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

OpenAI remains on track to start producing its in-house AI chip next year, according to a report from Reuters. Sources tell the outlet that OpenAI plans to finalize its design over the next few months before sending it to the Taiwan Semiconductor Manufacturing Co (TSMC) for fabrication.

By making a chip of its own, OpenAI won’t have to use Nvidia’s chips as much to train and run AI models. TSMC will produce the chip using the more efficient 3-nanometer technology, with “high-bandwidth memory” and “extensive networking capabilities,” according to Reuters.

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Elon Musk doesn’t miss an opportunity to take a dig at OpenAI — even when the news item in question is supposed to be favorable to President Trump. Just a few hours after yesterday’s White House presser on The Stargate Project wrapped up, Musk posted on X that “they don’t actually have the money.”

Softbank, OpenAI, Oracle, and MGX have committed to “deploy” $100 billion now and $500 billion toward the AI data center company over the next four years.

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Sony is furthering its partnership with AMD so they can create more AI-powered technology to make games look and play better — and not just on PlayStation hardware. The two companies are establishing a “deeper collaboration” to work on “Machine Learning-based technology for graphics and gameplay,” lead architect of the PS5 and PS5 Pro Mark Cerny announced on Wednesday.

The two already partner on the PS5 and PS5 Pro’s GPUs, which are based on AMD’s RDNA 2 architecture, and the PS5 Pro uses a feature called PSSR (PlayStation Spectral Super Resolution) to improve image clarity and frame rates.

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China is investigating Nvidia over antitrust violations, reportedly over claims the chipmaker failed to follow conditions set during China’s approval for its $6.9 billion acquisition of Israeli network hardware company Mellanox in 2020.

While announcing the DGX A100 GPU after acquiring Mellanox, Nvidia CEO Jensen Huang said this while explaining its importance to his company:

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On Monday, Intel CEO Pat Gelsinger abruptly decided to retire after less than four years on the job. That was the official story, anyhow. Within hours, Reuters, Bloomberg, and The New York Times had a different one: the board of directors pushed him out.

Three and a half years ago, Gelsinger announced an ambitious plan to turn around the troubled chipmaker within four years — now, he’s reportedly been kicked out of the company before he could see it through. It happened so abruptly that Intel doesn’t have a planned successor in mind, and so completely that Gelsinger won’t even stick around as an adviser. He’s gone.

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Nvidia has become the world’s most valuable company on the back of AI chips, passing Microsoft and Apple along the way, and in today’s Q3 2025 earnings, the company suggested its record AI revenue and profits are only the beginning.

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Information recently reported that its new flagship Blackwell AI servers might have cooling issues, the company didn’t address that on today’s call — instead, Nvidia assured investors that Blackwell is in “full production,” is “full steam” ahead, and that the company would continue to deliver more of the chips each quarter from here on out.

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OpenAI is reportedly working with Broadcom to develop new custom silicon designed to handle its large AI workloads for inference and secured manufacturing capacity with TSMC, according to sources speaking to Reuters. OpenAI has reportedly built a chip development team of about 20 people, including lead engineers who previously worked on Google’s Tensor processors for AI.

Still, on its current timeline, the custom-designed hardware may not start production until 2026.

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On Friday afternoon, The Wall Street Journal reported Intel had been approached by fellow chip giant Qualcomm about a possible takeover. While any deal is described as “far from certain,” according to the paper’s unnamed sources, it would represent a tremendous fall for a company that had been the most valuable chip company in the world, based largely on its x86 processor technology that for years had triumphed over Qualcomm’s Arm chips outside of the phone space.

The New York Times corroborated the report on Friday evening, adding that “Qualcomm has not yet made an official offer for Intel.”

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Intel is spinning off its chipmaking business as part of its plans to reverse billions in losses and a tumbling stock price. In an announcement on Monday, Intel CEO Pat Gelsinger said the Intel Foundry will become an independent subsidiary with “clearer separation and independence” from Intel.

With the change, the Intel Foundry will have its own operating board and report its financial earnings separately from Intel. Intel will also stop work on the factories it’s building in Poland and Germany for two years “based on anticipated market demand.” The company is still moving forward with its plants in Arizona, Oregon, New Mexico, and Ohio, however.

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What’s next after the PS5 Pro? A report from Reuters focuses on Sony’s plans beyond this fall’s new $700 system, saying that the battle to win a contract for the chip powering a future PlayStation 6 came down to AMD vs. Intel, with others like Broadcom eliminated earlier, with AMD eventually winning out.

According to Reuters, since AMD makes the chip in the PS5 and PS5 Pro, maintaining backward compatibility in a possible move was part of “months” of discussions in 2022 between executives and engineers at Sony and Intel. However, Intel’s bid was blocked because they couldn’t agree on how much profit Intel would make from each chip it would design as Taiwan Semiconductor Manufacturing Co (TSMC) handled the manufacturing process.

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AMD is saying the quiet part out loud: it’s now prioritizing AI chips ahead of flagship GPUs for gamers. The company’s just laid out a new business strategy, where it will merge its RDNA gaming graphics and CNDA data center efforts into a single universal “UDNA” that’s aimed at AI first.

In two interviews with Tom’s Hardware (you’ll definitely want to read both), AMD computing and graphics boss Jack Huynh doesn’t beat around the bush. With gaming graphics, he explains, the goal is now building scale and market share at lower price points — not the “King of the Hill” flagship GPUs that haven’t convinced enough buyers to leave Nvidia behind.

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