AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras’ Wafer-Scale Engine (WSE) solutions

When AMD’s Helios meets giant wafers from Cerebras, it is not like when Odysseus meets with the Laestrygonian Giants, they collaborate to build an ultimate data center solution.

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New semiconductor firm breaks cover, backed by $43 million in early-stage funding — TYLsemi aims to deliver custom silicon to customers without breaking the bank
 New semiconductor firm breaks cover, backed by $43 million in early-stage funding — TYLsemi aims to deliver custom silicon to customers without breaking the bank

TYLsemi is set to offer pre-validated chiplets, along with custom ASIC design services, and build highly custom multi-tile processors at relatively low costs.

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Kill switches for most powerful AI models proposed by Bipartisan bill — DHS could order throttling or full shutdown, with fines up to $20 million per day
 Kill switches for most powerful AI models proposed by Bipartisan bill — DHS could order throttling or full shutdown, with fines up to $20 million per day

The bill amends the Homeland Security Act and covers companies earning at least $500 million in annual revenue from a model trained with compute costing more than $100 million.

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Inside optical and the battle for scale – how the AI industry is racing to integrate photonic interconnects
 Inside optical and the battle for scale – how the AI industry is racing to integrate photonic interconnects

With the limitations of copper looming, the industry is transitioning to photonic interconnects to scale data center capabilities. We spoke to experts such as Lightmatter chief executive Nick Harris about the new scale-out paradigm and the battle for control over emerging standards.

142 AI data center protests staged in 42 states as public opposition increases — organizers brand ‘unaccountable’ buildouts as an ‘unacceptable infringement on our liberty’
 142 AI data center protests staged in 42 states as public opposition increases — organizers brand ‘unaccountable’ buildouts as an ‘unacceptable infringement on our liberty’

Data center projects are facing increasing opposition from surrounding communities, making consent even far scarcer than the chips and power needed to run these facilities. Any developer planning to construct one must now consider the people living around the proposed site and take account for the months or years needed to approve it, if it even gets the green light.

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Oregon will start charging service providers for undersea cables using its sea floor — millions accrued over years will go toward state schools
 Oregon will start charging service providers for undersea cables using its sea floor — millions accrued over years will go toward state schools

Oregon set to start charging service providers for undersea cables using its sea floor. It will funnel the millions accrued toward state schools.

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Jensen Huang argues American companies should be allowed to use Chinese AI models — Nvidia CEO says backdoors connected to China are misconceptions
 Jensen Huang argues American companies should be allowed to use Chinese AI models — Nvidia CEO says backdoors connected to China are misconceptions

Nvidia CEO Jensen Huang raised several points against the rising sentiment in Washington that U.S. firms should be prevented from accessing Chinese AI models. He also advocates for open models, which he says makes AI more secure.

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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

Intel will design, package, and fabricate Fortinet’s sixth-generation Security Processor (SP6) on its Intel 4 node.

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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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