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

An illustration of a cartoon brain with a computer chip imposed on top.
Illustration by Alex Castro / The Verge

Tech companies want AI to grow. To do that, they need more and more powerful chips.

The rise of generative AI was powered by Nvidia and its H100 GPU. As demand far outstripped supply, the H100 became highly sought after and extremely expensive, prompting customers including 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, more powerful AI chips.

As demand for generative AI services continues to grow, it’s more evident that chips will be the next big battleground for AI supremacy.