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What will be the primary benefit for OpenAI from its collaboration with TSMC and Broadcom by 2026?
2
Resolution / Starting Odds
Cost reduction • 25%
Performance enhancement • 25%
Supply chain independence • 25%
Other • 25%
Official announcements from OpenAI, industry analysis reports
Story
OpenAI Partners with Broadcom and TSMC to Develop In-House AI Chip, Reserves 2026 Manufacturing Capacity
Oct 29, 2024, 07:10 PM
OpenAI is collaborating with Broadcom Inc. and Taiwan Semiconductor Manufacturing Company (TSMC) to develop its first in-house AI inference chip, aiming to support its artificial intelligence systems and reduce dependency on third-party suppliers. The partnership involves OpenAI reserving TSMC's manufacturing capacity for 2026 to produce the custom chips. This move comes as the company scales back its ambitious plans to build its own foundry due to high costs and time constraints. Additionally, OpenAI has assembled a 20-person chip development team and is incorporating Advanced Micro Devices (AMD) chips alongside Nvidia chips to meet its increasing infrastructure demands. The collaboration with Broadcom and TSMC is expected to help OpenAI cut costs and enhance the efficiency of its AI systems.
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Yes • 50%
No • 50%
Yes • 50%
No • 50%
Broadcom • 25%
TSMC • 25%
AMD • 25%
NVIDIA • 25%
Increase by over 10% • 25%
Increase by 5-10% • 25%
Increase by less than 5% • 25%
Decrease or no change • 25%
Cost Reduction • 25%
Performance Enhancement • 25%
Supply Chain Control • 25%
Other • 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%
NVIDIA • 25%
AMD • 25%
In-house (OpenAI) • 25%
Other • 25%
Google • 25%
Meta • 25%
ByteDance • 25%
Other • 25%
Successful product integration • 25%
Partnership terminated • 25%
Partnership expanded • 25%
No significant changes • 25%