Technology

Despite mounting scrutiny over Palantir’s alleged links to human rights abuses and Israeli war crimes, several major media organisations have still partnered with the company – including German publishing giant Axel Springer, the new owner of the British newspaper The Telegraph.

Axel Springer – which also owns Politico, Business Insider, Bild, and Welt – uses Palantir’s Foundry software across its media operations.

Palantir has said that Axel Springer used Foundry to integrate data from its various publications and revenue streams, helping to build what the company described as "a more agile, data-driven publishing organisation" capable of responding more effectively to shifts in consumer behaviour and audience interests.

While the excess sales can partially be explained by converting CPU and bitcoin servers, and upgrading functional or burnt out older GPUs, there is finite replaceable powered capacity, in addition to small growth rate of datacenters under active construction that can hope for 2026 opening. "Grey market" diversion to China can be a hidden source of sales.

This is a refined estimate based on taking out networking/software from each of NVidia's sales channels.

Hyperscalers rarely buy commercial software licenses from NVIDIA (they build their own stacks), while Enterprise buyers are heavily dependent on software subscriptions like NVIDIA AI Enterprise ($4,500/GPU/year). Similarly, networking intensity follows a drastic gradient: a massive LLM training cluster requires a massive networking tax, whereas an Enterprise inference node does not. 

To resolve this, we must break down NVIDIA's $75.2 billion total data center revenue by applying asymmetric networking and software multipliers to each specific customer segment. 

Phase 1: Re-Allocating Networking and Software by Segment 

NVIDIA's software layer consists of subscription revenue (which scales with the historical installed base, not just new capacity) and architecture licensing. Its networking segment consists of InfiniBand and Spectrum-X Ethernet switches, adapters, and cables. 

Let's dissect how these costs actually apply to each of the three purchasing categories: 

1. Hyperscalers ($38.0B Total Segment) 

• Software Allocation (0.5%): Negligible. Hyperscalers rely on their own internal orchestrators and proprietary AI software layers. They only pay minimal foundational firmware fees.
• Networking Allocation (22%): Exceptionally high. Building multi-thousand GPU clusters for LLM training requires massive networking fabrics. Even with the integrated copper backplane of the GB200 NVL72, hyperscalers must purchase massive external Quantum-X800 InfiniBand or Spectrum-X800 switches to link multiple racks together into a single cluster.
• Net Compute Revenue: $29.45 Billion 

2. AI Clouds & Sovereigns (~$21.2B of ACIE) 

• Software Allocation (3%): Moderate. Specialized AI clouds lease a small portion of NVIDIA’s software stack to provide turnkey developer environments, but their core business is raw infrastructure provision. Sovereign clouds often pay a premium for localized security software layers.
• Networking Allocation (15%): High. They host large-scale foundational model clusters, requiring strong interconnect fabrics, though slightly less dense than the multi-tier topologies deployed by core hyperscalers.
• Net Compute Revenue: $17.38 Billion 

3. Enterprise & Industrial (~$16.0B of ACIE) 

• Software Allocation (20%): Very high. This is where NVIDIA's recurring subscription revenue lives. Enterprise clients cannot build their own software stacks; they pay heavily for NVIDIA AI Enterprise, NIM microservices, and Omniverse licenses. This revenue applies to both new shipments and their legacy installed base.
• Networking Allocation (5%): Very low. Most enterprise applications are small-scale clusters or isolated 8-GPU nodes executing localized inference or fine-tuning, requiring zero massive cluster switching.
• Net Compute Revenue: $12.00 Billion 

Phase 2: Refined Segment-by-Segment Power Calculations 

With the refined, asymmetric compute revenue isolated, we can run the physical power conversion using tailored Average Selling Prices (ASPs), system power demands, and facility Power Usage Effectiveness (PUE) metrics. 

Category A: Hyperscalers ($29.45B Net Compute) 

• Product Mix: 50% Blackwell NVL72 / 50% Hopper H200.

