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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 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...
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. Intel is canceling Falcon Shores, its next big AI chip. Intel cancels AI chip, talks painful past and simplified future 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

Los Angeles

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The fallout of Meta’s content moderation overhaul

Meta is making sweeping changes to its content moderation policies, including abandoning third-party fact-checks in favor of X’s crowd-sourced “Community Notes” approach and loosening restrictions on topics like immigration and gender identity. Under the updated Hateful Conduct policy, for example, calling gay and trans people “mentally ill” is now allowed,...
Meta is making sweeping changes to its content moderation policies, including abandoning third-party fact-checks in favor of X’s crowd-sourced “Community Notes” approach and loosening restrictions on topics like immigration and gender identity. Under the updated Hateful Conduct policy, for example, calling gay and trans people “mentally ill” is now allowed, while an explicit ban on referring to women as “household objects” has been removed.Policy chief Joel Kaplan says that in pursuit of “More Speech and Fewer Mistakes,” Meta will focus more on preventing overenforcement of its content policies and less on mediating potentially harmful — but technically legal — discussions on its platform. The company is also ending its diversity, equity, and inclusion programs.CEO Mark Zuckerberg’s announcement appeals to many of the new administration’s talking points. Zuckerberg, who has visited Trump at Mar-a-Lago multiple times since the election and attended the inauguration, has promised to move US content review from California to Texas, where he says there’s “less concern about the bias of our teams.” He also says Meta will work with Trump to “push back on governments around the world that are going after American companies and pushing to censor more.” Meta warns that it will fire leakers in leaked memo Mark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’ The vibes are off. Another look at Threads’ Community Notes. Meta’s censoring of abortion information is nothing new How Meta’s MAGA heel turn is a play for global power Here’s how you might write Community Notes on Instagram. Meta is already working on Community Notes for Threads What does Mark Zuckerberg want from Donald Trump? Meta’s head of civil rights is leaving. Mark Zuckerberg lies about content moderation to Joe Rogan’s face Mark Zuckerberg was back at Mar-a-Lago today. Mark Zuckerberg headed up the small team that rewrote Meta’s speech policies. Mark Zuckerberg is on Joe Rogan’s podcast to close out the week. Meta disbands diversity team and says DEI has become ‘charged’ Meta gets specific about what type of hate speech it’s OK with. “It’s total chaos internally at Meta right now.” Meta is highlighting a splintering global approach to online speech Social networking alternatives for the Meta- and Musk-averse Threads and Instagram are for politics now, says Adam Mosseri Mark Zuckerberg is in Threads replies defending his content moderation changes. Meta’s third-party fact checking contracts will reportedly end in March. Here are some of the horrible things that you can now say on Instagram and Facebook Meta is leaving its users to wade through hate and disinformation “Mark, Meta — welcome to the party.” Trump says his threats “probably” made Meta change its policies. Zuckerberg says he’s moving Meta moderators to Texas because California seems too ‘biased’ Oversight Board to Meta: hey, remember us? Meta’s fact-checking changes are just what Trump’s FCC head asked for Meta abandons fact-checking on Facebook and Instagram in favor of Community Notes Mark Zuckerberg had dinner with Donald Trump at Mar-a-Lago

France

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Mark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’

Mark Zuckerberg. Tensions were high inside Meta ahead of Mark Zuckerberg’s first all-hands meeting of the year. Employee-submitted questions for the CEO touched on a couple of big themes: concerns about his announcement that “low-performers” would be let go on February 10th, his MAGA-fueled changes to Meta’s content moderation policies...
Mark Zuckerberg.Tensions were high inside Meta ahead of Mark Zuckerberg’s first all-hands meeting of the year.Employee-submitted questions for the CEO touched on a couple of big themes: concerns about his announcement that “low-performers” would be let go on February 10th, his MAGA-fueled changes to Meta’s content moderation policies and DEI programs, and his comment to Joe Rogan about wanting more “masculine energy” in the workplace. “Are the changes we’re seeing (in any way) influenced by the new U.S. president?” asked one employee ahead of the internal meeting. “If so, why are we making changes based on these factors?”With a lot of the rank and file clearly on edge, Zuckerberg made sure there would be fewer opportunities for drama during today’s Q&A. Before it started, HR notified employees that “we will skip questions that we expect might be unproductive if they leak.” For the first time, the most upvoted employee questions were no longer ranked for everyone to see and comments were disabled during the livestream.Before jumping into the Q&A, Zuckerberg addressed the changes head on: “We try to be really open and then everything I say leaks. It sucks.”“W …Read the full story at The Verge.

