Sources: OpenAI is set to produce an AI chip co-designed with Broadcom, to ship in 2026, and has committed $10B in orders; the chip will only be used internally
ChatGPT maker's deal with US chip group signals industry shift towards custom alternatives to Nvidia
Financial Times
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Discussion
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@firebel.ly
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Pipe dreams
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@edzitron.com
Ed Zitron
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Quick questions: — 1. How is OpenAI affording these $10bn in chips? — 2. What time frame are they being delivered in? — 3. Where exactly are they being installed? — 4. How are they being cooled, exactly? — Have these things even taped out? …
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OpenAI set to start mass production of its own AI chips with Broadcom
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r/BroadcomStock
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Broadcom Inc. Announces Third Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend | Excerpts: “Q3 AI revenue growth accelerated to 63% year-over-year to $5.2 billion,” | …