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

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OpenAI remains on track to start producing its in-house AI chip next year, According to a report by Reuters,. According to sources, OpenAI will finalize its design in the next few months and then send it to Taiwan Semiconductor Manufacturing Co. (TSMC) to be manufactured. OpenAI will not need to rely on Nvidia chips to train and run AI model as much if it makes its own chip. Reutersreported that TSMC would produce the chip with a 3-nanometer, more efficient technology. It will have “high-bandwidth memories” and “extensive network capabilities.”

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Illustration: Cath Virginia / The Verge; Photo: Getty Images

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 The announcement was made on Wednesday.

They already work together on the PS5 Pro and PS5 GPUs. These are based on AMD RDNA 2 architecture. The PS5 Pro also uses a feature known as PSSR (PlayStation Spectral Super Resolution), which improves image clarity and frame rate.

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China is investigating Nvidia over antitrust violations, Apparently about claims that the chipmaker did not follow conditions set by China during its approval of its $6.9 billion purchase of Israeli network hardware firm Mellanox in 2020.

When announcing the DGX A100 after acquiring Mellanox Nvidia CEO Jensen Huang stated this while explaining its significance to his company:

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, The New York Times reported a different story: the board of director’s pushed him out.

Three-and-a-half years ago, Gelsinger had announced an ambitious plan for turning around the troubled Chipmaker within four years. Now, he has reportedly been kicked from the company before he can see it through. Intel has no successor in mind and Gelsinger will not even stay on as a consultant. He’s gone. Read Article:

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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.

While The Information reported recently that its new flagship Blackwell AI server might have cooling problems. The company did not address this on today’s conference call. Instead, Nvidia assured that Blackwell was in “full-production,” is “full-steam” ahead, and the company would continue delivering more of the chips every quarter from now on.

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Image: OpenAI

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 built a chip-development team of around 20 people, including engineers who worked on Google’s Tensor AI processors.

On its current timeline, however, the custom-designed equipment may not begin production until 2026.

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Illustration by Alex Castro / The Verge

On Friday afternoon, The Wall Street Journal reported that Intel had been approached about a possible acquisition by Qualcomm. The Wall Street Journal’s unnamed source said that any deal was “far from certain.” However, it would be a huge fall for a company whose x86 processors had for years dominated Qualcomm’s Arm chips in the mobile space.

The New York Times confirmed the report in Friday evening. It added that “Qualcomm had not yet made an offer for Intel.”

Currently, they are only used in the iPhone 14 Pro & standard iPhone 15, but the American-made chip Apple signed up for could end up in an iPhone SE in the future. The question is whether it’s worth it.