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


    The rise of generative AI has been powered by Nvidia and its superior GPUs. As demand far outstrips provide, the H100 has change into extremely wanted and very costly, making Nvidia a trillion-dollar firm for the primary time.

    It’s additionally prompting prospects, like Microsoft, Meta, OpenAI, Amazon, and Google to begin engaged on their very own AI processors. Meanwhile, Nvidia and different chip makers like AMD and Intel at the moment are locked in an arms race to launch newer, extra environment friendly, and extra highly effective AI chips.

    As demand for generative AI companies continues to develop, it’s evident that chips would be the subsequent huge battleground for AI supremacy.

    • Intel is canceling Falcon Shores, its subsequent huge AI chip.
    • Intel cancels AI chip, talks painful previous and simplified future
    • Nvidia’s market cap drops by nearly $600 billion amid DeepSeek R1 hype.
    • Elon Musk, White House adviser, says OpenAI deal introduced at White House is a sham
    • An AI supercomputer you may carry round.
    • PlayStation and AMD are teaming as much as infuse video games with AI
    • China opens an antitrust investigation into Nvidia
    • What occurred to Intel?
    • Intel’s CEO is out after solely three years
    • Nvidia says its Blackwell AI chip is ‘full steam’ forward
    • Nvidia simply made practically $20 billion in pure revenue in a single quarter.
    • Intel’s Gaudi AI chips are far behind Nvidia and AMD, received’t even hit $500M objective
    • OpenAI will begin utilizing AMD chips and will make its personal AI {hardware} in 2026
    • “We had a design flaw in Blackwell,” admits Nvidia CEO.
    • AMD’s AI chips are coming for Nvidia — however how shortly?
    • Samsung and TSMC have reportedly mentioned constructing AI chip “megafactories” within the UAE.
    • Qualcomm desires to purchase Intel
    • Apple A16 chips are reportedly being made in America.
    • Intel’s huge turnaround plan consists of spinning off its chipmaking enterprise
    • Sony reportedly picked AMD over Intel for the PS6
    • TikTok’s mother or father firm reportedly will get nearer to creating its personal AI chips.
    • AMD is popping its again on flagship gaming GPUs to chase AI first
    • The Nvidia AI antitrust investigation is ‘escalating,’ reviews Bloomberg
    • Don’t count on reasonably priced Nvidia Blackwell gaming GPUs to reach anytime quickly.
    • Geekbench has an AI benchmark now
    • Some excellent news from Intel.
    • The terror machines at Elliot Management view Nvidia as overvalued and say AI isn’t going to reside as much as the hype.
    • AMD is changing into an AI chip firm, identical to Nvidia
    • OpenAI desires in on the AI chip enterprise.
    • AMD will purchase an AI startup for $665 million.
    • a16z is making an attempt to maintain AI alive with Oxygen initiative.
    • Softbank is making an attempt to borrow $10 billion for AI-related tasks.
    • Apple Silicon exec joins Rain AI to develop new {hardware}.
    • Nvidia overtakes Microsoft because the world’s most precious firm
    • Nvidia is the world’s most precious firm in the intervening time.
    • Nvidia is now extra useful than Apple at $3.01 trillion
    • Even the Raspberry Pi is getting in on AI
    • Intel, Google, Microsoft, Meta, and extra wish to standardize the tech utilized in AI knowledge facilities.
    • Nvidia will now make new AI chips yearly
    • Nvidia simply made $14 billion of revenue in a single quarter because of AI chips.
    • Google introduced Trillium, its sixth technology of Tensor processors.
    • Apple plans to make use of M2 Ultra chips within the cloud for AI
    • Apple’s ‘Project ACDC’ is creating AI chips for knowledge facilities.
    • US plans $285 million in funding for ‘digital twin’ chips analysis
    • With $1B in gross sales, AMD’s MI300 AI chip is its quickest promoting product ever.
    • OpenAI provides you with a 50 % low cost for off-peak GPT use.
    • Meta’s new AI chips run sooner than earlier than
    • Intel launches new AI accelerator to tackle Nvidia’s H100.
    • The US is reportedly engaged on a listing of restricted Chinese chipmaking factories.
    • Inside TSMC’s very secretive chip coaching facility.
    • A $40 billion AI funding fund?
    • Nvidia reveals Blackwell B200 GPU, the ‘world’s strongest chip’ for AI
    • Google engineer indicted over allegedly stealing AI commerce secrets and techniques for China
    • The GDDR7 graphics reminiscence normal is right here.
    • Intel plans to be inside 100 million AI PCs by subsequent 12 months.
    • Leading edge chipmakers requested $70 billion in CHIPS Act grants.
    • Nvidia’s position within the AI wave has made it a $2 trillion firm
    • Microsoft and Intel strike a customized chip deal that could possibly be price billions
    • “Generative AI has hit the tipping level.”
    • Nvidia lets Google’s Gemma AI mannequin free on its GPUs.
    • Intel declares bleeding-edge Intel 14A, concentrating on 2027 with High-NA EUV.
    • SoftBank founder Masayoshi Son desires $100 billion for a brand new AI chip enterprise.
    • Nvidia is now price greater than Amazon and Alphabet
    • AI knowledgeable Andrej Karpathy confirms he’s left OpenAI.
    • Biden administration says it’s investing $5 billion in analysis to spice up US semiconductor manufacturing.
    • Nvidia plans to assist firms make customized variations of its costly AI chips.
    • The newest rumor about Sam Altman’s AI chip-building dream might require as much as $7 trillion.
    • Huawei simply retasked a manufacturing unit to prioritize AI over its bestselling cellphone
    • Meta’s reportedly engaged on a brand new AI chip it plans to launch this 12 months.
    • AMD says its MI300 AI accelerator is “now monitoring to be the quickest income ramp of any product in our historical past”.
    • Nvidia’s AI companions are additionally its competitors.
    • OpenAI CEO Sam Altman is speaking to TSMC about fabricating AI chips.
    • OpenAI CEO Sam Altman remains to be chasing billions to construct AI chips
    • Intel’s Core Ultra CPUs are right here — and so they all include silicon devoted to AI
    • AMD releases new chips to energy sooner AI coaching
    • The GPU haves and have-nots.
    • About that new enterprise.
    • Microsoft is lastly making customized chips — and so they’re all about AI
    • Nvidia is launching a brand new must-have AI chip — as prospects nonetheless scramble for its final one
    • Meta is engaged on a brand new chip for AI



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