• Blended Compute ASP: ~$42,000 (reflecting a mix of raw chip pricing and heavy rack-integration premiums).

• Total GPUs Shipped:

  

  GPUs=$29,450,000,000$42,000≈701,000 unitsGPUs equals the fraction with numerator $ 29 comma 450 comma 000 comma 000 and denominator $ 42 comma 000 end-fraction is approximately equal to 701 comma 000 units

  GPUs=$29,450,000,000$42,000≈701,000 units

• Blended Power per GPU: 1,300W (Nominal system draw including Grace CPUs and cooling pumps).

• Hyperscaler Grid Footprint (1.15 PUE for ultra-efficient facilities):

  

  Grid Power=(701,000×1,300 W)×1.15≈1.05 GWGrid Power equals open paren 701 comma 000 cross 1 comma 300 W close paren cross 1.15 is approximately equal to 1.05 GW

  Grid Power=(701,000×1,300 W)×1.15≈𝟏.𝟎𝟓 GW

   

Category B: AI Clouds & Sovereigns ($17.38B Net Compute) 

• Product Mix: 80% Hopper (H100/H200) / 20% standalone Blackwell (B200).

• Blended Compute ASP: ~$35,000 (standard market rate for high-end accelerator nodes without bulk hyperscaler discounts).

• Total GPUs Shipped:

  

  GPUs=$17,380,000,000$35,000≈497,000 unitsGPUs equals the fraction with numerator $ 17 comma 380 comma 000 comma 000 and denominator $ 35 comma 000 end-fraction is approximately equal to 497 comma 000 units

  GPUs=$17,380,000,000$35,000≈497,000 units

• Blended Power per GPU: 1,100W (Weighted heavily toward standard Hopper HGX server topologies).

• AI Cloud Grid Footprint (1.25 PUE for mixed commercial multi-tenant sites):

  

  Grid Power=(497,000×1,100 W)×1.25≈0.68 GWGrid Power equals open paren 497 comma 000 cross 1 comma 100 W close paren cross 1.25 is approximately equal to 0.68 GW

  Grid Power=(497,000×1,100 W)×1.25≈𝟎.𝟔𝟖 GW

   

Category C: Enterprise & Industrial ($12.00B Net Compute) 

• Product Mix: 70% low-power inference cards (L40S, H100 NVL) / 30% mainstream H100s.

• Blended Compute ASP: ~$18,000 (strongly depressed by high-volume, lower-cost PCIe form factors).

• Total GPUs Shipped:

  

  GPUs=$12,000,000,000$18,000≈667,000 unitsGPUs equals the fraction with numerator $ 12 comma 000 comma 000 comma 000 and denominator $ 18 comma 000 end-fraction is approximately equal to 667 comma 000 units

  GPUs=$12,000,000,000$18,000≈667,000 units

• Blended Power per GPU: 450W (Reflecting the dramatically lower power draw of enterprise edge and inference cards).

• Enterprise Grid Footprint (1.25 PUE for on-premises or traditional enterprise cages):

  

  Grid Power=(667,000×450 W)×1.25≈0.38 GWGrid Power equals open paren 667 comma 000 cross 450 W close paren cross 1.25 is approximately equal to 0.38 GW

  Grid Power=(667,000×450 W)×1.25≈𝟎.𝟑𝟖 GW

   

Phase 3: Final Comparison: GW Sold vs. GW Deployed 

Now, let's look at how this highly refined model maps against the 1.55 GW of net-new trackable data center capacity that physically came online across the globe during the quarter: 

| Customer Segment | NVIDIA GW Sold (Refined Power Footprint) | Actual New GW Deployed (Capacity Online) | Net Capacity Gap (Deficit) | |

|

|

|

| | Hyperscalers | 1.05 GW | 0.93 GW | +0.12 GW (120 MW Deficit) | | AI Clouds & Sovereigns | 0.68 GW | 0.42 GW | +0.26 GW (260 MW Deficit) | | Enterprise & Industrial | 0.38 GW | 0.20 GW (Est. legacy footprint) | +0.18 GW (180 MW Deficit) | | Total Global Market | 2.11 GW | 1.55 GW | +0.56 GW (560 MW Deficit) |

