San Francisco – OpenAI, the brains behind ChatGPT, is rumored to be charting its path in the AI chip manufacturing sector, potentially shaking up the tech scene. While still in the evaluation phase, insiders shed light on OpenAI's contemplation of a spectrum of strategies, notably forging alliances with chip colossus Nvidia.
Industry expert Alex White, GM EMEA at SambaNova Systems, expressed that Nvidia's AI chip shortages could hinder OpenAI's scalability. "OpenAI's pivot towards hardware is foreseeable. With AI's demands outpacing supply, owning from hardware to software offers an edge. However, chip design demands time and expertise," opined White.
TSMC Chairman Mark Liu hinted at an 18-month window to alleviate AI chip supply constraints. Emphasizing the enormity of the task, White commented on the extensive timeline OpenAI took to roll out GPT-4, hinting at a similar trajectory for hardware.
This ambitious venture mirrors tech behemoths like Google and Amazon, albeit with inherent challenges. The timeline remains nebulous, leaving OpenAI's dependency on commercial vendors intact. The tech world watches keenly as OpenAI navigates these uncharted waters.
