AI at TechInsights: Oct 2025 Review

Discover the key AI chip developments of October 2025, from multi-gigawatt OpenAI partnerships to major product launches and TSMC’s record AI-driven growth.

The AI chip news in October 2025 was dominated by massive infrastructure investments and key product releases. AMD and OpenAI announced a multi-year partnership for OpenAI to deploy 6 gigawatts of AMD Instinct GPUs. Shortly after that, OpenAI and Broadcom unveiled a collaboration for 10 gigawatts of custom AI accelerators. Apple launched its M5 chip with integrated Neural Accelerator and Intel unveiled its new inference-optimized Crescent Island Data Center GPU at the OCP Global Summit. TSMC announced record-breaking Q3 2025 earnings, with profit soaring 39% year-over-year fueled by stronger than expected AI chip demand. Read more about TechInsights coverage during October 2025 of the products and events that are shaping the AI chip market in this report.