๐พ AI memory demand is double what SK Hynix can actually ship
South Korea's SK Hynix, the primary supplier of high-bandwidth memory for AI chips, just posted its first-ever quarter above 100 trillion won in revenue (~$78B) โ up 328% year-on-year, with an 80% operating margin.
The real story: DRAM and HBM volumes through 2029 are sold out, demand is expected to exceed supply through 2030, and customers are asking for double what the company can deliver. Fourteen major cloud and tech customers have already locked in long-term contracts on 2027โ2028 capacity.
Asked whether AI might be a bubble, the CEO pointed to 30โ80% cloud revenue growth and order backlogs that have doubled.
Maybe there's a bubble. The memory to feed it runs out first.
Decrypt
South Korea's SK Hynix, the primary supplier of high-bandwidth memory for AI chips, just posted its first-ever quarter above 100 trillion won in revenue (~$78B) โ up 328% year-on-year, with an 80% operating margin.
The real story: DRAM and HBM volumes through 2029 are sold out, demand is expected to exceed supply through 2030, and customers are asking for double what the company can deliver. Fourteen major cloud and tech customers have already locked in long-term contracts on 2027โ2028 capacity.
Asked whether AI might be a bubble, the CEO pointed to 30โ80% cloud revenue growth and order backlogs that have doubled.
Maybe there's a bubble. The memory to feed it runs out first.
Decrypt
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๐ Daily Recap ยท Oct 29
๐ Ford's $28K Fathom buries the power grid inside
๐ธ Jio Platforms soared 21% on India's biggest IPO debut
๐ Walter Koenig, Trek's Chekov, has left the bridge
๐ฌ Noah Wyle named Sexiest Man Alive at 54
๐พ SK Hynix can't keep up with AI memory demand
Somebody in your orbit definitely had a no-phone day โ pass this along
CHEATKOTT - Your Daily News
๐ Ford's $28K Fathom buries the power grid inside
๐ธ Jio Platforms soared 21% on India's biggest IPO debut
๐ Walter Koenig, Trek's Chekov, has left the bridge
๐ฌ Noah Wyle named Sexiest Man Alive at 54
๐พ SK Hynix can't keep up with AI memory demand
Somebody in your orbit definitely had a no-phone day โ pass this along
CHEATKOTT - Your Daily News
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๐ฎ Wendy's made a pixel RPG. It actually looks good.
Wendy's โ the burger chain โ is dropping a turn-based RPG on Steam: WendyQuest: Legend of the Four Corner Stones. The trailer is out, and the internet is split between "wait, is this good?" and "this is genuinely good."
Wendy and three companions (Sir Chicken included) battle mech-monsters to save a culinary kingdom. Enemies are animated menu items โ
Developer is 81monkeys, an indie studio from BC. The Steam page proudly notes it's "100% human made" โ which in 2025 is its own kind of flex, per IGN.
Marketing you'd actually want to finish. Rare species.
Wendy's โ the burger chain โ is dropping a turn-based RPG on Steam: WendyQuest: Legend of the Four Corner Stones. The trailer is out, and the internet is split between "wait, is this good?" and "this is genuinely good."
Wendy and three companions (Sir Chicken included) battle mech-monsters to save a culinary kingdom. Enemies are animated menu items โ
Frydusa is a fry container gone full snake-pit. HP restores via Dave's Single. The dialogue leans in: "Where's the beef?"Developer is 81monkeys, an indie studio from BC. The Steam page proudly notes it's "100% human made" โ which in 2025 is its own kind of flex, per IGN.
Marketing you'd actually want to finish. Rare species.
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๐ธ The Quiet Price of Silence
xAI has been building massive data centers in Southaven, Mississippi โ and is already facing lawsuits from residents over near-constant noise from its gas-fired turbines. The company's solution: buy the neighbors out.
Subsidiary MZX is reportedly offering to purchase 418 homes near the site. The catch: sellers must sign away all legal claims. Eighteen owners have already agreed; renters got 60 days to leave after their landlords said yes.
MZX's letter is admirably candid โ the company "denies all allegations" but happens to need the property for business purposes. Legally tidy. Morally, well.
Via The Guardian.
The Verge
xAI has been building massive data centers in Southaven, Mississippi โ and is already facing lawsuits from residents over near-constant noise from its gas-fired turbines. The company's solution: buy the neighbors out.
Subsidiary MZX is reportedly offering to purchase 418 homes near the site. The catch: sellers must sign away all legal claims. Eighteen owners have already agreed; renters got 60 days to leave after their landlords said yes.
MZX's letter is admirably candid โ the company "denies all allegations" but happens to need the property for business purposes. Legally tidy. Morally, well.
Via The Guardian.
The Verge
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๐ฌ Mr. Darcy has a new address: Netflix
Jane Austen doesn't go out of style โ she just gets a new streaming deal. Netflix has dropped the first trailer for its six-part Pride and Prejudice, arriving December 3, 2026.
