Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of ver

The custom Instinct MI455X for Meta will carry 144GB of HBM4 memory using six 8-Hi packages, whereas the full-blown Instinct MI455X will be equipped with 432 GB of HBM4 memory, according to SemiAnalysis . In addition, th…

Data centers forecast to use 20% of US power by 2035 — analysts estimate usage will rocket to 194 gigawatts, 83% more than forecast seven months ago

BNEF’s December outlook put 2035 demand at 106 GW, and that figure was itself 36% above the projection the firm published in April 2025, which works out to roughly 78 GW. The 2035 number has increased around 2.5 times in…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…