Key Takeaways from the Refined Model 

1. The Grid Deficit Narrowed: By properly allocating NVIDIA's high software subscription margins out of the Enterprise sector and stripping heavy networking switch infrastructure out of the Hyperscale sector, the true global power footprint shipped by NVIDIA drops to 2.11 GW. The total global grid deficit sits at 560 Megawatts.
2. Where the Logjam Actually Sits: Notice that the Hyperscaler gap is remarkably tight—only 120 MW. This proves that hyperscalers are incredibly efficient at matching their massive utility contracts directly to their hardware delivery schedules.
3. The Hidden Crisis is in Tier-2 AI Clouds & Sovereigns: This segment represents a massive 260 MW deficit. Because these buyers lack the immense, multi-gigawatt land and power pipelines of the tech giants, they are receiving high-performance, high-power silicon far faster than their regional, third-party colocation data centers can actually deploy physical electricity to the racks. 

This model confirms that the "homeless GPU" crisis is primarily concentrated outside of the core hyperscalers, driving smaller AI clouds to aggressively bid up any available third-party power capacity in the market today.

I use Calibre with special plugins to strip DRM from ebooks I've purchased . . . hoping this will still work after the changeover (and yes, I know, Anna's Archive will still be there . . . Hopefully . . . )

'Cause if not, we'll have to start the Butlerian Jihad.

cross-posted from: https://lemmy.world/post/47067241

I used to dislike the removal of the 🎧 jack in many Android 📱. For earphones, I preferred wired to Bluetooth. But many of my wired earphones broke. My Soundpeats trueshift2 lasted a few years before dying. My Soundcore a20i has seemed tough. both Bluetooth

So I've preferred Bluetooth earphones for a few months now. Charging has been a hassle but the toughness has been so 👍.

Both Cupertino and Google are imposing ever stricter limits on their phones – but you have alternatives Liam Proven Fri 01 May 2026 // 15:24 UTC

As both Apple and Google introduce unwelcome changes in their phone OSes, here's a quick reminder that you do have alternatives to the Gruesome Twosome.

The Keep Android Open campaign is gathering attention and support as the big red numbers on its page count down. The good news is that you do already have alternatives, and The Register has been reporting on them. But if you are not the sort of person who reads phone reviews, or writeups of alternative phone OSes, and just wants to buy a new handset and retain control of it and its contents, we thought it might be a good time to remind you of where to go and who to talk to.

At the time of writing, the campaign says it's 123 days until Google's new measures preventing you from side-loading your own software will kick in. The campaign frames it in intentionally alarmist language:

Your phone is about to stop being yours.

123 days until lockdown

Starting September 2026, a silent update, nonconsensually pushed by Google, will block every Android app whose developer hasn't registered with Google, signed their contract, paid up, and handed over government ID.

Every app and every device, worldwide, with no opt-out.

The Register has of course been covering both the looming Google changes as well as the campaign itself.

It's worth noting, too, that the Mountain View massive is also taking steps to make life harder for the organizations creating these de-Googled Android variants – such as the changes to the Android Open Source Platform that reduce how often the source code will be made available. As The Reg noted at the time, Google dropped its old "Don't Be Evil" motto when it turned 20… and commemorated it by firing staff who stuck to the motto. It has changed its position on being evil, but it's not stupid. Fancy a free FOSS fondleslab?

Even so, there are alternatives. The Reg FOSS desk has written about several of them over the last four years, and we have more to come in the near future, as well.

For now, multiple companies will sell you a brand new smartphone with a Google-free OS on it – either a de-Googled version of Android, or a Linux OS that isn't based on Android in the first place.

It's somewhat easier to start with the FOSS Android Open Source Platform, and then systematically remove all the Google integration. That still leaves a feature-complete mobile OS, and it can still install and run many Android apps.

