write tests with over 192GB of data both from and to the internal storage. Throttling is prevented where possible to see how each drive operates under ideal conditions. While game load times should not deviate much from drive to drive, our results can indicate which drives may be more responsive in long-term use.

The PS5, why not? The M560 has good results here, as expected, even if it is overkill. We can still recommend it, as it’s going to run very cool at PCIe 4.0 speeds. We think you’re usually better off with a 4TB PCIe 4.0 drive like the Addlink A93, pound for pound, but this one would work.

Transfer Rates — DiskBench

We use the DiskBench storage benchmarking tool to test file transfer performance with a custom 50GB dataset. We write 31,227 files of various types, such as pictures, PDFs, and videos to the test drive, then make a copy of that data to a new folder, and follow up with a reading test of a newly written 6.5GB zip file. This is a real-world type workload that fits into the cache of most drives.

This is the one less impressive test for the drive, and it’s not unexpected, as the SM2504XT also fared somewhat poorly here. The M560 beats it at copying and reading, but not at writing. For copying, it also gets ahead of the P510, which, in our opinion, isn’t bad. Phison’s controller with BiCS8, with the CS2150, MP700 Elite, and G55, is just faster. We can’t chalk this up to a bandwidth difference or a latency difference, so our best guess is that the SMI controller is just not as well-optimized here.

Synthetic Testing — ATTO / CrystalDiskMark

ATTO and CrystalDiskMark (CDM) are free and easy-to-use storage benchmarking tools that SSD vendors commonly use to assign performance specifications to their products. Both of these tools give us insight into how each device handles different file sizes and at different queue depths for both sequential and random workloads.

Let’s start with ATTO. For writes, the M560’s curve is quite nice, and it only loses to the T700 — which has double the flash channels, DRAM, and a higher bandwidth ceiling — at the largest block sizes. It even mostly outdoes the eight-channel X570 that’s rated for 10 GB/s with sequential writes. Reads are more of a mixed bag, but in general it’s better than any other drive except for the T700, which it defeats at 2 MiB and up, and the X570, which beats it in that same range. Effectively, this makes the M560 a monster drive for its class any way you slice it.

If we turn our attention towards CDM, we see that it dominates with sequential performance against not only the other retail drives in its class but the X570 as well, except at QD8 for reads. This is a powerhouse for what it is. If we look at 4KB performance, we see two different things, with one that weighs more than the other. The first is 4KB QD1 random write latency, which isn’t bad but not up to the level of what we’ve seen with this flash. The maximum IOPS at QD256 also lags. For reads, though, the M560 comes into its own: ahead of the E31T drives at high QD for 4KB random reads but, more importantly, top in QD1 latency against all drives here.

That result, more than any other, should compel you to consider this drive. It’s exceptionally responsive for what matters in daily use. It’s not quite as fast as WD and Sandisk’s drives with Sandisk BiCS8 flash, but it’s very close. Phison’s E31T just doesn’t come close.

Sustained Write Performance and Cache Recovery

Official write specifications are only part of the performance picture. Most SSDs implement a write cache, which is a fast area of pseudo-SLC (single-bit) programmed flash that absorbs incoming data. Sustained write speeds can suffer tremendously once the workload spills outside of the cache and into the "native" TLC (three-bit) or QLC (four-bit) flash. Performance can suffer even more if the drive is forced to fold, the process of migrating data out of the cache in order to free up space for further incoming data.

We use Iometer to hammer the SSD with sequential writes for 15 minutes to measure both the size of the write cache and performance after the cache is saturated. We also monitor cache recovery via multiple idle rounds. This process shows the performance of the drive in various states including the steady state write performance.

The M560 has three distinct write states: the pSLC cache, direct to TLC flash, and a folding mode where it has to wait for data to be moved over from the pSLC to the TLC. In the first mode, it writes at an average of over 10.3 GB/s for over 59 seconds with a cache of around 611 GB. This is plenty fast for a drive of this type, and the cache is a good size. That figure is from an empty drive, and as with any dynamic cache, it will shrink as the drive fills. It is possible to dedicate more of the TLC flash to this mode, but that has drawbacks. A larger cache usually means the drive will be slower and less consistent with writes when the cache is exhausted.

In the middle native write mode, the drive writes at over 4.1 GB/s, which is also what our steady-state result shows: that chart averages the last 30 seconds of the run, and by then the drive had written about 2TB and was back to writing at its native speed. This is in part misleading and in part not. It’s not misleading because, in fact, the flash can maintain this native speed under the right circumstances. It is misleading that you’d end up with this at the end of your writes because the drive will outrun the cache, and there will not be enough space left to handle the incoming writes. This forces the drive to “fold” data from the cache to the native TLC, which interferes with the direct write process, increasing latency and lowering the write speed. The resulting speed is usually less than half the native and, in this case, is somewhere above 1.6 GB/s, which is by no means terrible when some QLC-based drives end up at 10% of that. Note, however, that the ES we tested with the same hardware has a more consistent 2.1 GB/s write speed line, and this is due to it having a much smaller cache.

While the large cache here means that this drive really isn’t ideal for sustained write workloads, the fact it can get over 4 GB/s with its flash is pretty incredible. This would have been above and beyond just about every PCIe 4.0 drive in existence, and with just half the channels. This is a very fast drive and, frankly, feels like a high-end drive if you can get past the fact it “only” hits a bit above 10 GB/s. In practice, for longer writes that still fit in its roughly 600 GB cache, it’s going to feel like one of the fastest drives out there. It’s just that some drives, like the P510, would be more suitable for write workloads where you want a smaller cache. Alternative cache configurations for this same hardware would also be better for that, but we have few to compare at the moment.

Power Consumption and Temperature

We use the Quarch HD Programmable Power Module to gain a deeper understanding of power characteristics. Idle power consumption is an important aspect to consider, especially if you're looking for a laptop upgrade, as even the best ultrabooks can have mediocre stock storage in terms of capacity and performance. Desktops are often more performance-oriented with less support for power-saving features, so we show the worst-case for idle.

Some SSDs can consume watts of power at idle while better-suited ones sip just milliwatts. Average workload power consumption and max consumption are two other aspects of power consumption, but performance-per-watt, or efficiency, is more important. A drive might consume more power during any given workload, but accomplishing a task faster allows the drive to drop into an idle state more quickly, ultimately saving energy.

For temperature recording, we currently poll the drive’s primary composite sensor during testing with a ~22°C ambient. Our testing is rigorous enough to heat the drive to a realistic ceiling temperature, but real-world temperatures will vary due to the environment and workload factors.