Atlanta

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Meta warns that it will fire leakers in leaked memo

Moments after Meta CEO Mark Zuckerberg’s all-hands comments to employees were widely leaked, a company executive warned in an internal memo that leakers will be fired. “We take leaks seriously and will take action,” Meta’s chief information security officer, Guy Rosen, said in an internal memo I’ve seen. “When information...
Moments after Meta CEO Mark Zuckerberg’s all-hands comments to employees were widely leaked, a company executive warned in an internal memo that leakers will be fired.“We take leaks seriously and will take action,” Meta’s chief information security officer, Guy Rosen, said in an internal memo I’ve seen. “When information is stolen or leaked, there are repercussions beyond the immediate security impact. Our teams become demoralized and we all waste time that is better spent working on our products and toward our goals and mission.”Rosen goes on to say that Meta “will take appropriate action, including termination” if it identifies leakers and that “we recently terminated relationships with employees who leaked confidential company information inappropriately and exfiltrated sensitive documents.” During today’s all-hands meeting, Zuckerberg told employees he would no longer be as transparent due to leaks. “We try to be really open and then everything I say leaks,” he said. “It sucks.” In a separate post on Meta’s internal version of Facebook for employees, CTO Andrew Bosworth posted a link to my story about Zuckerberg’s all-hands meeting t …Read the full story at The Verge.

Norway

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7 hidden features in LibreOffice Calc that make it a worthy Excel replacement

When it comes to spreadsheets, many think Excel is the only game in town. But what if I told you there is a powerful, free alternative hiding in plain sight? LibreOffice Calc is a free open-source spreadsheet program that can give Excel a run for its money. This isn’t just...
When it comes to spreadsheets, many think Excel is the only game in town. But what if I told you there is a powerful, free alternative hiding in plain sight? LibreOffice Calc is a free open-source spreadsheet program that can give Excel a run for its money. This isn’t just another stripped-down version of Excel (looking at you, OnlyOffice) but rather a comprehensive tool equipped with robust features, advanced calculations, and data analysis capabilities.

Ireland

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3 reasons backward compatibility could be Switch 2’s killer feature

The Nintendo Switch is one of history's best gaming handhelds and even something worth considering over a gaming laptop, which is precisely why there's so much excitement surrounding the recently announced Nintendo Switch 2. We don't know too much about the Switch 2 just yet, but the reveal confirmed that...
The Nintendo Switch is one of history's best gaming handhelds and even something worth considering over a gaming laptop, which is precisely why there's so much excitement surrounding the recently announced Nintendo Switch 2. We don't know too much about the Switch 2 just yet, but the reveal confirmed that Switch 2 would be backward compatible with Switch games.

New Zealand

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Slash $200 off Microsoft’s Surface Laptop with Snapdragon X as it falls to an all-time low

If you're looking for a compact laptop that has plenty of power under the hood, we recommend going with the Surface Laptop. The laptop offers a modern design and features Qualcomm's Snapdragon X processor. Furthermore, it can now be had for less, with a $200 discount that drops it down...
If you're looking for a compact laptop that has plenty of power under the hood, we recommend going with the Surface Laptop. The laptop offers a modern design and features Qualcomm's Snapdragon X processor. Furthermore, it can now be had for less, with a $200 discount that drops it down to the lowest price we've seen at Best Buy.

Brazil

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YouTube Premium’s 4x speed and other experimental features now available to subscribers

After announcing some new experimental features for YouTube Premium subscribers earlier this month — and that multiple experiments can be tested at once — the company has added one it promised was on the way: the ability to watch videos at 4x speed, as reported by Android Police. I’m personally...
After announcing some new experimental features for YouTube Premium subscribers earlier this month — and that multiple experiments can be tested at once — the company has added one it promised was on the way: the ability to watch videos at 4x speed, as reported by Android Police. I’m personally a 1.5x to 2x sicko when it comes to YouTube videos and podcasts, but 4x is an absolutely blistering speed that’s more apt for skipping past the cruft than consuming info at a faster clip.The faster playback is just one of a few experiments you can currently try (with some OS and time restrictions):4x playback speed (iOS and Android only, until February 26th)Shorts Smart Downloads (iOS only, until February 19th)Shorts Picture-in-Picture (iOS only, until February 19th)High Quality Audio for 256kbps sound (iOS and Android only, until February 22nd)Jump Ahead Web (for web browsers, until February 5th)In similar just-get-to-the-point-already fashion, Jump Ahead gives web users a button to automatically skip to “the content they care about faster” instead of carefully scrubbing through a video. But let’s be honest, this will probably be a button to jump past all the intros and other bloat.The faster playback speed and Jump Ahead features seem the most useful — if you’re already a YouTube Premium subscriber who doesn’t have to sit through ads, the next frontier is skipping through all the cruft. Though higher quality audio is always welcome. And a picture-in-picture mode for Shorts could be convenient, but as was mentioned on a recent Vergecast, why would you want YouTube to automatically fill your phone’s storage with tons of Shorts videos?

