OpenAI’s Chip Shuffle: Building In-House Power

OpenAI partners with TSMC and Broadcom to design its first AI inference chip, expected by 2026. Scaling back on pricey chipfoundries, they’re focusing on in-house design and mixing AMD with Nvidia to dodge shortages. Led by ex-Google TPU pros, a 20-strong team aims to lessen GPU dependency. Fresh off a $6.6B funding spree, boosting their valuation to $157B, OpenAI is set to stir the AI hardware pot with this strategic pivot.