February 5, 2025

TL;DR: Future AI data centers will require significant power increases, with predictions of 68GW by 2027 and 327GW by 2030, potentially overwhelming current infrastructure. Permitting challenges and power shortages delay projects, risking U.S. companies relocating abroad, which could compromise competitive advantages and increase security risks. More research is needed to address these bottlenecks. AI data centers of the future will require untold amounts of additional power capacity, with RAND Corporation predicting future AI systems might

TL;DR: AMD plans to launch its Instinct MI350 AI accelerator in mid-2025 and the MI400 in 2026, aiming for significant AI revenue growth. The MI350 will feature TSM’s 3nm process and 288GB of HBM3E memory. AMD is optimistic about the AI market, especially after Intel’s Falcon Shores cancellation. AMD has provided an outline of its Instinct AI accelerator launch plans, with its Instinct MI350 arriving in mid-2025, while its next-gen Instinct MI400 arrives in 2026.

TL;DR: Apple has begun mass production of its M5 processor, set to power future MacBook Pro, iPad Pro, and Vision Pro models. The M5 chip, using TSMC’s N3P process and advanced packaging, promises enhanced AI performance. It will replace the M2 chip, significantly upgrading the Vision Pro’s capabilities. Apple has kicked off mass production of its next-gen M5 processor, which will power next-generation MacBook Pro laptops, new iPad Pros, and a Vision Pro successor. VIEW