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Primary reason for OpenAI's in-house chip development shift by 2025?
2
Resolution / Starting Odds
Cost Reduction • 25%
Performance Enhancement • 25%
Supply Chain Control • 25%
Other • 25%
Statements from OpenAI or industry expert analysis
Story
OpenAI Partners with Broadcom and TSMC to Develop AI Inference Chip, Reserving 2026 Manufacturing Capacity
Oct 29, 2024, 04:45 PM
OpenAI is collaborating with Broadcom and Taiwan Semiconductor Manufacturing Company (TSMC) to develop its first in-house AI inference chip. This partnership aims to reduce OpenAI's reliance on third-party suppliers and cut costs associated with chip production. OpenAI has reportedly reserved manufacturing capacity at TSMC for 2026 and plans to incorporate both AMD and NVIDIA chips to meet its increasing infrastructure demands. The collaboration signifies a strategic shift for OpenAI as it seeks to enhance its AI capabilities while reassessing its previous ambitions for building its own foundries.
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Broadcom • 25%
TSMC • 25%
AMD • 25%
NVIDIA • 25%
Majority former Google AI chip unit members • 25%
Majority Broadcom engineers • 25%
Majority new hires from other companies • 25%
Even mix of former Google, Broadcom, and new hires • 25%
Google • 25%
Meta • 25%
ByteDance • 25%
Other • 25%
Intel • 25%
Samsung • 25%
Qualcomm • 25%
Other • 25%
Cost reduction • 25%
Performance enhancement • 25%
Supply chain independence • 25%
Other • 25%
Yes • 50%
No • 50%
Prevent hostile takeovers • 25%
Attract new investments • 25%
Improve operational efficiency • 25%
Other • 25%
AI ethics • 25%
Copyright compliance • 25%
Transparency • 25%
No significant changes • 25%