Given what we know from our ES preview, it comes as no surprise that the M560 is efficient. Very efficient. It’s a little shy of the numbers the Phison E31T drives with BiCS8 can put up, but it’s close enough to be negligible. It can pull more watts at peak, but the number is still manageable, and the average power draw is also superior. In fact, the idle power consumption is also relatively good, better than the Phison drives. Ideally, your system will be able to save power, but in the case where you favor responsiveness, the M560 does pull slightly fewer watts. Our take is that, on the whole, this drive delivers pretty excellent power numbers.

The drive ran relatively cool, too. The two sensors hit maximums of 61 and 76 degrees Celsius, respectively. This puts the latter about 10 degrees below throttling, which is closer than we like but is also plenty respectable for a fast, PCIe 5.0 SSD without a heatsink. We test during heavy writing, and the drive has a chonky cache, so we’d expect normal use to run somewhat cooler on average. Sensors aren’t always accurate, and we suspect the hotter one is showing the controller’s temperature, in which case this would probably be okay in most laptops. Would a heatsink help? Sure, but it shouldn’t be a requirement with how few watts this drive draws on average.

Test Bench and Testing Notes

We use an Alder Lake platform with most background applications such as indexing, Windows updates, and antivirus disabled in the OS to reduce run-to-run variability. Each SSD is prefilled to 50% capacity and tested as a secondary device. Unless noted, we use active cooling for all SSDs.

Biwin M560 Bottom Line

The Biwin M560 is one of the best all-around drives we’ve ever tested and, for its intended role, is probably the best retail option available. That “role” would be acting as a fast, capable, and efficient all-around boot or primary drive that also has to do other things, like handle gaming and work. Its 1TB and 2TB SKU range underlines this; it’s not a budget drive, and it’s not a storage drive. Not everybody needs or wants a monster 14+ GB/s drive with DRAM, but you might still want to take advantage of newer hardware. This hardware is faster, yes, particularly with insanely low 4KB read latency, but is also very power-efficient. It’s a good option even for PCIe 4.0 laptops, with the future-proofing an added bonus.

We have few complaints about the drive as a whole, except maybe that a 4TB option would have been nice, but we can live without it. From the performance side, things look very good, but we would be remiss if we didn’t point out that Biwin went with a large cache here. That has its plusses and its minuses. For the expected role, it was probably the right call. The drive also faltered a bit in DiskBench, but this only underlines our point about where it belongs: with lower performance there, the drive makes less sense as a second or third drive. Make no mistake, the M560 is quite capable of being your main drive as a very acceptable alternative to a more expensive Black SN8100 or equivalent.

As it is, we can highly recommend this drive. It’s one of the most responsive drives we’ve ever used and really feels “next gen,” whatever that might mean for an SSD. You should still go with a 4TB PCIe 4.0 DRAM-less option, like the A93 or NM790, if you want fast storage. Or a 2TB Black SN8100 if you want the very fastest main drive. Or something cheap for a secondary or games drive. If you want DRAM and can handle the heat, there are options there, too.

If, on the other hand, you want a dynamite drive that delivers a solid experience, something that won’t hold your desktop or laptop back, then the Biwin M560 would be at the top of our list.

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A new open-source UEFI tool boots from USB and unlocks significant extra tensor performance on RTX 20, 30, and 40-series desktop and laptop GPUs, making the half-speed AI throttle hack a whole lot easier to try on Windows. No VBIOS flash or patched driver needed: the tool runs from a FAT32 stick before the Nvidia driver loads at every boot, and then voila, the developer’s own laptop RTX 4060 hit 65% higher FP16 math.

The “UEFI pre-driver NVIDIA GPU unlocker,” or nv-uefi-unlocker project, removes Nvidia’s tensor limiter using the community V67 payload with read-back verification. This tricks Nvidia’s signed Booter firmware into opening the write lock on two speed-selector registers, allowing the tensor units to run at full rate. The unlock can now run entirely from a bootable USB drive, on Windows as well as Linux, whereas previously it worked primarily through manually installed Linux modules, with Windows support only experimental. The read-back verification part makes things safer, which was a concern with the experimental builds.

The release ships only scripts and self-built binaries, without any Nvidia firmware in the download. Instead, one of the scripts grabs Nvidia’s public 610.43.03 driver packages, verifies them, then rebuilds the firmware files locally. The project credits Zagitta’s gpu-unlock as its porting source and builds on several other community projects, including the RTX 40 fork gpu-unlock-ada and an earlier Windows EFI tool. Having one tool for the many GeForce owners on Windows should significantly open up the hack to a wider audience. Previously, it was scarier-looking, and project progression is rapid these days with AI tools.

The steps right now involve downloading the release, running that script, and then copying the rebuilt files and a BOOTX64.EFI for booting to a FAT32-formatted USB stick. The unlocker can then be run from a one-time boot menu by using the spacebar within 30 seconds for confirmation. Once complete, things are handed off to the respective OS loader.

The unlocker runs in a firmware stage before the OS loads Nvidia’s GPU driver, which means there’s no need to flash the card’s video BIOS or to modify the driver; as the FAQ puts it, the unlock doesn’t “persist through power loss.” The trade-off is running it again on every boot. The system must be booted in UEFI mode with Secure Boot either off or set to trust a self-signed EFI. For a game’s anti-cheat that requires Secure Boot, the tool “CANNOT bypass this requirement,” a developer team member relayed on Reddit. RTX 20 owners have to run a bundled script once to switch the Windows Nvidia driver into GSP firmware mode, before restarting.

Laptop GPUs were already supported by earlier projects, but here one of the developer’s own test cards is a laptop GPU, and laptop results are logged card by card. For laptops, the discrete Nvidia GPU must be powered at entry, which means dGPU-only, or MUX, mode is recommended. On Linux distributions such as Ubuntu, runtime power management can power down the GPU when idle and silently erase the unlock. The English FAQ covers workarounds for this, with instructions and guidelines for other situations.

Compatibility otherwise includes RTX 20-series support listed as “fully compatible; some models have known issues,” while RTX 30-series cards are “fully compatible,” and the tool is “fully compatible on laptops and desktops” using RTX 40-series cards. The GTX 16 is “theoretically compatible” with verification pending, but other cards, including pre-Turing, the GA100, and RTX 50-series cards, are unsupported. The project routes support by chip family, so a card being covered doesn’t mean that specific card has been tested. Cards verified by the tool’s own Windows results are listed in the table below.