Murena

Murena is one of the big names in this area. It sponsors the development of /e/OS, which you can run on multiple off-the-shelf handsets, but it also offers its own range of phones and tablets so you don't need to mess around trying to "root" an old phone. We looked at the Murena One phone in 2022 and then at /e/OS 3 on a Pixel Tablet last year.

One of the models that Murena sells with /e/OS is from Fairphone. We reported on the Fairphone 6's 10/10 repairability score last July.

Punkt

Swiss designer-kit vendor Punkt offers a variety of sleek black gadgets including an alarm clock. It's been making phones for years, and The Reg inspected its minimalist MP02 phone back in 2018. More recently, this vulture tried out the MC02 ultra-private smartphone in 2024. That's now been replaced with a newer faster model, the MC03, and we are currently in the process of reviewing one of the handsets.

Volla

German fondleslab-flinger Volla offers three smartphones and a tablet. We have yet to get our claws on one, but all of them are available with a choice of OSes: either the company's own de-Google Android, Volla OS, or alternatively, with Ubuntu Touch, the community-led continuation of Canonical's phone OS. We've reported on the OTA-24 update and later the newer Ubuntu 20.04 release.

Jolla

The German Volla is not to be confused with the Finnish Jolla. We took a look at its Sailfish 5 OS and new C2 handset in December last year. The first two batches of the phone have sold out, but the company is currently taking orders for the third batch.

Furilabs

If you want Debian in your pocket, then Furilabs can help. We reported on the launch of their first handset, the FLX1, from Devconf.cz in 2024, and the company provided us with a handset which we reviewed last year.

Since then, the company has launched its second model, the FLX1s. The old one was a bit of a brick, which is to be honest how this vulture likes his phones: it was 18 cm long, 9 cm wide, and 2.8 cm thick, and weighed just over a third of a kilo. (For our readers in Liberia, Myanmar and elsewhere, that's 7 × 3½ × 1.1 inches, and ¾ lb.) The new model is under a third of the thickness, and just over 200g (7 oz.)

Purism

Purism has a range of Free Software-powered phones, tablets, and laptops, but the one that's relevant here is the Librem 5. It's a low-end handset by modern standards, and it's expensive at that, but then freedom does cost.

Pine64 offers a variety of hacker-friendly gadgets which can run open-source firmware. The one that's most relevant here is the original PinePhone. Do beware, though, it's a very low-end, low-spec device. We reported last year that the higher-end PinePhone Pro was being discontinued, but the older model is still available to order. It's on the company's global store although the EU store is currently out of stock.

FuriPhone FLX1

We have reported on both Mobian Linux and postmarketOS, and this device can run both. Honorable mention: FXtec

FXtec also offers an intriguing handset, the Pro1. The Reg reported on its launch in 2020 and it's still listed on the company's web store, albeit out of stock – but you may be able to find one.

The Librem 5 has 3GB of memory and 32GB of storage. Pic: Purism website

But can I run my apps?

Well, probably, yes.

Several of these OSes, including Sailfish, FuriOS, Mobian, and postmarketOS are all pure Linux OSs. They're not derived from Android, but they can all run an Android VM or container, and so allow you to install and use Android apps.

This is not an exhaustive list. They are just ones I know of or have tried. If we missed any significant players out, please do let us know.

When we referred to Apple users finding themselves with unwelcome features, we were primarily thinking of the company's new Liquid Glass user interface. However, on discussion with several iDevice owners, it seems that there are more aggressive features. As the Reg mentioned in passing, the iOS 26.4 update introduces age verification measures to the OS. (That's as well as changing the passcode keypad.) For UK users, Apple's age verification wants to scan a UK passport or driver's licence. We know of a number of adult citizens who own neither of these documents. (The author does not: he has Manx ones. This lack recently cost him his Nationwide building society account.) Without official ID, they are now locked out of controlling their own phones, stuck in child mode with access controls they can't change.