Tech giants unveil next-gen AI chips in Taiwan as competition intensifies

Nvidia, AMD, and Intel have each unveiled their latest AI chips in Taiwan, intensifying the competition among them.

Nvidia’s CEO, Jensen Huang, announced on Sunday that the company will introduce its most advanced AI chip platform, Rubin, in 2026. This new platform will replace the Blackwell chips, which were launched in March for data centers and hailed as the “world’s most powerful chip.” The Rubin platform will include new GPUs, a CPU named Vera, and advanced networking chips. Speaking at National Taiwan University in Taipei, Huang emphasized the significant shift in computing driven by AI and accelerated computing.

“We’re at the cusp of a major shift in computing,” Huang said, highlighting the intersection of AI and accelerated computing as pivotal for the future. He also outlined a roadmap for new semiconductor releases on a “one-year rhythm.”

Investor enthusiasm for AI has driven up shares in chip companies, with Nvidia’s stock more than doubling over the past year. Richard Windsor, founder of Radio Free Mobile, noted that Nvidia aims to maintain its market dominance, currently holding around 70% of AI semiconductor sales. However, competition is intensifying as AMD and Intel introduce new products to challenge Nvidia’s lead.

On Monday, AMD’s CEO Lisa Su introduced the company’s latest AI processors in Taipei and outlined plans for new products over the next two years. The next-generation MI325X accelerator will be available in the fourth quarter of this year.

The following day, Intel CEO Patrick Gelsinger revealed the sixth generation of its Xeon chips for data centers and the Gaudi 3 AI accelerator chips. Gelsinger highlighted that the Gaudi 3, which competes with Nvidia’s H100, will be one-third cheaper than its rivals.

**The Drive for Generative AI Chips**
The global race to develop generative AI applications has significantly increased the demand for cutting-edge chips used in data centers. Nvidia and AMD, originally known for their GPUs popular among gamers, are now leveraging these GPUs to power generative AI technologies like ChatGPT.

“AI is our number one priority, and we’re at the beginning of an incredibly exciting time for the industry,” Su remarked. She mentioned that AMD’s MI300X, launched last year, showcased leadership in inference performance, memory size, and compute capabilities. AMD plans to expand its product roadmap with new releases every year, introducing the MI350 in 2025 and the MI400 in 2026.

These developments underscore the rapidly evolving landscape of AI chip technology, with each company striving to innovate and capture market share in the burgeoning AI industry.