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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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Defense secretary Pete Hegseth designates Anthropic a supply chain risk

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Defense secretary Pete Hegseth designates Anthropic a supply chain risk

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon.

Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic’s models for every LAWFUL purpose in defense of the Republic.

Instead, @AnthropicAI and its CEO @DarioAmodei, have chosen duplicity. Cloaked in the sanctimonious rhetoric of “effective altruism,” they have attempted to strong-arm the United States military into submission – a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives.

The Terms of Service of Anthropic’s defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield.

Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable.

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As President Trump stated on Truth Social, the Commander-in-Chief and the American people alone will determine the destiny of our armed forces, not unelected tech executives.

Anthropic’s stance is fundamentally incompatible with American principles. Their relationship with the United States Armed Forces and the Federal Government has therefore been permanently altered.

In conjunction with the President’s directive for the Federal Government to cease all use of Anthropic’s technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service.

America’s warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.

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What Trump’s ‘ratepayer protection pledge’ means for you

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What Trump’s ‘ratepayer protection pledge’ means for you

NEWYou can now listen to Fox News articles!

When you open a chatbot, stream a show or back up photos to the cloud, you are tapping into a vast network of data centers. These facilities power artificial intelligence, search engines and online services we use every day. Now there is a growing debate over who should pay for the electricity those data centers consume.

During President Trump’s State of the Union address this week, he introduced a new initiative called the “ratepayer protection pledge” to shift AI-driven electricity costs away from consumers. The core idea is simple. 

Tech companies that run energy-intensive AI data centers should cover the cost of the extra electricity they require rather than passing those costs on to everyday customers through higher utility rates.

It sounds simple. The hard part is what happens next.

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At the State of the Union address Feb. 24, 2026, President Trump unveiled the “ratepayer protection pledge” aimed at shielding consumers from rising electricity costs tied to AI data centers. (Nathan Posner/Anadolu via Getty Images)

Why AI is driving a surge in electricity demand

AI systems require enormous computing power. That computing power requires enormous electricity. Today’s data centers can consume as much power as a small city. As AI tools expand across business, healthcare, finance and consumer apps, energy demand has risen sharply in certain regions.

Utilities have warned that the current grid in many parts of the country was not built for this level of concentrated demand. Upgrading substations, transmission lines and generation capacity costs money. Traditionally, those costs can influence rates paid by homes and small businesses. That is where the pledge comes in.

What the ratepayer protection pledge is designed to do

Under the ratepayer protection pledge, large technology companies would:

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  • Cover the full cost of additional electricity tied to their data centers
  • Build their own on-site power generation to reduce strain on the public grid

Supporters say this approach separates residential energy costs from large-scale AI expansion. In other words, your household bill should not rise simply because a new AI data center opens nearby. So far, Anthropic is the clearest public backer. CyberGuy reached out to Anthropic for a comment on its role in the pledge. A company spokesperson referred us to a tweet from Anthropic Head of External Affairs Sarah Heck.

“American families shouldn’t pick up the tab for AI,” Heck wrote in a post on X. “In support of the White House ratepayer protection pledge, Anthropic has committed to covering 100% of electricity price increases that consumers face from our data centers.”

That makes Anthropic one of the first major AI companies to publicly state it will absorb consumer electricity price increases tied to its data center operations. Other major firms may be close behind. The White House reportedly plans to host Microsoft, Meta and Anthropic in early March to discuss formalizing a broader deal, though attendance and final terms have not been confirmed publicly.

Microsoft also expressed support for the initiative. 

“The ratepayer protection pledge is an important step,” Brad Smith, Microsoft vice chair and president, said in a statement to CyberGuy. “We appreciate the administration’s work to ensure that data centers don’t contribute to higher electricity prices for consumers.”  

Industry groups also point to companies such as Google and utilities including Duke Energy and Georgia Power as making consumer-focused commitments tied to data center growth. However, enforcement mechanisms and long-term regulatory details remain unclear.