Results compare each card before and after the unlock on the same test, but the tests differ from row to row, so they shouldn’t be compared across cards.

The developer’s own desktop RTX 2070 went from about 34 TFLOPS in FP16 matrix multiply at 8192 to around 62 TFLOPS in the screenshots below.

Some caveats still exist, and Zagitta, whose gpu-unlock kicked off the GeForce unlocks, now says in its FAQ that “I don’t run windows and don’t plan to maintain it,” pointing Windows users to a separate port and warning to be careful with unofficial Windows installers. Results from the unlock are also contingent on power and thermal limits. The new project says it can be combined with the nvoc power-limit unlock, but warns this “can exceed factory power and thermal envelopes.” A per-card ROM hash check, which the project’s own safety rules require, isn’t built yet, and the unlock’s persistence on Thunderbolt eGPUs “is not guaranteed.”

Other cards, including the RTX 2080 and the RTX 2080 Ti, are under review. No dates are promised. The pro-card tensor feature can now be unlocked for many, though, and as simply as using a USB boot drive, which will get even easier with a boot-from-disk toggle the team says is in the works. RTX 50-series owners have to wait, for now, as the team is still trying to crack those cards, which have “a lot more security” than it anticipated.

Security researcher Xusheng Li found that a Lenovo ThinkPlus FU100 fingerprint USB stick, sold as an AES-256-encrypted device for data security, ended up being just a plain SD card internally, HackingPassion reports. The fingerprint reader only enabled the USB connection, and nothing on the card was actually encrypted. An AI-assisted follow-up last week discovered what Li calls backdoor accounts on another maker’s drive, as well as hardcoded keys in other supposedly secure USB storage products.

The FU100 is “just an SD card in a fancy case,” Li said in a March conference talk. It is, as a result, trivial for anyone with physical access to get to the drive’s data. One of his takeaways: “‘Hardware security’ can be pure marketing.” This isn’t the first time drive makers’ own encryption has failed, and it won’t be the last.

The original ThinkPlus FU100 analysis happened last year, with an interim fix using epoxy over the card. A later fix by Lenovo, put out early this year for the FU100, FU200 and TU800 drives, as well as the TSD303 SSD, requires owners to call a China service line, then either send devices back for replacement or get an on-site firmware upgrade. Lenovo advises backing up data first and strongly recommends wiping the drive before sending it in, which is quite an inconvenience. Lenovo rated the advisory’s severity as high, and one of its three CVEs covers the configuration software, which could let a local, logged-in user bypass device authentication and enroll an untrusted fingerprint.

The same research also turned up a different flaw in Lenovo’s TSD303 external SSD. Its data actually was encrypted, but the drive sent the correct password back over USB in plain text for the software to compare, making it easy to capture. The first fix came three months after the initial report, using block cipher encryption with a key derived from a timestamp-like value. Lenovo’s software could derive that key, and the first software fix is vulnerable if taken apart, making it not useful for protecting data if a device is stolen. A later fix, late last year, has the drive check the typed password itself, so the correct one never leaves the drive.

The same software development kit used for the drive covered nine other devices from multiple vendors, most of which could also reveal passwords to a savvy actor. In addition, two left data unencrypted on a microSD card. The full list of vendors was blacked out on Li’s slides.

AI agent use for driving reverse-engineering tools continues to increase. AI has also been exposing more security flaws recently. Li used OpenAI’s Codex, an AI programming-centric tool, with his employer’s reverse-engineering tool against other vendors’ protection schemes. Netac’s tool took about seven minutes to break, as Codex found a fixed key built into the program, along with the user’s password written to diagnostic logs.

Copy protection differs from direct access, as the intent is to allow the recipient to view files, just not make copies of them. KakaSoft’s USB Copy Protection has an internal password the program builds itself, which Codex rebuilt to decrypt a test file without the user’s password in around 26 minutes. Nexcopy’s Copy Secure took about 10 minutes, with its key unlocked by a certificate built into the viewer app. Separately, SecZure’s YutianDun has two hidden “backdoor” accounts with simple passwords, discovered with time-travel debugging, stepping through a timeline trace. However, Li’s comments suggest that malicious intent cannot be assumed.

Li gave no warning to KakaSoft, Nexcopy, or SecZure, arguing that a drive already in an attacker’s hands can’t easily be recalled or updated. He said that “client-side validation is never secure” and you should always verify security claims on your own. Netac had no patch as of Li’s March talk. An example of things done right would be an open-source USB stick that does encryption properly, even though it is built on a microSD card, deriving its key from the user’s password, so reading the card alone gets an attacker nothing.

PsiQuantum, a quantum computing company, announced in a release earlier this week that it has turned its low-loss silicon photonics into an optical switch for use in AI data centers. Every optical switch typically comes with loss of light: the more light a switch receives, the less reaches the other side, with the amount of light lost measured in decibels. Typical data center optics can tolerate half the light (3 dB) being lost. PsiQuantum's switch debuted with a demo that typically loses only 1.2 dB of signal, or about a quarter of the light in lab tests, and the all-optical switch can achieve it without an amplifier. The prototype is, however, comparatively small, with eight inputs and outputs (8x8) against competitors’ 32 to 300, but the company says larger devices are in development.

The optical circuit switch (OCS) passes light straight through, from fiber to fiber, without converting it to or from electrical signals. Regular data center switches make that conversion at every hop, which takes power and adds latency. An OCS, instead, uses a fixed light path that it maintains until a change is ordered. Its main penalty comes down to how much light is lost when passing through the switch. PsiQuantum’s switch, which uses circuits etched on a silicon chip with no moving parts, unlike Google’s and Lumentum’s tiny mirrors, or microelectromechanical systems (MEMS), would be used alongside regular packet switches.

Skipping those conversions matters more as AI clusters grow, because moving data between GPUs is quickly becoming a bottleneck. Optics are a high-bandwidth improvement over copper, which has limitations in reach, although a shortage of lasers is a problem for the alternative. Improving communication bandwidth and distance is the goal, so that different racks of GPUs can talk at speed and act as one.

Switches similar to PsiQuantum’s made by Salience Labs and iPronics use built-in amplification and, at least in the former case, are also rated at under 2 dB, or under 37% of the light lost. Google’s mirror-based switch, Palomar, can also typically stay under 2 dB and has 136 ports. Salience’s switch sits at 32 and Lumentum’s at 300, which leaves the eight-port prototype a ways behind on how many fibers it can handle.

