OpenAI تعمل على أول مجموعة شرائح مع Broadcom وTSMC.. تفاصيل

OpenAI Develops Its Own AI Chip: A Look at the Company's Strategic Moves

OpenAI, the innovative company behind ChatGPT, is making significant strides in its pursuit of self-sufficiency. While its rapid growth has fueled a surge in demand for computing power, OpenAI is actively seeking ways to reduce dependence on external chip manufacturers. This strategic shift, detailed here for the first time, highlights the company's dedication to securing its chip supply and managing costs.

OpenAI's Quest for Chip Independence: A Multifaceted Approach

The company's strategy involves a blend of internal and external approaches. OpenAI is collaborating with chip giants Broadcom and TSMC to develop its own custom AI chips. This proactive move comes in the wake of a decision to forgo a costly plan to establish its own network of chip factories, or “foundries,” due to the substantial financial investment and lengthy development time required.

OpenAI is also exploring the potential of incorporating AMD chips alongside its existing reliance on Nvidia, aiming to diversify its chip supply and minimize costs. This diversification strategy is becoming increasingly common among tech giants like Amazon, Meta, Google, and Microsoft, all of whom face similar challenges in securing their chip supply.

Strategic Partnerships and a Growing Team

OpenAI is working with Broadcom to create a specialized chip for AI inference, the process of using trained AI models to make predictions. This collaboration is strategic as the demand for inference chips is expected to outpace the need for training chips in the future, as AI applications become more widely deployed.

OpenAI has assembled a team of chip experts, led by veterans from Google's Tensor Processing Unit (TPU) division, including Thomas Norrie and Richard Ho. This team is focused on creating a custom AI chip, with a projected launch in 2026. The company is also utilizing TSMC's manufacturing capabilities to produce these chips.

OpenAI's Chip Strategies: A Broader Industry Impact

OpenAI's decision to use AMD chips through Microsoft Azure demonstrates the growing market presence of AMD's new MI300X chips, a powerful contender in the market currently dominated by Nvidia. AMD is optimistic about its AI chip market share, forecasting sales of $4.5 billion in 2024.

OpenAI's efforts to create its own chips and diversify its chip supply highlight the increasing demand for specialized chips designed to optimize AI performance and efficiency. As AI applications become more sophisticated and computationally demanding, companies like OpenAI are leading the charge in developing innovative solutions to meet these evolving needs.