OpenAI Reportedly Turning to Broadcom for Custom AI Chips

OpenAI is said to be in talks with Broadcom about developing custom AI inference chips to run its models. On an earnings call last week, Broadcom disclosed that an AI developer had placed a $10 billion order for AI server racks using its chips. That new customer was reported to be OpenAI, which has relied primarily on hotly sought-after Nvidia GPUs for model training and deployment. Broadcom specializes in XPUs — accelerator chips designed for specific uses, like inference for ChatGPT. OpenAI CEO Sam Altman has publicly complained that a shortage of chips has impeded the company’s ability to get new models and products to market. Continue reading OpenAI Reportedly Turning to Broadcom for Custom AI Chips

Microsoft, OpenAI Considering a Supercomputer Data Center

Microsoft and OpenAI are contemplating an AI supercomputer data center that may cost as much as $100 billion. Called Stargate, the aim would be to have it operational by 2008 to drive OpenAI’s next generation of artificial intelligence. According to reports, the Stargate complex would span hundreds of U.S. acres and use up to 5 gigawatts of power, which is massive (the equivalent of a substantial metropolitan power grid). In light of those power needs, a nuclear power source is said to be under consideration. The project is not yet green-lit, and no U.S. location has been selected. Continue reading Microsoft, OpenAI Considering a Supercomputer Data Center