• Thursday • January 29, 2026

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    New York Times

    Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy

    The Rivals Made Billions of Dollars in the Business over the Past Year, Showing Other Companies that Nvidia isn’t the Only Game in Town

    In the three years since the artificial intelligence boom began, the one thing that has been safe to assume is that almost every big A.I. project starts with chips from Nvidia. But last year, two of the tech industry’s most powerful companies — which also happen to be two of Nvidia’s biggest customers — made small but meaningful dents in Nvidia’s seemingly insurmountable business.

  • Monday • October 27, 2025

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    CNBC

    Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 11%

    Qualcomm Announced that It will Release New AI Accelerator Chips

    Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia, which has so far dominated the market for AI semiconductors. The stock soared 11% following the news. The AI chips are a shift from Qualcomm, which has thus far focused on semiconductors for wireless connectivity and mobile devices, not massive data centers.

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  • Wednesday • October 15, 2025

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    Industry News Source

    Apple’s M5 chip pushes AI performance with new ‘Neural Accelerators’

    The Chip’s GPU and Memory Bandwidth Seem to be Where the Biggest Gains were Made

    Like clockwork, Apple has introduced a new M-series chip on updated versions of the iPad Pro, MacBook Pro and for the first time, Apple Vision Pro. The new M5 chip shares plenty of similarities with the M4 chip Apple introduced in 2024, but the biggest seems to be a focus on improving graphics and AI performance.

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  • Monday • September 29, 2025

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    Bloomberg

    Huawei to Double Output of AI Chip as Nvidia Wavers in China

    Huawei’s Reported Plan to Double AI-Chip Output Over the Next Year Suggests China is Making Real Progress in Working Around US Export Controls

    Huawei Technologies Co. is preparing to sharply ramp up production of its most advanced artificial intelligence chips over the next year, aiming to win customers in the world’s biggest semiconductor market while Nvidia Corp. struggles with geopolitical headwinds.

  • Tuesday • September 23, 2025

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    Reuters

    Nvidia to invest up to $100 billion in OpenAI, linking two artificial intelligence titans

    Nvidia Will Invest Up To $100 Billion in OpenAI and Supply It with Data Center Chips

    The move underscores the increasingly overlapping interests of the various tech giants developing advanced AI systems. The deal gives chipmaker Nvidia a financial stake in the world’s most prominent AI company, which is already an important customer.

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  • Monday • July 28, 2025

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    Wall Street Journal

    Tesla, Samsung Sign $16.5 Billion Deal to Make AI Chips

    Chips will be Designed for AI Data Centers, Autonomous Driving and Robots; Shares in South Korean Tech Giant Surge

    Samsung Electronics will manufacture artificial-intelligence chips for Tesla in Texas under a $16.5 billion multiyear deal, a major win for its U.S. foundry business that sent shares of South Korea’s largest company sharply higher.

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