Connect with us

Technology

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

Published

on

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
Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Technology

The RAM shortage could last years

Published

on

The RAM shortage could last years

According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030.

The world’s largest memory makers — Samsung, SK Hynix, and Micron — are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026.

Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counterpoint Research, an increase of only 7.5 percent is planned.

The new facilities will primarily focus on producing high-bandwidth memory (HBM), which is used in AI data centers. With the companies already prioritizing HBM over general-purpose DRAM used in computers and phones, it’s not clear how much these new fabs will help alleviate the price crunch facing consumer electronics. Everything from phones and laptops, to VR headsets and gaming handhelds have seen price increases due to the RAM shortage.

Continue Reading

Technology

The one thing scammers check before targeting you online

Published

on

The one thing scammers check before targeting you online

NEWYou can now listen to Fox News articles!

Most people assume scammers need to hack something. A database. A password. A bank system. They don’t.

In most cases, everything a scammer needs to target you is already sitting online, publicly available, completely legal to access, and surprisingly easy to find.

Here’s what they’re actually looking at before they ever pick up the phone.

Sign up for my FREE CyberGuy Report

Advertisement

CLICK HERE TO DOWNLOAD THE FOX NEWS APP

  • Get my best tech tips, urgent security alerts and exclusive deals delivered straight to your inbox.
  • For simple, real-world ways to spot scams early and stay protected, visit CyberGuy.com trusted by millions who watch CyberGuy on TV daily.
  • Plus, you’ll get instant access to my Ultimate Scam Survival Guide free when you join.

Data broker listings often include sensitive details like your address, phone number and relatives, making removal a critical first step. (Kurt “CyberGuy” Knutsson)

Your personal profile is already out there, and it’s more complete than you think

There’s an entire industry built around collecting and selling your personal information. It’s called data brokering, and most people have never heard of it.

Right now, without your knowledge or consent, your details are being published by dozens of websites, including:

  • People search sites (like Whitepages, Spokeo, and BeenVerified): your full name, current address, phone numbers, and age.
  • Address lookup tools: your current and past home addresses, sometimes going back decades.
  • Relatives databases: the names and contact information of your family members, automatically linked to your profile.
  • Property records: whether you own your home, what it’s worth, and when you bought it.

None of this requires a hack. It’s all pulled from public records, voter registrations, court filings, real estate transactions, marriage and divorce records and assembled into a profile that anyone can search for a few dollars or sometimes for free.

They’re not guessing. They’re researching

In 2024, federal prosecutors indicted a network of scam call centers operating out of Montreal that had defrauded hundreds of elderly Americans out of more than $21 million. What made the scheme so effective wasn’t sophisticated technology. It was a spreadsheet.

The scammers were working from lists of potential victims that included names, ages, and household income information pulled from commercial databases. They used those lists to identify targets, then called them pretending to be grandchildren in trouble. The calls were convincing enough that victims handed over thousands of dollars, sometimes in cash picked up at the door.

Advertisement

They didn’t hack anyone. They just did their research first.

WHY WIDOWS AND DIVORCED WOMEN ARE TARGETS FOR RETIREMENT SCAMS

A call that sounds personal or urgent often relies on real information found about you online. (Kurt “CyberGuy” Knutsson)

Three ways scammers turn your public data into a weapon

Scammers use your publicly available data to make their attacks more personal, believable and harder to detect. Here are three ways they do it.

1) Impersonating your bank

A scammer calls and says, “Hi, this is fraud prevention at [your bank]. We’re seeing suspicious activity on your account ending in 4721.”

Advertisement

They already know your bank, your name, and possibly your address. That’s enough to sound legitimate. From there, they walk you through “confirming your identity,” which is really just you handing over the information they need to access your account.

This kind of scam starts with a simple people-search lookup. Your name and address lead to property records. Property records suggest your income range.

2) The family emergency call

Imagine getting a call: “Meemaw, it’s me. I’m in trouble. Please don’t tell Mom.” Scammers don’t guess. Instead, they research your family first. They use relatives’ databases to find your children’s names, ages and connections.