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The White House plans talks with Microsoft, Meta and Anthropic about shifting AI energy costs away from consumers. (Eli Hiller/For The Washington Post via Getty Images)

How this could change the economics of AI

AI infrastructure is already one of the most expensive technology buildouts in history. Companies are investing billions in chips, servers and real estate. If firms must also finance dedicated power plants or pay premium rates for grid upgrades, the cost of running AI systems increases further. That could lead to:

  • Slower expansion in some markets
  • Greater investment in renewable energy and storage
  • More partnerships between tech firms and utilities

Energy strategy may become just as important as computing strategy. For consumers, this shift signals that electricity is now a central part of the AI conversation. AI is no longer only about software. It is also about infrastructure.

The bigger consumer tech picture

AI is becoming embedded in smartphones, search engines, office software and home devices. As adoption grows, so does the hidden infrastructure supporting it. Energy is now part of the conversation around everyday technology. Every AI-generated image, voice command or cloud backup depends on a power-hungry network of servers.

By asking companies to account more directly for their electricity use, policymakers are acknowledging a new reality. The digital world runs on very physical resources. For you, that shift could mean more transparency. It also raises new questions about sustainability, local impact and long-term costs.

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As AI expansion strains the grid, a new proposal would require tech firms to fund their own power needs. (Sameer Al-Doumy/AFP via Getty Images)

What this means for you

If you are a homeowner or renter, the practical question is simple. Will this protect my electric bill? In theory, separating data center energy costs from residential rates could reduce the risk of price spikes tied to AI growth. If companies fund their own generation or grid upgrades, utilities may have less reason to spread those costs among all customers.

That said, utility pricing is complex. It depends on state regulators, long-term planning and local energy markets.

Here is what you can watch for in your area:

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  • New data center construction announcements
  • Utility filings that mention large commercial load growth
  • Public service commission decisions on rate adjustments

Even if you rarely use AI tools, your community could feel the effects of a nearby data center. The pledge is intended to keep those large-scale power demands from showing up in your monthly bill.

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Think your devices and data are truly protected? Take this quick quiz to see where your digital habits stand. From passwords to Wi-Fi settings, you’ll get a personalized breakdown of what you’re doing right and what needs improvement. Take my Quiz here: Cyberguy.com.

Kurt’s key takeaways

The ratepayer protection pledge highlights an important turning point. AI is no longer only about innovation and speed. It is also about energy and accountability. If tech companies truly absorb the cost of their expanding power needs, households may avoid some of the financial strain tied to rapid AI growth. If not, utility bills could become an unexpected front line in the AI era.

As AI tools become part of daily life, how much extra power are you willing to support to keep them running? Let us know by writing to us at Cyberguy.com.

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Here’s your first look at Kratos in Amazon’s God of War show

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Here’s your first look at Kratos in Amazon’s God of War show

Amazon has slowly been teasing out casting details for its live-action adaptation of God of War, and now we have our first look at the show. It’s a single image but a notable one showing protagonist Kratos and his son Atreus. The characters are played by Ryan Hurst and Callum Vinson, respectively, and they look relatively close to their video game counterparts.

There aren’t a lot of other details about the show just yet, but this is Amazon’s official description:

The God of War series storyline follows father and son Kratos and Atreus as they embark on a journey to spread the ashes of their wife and mother, Faye. Through their adventures, Kratos tries to teach his son to be a better god, while Atreus tries to teach his father how to be a better human.

That sounds a lot like the recent soft reboot of the franchise, which started with 2018’s God of War and continued through Ragnarök in 2022. For the Amazon series, Ronald D. Moore, best-known for his work on For All Mankind and Battlestar Galactica, will serve as showrunner. The rest of the cast includes: Mandy Patinkin (Odin), Ed Skrein (Baldur), Max Parker (Heimdall), Ólafur Darri Ólafsson (Thor), Teresa Palmer (Sif), Alastair Duncan (Mimir), Jeff Gulka (Sindri), and Danny Woodburn (Brok).

While production is underway on the God of War series, there’s no word on when it might start streaming.

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