OpenAI is reportedly embarking on a brand new chapter in its synthetic intelligence improvement journey—it’s constructing its personal in-house chip.
Based on Reuters, which cited unique sources near the corporate, OpenAI is collaborating with Broadcom and Taiwan Semiconductor Manufacturing Firm (TSMC) to diversify its provide chain and management infrastructure prices because it seeks to maintain up with the immense computational wants of AI.
Whereas OpenAI had beforehand thought of constructing its personal chip manufacturing foundries, the excessive prices and prolonged timeline led the corporate to prioritize in-house chip design. Presently, OpenAI has assembled a staff of roughly 20 chip engineers, together with specialists with expertise designing Google’s Tensor Processing Models (TPUs). Collectively, they hope to develop OpenAI’s first customized chip by 2026—although that timeline is versatile.
The information on Tuesday despatched Broadcom Inc. shares up 4% and TSMC’s US-traded shares gained greater than 1%.
The transfer displays OpenAI’s ongoing technique to safe constant chip provide and handle escalating prices, a problem that different tech giants like Amazon, Meta, Google, and Microsoft have additionally confronted of their AI ventures. This effort contains OpenAI’s latest choice to combine AMD chips, together with Nvidia’s GPUs, which proceed to dominate the market however are in restricted provide. In truth, tech giants have been actually begging Nvidia for extra chips.
At a gathering with analysts final month, billionaire Oracle cofounder and chief expertise officer Larry Ellison stated he and world’s-richest-man Elon Musk took Nvidia CEO Jensen Huang out to dinner at Nobu Palo Alto and “begged” for extra GPUs.
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