Atlanta

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It’s time to accept Nvidia’s “fake frames” might be the new normal

Over the last few weeks, I've been busy consuming all kinds of reactions and opinions about Nvidia's new RTX 50 series cards and their heavy reliance on Multi Frame Generation (MFG). From being uninterested to passionately opposed to these "fake frames," gamers haven't shied away from making their feelings known....
Over the last few weeks, I've been busy consuming all kinds of reactions and opinions about Nvidia's new RTX 50 series cards and their heavy reliance on Multi Frame Generation (MFG). From being uninterested to passionately opposed to these "fake frames," gamers haven't shied away from making their feelings known. I think I'm finally ready to share my own opinion on the entire thing.

Seattle

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This LG 34-inch OLED ultrawide gaming monitor is down to an all-time low price, making it the perfect time to upgrade

A monitor is one upgrade that can make a huge difference to your current PC setup. And while there are lots of different things to consider if you're looking to upgrade, we think this one from LG gets a lot of things right, especially if you're looking for a monitor...
A monitor is one upgrade that can make a huge difference to your current PC setup. And while there are lots of different things to consider if you're looking to upgrade, we think this one from LG gets a lot of things right, especially if you're looking for a monitor that can handle some gaming.

Boston

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The Nvidia RTX 5080 and 5090 GPUs have been released, and they’re already all gone

Happy Nvidia release day! Did you grab one of the company's newest RTX 5080 or 5090 cards yet? If you've put it off until your next paycheck or until the weekend, I'm afraid to say that you'll be too late. In fact, by the time you've set your eyes on...
Happy Nvidia release day! Did you grab one of the company's newest RTX 5080 or 5090 cards yet? If you've put it off until your next paycheck or until the weekend, I'm afraid to say that you'll be too late. In fact, by the time you've set your eyes on these words, they've already flown off of the shelves. Turns out, despite being sold at eye-watering prices, people couldn't resist snapping up a card or two, including some nefarious scalpers who are taking advantage of the rush.

United States

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Polestar’s new polar EVs can race through the snow

The Polestar 4 gets ski racks. Polestar is building one-of-a-kind versions of its EVs that are ready for whatever the winter brings. The company took the long-range, dual motor versions of its newest vehicles, the Polestar 3 SUV and Polestar 4 coupe (with performance packs), and turned them into rally-style...
The Polestar 4 gets ski racks.Polestar is building one-of-a-kind versions of its EVs that are ready for whatever the winter brings. The company took the long-range, dual motor versions of its newest vehicles, the Polestar 3 SUV and Polestar 4 coupe (with performance packs), and turned them into rally-style vehicles that can rip through snowy terrain. The company is also resurrecting its Polestar 2 Arctic Circle one-off, which it showed off in 2022, to complete the family.The specially tuned Polestar 3 and 4 come with newly-released 20-inch white OZ Racing Rally Legend wheels sitting on Pirelli Scorpion Winter 2 tires for cold on-road driving. But when taken onto the snowscape, Pirelli’s Scorpion All Terrian Plus with 300 4-mm studs are used. They also get custom 3-way adjustable dampers with external gas reservoirs. Although these vehicles are lifted for the snow, it’s not by much. The Polestar 3 is given just 40mm to its ride height, and the Polestar 4 is lifted by just 20mm. But the vehicles do get Rally-style mud flaps, Swedish gold tow hooks, Recaro Pole Position bucket seats, Stedi Quad Pro LED front spotlights, and front strut braces. Polestar also gave the three EVs a coat of yellow paint that, along with the wheels, makes them look like the Mustang Mach-E Rally.All three Arctic Circle Polestars will be shown off at the FAT International Ice Race in Austria on February 1st. Other snowy conversions will be there too, including Audi with its snowpocalypse-ready Q6 E-tron Off-road.

Boston

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