Emma Corrin plays Elizabeth Bennet; Jack Lowden โ fresh off *Slow Horses* and a serious run at James Bond โ steps in as the famously proud Mr. Darcy. Dolly Alderton wrote the scripts, Euros Lyn directs, and the team is billing it as a faithful retelling: adversaries to lovers, 19th-century English society, the whole beloved machinery.
The trailer reads warm and sun-soaked. Classic is classic โ sometimes you don't reinvent the wheel, you just polish it.
Collider
https://www.youtube.com/watch?v=KuRYRhP6kag
Jane Austen doesn't go out of style โ she just gets a new streaming deal. Netflix has dropped the first trailer for its six-part Pride and Prejudice, arriving December 3, 2026.
Emma Corrin plays Elizabeth Bennet; Jack Lowden โ fresh off *Slow Horses* and a serious run at James Bond โ steps in as the famously proud Mr. Darcy. Dolly Alderton wrote the scripts, Euros Lyn directs, and the team is billing it as a faithful retelling: adversaries to lovers, 19th-century English society, the whole beloved machinery.
The trailer reads warm and sun-soaked. Classic is classic โ sometimes you don't reinvent the wheel, you just polish it.
Collider
https://www.youtube.com/watch?v=KuRYRhP6kag
YouTube
Pride and Prejudice | Official Trailer | Netflix
"It is a truth universally acknowledged..."
From the pages of Jane Austen's beloved novel comes a six-part adaptation on love, longing and first impressions written for the screen by Dolly Alderton
Pride and Prejudice starring Emma Corrin as Elizabethโฆ
From the pages of Jane Austen's beloved novel comes a six-part adaptation on love, longing and first impressions written for the screen by Dolly Alderton
Pride and Prejudice starring Emma Corrin as Elizabethโฆ
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๐ป Apple finally caved
A decade of resistance, one buried Touch Bar experiment, and today โ a full touchscreen MacBook Pro. No caveats.
๐ธ PROLED XDR, 14" and 16", 2,000 nits, 10,000,000:1 contrast
๐ธ M5 Pro / M5 Max, up to 128GB RAM, up to 16TB storage
๐ธ Dynamic Island cutout, stabilising hinge for tap-without-wobble
Starts at
Second big launch in two months for new CEO John Turnus. The man did not come to coast.
TechCrunch
A decade of resistance, one buried Touch Bar experiment, and today โ a full touchscreen MacBook Pro. No caveats.
๐ธ PROLED XDR, 14" and 16", 2,000 nits, 10,000,000:1 contrast
๐ธ M5 Pro / M5 Max, up to 128GB RAM, up to 16TB storage
๐ธ Dynamic Island cutout, stabilising hinge for tap-without-wobble
Starts at
$2,899 (14") and $3,399 (16"). Yesterday's M6 MacBook Pro from $1,999 makes the touchscreen clearly a premium tier, not the new normal.Second big launch in two months for new CEO John Turnus. The man did not come to coast.
TechCrunch
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๐ฎ Sony just remembered what cool looked like
In the late '90s, translucent plastic was everywhere โ Game Boy, iMac, PlayStation controllers. Then it quietly disappeared. Sony has decided it's time.
The Prism Collection brings three see-through DualSense controllers to PS5 โ orange, green, and gray โ with a high-gloss clear finish that lets you peek at the hardware inside. Matching console cover plates come in the same colors, though those won't reveal any PS5 internals, just vibes.
Preorders open November 10, shipping in February. Controllers run
Worth noting, per The Verge: Sony has been making translucent gamepads since the PS1 era. Every PlayStation generation has gotten one eventually. They're just calling it nostalgia now โ and honestly, fair enough.
Engadget
In the late '90s, translucent plastic was everywhere โ Game Boy, iMac, PlayStation controllers. Then it quietly disappeared. Sony has decided it's time.
The Prism Collection brings three see-through DualSense controllers to PS5 โ orange, green, and gray โ with a high-gloss clear finish that lets you peek at the hardware inside. Matching console cover plates come in the same colors, though those won't reveal any PS5 internals, just vibes.
Preorders open November 10, shipping in February. Controllers run
$85, cover plates $75.Worth noting, per The Verge: Sony has been making translucent gamepads since the PS1 era. Every PlayStation generation has gotten one eventually. They're just calling it nostalgia now โ and honestly, fair enough.
