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Will OpenAI's in-house AI chip outperform Nvidia's top AI chip by 2027?
2
Resolution / Starting Odds
Yes • 50%
No • 50%
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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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Nvidia's market cap decreases by more than 10% • 25%
Nvidia's market cap remains stable (±5%) • 25%
Nvidia's market cap increases by more than 10% • 25%
Nvidia's market cap decreases by less than 10% • 25%
Yes • 50%
No • 50%
Broadcom • 25%
TSMC • 25%
AMD • 25%
NVIDIA • 25%
Cost Reduction • 25%
Performance Enhancement • 25%
Supply Chain Control • 25%
Other • 25%
NVIDIA • 25%
AMD • 25%
In-house (OpenAI) • 25%
Other • 25%
Yes • 50%
No • 50%
