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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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Nothing cancels this year’s CMF phone due to RAM prices

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Nothing cancels this year’s CMF phone due to RAM prices

Nothing’s next budget phone is the latest victim of RAMageddon. As 9to5Google reports, Nothing co-founder Akis Evangelidis announced in a post on X that a follow-up to the CMF Phone 2 Pro won’t be coming this year:

We were working on a successor but with memory prices where they are right now, we can’t build a phone that feels like a genuine step forward at a price that makes sense for CMF. As a result, we’ve decided not to launch a new CMF phone this year.

Last week, Nothing CEO and co-founder Carl Pei also said the RAM shortage has impacted the cost of the company’s mid-range phone, stating, “For Phone 4A, memory costs doubled between when we decided to build the device and when it launched. They’ve doubled again since.” According to Pei, “memory is now the most expensive component in a smartphone.” Nothing is far from the only company facing RAM pricing challenges — earlier this week, Tim Cook announced Apple will be raising prices, saying “the situation has become unsustainable.”

While there won’t be a new CMF phone this year, Evangelidis added in his post that CMF still has “several new products launching as well as some entirely new categories.” He also hinted that “the smartphone launch season at Nothing isn’t over yet.”

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China’s brain chip breakthrough raises big questions

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China’s brain chip breakthrough raises big questions

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A coin-sized brain chip in China could help people with paralysis control devices using their thoughts. China has approved a brain-computer interface called NEO for commercial medical use in certain patients with paralysis caused by spinal cord injuries. That moves brain-chip technology out of research trials and closer to real-world medical care.

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Developed by researchers at Tsinghua University and Shanghai-based Neuracle Technology, NEO sits under the skull but rests on the brain’s protective outer layer rather than piercing deep into brain tissue. That design could make it less invasive than some competing implants.

For patients who have lost movement, this kind of technology could be life-changing. It could help restore a level of independence that once felt out of reach. But here’s where we need to slow down a bit. If a brain chip can turn your brain signals into digital commands, we need to ask who controls that data and how well it is protected.

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BRAIN IMPLANT ENABLES ALS PATIENT TO COMMUNICATE USING AI

China’s NEO brain implant could help some paralysis patients control devices, like prosthetic hands, with their thoughts while raising concerns over brain data privacy. (Tsinghua University)

What is China’s NEO brain chip?

NEO is a brain-computer interface, often called a BCI. These systems read brain activity and translate it into commands for an external device. In this case, the implant uses sensors placed near the brain’s motor-control area. Those signals can help a patient operate equipment such as a robotic glove or computer interface.

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What makes NEO especially notable is its placement. Brain-computer interfaces can be designed in different ways, and some go deeper into the brain than others. The company most people know in this space is Neuralink, the brain-chip startup co-founded by Elon Musk. Its implant uses tiny threads that enter the brain’s cortex. NEO takes a less invasive approach by placing electrodes on the dura mater, which is the protective membrane around the brain.

That design matters because every brain implant carries medical risk. Surgery can cause bleeding, swelling, infection or tissue damage. Even a small complication in the wrong part of the brain can affect speech or movement.

China’s approval does not mean brain chips are suddenly available for anyone who wants one. This remains a medical device for a narrow group of patients. Right now, the focus centers on helping people with severe paralysis regain some digital or assisted movement control.

Why China’s brain chip breakthrough matters

The medical upside here is hard to deny. More than three billion people worldwide live with neurological conditions, according to the World Health Organization. That includes people dealing with stroke, epilepsy, Parkinson’s disease, spinal cord injuries and other serious conditions.

For someone who has spent years unable to move freely or communicate easily, even a small amount of restored control could feel enormous. That is why brain-computer interfaces are getting so much attention. They could give some patients a new way to interact with the world around them.

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Neuralink has already shown what that can look like in real life. Audrey Crews, a Neuralink trial participant who has been paralyzed for years, publicly shared that she wrote her name using the implant by controlling her computer.

ELON MUSK SHARES PLAN TO MASS-PRODUCE BRAIN IMPLANTS FOR PARALYSIS, NEUROLOGICAL DISEASE

How China’s brain chip compares with Neuralink

Elon Musk’s Neuralink has attracted most of the public attention in the U.S. brain-chip race. Musk has talked openly about restoring movement, helping people communicate and one day addressing vision loss.

Neuralink received approval to begin human trials, and more than 20 people have reportedly received its implant through testing. However, it has not received broad FDA approval for general commercial use.

China’s NEO approval puts a different kind of pressure on the field. It shows that China wants to move brain-computer interface technology into its health system and build a major industry around it.