With that information, they build a story that sounds real. For example, they know to call you “Meemaw.” They also know which grandchild to impersonate. In some cases, they even mention a sibling’s name to make the story more convincing.

As a result, the call feels personal and urgent. However, none of it is random. It’s all based on information that was publicly available the entire time.

Advertisement

3) Targeted phishing with your own details

A phishing email that says Dear Customer” is easy to ignore. One that says “Dear [your full name], we noticed unusual activity on your account registered to [your home address]” is a lot harder to dismiss.

Scammers use publicly available data to personalize attacks, adding your real name, city, or even a reference to your neighborhood to make a fake email or text look authentic. The more specific the details, the more likely you are to believe it.

“But I’m not on social media.” This is the most common objection, and it misses the point entirely.

You don’t have to be on social media for your information to be online. Data brokers pull from public records, not your Facebook profile. Your information is likely already listed on dozens of sites because of:

The less they think they’ve shared, the more surprised people usually are when they search for themselves on a people-search site for the first time.

Advertisement

DATA BROKERS ACCUSED OF HIDING OPT-OUT PAGES FROM GOOGLE

The more details a scam includes, the more likely it is built from your publicly available data. (Kurt “CyberGuy” Knutsson)

How to reduce your exposure

You don’t have to accept this as permanent. A few practical steps can help:

  • Search your full name on Whitepages, Spokeo, FastPeopleSearch, and other people-search sites and submit opt-out requests.
  • Look up your address directly, not just your name, since many listings are organized by location.
  • Ask elderly family members to search for themselves, too, since older adults are disproportionately targeted.
  • Be skeptical of any call that opens with personal details, as it can be a sign that someone researched you first.

How to remove your personal data and stop scammers from finding you

The challenge is that there are hundreds of data broker sites, each with its own removal process. Manually opting out of all of them can take hours, and your information often reappears weeks later when brokers refresh their databases.

That’s why ongoing automated removal is the only approach that actually works. That’s why I recommend using a trusted data removal service.

These services automatically contact data brokers on your behalf and request the removal of your personal information. They also continue monitoring those sites and submit new removal requests if your data reappears.

Advertisement

Many services remove personal data from hundreds of data broker and people-search websites, and some plans allow you to request removals from additional sites as needed.

Some have also received third-party assurance from independent firms, helping validate their claims.

The goal is simple: make it much harder for strangers, scammers, and cybercriminals to find your personal information online.

These services often include a money-back guarantee, so you can try them risk-free and see how much of your information is exposed online.

Check out my top picks for data removal services and get a free scan to find out if your personal information is already out on the web by visiting Cyberguy.com

Advertisement

Get a free scan to find out if your personal information is already out on the web: Cyberguy.com

Kurt’s key takeaways

Most scams don’t start with a breach. They start with a search. Your name, address, relatives and even income clues are already out there, quietly fueling more convincing and more dangerous attacks. That’s what makes this so unsettling. You can do everything “right” online and still be exposed because the system itself is built to share your information. The good news is you’re not powerless. Once you understand how scammers build their playbook, you can start disrupting it. Removing your data, limiting exposure and staying skeptical of anyone who knows a little too much about you can dramatically reduce your risk. The goal isn’t to disappear completely. It’s to make yourself a much harder target.

What should be done to stop scammers from using your publicly available data against you in the first place? Let us know by writing to us at Cyberguy.com

Sign up for my FREE CyberGuy Report

  • Get my best tech tips, urgent security alerts and exclusive deals delivered straight to your inbox.
  • For simple, real-world ways to spot scams early and stay protected, visit CyberGuy.com trusted by millions who watch CyberGuy on TV daily.
  • Plus, you’ll get instant access to my Ultimate Scam Survival Guide free when you join.

Copyright 2026 CyberGuy.com. All rights reserved.

Advertisement
Continue Reading

Technology

ChatGPT and Gemini apps are coming for your PC

Published

on

ChatGPT and Gemini apps are coming for your PC

Hi, friends! Welcome to Installer No. 124, your guide to the best and Verge-iest stuff in the world. (If you’re new here, welcome, send me your Coachella fits, and also you can read all the old editions at the Installer homepage.)

