AI Chips

AI Chips: Everything About the Chips That Run AI

Who makes the chips behind ChatGPT, Gemini and Claude, how they are made and where, what they cost, and the facts buried in company filings. Every brand is explained in the same 16 sections, from simple to expert, with every number linked to its source.

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Brand guidesOfficial sources onlyChecked September 2026

Chip brands

Each card uses the same fields so you can compare at a glance. New brands are added as their research is finished and checked.

NVIDIA

Flagship
Vera Rubin NVL72 (Blackwell Ultra GB300 NVL72 before it)
Who makes it
TSMC (chips) with partners for packaging and assembly
Real strength
The whole stack: chips, networking, racks and CUDA software
Read the full guide →

AMD

Flagship
Instinct MI455X in the Helios rack (MI355X before it)
Who makes it
TSMC (chiplets), with partners for packaging and assembly
Real strength
432 GB of memory per chip, open software, and gigawatt-scale AI-lab deals
Read the full guide →

Intel

Guide coming soon

Google TPU

Guide coming soon

Amazon Trainium

Guide coming soon

Microsoft Maia

Guide coming soon

Meta MTIA

Guide coming soon

Apple

Guide coming soon

Cerebras

Guide coming soon

Groq

Guide coming soon

Huawei Ascend

Guide coming soon

Start here: how AI chips work

Plain-English explainers that every brand page builds on.

How AI chips work

Why AI needs special chips, what is inside one, and why memory is the real limit.
Read the explainer →

How a chip is made: sand to server

Every step from sand to a working AI rack, who does it and where.
Read the explainer →

AI memory (HBM) and why it is scarce

Coming soon

How to read a chip spec sheet

Coming soon

Export rules and the US–China chip contest

Coming soon

India’s semiconductor push

Coming soon

Compare the brands

Headline figures as each company states them. Compare dense with dense and FP8 with FP8: see the glossary below. Rows are added as each brand guide is published.

BrandCurrent flagshipMemory per chipAI compute per chipMade byPublished price
NVIDIARubin (Vera Rubin NVL72)288 GB HBM450 PFLOPS NVFP4 inference; 35 trainingTSMCNot published; rentable from about $5 per H100 GPU-hour (AWS Capacity Blocks)
AMDInstinct MI455X (Helios rack)432 GB HBM440 PFLOPS FP4; 20 FP8 (dense/sparse not stated)TSMCNot published; rentable from under $2 per MI300X GPU-hour (Vultr, pre-emptible)

The same 16 sections for every brand

Learn the layout once and you can read any brand page. Every section has Simple, Deeper and Expert levels, one below the other.

  1. 1. At a glance
  2. 2. Company card
  3. 3. The story
  4. 4. The lineup
  5. 5. How it’s made
  6. 6. Where it’s made: factories and addresses
  7. 7. How it works
  8. 8. Specs explained
  9. 9. Official pricing
  10. 10. The software lock-in
  11. 11. Who buys it and why
  12. 12. Hidden in plain sight
  13. 13. Weak spots
  14. 14. India angle
  15. 15. What’s next
  16. 16. Sources

Chip words in plain English

GPU
Graphics processing unit. A chip with thousands of small cores that do many calculations at once, which is what AI training and running need.
Accelerator
Any chip built to speed up one kind of work, such as AI. GPUs, TPUs and LPUs are all AI accelerators.
Fabless
A chip company that designs chips but pays a foundry to manufacture them. NVIDIA, AMD and Apple are fabless.
Foundry
A company that manufactures chips for others, such as TSMC or Samsung Foundry.
Wafer
A thin disc of silicon on which hundreds of chips are made at once, before being cut apart.
Process node
The manufacturing generation used to make a chip, named like "4NP" or "3nm". Smaller usually means more transistors in the same space.
Die
One chip cut from a wafer. Big AI chips now join two dies in one package.
HBM
High-bandwidth memory. Memory chips stacked on top of each other and placed right beside the AI chip so data moves very fast.
Advanced packaging (CoWoS)
The step that joins the chip dies and HBM stacks on one base. CoWoS is TSMC’s version, and it is one of the tightest bottlenecks in AI supply.
FLOPS / petaflops
Floating-point operations per second: how many sums a chip does each second. A petaflop is a thousand trillion per second.
FP4 / FP8 / FP16
How many bits each number uses. Fewer bits means less precision but much more speed. Chip makers quote their biggest numbers at FP4.
Sparse vs dense
A sparse figure assumes half the numbers in a model are zero and can be skipped, so it is often about double the dense figure. Compare dense with dense.
Memory bandwidth
How fast data moves between memory and the chip, in terabytes per second. For running large models this is often the real limit.
NVLink / scale-up
A very fast link joining GPUs inside a server or rack so they act like one big GPU. NVLink is NVIDIA’s; other makers have their own.
TDP / power
The most power a chip is designed to draw, in watts. A whole AI rack can need well over 100 kilowatts.
Rack
A cabinet of servers. Modern AI systems are sold as whole racks, such as a rack of 72 GPUs.

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