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This also fits a larger pattern. China has made BCI development part of its strategic technology push. The country wants breakthroughs by 2027 and a globally competitive brain-computer interface industry by 2030.

The coin-sized NEO brain chip rests on the brain’s protective outer layer, making it less invasive than implants that pierce brain tissue. (Tsinghua University)

Why brain chip privacy is such a big concern

We already worry about phones listening, apps tracking location and smart TVs collecting viewing habits. Brain-computer interfaces take that concern to another level.

A BCI collects signals from the nervous system. Today, that may mean decoding movement intent, such as whether a patient wants to move a cursor left or right. But as the technology improves, the data could become more sensitive.

That raises some big questions. Who owns the brain data? Can it be sold, shared or used to train AI systems? Could an insurer, employer or government ever demand access? What happens if a company changes its privacy policy after the implant becomes part of someone’s daily life?

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Those questions sound dramatic until you remember how many connected devices began as conveniences and turned into data pipelines.

A brain chip designed for medical help should not become another ad platform, another surveillance tool or another database waiting to be breached.

YOUR HEALTH DATA IS BEING SOLD WITHOUT YOUR CONSENT

Could hackers target brain-computer interfaces?

This is where the whole brain-chip conversation gets very serious. Any device that connects to a computer raises security questions. A brain-computer interface raises even bigger ones because it deals with signals from your body and, in some cases, the devices that help you move or communicate.

The concern here is someone getting access to neural data, device settings or the commands moving between the implant and outside equipment. Think about that for a second. If a brain chip helps someone control a robotic hand, a wheelchair or a communication device, a security failure could affect far more than privacy. It could affect that person’s independence and safety. That to me is scary.

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Companies building these devices need to treat cybersecurity like part of the surgery, not some software update they figure out later. Encryption, strict access controls, medical-grade testing and clear update policies should be baked in from day one.

And because a brain implant may stay inside a person’s body for years, long-term support has to be part of the deal. No one should end up with an outdated implant in their head because a company moved on to the next big product launch.

What China’s brain chip means to you

For now, this technology is geared toward patients with serious medical needs. So, no, most of us are not lining up for a brain chip anytime soon. But this should still get your attention.

We already give up a lot of personal data through our phones, watches, cars and smart home devices. A brain implant takes that to a whole different level because the data comes from inside the body. That is about as personal as it gets.

Before this technology moves beyond hospitals and medical trials, patients need plain answers before they agree to anything. They should know who can access the data, how long it gets stored, whether it can be shared and whether it can help train AI systems.

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The medical potential here is incredible. Helping someone regain control or communicate again could change a life. But the privacy protections need to be just as strong as the technology itself.

NEURALINK BRAIN IMPLANT HELPS ARIZONA MAN REGAIN CONTROL OF HIS LIFE

Brain-computer interfaces, like Neuralink, pictured here, could restore independence for some patients, but experts say neural data needs strong privacy and cybersecurity protections. (Neuralink)

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Kurt’s key takeaways

China’s NEO brain chip could be a huge step forward for people living with paralysis. If this technology helps someone regain control or communicate again, that is powerful. But I also think we need to be very careful here. Once a device connects your brain signals to outside technology, the privacy stakes change fast. We are talking about data tied to your nervous system. That to me is the line we need to watch closely. Brain chips could do incredible good. But companies and governments need clear limits before this technology moves any further into everyday life. The promise is real. So are the risks. And when the data comes from inside your own head, “trust us” will never be enough.

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Would you ever consider a brain implant if it could restore movement or communication, or does the privacy risk feel too personal to accept? Let us know by writing to us at CyberGuy.com.

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NASA selects Eric Schmidt’s rocket company for a 2028 mission to Mars

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NASA selects Eric Schmidt’s rocket company for a 2028 mission to Mars

Relativity Space, the rocket company led by former Google executive Eric Schmidt, was picked to launch NASA’s Aeolus payload to Mars in 2028, as reported earlier by TechCrunch. Under a new public-private partnership, Relativity Space will provide the “spacecraft, rocket, and cruise operations” to fly Aeolus to Mars, where the payload will “provide the first integrated, daily, global view of Martian winds, temperatures, dust, and clouds.”

The Aeolus payload will have four instruments on board for studying the Martian atmosphere, which NASA says will “directly inform entry, descent, and landing systems and support safer, more predictable mission planning for astronauts.”

Schmidt, who served as CEO of Google from 2001 to 2011, became Relativity Space’s CEO in 2025, a couple of years after it launched the “world’s first 3D-printed rocket,” Terran 1, which failed shortly after launch. Relativity Space’s larger Terran R rocket isn’t scheduled to have its first launch until later this year.

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