This week, I’ve been reading about restaurant bread and GLP-1s and Lenny Rachitsky and Artemis II fashion, watching the new boy band doc because I will always watch a boy band doc, also watching every clip I can find from Justin Bieber’s Coachella set, filling the Schitt’s Creek-shaped hole in my heart with Big Mistakes, getting increasingly excited about The Mandalorian and Grogu, and watering my new lawn so it doesn’t die. Please don’t die, lawn. You were so expensive.

I also have for you a couple of new AI apps to install on your computer, new action cameras worth planning a trip around, a new sci-fi action game to play, and much more.

Oh, and a reminder: Send me the thing you made! We’re doing self-promotion week in Installer (probably next week but maybe the week after), and either way I want to hear about the things you’ve been making, building, coding, creating, whatever-ing that you think the Installerverse might like. I’ve already heard from SO MANY of you, and it rules — keep the good stuff coming! Let’s dig in.

(As always, the best part of Installer is your ideas and tips. What are you watching / reading / playing / listening to / storing on your NAS this week? Tell me everything: installer@theverge.com. And if you know someone else who might enjoy Installer, forward it to them and tell them to subscribe here.)

Advertisement
  • OpenAI Codex. Here’s OpenAI’s latest stab at an all-in-one AI superapp, which includes a web browser, new coding tools, and a setting that allows Codex to just use your computer for you. Tread lightly, as always, but people seem to be liking Codex a lot recently.
  • Gemini for Mac. I’m mad at Google for tying its Mac app to a keyboard shortcut lots of people use for other things, and for making the app a login item by default. But! This is immediately the best way yet to interact with Gemini, and even Google Drive and Photos, from your computer. Into my dock it goes.
  • Beef season two. Beef is one of the very best shows nobody ever seems to talk about. I’ve been burned before by the “we’ll just do it again but with a whole new cast” premise — looking at you, True Detective — but this is a win even just as a reason to rewatch the first season.
  • Gradient Weather. Y’all, I think somebody finally made the gorgeous, simple weather app Android has been desperately needing. It’s very new and very beta, but I love the look, and I love that the whole aesthetic shifts with the weather. Insta-install.
  • Lorne. By all accounts this is about as close as anyone has ever gotten to a truly inside look at Saturday Night Live and its semi-mythological creator, Lorne Michaels. Morgan Neville mostly makes great docs and got a ton of access for this one; I’m very excited to watch it.
  • Where Are All Of These GPUs Actually Going?” A very fun answer to a surprisingly complex question: What are companies doing with the unbelievable quantities of chips they’re buying? The numbers are all kind of pretend, and How Money Works does a good job making them make sense.
  • The DJI Osmo Pocket 4. It’s very sad that this gimbal camera isn’t coming to the US in the near future, because more buttons, better slo-mo, and more built-in storage are all terrific upgrades. I use a Pocket 3 all the time, and will be keeping an eye out for the upgrade.
  • The GoPro Mission 1 Pro ILS. This one’s still in “coming soon” mode, but it is the first GoPro in a long time I’ve been excited about. Adding an interchangeable lens mount, along with all the other Mission 1 upgrades, is going to completely change the kinds of things people do with GoPros. I can’t wait to see this thing out in the wild.
  • Coachella TV. I’ve never spent much time with YouTube’s Coachella livestream, but this year’s show has been terrific. It almost feels like a concert doc being shot in real time — and there’s more Bieber to come!
  • Pragmata. I am always here for a game that’s not trying to be a live-service, battle-royale, open-world anything, and instead just sends you on an adventure. It may suffer from being a touch too derivative, but it still appears to be very much my kind of game.

I’ve been a fan of Maria Popova’s work for… about as long as I can remember. Maria runs a site called The Marginalian, which I started following back when it was called Brain Pickings; under both names the site has been a fountain of stuff to read, with surprising and smart ideas about just about everything. I spend a lot of time reading, and on the internet, and I can’t think of anyone who shows me more stuff I never would have found otherwise.

Maria put out a book earlier this year, called Traversal, that is all about how people look at, think about, and reckon with the world around them. There is a lot going on in this book, and I suspect you’ll like it. I asked Maria to share her homescreen with us, curious if she also had a more enlightened take on all things technology.

