OpenAI’s pursuit of a custom inferencing chip seems driven by the need to reduce cloud expenses, optimize energy efficiency for AI apps, and diversify suppliers.
Developing silicon custom-tuned for OpenAI’s services could drive efficiency, allowing tight integration of hardware and software while potentially lowering operational costs for AI workloads.
The potential plan to build giant datacenters shows OpenAI’s strategy not only to run AI services more cost-effectively but to secure infrastructure backed by custom silicon.
By engaging in talks with Broadcom and Taiwan Semiconductor Manufacturing, OpenAI aims to gain more control over its hardware needs, reducing reliance on external providers.
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