PsiQuantum's switch is an 8x8, meaning eight in and eight out, and “every input can reach every output.” It’s also “strictly non-blocking,” so a new connection never disturbs ones already in place. In the lab, it measured a typical 1.2 dB insertion loss, 40 dB of crosstalk (about 0.01% of the light leaking to other ports), and under 3 ms of reconfiguration time, all of which exceed “initial targets set for these devices.” The loss figure is measured fiber to fiber, which includes getting light onto and off the chip but not connector losses, PsiQuantum told Tom’s Hardware Premium.

The platform loses very little light at each component, which matters because a quantum computer can tolerate only so much lost light. PsiQuantum’s 2025 Nature paper reports silicon nitride waveguides losing as little as 0.5 dB per meter (about 11% of the light per meter), splitters 0.5 millidecibels, and crossings 1.2 millidecibels, the last two a few hundredths of a percent of the light or less each.

The company also says chip-to-fiber coupling has reached about 60 millidecibels, roughly 1.4% of the light lost, in its best published lab results, although without a full fiber array attached. Those figures set a best case, not a worst case, for a 64-port switch, since light crosses more components as ports are added and the losses add up.

How much loss is acceptable varies with the optics at the end of each link. Coherent, an optics maker, says that using an OCS can add “up to 3 dB additional insertion loss,” but its transceivers are able to work with that. Lumentum told Gazettabyte that 3 dB is good enough to work with off-the-shelf FR4, DR4, and DR8 optical modules using the switch; those are the standard plug-in options used to link GPU servers and switches, at distances of 500 meters to 2 kilometers. PsiQuantum’s 8x8 is built for the O-band, the wavelength range those modules use. PsiQuantum told Semafor that, to be workable, its switch needed insertion loss under 2 to 3 dB.

The 8x8 prototype was designed for conventional data center traffic and comes in well below the 3 dB loss target in a request from Nvidia for proposals, the company says. The port count marks it as a demonstration vehicle, but PsiQuantum has a 64x64 version taped out with a 72x72 underway and is “actively developing larger devices.” With crossings that lose so little light, the scale-up might hold. PsiQuantum declined to share details on future products, though it says the loss, which may be slightly higher, will stay very low.

Speed remains less important than insertion loss for how OCSes are currently used. Google, which has the most deployments, numbering in the “tens of thousands,” uses its switches to resize TPU pods or to route around failed chips, a job its “millisecond-scale” MEMS switches handle. PsiQuantum’s under 3 ms is within that class, but Salience and iPronics claim less than 300 microseconds for their amplified chip switches, which iPronics highlights for mid-workload network rewiring to hide the switch time while chips compute.

There is quite a lot of room for speed to improve, and PsiQuantum already has a material for that, used in an existing 64-port switch for its quantum systems, which need to switch light at gigahertz rates. The material, barium titanate (BTO), changes how it bends light when a voltage is applied, and the company chose it over lithium niobate, a more common selection, because BTO had the strongest effect it could find. This keeps switching elements short and losses low at speeds roughly a million times faster than the demo. BTO is “not required for the demonstration vehicle or initial products,” which use a thermally switched silicon nitride platform, but it is “an additional path to faster, more advanced future products.”

An argument for starting now is that building thousands of such switches for conventional applications would reduce the risk for the packaging, assembly, and supply chain of parts PsiQuantum builds for quantum computing. AI and quantum computing are “complementary technologies,” it says, and this is the chance to put its technology into action. When PsiQuantum hired Rob Soderbery as an executive vice president in July, it said he would advance its silicon photonics platform, “accelerating its application across AI networking and other next-generation computing infrastructure,” hinting at the roadmap. The company’s CHIPS award was finalized in September for “high-performance optical switches,” among other components.

Co-founder Pete Shadbolt praised Google’s alternative MEMS switch but would prefer to have similar-quality switching on a monolithic chip that needs no moving parts. Nvidia has a stake through its venture arm, NVentures, and collaborates with PsiQuantum on “GPU-QPU integration,” that is, graphics and quantum processing units, as well as silicon photonics. Nvidia also joined rival iPronics’ $125 million round in September to develop its second-generation optical switch.

Right now, inside Google, OCSes rewire AI clusters, and research firm Cignal AI expects most deployments to stay there through the end of the decade; outside of Google, OCS is still at “proof-of-concept and early trial.” The firm raised its market estimates earlier this year, though, roughly threefold for 2026 and by more than 40% for 2029. An opening exists for PsiQuantum in GPU networks, which ties into Nvidia’s interest, though adoption there is expected to be limited until then. The company says samples and testing kits have already gone to several computing companies, including GPU vendors and hyperscalers.

PsiQuantum should have commercial products “announced in the coming months,” along with updates on larger devices, while competitor Salience has already demonstrated 64 ports at this year’s European Conference on Optical Communication. Salience’s roadmap already has 128- and 256-port products. Scaling is always an issue, but if PsiQuantum’s figures, which haven’t been independently verified, hold up at 64 ports without amplifiers, then larger monolithic OCSes are on the way.

Anthropic spent less than a third of its $8.9 billion first-half compute bill on serving customers, with most of the rest going into training, research, and running Claude internally, its S-1 filing shows. It has meanwhile signed up for hundreds of billions of dollars more in TPU and GPU capacity. By our math, it has meanwhile signed up for roughly $800 billion more in TPU and GPU capacity, and revenue per compute dollar jumped from $0.40 in Q1 2025 to $2.08 in Q2 2026, which the company links to capacity purchased 12–18 months ahead.

Anthropic’s IPO is likely to beat that of rival OpenAI, which filed confidentially before CEO Sam Altman said its own won’t come this year, amid widespread doubts about an AI bubble. Whether AI labs can cover what it costs to serve their models is an open question.

Anthropic appears to do so easily: it spent $2.4 billion serving customers in the first half of the year, versus $16.3 billion in revenue. Paying for what it has on order is more difficult. Its five compute deals with the biggest stated amounts would cost an estimated $103 billion a year on average once delivered, more than twice its revenue at Q2’s pace of about $46 billion a year. The company also warns that margins may compress as new hardware lands ahead of the revenue it will support.

The company has three main costs: the cost of revenue, which is the inference cost of running Claude for paying customers; R&D, which is mostly compute for training and research into new models plus any internal use; and sales and marketing, which covers the cut taken by channel partners and cloud platform resellers.

