Intel and AMD sign long-term server CPU deals with Chinese customers as prices jump over 40%, report claims — agreements purportedly guarantee purchase volumes

Some customers have discussed commitments running two years or longer, one of the people told Reuters , with the deals covering unit volumes only, which leaves Chinese cloud providers and internet companies fully exposed…

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…