Chip Race: Microsoft, Meta, Google, And Nvidia Battle It Out For Ai Chip Supremacy

Elon Musk doesn’t miss an opportunity to return a excavation astatine OpenAI — moreover erstwhile nan news constituent successful mobility is expected to beryllium favorable to President Trump. Just a less hours aft yesterday’s White House presser connected The Stargate Project wrapped up, Musk posted connected X that “they don’t really personification nan money.”

Softbank, OpenAI, Oracle, and MGX personification committed to “deploy” $100 cardinal now and $500 cardinal toward nan AI accusation halfway institution complete nan adjacent 4 years.

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Sony is furthering its business pinch AMD truthful they tin create overmuch AI-powered exertion to make games look and play amended — and not conscionable connected PlayStation hardware. The 2 companies are establishing a “deeper collaboration” to activity connected “Machine Learning-based exertion for graphics and gameplay,” lead designer of nan PS5 and PS5 Pro Mark Cerny announced connected Wednesday.

The 2 already partner connected nan PS5 and PS5 Pro’s GPUs, which are based connected AMD’s RDNA 2 architecture, and nan PS5 Pro uses a characteristic called PSSR (PlayStation Spectral Super Resolution) to amended image clarity and model rates.

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China is investigating Nvidia complete antitrust violations, reportedly complete claims nan chipmaker grounded to recreation conditions group during China’s support for its $6.9 cardinal acquisition of Israeli web hardware institution Mellanox successful 2020.

While announcing nan DGX A100 GPU aft acquiring Mellanox, Nvidia CEO Jensen Huang said this while explaining its worth to his company:

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On Monday, Intel CEO Pat Gelsinger abruptly decided to discontinue aft small than 4 years connected nan job. That was nan charismatic story, anyhow. Within hours, Reuters, Bloomberg, and The New York Times had a different one: nan committee of committee pushed him out.

Three and a half years ago, Gelsinger announced an eager strategy to move astir nan troubled chipmaker incorrect 4 years — now, he’s reportedly been kicked retired of nan institution earlier he could spot it through. It happened truthful abruptly that Intel doesn’t personification a planned successor successful mind, and truthful wholly that Gelsinger won’t moreover instrumentality astir arsenic an adviser. He’s gone.

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Nvidia has spell nan world’s astir valuable institution connected nan backmost of AI chips, passing Microsoft and Apple connected nan way, and successful today’s Q3 2025 earnings, nan institution suggested its grounds AI gross and profits are only nan beginning.

While The Information precocious reported that its caller flagship Blackwell AI servers mightiness personification cooling issues, nan institution didn’t reside that connected today’s telephone — instead, Nvidia assured investors that Blackwell is successful “full production,” is “full steam” ahead, and that nan institution would proceed to coming overmuch of nan chips each 4th from coming connected out.

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OpenAI is reportedly moving pinch Broadcom to create caller civilization silicon designed to grip its ample AI workloads for conclusion and secured manufacturing capacity pinch TSMC, according to sources speaking to Reuters. OpenAI has reportedly built a spot betterment squad of astir 20 people, including lead engineers who antecedently worked connected Google’s Tensor processors for AI.

Still, connected its existent timeline, nan custom-designed hardware whitethorn not commencement accumulation until 2026.

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On Friday afternoon, The Wall Street Journal reported Intel had been approached by chap spot elephantine Qualcomm astir a imaginable takeover. While immoderate woody is described arsenic “far from certain,” according to nan paper’s unnamed sources, it would correspond a tremendous autumn for a institution that had been nan astir valuable spot institution successful nan world, based mostly connected its x86 processor exertion that for years had triumphed complete Qualcomm’s Arm chips extracurricular of nan telephone space.

The New York Times corroborated nan study connected Friday evening, adding that “Qualcomm has not yet made an charismatic relationship for Intel.”

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Intel is spinning disconnected its chipmaking business arsenic information of its plans to reverse billions successful losses and a tumbling banal price. In an announcement connected Monday, Intel CEO Pat Gelsinger said nan Intel Foundry will spell an independent subsidiary pinch “clearer separation and independence” from Intel.

With nan change, nan Intel Foundry will personification its ain operating committee and study its financial nett separately from Intel. Intel will too extremity activity connected nan factories it’s building successful Poland and Germany for 2 years “based connected anticipated marketplace demand.” The institution is still moving guardant pinch its plants successful Arizona, Oregon, New Mexico, and Ohio, however.

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What’s adjacent aft nan PS5 Pro? A study from Reuters focuses connected Sony’s plans beyond this fall’s caller $700 system, saying that nan conflict to triumph a connection for nan spot powering a early PlayStation 6 came down to AMD vs. Intel, pinch others for illustration Broadcom eliminated earlier, pinch AMD yet winning out.

According to Reuters, since AMD makes nan spot successful nan PS5 and PS5 Pro, maintaining backward compatibility successful a imaginable move was information of “months” of discussions successful 2022 betwixt executives and engineers astatine Sony and Intel. However, Intel’s bid was blocked because they couldn’t activity together connected really overmuch profit Intel would make from each spot it would creation arsenic Taiwan Semiconductor Manufacturing Co (TSMC) handled nan manufacturing process.

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AMD is saying nan quiet information retired loud: it’s now prioritizing AI chips up of flagship GPUs for gamers. The company’s conscionable laid retired a caller business strategy, wherever it will merge its RDNA gaming graphics and CNDA accusation halfway efforts into a azygous cosmopolitan “UDNA” that’s aimed astatine AI first.

In 2 interviews pinch Tom’s Hardware (you’ll decidedly want to publication both), AMD computing and graphics leader Jack Huynh doesn’t deed astir nan bush. With gaming graphics, he explains, nan extremity is now building modular and marketplace banal astatine small worth points — not nan “King of nan Hill” flagship GPUs that haven’t convinced tin buyers to clip disconnected Nvidia behind.

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An antitrust investigation by nan Department of Justice focusing connected Nvidia’s AI power arsenic nan hardware institution of premier is escalating, reports Bloomberg. The outlet reports that Nvidia and different companies personification received legally binding requests for accusation arsenic its sources opportunity regulators are investigating whether Nvidia is “making it harder to move to different suppliers and penalizes buyers that don’t exclusively usage its artificial intelligence chips.”

“Nvidia wins connected merit, arsenic reflected successful our benchmark results and worthy to customers, and customers tin return immoderate solution is champion for them. We personification inquired pinch nan U.S. Department of Justice and personification not been subpoenaed. Nonetheless, we are happy to reply immoderate questions regulators whitethorn personification astir our business,” said Nvidia spokesperson John Rizzo, arsenic reported antecedently by CNBC.

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The celebrated benchmarking inferior Geekbench has launched a caller cross-platform instrumentality to measurement nan capacity of devices nether AI-heavy workloads. Geekbench AI measures a device’s CPU, GPU, and NPU (neural processing unit) to find really bully it tin grip instrumentality learning applications.

Geekbench developer Primate Labs has been moving connected nan package utilizing nan punishment Geekbench ML, which launched successful preview successful 2021, but shifted nan punishment to AI for reasons that look obvious. To investigation really different hardware responds to different AI-related tasks, it evaluates capacity based connected immoderate accuracy and speed, pinch support for different frameworks, including ONNX, CoreML, TensorFlow Lite, and OpenVino.

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