Home Tech OpenAI’s secret weapon against Nvidia dependence takes shape

OpenAI’s secret weapon against Nvidia dependence takes shape

An illustration of a circuit board and a chip with "AI" written on it.


A big funding

The trail to making a customized AI chip requires substantial assets. Business specialists informed Reuters that designing a single model of such a processor might price as a lot as $500 million, with extra bills for growing supporting software program and {hardware} probably doubling that quantity.

The present OpenAI chip undertaking, led by former Google chip designer Richard Ho, includes a staff of 40 engineers working with Broadcom on the processor design, in response to Reuters. The Taiwanese firm TSMC, which additionally produces Nvidia’s chips, will manufacture OpenAI’s chips utilizing its 3-nanometer course of know-how. The chips will reportedly incorporate high-bandwidth reminiscence and networking options much like these present in Nvidia’s processors.

Initially, OpenAI’s first chip will focus totally on operating AI fashions (usually referred to as “inference”) reasonably than coaching them, with restricted deployment throughout the corporate. The timeline suggests mass manufacturing might start at TSMC in 2026, although the primary tape-out and manufacturing run faces technical dangers that would require extra fixes and will delay the undertaking for months.

OpenAI’s transfer into AI {hardware} comes as main tech firms spend document quantities on AI infrastructure. Microsoft plans to take a position $80 billion in 2025, whereas Meta put aside $60 billion for the following 12 months, Reuters notes. Final month, OpenAI (working with SoftBank, Oracle, and MGX) introduced a brand new $500 billion “Stargate” infrastructure undertaking aimed toward constructing new AI knowledge facilities within the US.

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