News Chip race: Microsoft, Meta, Google, and Nvidia battle it out for AI chip supremacy

[News]

The rise of generative AI has been powered by Nvidia and its advanced GPUs. As demand far outstrips supply, the H100 has become highly sought after and extremely expensive, making Nvidia a trillion-dollar company for the first time.

It’s also prompting customers, like Microsoft, Meta, OpenAI, Amazon, and Google to start working on their own AI processors. Meanwhile, Nvidia and other chip makers like AMD and Intel are now locked in an arms race to release newer, more efficient, and more powerful AI chips.

As demand for generative AI services continues to grow, it’s evident that chips will be the next big battleground for AI supremacy.

• Nvidia’s market cap drops by almost $600 billion amid DeepSeek R1 hype.
• Elon Musk, White House adviser, says OpenAI deal announced at White House is a sham
• An AI supercomputer you can carry around.
• PlayStation and AMD are teaming up to infuse games with AI
• China opens an antitrust investigation into Nvidia
• What happened to Intel?
• Intel’s CEO is out after only three years
• Nvidia says its Blackwell AI chip is ‘full steam’ ahead
• Nvidia just made nearly $20 billion in pure profit in a single quarter.
• Intel’s Gaudi AI chips are far behind Nvidia and AMD, won’t even hit $500M goal
• OpenAI will start using AMD chips and could make its own AI hardware in 2026
• “We had a design flaw in Blackwell,” admits Nvidia CEO.
• AMD’s AI chips are coming for Nvidia — but how quickly?
• Samsung and TSMC have reportedly discussed building AI chip “megafactories” in the UAE.
• Qualcomm wants to buy Intel
• Apple A16 chips are reportedly being made in America.
• Intel’s big turnaround plan includes spinning off its chipmaking business
• Sony reportedly picked AMD over Intel for the PS6
• TikTok’s parent company reportedly gets closer to making its own AI chips.
• AMD is turning its back on flagship gaming GPUs to chase AI first
• The Nvidia AI antitrust investigation is ‘escalating,’ reports Bloomberg
• Don’t expect affordable Nvidia Blackwell gaming GPUs to arrive anytime soon.
• Geekbench has an AI benchmark now
• Some good news from Intel.
• The terror machines at Elliot Management view Nvidia as overvalued and say AI isn’t going to live up to the hype.
• AMD is becoming an AI chip company, just like Nvidia
• OpenAI wants in on the AI chip business.
• AMD will acquire an AI startup for $665 million.
• a16z is trying to keep AI alive with Oxygen initiative.
• Softbank is trying to borrow $10 billion for AI-related projects.
• Apple Silicon exec joins Rain AI to develop new hardware.
• Nvidia overtakes Microsoft as the world’s most valuable company
• Nvidia is the world’s most valuable company at the moment.
• Nvidia is now more valuable than Apple at $3.01 trillion
• Even the Raspberry Pi is getting in on AI
• Intel, Google, Microsoft, Meta, and more want to standardize the tech used in AI data centers.
• Nvidia will now make new AI chips every year
• Nvidia just made $14 billion of profit in a single quarter thanks to AI chips.
• Google announced Trillium, its sixth generation of Tensor processors.
• Apple plans to use M2 Ultra chips in the cloud for AI
• Apple’s ‘Project ACDC’ is creating AI chips for data centers.
• US plans $285 million in funding for ‘digital twin’ chips research
• With $1B in sales, AMD’s MI300 AI chip is its fastest selling product ever.
• OpenAI will give you a 50 percent discount for off-peak GPT use.
• Meta’s new AI chips run faster than before
• Intel launches new AI accelerator to take on Nvidia’s H100.
• The US is reportedly working on a list of restricted Chinese chipmaking factories.
• Inside TSMC’s very secretive chip training facility.
• A $40 billion AI investment fund?
• Nvidia reveals Blackwell B200 GPU, the ‘world’s most powerful chip’ for AI
• Google engineer indicted over allegedly stealing AI trade secrets for China
• The GDDR7 graphics memory standard is here.
• Intel plans to be inside 100 million AI PCs by next year.
• Leading edge chipmakers requested $70 billion in CHIPS Act grants.
• Nvidia’s role in the AI wave has made it a $2 trillion company
• Microsoft and Intel strike a custom chip deal that could be worth billions
• “Generative AI has hit the tipping point.”
• Nvidia lets Google’s Gemma AI model loose on its GPUs.
• Intel announces bleeding-edge Intel 14A, targeting 2027 with High-NA EUV.
• SoftBank founder Masayoshi Son wants $100 billion for a new AI chip venture.
• Nvidia is now worth more than Amazon and Alphabet
• AI expert Andrej Karpathy confirms he’s left OpenAI.
• Biden administration says it’s investing $5 billion in research to boost US semiconductor manufacturing.
• Nvidia plans to help companies make custom versions of its expensive AI chips.
• The latest rumor about Sam Altman’s AI chip-building dream could require up to $7 trillion.
• Huawei just retasked a factory to prioritize AI over its bestselling phone
• Meta’s reportedly working on a new AI chip it plans to launch this year.
• AMD says its MI300 AI accelerator is “now tracking to be the fastest revenue ramp of any product in our history”.
• Nvidia’s AI partners are also its competition.
• OpenAI CEO Sam Altman is talking to TSMC about fabricating AI chips.
• OpenAI CEO Sam Altman is still chasing billions to build AI chips
• Intel’s Core Ultra CPUs are here — and they all come with silicon dedicated to AI
• AMD releases new chips to power faster AI training
• The GPU haves and have-nots.
• About that new venture.
• Microsoft is finally making custom chips — and they’re all about AI
• Nvidia is launching a new must-have AI chip — as customers still scramble for its last one
• Meta is working on a new chip for AI