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Broadcom is an American multinational designer, manufacturer, and global supplier of a wide range of semiconductor and enterprise software products.
Image source: Broadcom
TSMC, or Taiwan Semiconductor Manufacturing Company Limited, is a multinational semiconductor foundry that specializes in automotive, smartphone, and IoT devices.
Image source: TSMC
According to Reuters, OpenAI will create an AI chip to improve the efficiency of its models by partnering with Broadcom and TSMC.
Image source: Canva
OpenAI is building its chips to reduce reliance on NVIDIA’s GPU, which dominates the market with over 80% share.
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Supply shortages and increasing prices of NVIDIA GPUs have prompted OpenAI to seek alternatives by collaborating with other companies.
Image source: NVIDIA
Broadcom helps OpenAI design its AI chips based on the needs for model training and inference tasks. Broadcom also assisted OpenAI in securing a partnership with TSMC to manufacture the chips at a large scale.
Image source: Canva
Some sources said that OpenAI is evaluating whether to develop or use additional components for its chip design by collaborating with partners other than Broadcom and TSMC.
Image source: Canva
OpenAI has formed a dedicated team of around 20 experts, led by engineers with experience building Tensor Processing Units (TPUs) at Google.
Image source: Canva
OpenAI plans to release its first custom AI chip by 2026. However, this timeline is flexible and subject to change based on progress in development.
Image source: Canva