DeeperML

OpenAI is finalizing the design of its first custom AI chip, with mass production targeted for 2026. The company is partnering with Taiwan-based TSMC for manufacturing, using their advanced 3-nanometer process. This move mirrors similar efforts by other tech giants to design custom chips for AI workloads, aiming to reduce reliance on NVIDIA and potentially gain leverage in negotiations with suppliers. The chip under development is capable of both training and running AI models, although initial deployment may be limited in scale.

This project is spearheaded by a 40-person team led by Richard Ho, formerly of Google's custom AI chip program, and working closely with Broadcom. OpenAI's endeavor comes as demand for AI chips continues to surge and tech giants like Amazon, Microsoft, and Meta explore their own silicon or third-party options amid rising costs. Microsoft said it will spend $80 billion on AI infrastructure in 2025, Meta has vowed to splurge $65 billion in the next year on building out its AI operations.

ImgSrc: the-decoder.com

References :

• bsky.app: OpenAI is following in the steps of its big tech competitors and designing custom chips for AI workloads.
• Techstrong.ai: OpenAI is finalizing the design of its first in-house artificial intelligence (AI) chip within a few months.
• THE DECODER: OpenAI is putting the finishing touches on its first custom AI chip design, according to exclusive reporting from Reuters. The company plans to partner with Taiwan-based TSMC for manufacturing, with initial production trials expected to take several months.

Classification:

• HashTags: #OpenAI #CustomChip
• Company: OpenAI
• Product: ChatGPT
• Type: Research
• Severity: Major