Comparing the first half of last year to this year’s, cost of revenue is up about 2.3x, but with revenue up 14x, that means Anthropic keeps an estimated 85 cents for every dollar after serving costs, up from just 12 cents. R&D is up about 5 times, with 66% or more of the compute going to it, and that’s the main source of its operating loss. Sales and marketing is up 16x, and doesn’t show up in cost of revenue, but its partner fees and marketing would lower what it keeps to 66 cents a dollar. The trend here is that serving Claude now more than covers its costs.

Serving has kept getting cheaper for customers since June: in September, Anthropic’s Opus 5.5 model cut costs per task by about 40% versus Opus 5, says the company, and Fable 5.1 cut the cost of typical workloads by about 25% against Fable 5; each came from “a combination of a lower price and improved efficiency,” made “while preserving our margins.”

As for compute, which runs through all three costs, Anthropic runs it as “a single, shared resource across all workloads” and doesn’t disclose how it decides the split between training, research, and serving. Serving was limited, as the company has “consistently operated in a compute-constrained environment where customer demand exceeds available compute,” which suggests serving costs were muted by a lack of supply, not just efficiency.

Anthropic runs a “multi-chip compute architecture across AWS Trainium, Google TPUs, Nvidia GPUs, and AMD GPUs,” without giving any percentage splits or GW measurements. For TPUs, it has five-year equipment leases with Broadcom for “TPU-based compute capacity,” with rent of “approximately $161.2 billion excluding interest”; some of that capacity came online this year, with more from 2027. Another $114.5 billion or more is with Google “between April 2026 and July 2033,” with more from Google and other TPU providers from 2028 to 2031, estimated to be in the $125–$150 billion range.

Trainium comes through Amazon, with a deal for “at least $110.0 billion between May 2026 and April 2036,” though the filing doesn’t split AWS spend by chip. Nvidia GPUs come through a series of deals, including “up to $120.5 billion … extending into 2029” with SpaceXAI, “at least $44.9 billion” extending into 2033 with Microsoft, “up to approximately $44.6 billion” also into 2033 with Nscale, and about $41.3 billion into 2034 with Lambda. There is also an AMD hardware supply agreement which, in aggregate, may “exceed $20.0 billion” if Anthropic takes the full initial capacity. These deals each have their own conditions for termination.

Anthropic’s minimum purchase commitments, which exclude equipment leases such as Broadcom’s, have gone from about $55 billion at the end of last year to about $265.6 billion by the end of Q2 this year. Since then, it has signed about $245 billion in new minimums, leases included, and TPUs are the biggest line overall. The Nvidia capacity, Microsoft’s aside, is also the easiest for Anthropic to walk away from.

With all these multi-year commitments, bought well ahead of delivery, expenses are paid and recognized “as compute becomes available to us,” the company says. That compute base “did not fluctuate with in-period demand,” so revenue per compute dollar increased as demand surged. When demand outruns that capacity, Anthropic buys short-term compute, which “typically carries a higher cost per unit.”

Our $103 billion estimate is straight-line, spreading each deal evenly over its term except SpaceXAI, which is at its full monthly rate, while payments ramp up as capacity is delivered. Also not included in the estimate is interest on the Broadcom leases. Compute also does not necessarily have to earn revenue, especially in R&D.

The filing has many blanks, such as the total commitment figure, the contractual obligations table, Q3 revenue, and Run-Rate Revenue, which an amended S-1 would normally fill in before pricing. No date for that has been given. Microsoft’s minimum starts in November, and SpaceXAI’s full delivery is expected in December, with non-cancelable periods ending in January and March 2027, after which either side can cancel on 90 days’ notice. More Broadcom TPU capacity and AMD’s first tranche follow next year, by which point most of these deals will be billing.

Cadence, one of the largest electronic design automation (EDA) companies, has unveiled Maestro, its new portfolio of domain-specialized AI models tailored for its chip design agents, in a press release sent just ahead of earnings. In initial results compared with general-purpose AI models, Cadence claims up to a 30% improvement in the quality of results and that Maestro effectively uses fewer tokens for the same task, with up to 5x the token efficiency. The first models “are available to select early access customers” in Q4 2026, and customers may run them on Cadence’s cloud, public clouds, or customer-controlled on-premises environments and post-train them on their own “proprietary data, designs, and workflows.” To learn more about Maestro, we spoke with two Cadence executives: Rob Knoth, senior group director of strategy and new ventures, and Paul Cunningham, senior vice president and general manager.

This approach is distinct from Synopsys’ own specialized model, GPT-Synopsys, which will run on OpenAI-hosted infrastructure, without using customer data to train the model. The models of both EDA giants, announced less than a month apart, now split on where a customer’s design data goes. Where they might not differ is why: Paul Cunningham, senior vice president and general manager at Cadence, told Tom’s Hardware Premium that agent costs have “really started to explode,” adding, “And I think the world realized so.” That makes it a natural step, he said, to move more of the agents’ iterating “into the weights of the models themselves.”

Maestro takes this step through Cadence’s AI Super Agents, which “interpret design intent, decompose tasks” and “orchestrate the Maestro portfolio with other leading frontier and open-weight models,” evaluating trade-offs to guide decisions with domain expertise. It also uses reinforcement learning (RL), where Cadence’s “deterministic solvers evaluate outputs against engineering objectives, constraints and ground truth,” and, importantly, the results feed back into the models for improvement.

The models include Nvidia’s Nemotron, and customers can run the customer-data training step themselves with Cadence’s fine-tuning harness, potentially “on their own GPUs, on their own network,” Cunningham said. He added that Nemotron, specifically, was “giving really solid results and actually improving very, very fast.”

One constant that keeps popping up with agentic EDA is the need to nail down what the numbers actually measure. In chip design, quality of results usually refers to the design’s power, performance, and area, though Cadence didn’t specify what its 30% figure measures. Both it and the 5x token efficiency figure are measured against “a general-purpose foundation model,” which Cadence told us is the open-source model Maestro started from before its training. The company wouldn’t name the foundational AI model that Maestro is derived from beyond mentioning that it is “one of the leading open source models that’s very competitive with commercial frontier models.”

Cadence credits the token savings to balancing its EDA and system design automation (SDA) “tool calls with LLM invocations.” As an analogy, Cunningham said, “You don’t need to drive to Safeway in the jet engine,” and you want to use “the right model at the right time for the right task.”

