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…

AMD reveals CPU architecture roadmap through 2028, following Zen 6 ‘Venice’ launch — Zen 7 ‘Florence’ to debut in 2028 alongside diversified product family, con

AMD also confirmed that its CDNA Next-based Instinct MI600 family is already deep in development for 2028. At the event, AMD launched its MI455X GPU , as well as teased more about its upcoming MI500X range, which we expe…