About
NetChoice is a trade association fighting for free speech and free enterprise online. This page is a new education project of NetChoice’s.
The goal of our Tech Competition webpage is to show how the abundance of competition in the tech industry benefits consumers through new exciting services, and market signals pushing businesses to constantly innovate and improve their offerings to their customers. We’ll keep this page updated frequently with news and facts that highlight the prevalence and impact of vigorous competition in U.S. tech markets.
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Posts
Tech Competition is Helping Americans. Here's How.
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Wednesday • August 26, 2026
Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run
Third-Quarter Revenue Forecast is $108 Billion, Plus or Minus 2%, Versus $104.19 Billion Estimate
Nvidia, on Wednesday forecast a 70% jump in revenue next fiscal year, underscoring unabated demand for AI computing, while warning that shortages of memory components would continue to curb how quickly it can expand.
The chip company’s shares rose nearly 5% in extended trading, after having dipped over 1% initially. “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue,” Nvidia Chief Executive Jensen Huang said. -
Thursday • August 6, 2026
Anthropic Enters The AI Chip Race With In-House Chip Team
The Company Has Begun Hiring Engineers Who Have Personally Shipped Finished Semiconductor Designs
The listing, which pays $320,000 to $485,000, is the first public sign of an in‑house silicon team that Anthropic confirmed on Wednesday, marking its initial move toward lowering the cost of every query Claude will ever answer.
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Thursday • January 29, 2026
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.
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Monday • October 27, 2025
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
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
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.
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