Runtime does matter, too: as Rob Knoth, senior group director of strategy and new ventures at Cadence, told Tom’s Hardware Premium in September that a tool call could take anywhere from hours to days to return a value, while the AI industry’s training loops are “used to minutes.” Efficiency could also lower costs, since Maestro use counts toward Cadence’s agent pricing, a subscription with a consumption allowance and charges for use beyond it, Cunningham said. He didn’t say whether the token savings cut a customer’s bill.

Being flexible for the customer is a key element of any solution, and for Cadence’s competitor Synopsys, this lies in Autopilot, which Synopsys says allows customers to “choose among commercial, open-source, and fine-tuned language models” across “Synopsys-managed and customer-managed deployments,” with cloud or on-premises infrastructure. For agent security, such as sandboxing, Cadence says it’s working with Nvidia on an integration with Nvidia’s OpenShell Reference Architecture, which Nvidia launched last week, naming both Cadence and Synopsys. These options can help protect customer intellectual property.

Cadence has had a busy 12 months with customers and agents alike. During Cadence’s July earnings call, CEO Anirudh Devgan said ChipStack, its design and verification agent, “has more than 20 customer engagements,” and ViraStack, its custom and analog agent, “more than 25 customer engagements.” Socionext said just last week that it was applying InnoStack. Silicon Labs has also credited ChipStack with accelerating debugging, and both companies say they are watching Maestro next.

Cadence's agentic consolidation began with its acquisition of ChipStack back in November 2025. In June 2026, the company claimed that its agent had reached Level 5 autonomy, which we explored in detail. In September, Knoth teased Maestro’s ingredients to Tom's Hardware Premium a month early, two days before the GPT-Synopsys announcement: “reinforcement learning loops, domain-specific post-training of open-weight models, model routing.” Maestro is now sitting under all four super agents, targeting a similar year-end window to Synopsys’ Autopilot; the table below has the full timeline.

This rapid pace of progress means that a clear distinction has to be made between early access and general availability. Both Cadence and Synopsys can point to customer engagements, and, at least in the latter’s case for the AgentEngineer portfolio and Autopilot platform, general availability remains a goal by year’s end; Cadence hasn’t given a general availability date for Maestro. For GPT-Synopsys, though, only “early technology engagements are underway,” according to its partners. The platforms and agents remain works in progress.

For Maestro, Cunningham hopes for “more case studies, more quantifiable benefits” through Q4. The real story, as he aptly put it, is that “we’re going to bring agents and agentic AI natively into our vertical, not that our vertical is going to get embedded into general-purpose agents.” Only customer results on real workflows will test Cadence’s 30% number, but going by what both companies have shown so far, their own early figures are extremely promising and exciting for the EDA industry.

Modders have discovered a way to remove imposed half-speed AI performance limits on Nvidia RTX 20, 30, and 40-series GPUs with a firmware exploit, VideoCardz reports. Without the limitation, the RTX 4090 can achieve double its peak tensor rate, and matrix math can improve by up to 80% for the RTX 3090 Ti, with gains on other cards varying. Real workloads gain significantly less than the RTX 4090’s doubled peak would imply, and chatbot token speeds remain about the same, as that performance is dependent on memory bandwidth.

For all impacted GeForce generations, Nvidia imposed a limit that, per its own published specs, runs FP32-accumulate math at half each card’s FP16-accumulate rate. That does not apply to its Turing and Ampere pro cards. The unlock returns native matrix-math throughput to owners of the cards, which can speed up prompt processing and image generation.

Three separate projects offer generation unlocks, each with its own unofficial Linux module, while experimental Windows builds pursue a different approach. Card coverage varies by generation, with gpu-unlock handling Ampere and listing the GA102/GA103/GA104/GA106 series IDs. An Ada fork, gpu-unlock-ada, covers the RTX 4090 and, experimentally, the 4090 D, 4070 Ti Super, and the 4060 Ti 16GB. The turing-unlock project, adapted from gpu-unlock, works with the RTX 2080 Ti. See Table 1 for a breakdown.

How much faster the cards get

The peak doubling is for tensor rates, with the Ada fork developer’s RTX 4090 moving from 165.6 to 331.6 TFLOPS on FP16 and 165.5 to 330.6 TFLOPS on BF16. The gpu-unlock-ada README states that, in one independent owner’s matrix-multiply benchmark, cuBLAS GEMM medians only saw improvements of 12–34% and up to 20%, respectively. A separate data point, for an RTX 4070 Ti on Windows, saw larger matrix-multiply gains of +80.1% and +76.4%, the difference possibly caused by power limits.

In the matrix-multiply benchmark, a tested RTX 3090 Ti scored +35% for FP16, +80% for BF16, and +94% for TF32, based on a user’s test with a modified Nvidia driver. The gpu-unlock README lists BF16 matrix-multiply gains from user reports of +25–67% for the RTX 3090, +70–73% for the 3080 10GB, +56–59% for a memory-modded 20GB version, +73–81% for the 3070, and around +80% for the 3060 12GB, though it notes they are not directly comparable. The power limit “matters a lot”: the lowest figure, +25%, came from cards capped at 225 W. For Ampere, LLM prefill improved 14–36%, with diffusion and FlashAttention speeding up, but LLM decode and INT8 stayed “about the same.”

An RTX 2080 Ti with a 22GB memory mod, a Dell OEM card limited to 250 W, saw FP16 matrix-multiply improvements of +36% to +64% depending on size; BF16 is unaffected, since Turing has no BF16 hardware. A user’s variant of the card at 260 W saw a +59% improvement. A separate project, KohakUnlock, on a Leadtek 2080 Ti 22GB saw an 85% improvement on an instruction rate test, with a best matrix-multiply median of +53% against a second, locked card of the same model.

There is “not a claim of a 2× application/game speedup,” says KohakUnlock’s README. See Table 2 for a rundown of the numbers for all three generations. The turing-unlock README notes that the mod “may damage your hardware,” while KohakUnlock adds that it “can hang a GPU or host, prevent boot, corrupt data, or damage hardware,” so caution is advised.

How the exploit works

The explainer for gpu-unlock states that the rate limits are in two “speed selector” registers that the host driver can’t write, but Nvidia’s signed SEC2 “Booter” firmware has a stack buffer overflow which can be exploited to run code in “heavy secure” mode. This was discovered after Nvidia published a debug Booter encrypted with a known public test key. A single 4-byte write with the V67 payload opens the privilege mask so the host can set the full rate, and the module then resets the card before Nvidia’s driver binds it.

