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

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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 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 reportedly testing its 18A process again.
  • Nvidia’s next AI chip, Blackwell Ultra, will be unveiled next month.
  • OpenAI is reportedly getting closer to launching its in-house chip
  • 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

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Valve’s huge SteamOS 3.8 update adds long-awaited features — and supports Steam Machine

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Valve’s huge SteamOS 3.8 update adds long-awaited features — and supports Steam Machine

Not only is it the first release to support the upcoming Steam Machine living room gaming PC, it comes with long-awaited features for Valve’s handhelds and more support for other companies’ handhelds than we’ve seen to date — including Microsoft and Asus’ Xbox Ally series, the Lenovo Legion Go 2, the OneXPlayer X1, and additional support for MSI, GPD, Anbernic, OrangePi, and Zotac.

The one that excites me most: Valve is adding genuine hibernation and “memory power down” modes to the Steam Deck — though just the LCD model to start — which should help extend battery life when you hit the power button or leave them idle. Some Windows machines currently last longer than the Steam Deck when asleep, because they self-hibernate to save power, while the Steam Deck has an instant-on sleep mode.

Plus, Valve has finally added a setting in its gaming mode to let you use your Bluetooth headset microphones — something I’ve been asking for since the beginning. (Valve did add it to the Linux desktop mode last year.) And the Steam Deck LCD is finally getting Bluetooth Wake re-enabled, so you can turn on your TV-connected Deck with a wireless controller from your couch.

The update comes with all sorts of improvements for the Linux desktop modes that sound like they’ll come in handy on a Steam Machine plugged into a TV or monitor, too, including desktop HDR, VRR display support, per-display scaling, “improved windowing behavior for games running in Proton,” and an upgrade to KDE Plasma 6.4.3 among other things.

And for a Steam Machine or Steam handheld plugged into a home entertainment system, they can now detect how many audio channels you have over HDMI to enable surround sound. (I believe surround sound was already a thing, so perhaps this is just a different and better automatic implementation.)

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There’s also a new Arch system base and an updated graphics driver.

Perhaps most surprisingly, the “Non-Deck” section of the changelog is huge. Valve says long-pressing your power button should work “across a wide variety of devices” to power off, restart, or switch to the desktop mode. You should be able to change your processor’s power modes on the Xbox Ally now, and night mode and screen color settings should work on AMD Z2 Extreme handhelds in general.

There’s also “Greatly improved video memory management with discrete GPU platforms,” you can limit how far the battery charges in any of the Lenovo Legion Go handhelds (in desktop mode), and it should fix “washed out colors for Zotac and OneXPlayer handhelds with OLED.”

There’s a lot in this update, and it’s possible I missed a feature you care about, so check out the whole changelog here and below.

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Fox News AI Newsletter: Wall-climbing robots swarm US Navy warships

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Fox News AI Newsletter: Wall-climbing robots swarm US Navy warships

NEWYou can now listen to Fox News articles!

Welcome to Fox News’ Artificial Intelligence newsletter with the latest AI technology advancements.

IN TODAY’S NEWSLETTER:

WATCH: Wall-climbing robot swarms crawl US Navy warships as China’s fleet surges

OPINION: AI comes with a hefty charge, and you are the one who gets stuck with the bill

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Dell workforce shrinks 10% for third consecutive year

Swarms of wall-climbing robots will soon be crawling across U.S. Navy warships in a $71 million effort to slash repair delays and boost fleet readiness as China continues expanding its naval power.  (Gecko Robotics )

TECH AT SEA: WATCH: wall-climbing robot swarms crawl US Navy warships as China’s fleet surgesFox News Digital reports on a new development in naval technology, featuring wall-climbing robot swarms that are crawling on U.S. Navy warships. This advancement comes at a critical time in defense politics as China’s naval fleet continues to surge in size and capability.

WALLET SHOCK: OPINION: AI comes with a hefty charge, and you are the one who gets stuck with the bill – In this opinion piece, the author discusses the economic implications of the growing artificial intelligence industry. The article argues that the hefty costs associated with AI development and its massive energy infrastructure will ultimately be passed down, leaving everyday consumers to foot the bill.

Dell Technologies headquarters in Round Rock, Texas, US, on Sunday, Nov. 26, 2023.  (Sergio Flores/Bloomberg via Getty Images)

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COST CRUNCH: Dell workforce shrinks 10% for third consecutive year – Fox Business reports that Dell’s workforce has shrunk by ten percent. This marks the third consecutive year of workforce reductions for the major technology company amid shifting economic conditions and corporate restructuring.

AIMING HIGH: FULL AUTONOMY: AI pilot technology advances towards military capability – Merlin CEO Matt George details how the company is using artificial intelligence to enable military and commercial aircraft to operate fully autonomously on Fox Business’ ‘The Claman Countdown.’

Single family homes in a residential neighborhood in San Marcos, Texas, US, on Tuesday, March 12, 2024. (Photographer: Jordan Vonderhaar/Bloomberg via Getty Images)

SHOULD I BUY?: Homebuyers, sellers turning to AI chatbots for advice – Prairie Operating Co.’s Lou Basenese and real estate broker Kirsten Jordan discuss how artificial intelligence is impacting homebuyers and sellers on ‘Fox Business In Depth.’

DISRUPTION IS HERE: Charles Payne: AI disruption is here – Fox Business host Charles Payne discusses the economic impact of the rise in artificial intelligence on ‘Making Money.’

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BUILDING HER BUSINESS: How Angie Hicks turned Angi into a home services giant and AI player – Angi co-founder Angie Hicks discusses entrepreneurship, company growth and how she built out her business on ‘Mornings with Maria.’

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Stay up to date on the latest AI technology advancements, and learn about the challenges and opportunities AI presents now and for the future with Fox News here.

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A rogue AI led to a serious security incident at Meta

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A rogue AI led to a serious security incident at Meta

For almost two hours last week, Meta employees had unauthorized access to company and user data thanks to an AI agent that gave an employee inaccurate technical advice, as previously reported by The Information. Meta spokesperson Tracy Clayton said in a statement to The Verge that “no user data was mishandled” during the incident.

A Meta engineer was using an internal AI agent, which Clayton described as “similar in nature to OpenClaw within a secure development environment,” to analyze a technical question another employee posted on an internal company forum. But the agent also independently publicly replied to the question after analyzing it, without getting approval first. The reply was only meant to be shown to the employee who requested it, not posted publicly.

An employee then acted on the AI’s advice, which “provided inaccurate information” that led to a “SEV1” level security incident, the second-highest severity rating Meta uses. The incident temporarily allowed employees to access sensitive data they were not authorized to view, but the issue has since been resolved.

According to Clayton, the AI agent involved didn’t take any technical action itself, beyond posting inaccurate technical advice, something a human could have also done. A human, however, might have done further testing and made a more complete judgment call before sharing the information — and it’s not clear whether the employee who originally prompted the answer planned to post it publicly.

“The employee interacting with the system was fully aware that they were communicating with an automated bot. This was indicated by a disclaimer noted in the footer and by the employee’s own reply on that thread,” Clayton commented to The Verge. “The agent took no action aside from providing a response to a question. Had the engineer that acted on that known better, or did other checks, this would have been avoided.”

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Last month, an AI agent from open source platform OpenClaw went more directly rogue at Meta when an employee asked it to sort through emails in her inbox, deleting emails without permission. The whole idea behind agents like OpenClaw is that they can take action on their own, but like any other AI model, they don’t always interpret prompts and instructions correctly or give accurate responses, a fact Meta employees have now discovered twice.

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