AMD to supply Anthropic with 2 gigawatts of Instinct MI450 GPUs — will invest up to $5 billion in the Claude developer, which is already using MI355X GPUs
 AMD to supply Anthropic with 2 gigawatts of Instinct MI450 GPUs — will invest up to $5 billion in the Claude developer, which is already using MI355X GPUs

The first gigawatt is scheduled to come online in the first half of 2027 in AMD Helios rack-scale systems.

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
 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.

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Apple reportedly working on Mac leasing program in partnership with Klarna to fight RAM price increases — ‘Apple Upgrade’ would let users finance hardware over 36 months, budget models excluded

A new Bloomberg report is claiming that Apple is working on a leasing program called “Apple Upgrade” that will allow customers to finance hardware over the course of 2 or 3 years. At the end of the term, they can keep the device or hand it back, or even upgrade to a newer model if payments are completed early.

AI tech companies have ‘hidden debt’ worth around $1.65 trillion, report claims — amount is 122% of debt reflected on the balance sheets of Alphabet, Amazon, Meta, Microsoft, and Oracle
 AI tech companies have ‘hidden debt’ worth around $1.65 trillion, report claims — amount is 122% of debt reflected on the balance sheets of Alphabet, Amazon, Meta, Microsoft, and Oracle

Five tech giants have $1.65 trillion in data center obligations that are listed off their balance sheets. These liabilities are added as footnotes in their quarterly statements but will become due and payable once these data centers start operating.

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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 versatility
 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 versatility

Meta will reportedly use a custom version of AMD’s Instinct MI400-series accelerators with a memory system cut to 144GB of HBM4, allegedly for select workloads only.

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Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until ‘2040 or 2050’
 Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until ‘2040 or 2050’

Electricity, particularly green power, and memory will be the world’s two scarcest resources over the next decade, Chen said.

OpenAI’s GPT-5.6 Sol and unreleased AI models break out of testing environment in ‘unprecedented cybersecurity incident’ — rogue agents hacked HuggingFace’s production servers with ‘thousands of individual actions across a swarm of short-lived sandboxes’
 OpenAI’s GPT-5.6 Sol and unreleased AI models break out of testing environment in ‘unprecedented cybersecurity incident’ — rogue agents hacked HuggingFace’s production servers with ‘thousands of individual actions across a swarm of short-lived sandboxes’

OpenAI’s GPT-5.6 Sol and its gang escape from their cage and hack into HuggingFace’s production servers — unprecedented incident raises eyebrows and pulses

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China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions
 China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims — restrictions would also cover advanced AI models, training data, and overseas acquisitions

China’s Ministry of Commerce (MofCom) considers to restrict exports of advanced AI models, training data, and overseas acquisitions of strategically important technology companies; prohibit usage of foreign semiconductor manufacturing services.

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Amazon data center in Bahrain struck and destroyed by Iranian cruise missiles, state media claims — attacks launched against AWS site in response to alleged US strikes on an under-construction nuclear plant
 Amazon data center in Bahrain struck and destroyed by Iranian cruise missiles, state media claims — attacks launched against AWS site in response to alleged US strikes on an under-construction nuclear plant

The Amazon site has suffered multiple hits since the start of the U.S. bombing campaign in Iran. The IRGC claims to have ‘destroyed’ AWB Bahrain, but the company has moved operations off the facility since early April.

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Behind the scenes at Nvidia’s Engineering SuperLab — Vera Rubin NVL72 running OpenAI workloads, 800VDC demonstrated, and more
 Behind the scenes at Nvidia’s Engineering SuperLab — Vera Rubin NVL72 running OpenAI workloads, 800VDC demonstrated, and more

Nvidia gave Tom’s Hardware an exclusive look inside its previously undisclosed Engineering SuperLab near Nvidia HQ, where we saw Vera Rubin NVL72 in action.

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