The underlying bug is described in Jon Pry’s “A Canary in the Crypto Mine: Defeating Stack Protection in a GPU Secure Coprocessor,” published on Zenodo in June. The stack overflow was found on the CMP 170HX in the Heavy Secure Falcon, and the V67 constants come from WildFlash1st/cmp90hx-unlock. The pre-driver timing gpu-unlock uses appear to come from WildFlash1st’s separate Windows EFI bootloader, cmp90hx-unlock-for-windows, while the best-known use of the exploit is the CMP Unlocker for the CMP 170HX. Zagitta, the maintainer of gpu-unlock, said on Hacker News that the project is their work but “the exploits … aren’t my ideas by any means” and that the unlock “just flips the 2 bits” needed.

Zagitta said that RTX 40 support is in progress and that forks are already unlocking those cards. Zagitta added that Hopper and Blackwell cards are “out of scope for this approach” at least.

The Ada fork says other boards “remain unverified” and that shared firmware “does not establish support for untested cards.” The turing-unlock project, likewise, has a list of untested Turing IDs. Gaps remain for GA103 and most Ada and Turing cards. None of the projects contains a roadmap, but data is being gathered, as gpu-unlock is asking GPU owners for compatibility reports.

OpenAI’s AI agents built hidden channels to talk across walls put up between them in red-team tests, communicating by manipulating the CPU cache with no network link or shared file, according to a company blog post. The containment was intended to stop that kind of secret-swapping, but the agents found multiple ways around it when asked. Security researchers already showed that a covert cache channel can move data between cloud virtual machines (VMs); a hijacked agent on a shared cloud server could, in theory, exchange data on the same physical machine, and do so undetected by network monitoring.

The agents in question were set up in separate microVMs, on shared hosts, with OpenAI’s sandboxing software, and were asked to swap synthetic secrets without a network connection or shared writable files. One agent evicted select data from the CPU’s cache while another timed the reloading, enabling the two to communicate with fast and slow reads using a protocol they agreed on first. The same cache-timing technique was used to extract data in the Spectre and Meltdown attacks; but unlike in those cases, the covert channel here needs two willing parties.

One X user, tech commentator Ryan Orhan, wrote that the isolation “wasn’t necessarily broken at the software level,” calling it “a pretty remarkable demonstration of why secure agent containment is such a difficult problem.”

The company’s concern is that models might “find unauthorized ways to communicate with agents in other sandboxes,” with communication outside permitted channels constituting a failure of containment. A 2017 paper at the NDSS security conference demonstrated a covert cache channel between two Amazon EC2 VMs, fast enough to carry an SSH connection, but now agents can build one themselves when asked, including the encoding process. In principle, such a channel could be weaponized, with the sender being code an attacker controls or directs, for example, a prompt-injected agent in a cloud sandbox. The receiver could be a process on the same physical machine, and the data would then leave without any network traffic for monitoring to catch.

The agents turned up three other channels, too: shared storage, where one agent alternated bursts of writes with idle time while the other timed the difference; competition for CPU time in a shared execution container; and a TLS certificate cache in OpenAI’s offline web setup. In most of these tests, OpenAI pointed the agents at the channel or gave them a protocol, and most of the channels are slow and hard for models to exploit.

The red-team testing involved teams of frontier-model agents that worked in parallel and cooperatively toward three objectives: to reach the live internet, to cross an internal security boundary, and to talk across isolation boundaries. Extra tests assumed the inner protections had already failed, with an agent out of its sandbox, past the monitors and in full control of its host machine, to see whether it could still reach the live internet.

The agents came from some of the company’s most capable models, including the “upcoming GPT-6 Astra Cyber model and an internal frontier model,” and were given infrastructure source code, configuration details, and documentation describing potential vulnerabilities, so the defenses were tested under conditions favorable to an attacker. The tests ran on isolated, purpose-built copies of the company’s research infrastructure and used “hundreds of billions of tokens” in total.

The post comes after several cybersecurity incidents involving OpenAI’s agents, including the July Hugging Face breach and a Sept. 20 DNS episode that led to an 11-day pause in training. With training resumed Oct. 1, the company continues to disclose vulnerabilities across “several microVM projects” and has made red-teaming with its most capable models part of the safety cases that decide whether training and evaluation go ahead. The company believes future models will be able to find vulnerabilities not yet known about.

China-state-aligned actor Storm-0940 used ARTEX, an open-source agentic AI penetration testing framework, in its large-scale ConnectWise supply chain attack, Microsoft wrote in its Security blog. After unauthorized access to the multi-tenant application, the group attempted sign-ins at more than 2,250 Microsoft 365 tenants, with stolen ConnectWise app credentials that authenticated as the apps with no interactive user sign-in. Some of the group’s attacks reached privileged access less than three hours after initial targeting.

Automated password guessing, or password spraying, also targeted 327 accounts across eight organizations with more than 151,000 failed logons and no successes. The use of ARTEX, “a system of LLM-driven agents that run an autonomous penetration test,” sped up scanning and reconnaissance, password spraying, and OAuth application abuse. The agents can work around the clock “with little needed human interaction,” at a pace that “leaves defenders with little time to detect and respond.” It’s uncertain how the ConnectWise credentials were stolen or how many tenants were actually compromised.

Storm-0940, active since 2021, is a “China-state aligned actor” with “no known industry aliases,” and its name follows the convention for a developing actor. Industries targeted this time include aerospace and defense, semiconductor, government, and think tanks, with 14 listed in total. The activity “did not result from a compromise of or a vulnerability” in Microsoft’s systems, products, or services.

At its peak on Oct. 11, the password spray engaged in 2,900 attempts, all failures, per minute, at more than 111,000 for that day, with 48 accounts logging more than 1,000 failures each. Almost 98% of this activity was locked out. However, with control of the identities of multiple ConnectWise cloud apps, the attacking AI agents signed in to customer tenants from the same IP range using those apps’ credentials, with more than 200 sign-ins in under four minutes using four application credentials. Operations taken within some tenants include Graph and directory operations, reconnaissance, app credential changes, plus changes to identities, groups, and privileged roles.

In one tenant on Oct. 15, Huntress, a security firm, saw an app add itself to the top administrator role, the behavior behind the Microsoft Defender alert “Application self-assigned Global Administrator role.” Actions included planting new secrets set to expire in 2028. It confirmed unauthorized sign-ins for 162 tenants by Oct. 16 and, a day later, almost 1,000 Entra tenants with sign-in activity from the attacking IP, with more than 300 succeeding. The attack’s sweep through tenants in sorted order, a few seconds apart, indicated “a script working from a target list.”