Here’s Maria’s homescreen, plus some info on the apps she uses and why:

The phone: iPhone 16 – still too large for me, but I had to grudgingly resign to it after my last 13 mini gave up Moore’s ghost.

The wallpaper: Spring moonrise behind leafing maple in the forest where I live much of the year.

The apps: Evernote, Phone, Safari. (Blank Spaces is the app that turns the icons to text.)

Advertisement

The usual life-management tools (calendar, connection, climate) plus Evernote, which I have been using since 2003 and which is by now an Alexandria of meticulously organized information that just about runs my life.

I also asked Maria to share a few things she’s into right now. Here’s what she sent back:

  • Robert Macfarlane and Jackie Morris’s Book of Birds: A Field Guide to Wonder and Loss.
  • Joan As Police Woman’s record Lemons, Limes and Orchids.
  • Jad Abumrad’s miniseries Fela Kuti: Fear No Man.
  • The lovely reminder of who we can be in the story of how humanity saved the ginkgo.

Here’s what the Installer community is into this week. I want to know what you’re into right now as well! Email installer@theverge.com or message me on Signal — @davidpierce.11 — with your recommendations for anything and everything, and we’ll feature some of our favorites here every week. For even more great recommendations, check out the replies to this post on Threads and this post on Bluesky.

Becca Farsace recommended the OhSnap Mcon on her channel recently and I picked one up. It’s super slick and works great with the Delta emulator so far. I got Goldeneye running just fine with it after a little tuning.” — Ian

“Really been enjoying Plain Text Sports to follow the start of baseball season. Loads fast, has everything I want with none of the ESPN cruft” — Rich

“I’ve almost finished reading Service Model by Adrian Tchaikovsky and I’m obsessed: equal amounts of humor and existential dread. It’s very silly, very thoughtful, and frankly a very Verge-y take on technology.” — Olof

Advertisement

“YouTube has been my recent go-to for surprisingly good short films that you would probably never hear about or would probably get lost in the Hollywood machine. For instance, this one called Aborted was amazing and there are more like it out there.” — Steve

“Definitely watch Jon Bois’ hilarious, quirky, and informative series about the birth of the internet mashed up with Home Improvement TV show references.” — Logan

“I bought a MacBook Air a few weeks ago after looking at the Neo and getting fed up by Windows, and I bought a few helper apps to fix small annoyances I had with the notch and
Spotlight. There are a lot of good notch applications but I bought Alcove — having the notch show me when I raise and lower volume makes the giant black bar in the middle of my screen feel slightly less useless somehow. I’ve also been using TinyStart, which is really

fast and nice! These two helper apps have made using the Mac as my main computer feel much nicer than it did the last time I tried.” — Iris

”My passion for discovering TTRPGs and learning about game design has led me into a deep dive on the Youtube channel Knights of Last Call. Long live-streams and VODs and a super active community have opened my eyes to even more of what is possible in TTRPGs.” — Simeon

Advertisement

“Season 3 of Shrinking on Apple TV just ended on such a powerful note. The ensemble cast just keeps bringing it and the writing realistically takes on all kinds of human problems we all deal with or know about. A+” — Aaron

“I find SO MANY great book recommendations thanks to The Big Idea feature on John Scalzi’s blog, Whatever!” — Steve

You surely already know this, but I spend way too much time on snacks. Eating them. Researching them. Thinking about them. Longing for more of them. And I know I’m not alone! So I have big news: My wife recently brought home a variety pack of candy from YumEarth, and it’s all excellent. It’s basically Skittles, Starbursts, and Sour Patch Kids, but with more natural ingredients and a lot less sugar. (But still a lot of sugar, because it’s candy. Sugar-free candy is a lie.)

I am constantly on the lookout for a way to make my bad habits a little better, without making my life worse in the process. This is a perfect one. The Skittles equivalent are called “Giggles,” which is awful, but they’re delicious. So I’ll allow it. I’m gonna go get some right now.

Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.
Advertisement

Continue Reading
Advertisement

Trending