OpenAI custom chip project aims to challenge Nvidia's dominance
SMRTR summary
OpenAI is developing its first custom AI chip, to be manufactured by TSMC in 2026. Designed by a 40-person team with Broadcom, the chip will initially focus on AI inferencing using TSMC's 3nm technology. This move could challenge Nvidia's dominance in the AI hardware market and is seen as strategically important for OpenAI's future in the expanding AI sector.
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