George WrightBBC News
Thus far, Michael has embraced President Donald Trump’s edicts, including the demand that the Department of Defense (renamed the Department of War) become an “AI‑first” organization, publicly arguing that whoever moves fastest on AI will dominate future conflicts. “Speed defines victory in the AI era, and the War Department will match the velocity of America’s AI industry,” he said in remarks outlining a new tech strategy that centers AI alongside hypersonic and directed‑energy weapons. “We’re pulling in the best talent, the most cutting‑edge technology, and embedding the top frontier AI models into the workforce—all at a rapid wartime pace.” A Department of War spokesperson underscored to Fortune that Michael is “leading the mandate to secure U.S. military technological dominance. Emil’s team is moving at unprecedented speed to deliver new advanced capabilities to the war fighter, as reflected in his engagement with hundreds of industry partners during his first nine months as undersecretary.”
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"We did share last quarter that memory and storage costs made up roughly 15 percent to 18 percent of our PC bill of materials, and we now currently estimate this to be roughly 35 percent for the year," said CFO Karen Parkhill on the company's latest earnings call. She also confirmed that part of the company's response will be price increases. Samsung similarly warned of potential price increases due to AI-induced memory shortages.
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