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What will be the composition of OpenAI's custom AI chip project team by end of 2024?
2
Resolution / Starting Odds
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%
Public announcements from OpenAI, employee data
Story
OpenAI in Talks with Broadcom ($AVGO) to Develop New AI Chip, Shares Up 1%
Jul 18, 2024, 07:27 PM
OpenAI is reportedly in talks with Broadcom ($AVGO) to develop a new AI chip, according to The Information. This move is part of OpenAI's strategy to enhance its AI capabilities with custom chips. Initially, CEO Sam Altman had planned to start a separate company for this purpose, but the efforts are now being integrated within OpenAI. This development could pose a potential threat to Nvidia, as OpenAI has also hired former members of a Google AI chip unit. Following the report, Broadcom shares saw a 1% increase in trading volume.
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Broadcom • 25%
TSMC • 25%
AMD • 25%
NVIDIA • 25%
NVIDIA • 25%
AMD • 25%
In-house (OpenAI) • 25%
Other • 25%
Intel • 25%
Samsung • 25%
Qualcomm • 25%
Other • 25%
Cost Reduction • 25%
Performance Enhancement • 25%
Supply Chain Control • 25%
Other • 25%
Google • 25%
Meta • 25%
ByteDance • 25%
Other • 25%
Cost reduction • 25%
Performance enhancement • 25%
Supply chain independence • 25%
Other • 25%