What differs from many traditional attacks is the use of the open-source pentest framework that, Microsoft says, can use any AI model. Threat actors in multiple regions are using the technology, and public reporting this month tied it to breaches at South Korean financial institutions. CrowdStrike said the suspect in those separate attacks was likely based in China and allegedly used ARTEX with Anthropic’s Claude Code. ARTEX’s developer, who goes by the handle “Autumn-27,” said on GitHub that the ARTEX project “will no longer be updated” and would become closed source, Reuters reported.

ConnectWise noted the unauthorized access and suspended Cloud Backup (formerly SkyKick) as well as SaaS Security and Cloud Management as a precaution. It has started a phased restoration with recovery expected to take several days and has no indicators to date that partner backup data was compromised. Microsoft notes that an affected app, or even a successful sign-in, doesn’t necessarily mean data was accessed or taken, and advises customers to keep affected app connections disabled until formal restoration instructions are issued, and to review activity from this month where logs allow.

Electronic Arts (EA) is closing BioWare and its Edmonton studio, according to a recent letter to employees, which confirms that early development on the next Mass Effect game has also been canceled. The studio was behind Mass Effect and other popular franchises such as Dragon Age, Star Wars: Knights of the Old Republic, Neverwinter Nights, and Baldur’s Gate during its 31-year history. EA is focusing on Battlefield, Iron Man, and a Fight Night revival instead.

BioWare, a “legendary studio,” in EA’s words, had a small team working on early development of the next Mass Effect game, but the company “made the decision not to move forward with this development.” BioWare was acquired by EA in 2008, and EA itself went private in August. The next game in the series was first announced in November 2020 and teased that December with an official trailer on EA’s Mass Effect YouTube channel. In 2021, the Mass Effect Legendary Edition remaster of the original trilogy was released. Since then, the studio has been relatively quiet except for Dragon Age: The Veilguard in 2024.

EA spared only a few lines for BioWare, instead focusing on three priorities: Deepen Our Core, Expand Our Reach, and Transform Our Business. Battlefield 6 is touted as “a great success” as the company is focusing on Apex Legends modes, Marvel’s Iron Man, and the next Star Wars Jedi game. “Project Gridiron” falls under the EA Sports heading as a social-first, open-world experience from EA’s American football team, with a Fight Night revival currently in pre-production. The company hasn’t forgotten about The Sims, either, and intends to “prioritize [its] efforts on ‘Project Evergreen.’”

Those impacted will be supported “in exploring other opportunities within EA.” EA did not give a job count, and neither the Mass Effect nor the Dragon Age series was declared dead. BioWare’s released games were also not mentioned.

Veilguard, as EA described it early last year, engaged only about “1.5 million players during the quarter,” which was “down nearly 50% from the company’s expectations.” That reception may have played a partial role in the decision, though EA did not say so. Around the same time, BioWare general manager Gary McKay said that only “a core team” was working on the next Mass Effect game and didn’t “require support from the full studio,” as colleagues were matched “with other teams at EA.”

The move is not entirely unexpected, with job cuts being common in the industry, for example, with Microsoft announcing 3,200 Xbox job cuts in July, citing low margins.

EA did not reveal any dates for major titles, but it plans to discuss its direction and the work ahead with staff at its Global Town Hall in November. For now, it looks like EA is doubling down on its core franchises and dropping the studio to refocus on what’s been working.

Google’s tensor processing units (TPUs) — its custom AI chips — now serve AI in production at Meta (creator of the widely used PyTorch AI framework) through a new PyTorch-native version of the SGLang inference engine, announced on Google’s developer blog. A matching version of vLLM, another widely used inference engine, was also announced as open source.

Previously, both engines used Google’s own JAX AI framework to run on TPUs. The new versions allow the hardware to be a native option for PyTorch, mostly without rewriting.

“SGLang-TorchTPU is running in production at Meta today” after “a close three-way collaboration between Meta, Google, and the SGLang team,” said Meta’s PyTorch-TPU lead Zongwei Zhou. That team works at RadixArk, a startup founded by SGLang’s creators, which built the engine with Google and Meta. The engine, he said, gives Meta “a remarkably mature, PyTorch-native serving stack.”

Jana van Greunen, director of PyTorch engineering at Meta, added in Google’s TorchTPU post that Meta “cannot be constrained by a single hardware architecture” and that TorchTPU “enables us to deploy our PyTorch workloads to Google TPUs.” Google said it co-developed TorchTPU with Meta’s PyTorch team.

This is not Meta’s first attempt at using TPUs. Google calls PyTorch/XLA, the older bridge from PyTorch to TPUs, a "predecessor" to the new TorchTPU, and SemiAnalysis reported last year that Meta research teams used TPUs through this bridge from 2020 to 2023 before Meta canceled those contracts. Google’s PyTorch-on-TPU push was aimed mainly at Meta, which did not want to migrate to JAX.

Although it is unclear where Meta’s production TPUs sit, talks last year reportedly included Google Cloud TPU rentals in 2026 with purchases in 2027, and Meta later reportedly signed a multi-year rental agreement.

The announcement came one day after Amazon said it was open-sourcing TorchNeuron, its own native PyTorch backend for its Trainium2 and Trainium3 chips, at the same PyTorch Conference. Both moves appear to be aimed at loosening Nvidia’s software lock-in.

On performance, a tuned vLLM setup serving Moonshot AI’s open-weight, 2.8-trillion-parameter Kimi K3 model reportedly tops 700 tokens per second for a single user on the seventh-generation Ironwood TPU. That speed figure comes from Inferact, the startup founded by vLLM’s creators that helped Google build vLLM-TorchTPU. Its test ran 16 Ironwood chips with speculative decoding, a method of speeding up large language model inference with a small draft model, against vLLM’s published setup on 16 Nvidia GB200s, which reached 452 tokens per second. Its kernels for Kimi K3 and Qwen 3.8 27B deliver roughly 1.4 to 2 times the GB200 baseline’s throughput at small batch sizes without speculative decoding.

SGLang-TorchTPU will keep adding models, starting with DeepSeek V4.1 Flash and Reflection Beam. It's also working toward Day 0 TPU support for new open models, meaning support on release day, by the first quarter of 2027, according to RadixArk. Google, Meta and RadixArk plan to share more at SGLang Summit 2026, Nov. 12–13 in San Francisco.