Engadget
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๐ Daily Recap ยท Oct 30
๐ Wendy's made an RPG and it slaps
๐ธ xAI is buying noisy neighbors out of existence
๐ฌ Netflix's Pride and Prejudice gets a December premiere date
๐ป Apple finally shipped a touchscreen MacBook Pro, no asterisks
๐ฎ Sony brought back see-through plastic and it rules
That person who was offline all day deserves to catch up โ pass this along
CHEATKOTT - Your Daily News
๐ Wendy's made an RPG and it slaps
๐ธ xAI is buying noisy neighbors out of existence
๐ฌ Netflix's Pride and Prejudice gets a December premiere date
๐ป Apple finally shipped a touchscreen MacBook Pro, no asterisks
๐ฎ Sony brought back see-through plastic and it rules
That person who was offline all day deserves to catch up โ pass this along
CHEATKOTT - Your Daily News
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๐ฌ The window, not the door
"Sunrise on the Reaping" opens November 20, and Jennifer Lawrence just confirmed the original trio is back โ Katniss, Peeta, and Haymitch.
Speaking on *Call Her Daddy*, she described an emotional reunion with the same crew after 11 years. Josh Hutcherson never left her side. Woody Harrelson skipped the door and climbed through her hotel window. "It wouldn't be the same if he listened to boundaries," she said.
The prequel follows a young Haymitch at the 50th Hunger Games, but Suzanne Collins' novel ends with a flash-forward featuring all three โ and the film appears to follow suit.
Variety
"Sunrise on the Reaping" opens November 20, and Jennifer Lawrence just confirmed the original trio is back โ Katniss, Peeta, and Haymitch.
Speaking on *Call Her Daddy*, she described an emotional reunion with the same crew after 11 years. Josh Hutcherson never left her side. Woody Harrelson skipped the door and climbed through her hotel window. "It wouldn't be the same if he listened to boundaries," she said.
The prequel follows a young Haymitch at the 50th Hunger Games, but Suzanne Collins' novel ends with a flash-forward featuring all three โ and the film appears to follow suit.
Variety
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๐ฎ The poster someone almost trashed just sold for $329,400
In 1981, Nintendo of America employee Donna Darbous rescued a Donkey Kong arcade flyer from a pile of materials marked for disposal. It just became the most expensive video game artwork ever sold at auction โ beating the previous record, the original Prince of Persia cover art (
The flyer shows Donkey Kong mid-barrel-hurl and a tiny Jumpman โ future Mario โ climbing to the rescue. Standard marketing material. Nearly landfill.
At the same Landry Pop Auctions sale, original Mario and Luigi artwork fetched
Check your attic.
IGN
In 1981, Nintendo of America employee Donna Darbous rescued a Donkey Kong arcade flyer from a pile of materials marked for disposal. It just became the most expensive video game artwork ever sold at auction โ beating the previous record, the original Prince of Persia cover art (
$63,000 in 2023), by over a quarter million dollars.The flyer shows Donkey Kong mid-barrel-hurl and a tiny Jumpman โ future Mario โ climbing to the rescue. Standard marketing material. Nearly landfill.
At the same Landry Pop Auctions sale, original Mario and Luigi artwork fetched
$17,080 against a $6,000 estimate, and a Nintendo employee orientation VHS tape starring Mario went for $3,660.Check your attic.
IGN
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Sir Patrick Stewart has died in Los Angeles at 86 from Alzheimer's disease and Lewy body dementia.
He grew up poor in Yorkshire, spent years in supporting roles, and in 1987 took the lead in Star Trek: The Next Generation expecting it to be cancelled within the year. Seven seasons and four films later, Jean-Luc Picard had become one of the most iconic characters in science fiction history.
Collider extends its sympathies to his family and everyone who grew up with Captain Picard.
He grew up poor in Yorkshire, spent years in supporting roles, and in 1987 took the lead in Star Trek: The Next Generation expecting it to be cancelled within the year. Seven seasons and four films later, Jean-Luc Picard had become one of the most iconic characters in science fiction history.
Collider extends its sympathies to his family and everyone who grew up with Captain Picard.
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๐ Patrick Stewart, 1940โ2025
Patrick Stewart died Wednesday at his Los Angeles home, aged 86, after a brief battle with Alzheimer's and Lewy Body Dementia. Two roles defined him for most of the world: Captain Picard across seven seasons of *Star Trek: TNG* and Professor Xavier through two decades of *X-Men*. Behind them sat twenty years at the Royal Shakespeare Company, an Olivier Award for *Hamlet*, and โ somehow โ a chilling neo-Nazi in *Green Room*. The range was almost unreasonable.
His final appearance as Xavier comes in *Avengers: Doomsday* this December. A film he won't see in a theatre.
Variety
Patrick Stewart died Wednesday at his Los Angeles home, aged 86, after a brief battle with Alzheimer's and Lewy Body Dementia. Two roles defined him for most of the world: Captain Picard across seven seasons of *Star Trek: TNG* and Professor Xavier through two decades of *X-Men*. Behind them sat twenty years at the Royal Shakespeare Company, an Olivier Award for *Hamlet*, and โ somehow โ a chilling neo-Nazi in *Green Room*. The range was almost unreasonable.
His final appearance as Xavier comes in *Avengers: Doomsday* this December. A film he won't see in a theatre.
Variety
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