$Microsoft (MSFT.US)$ The artificial intelligence chip race ...
$Microsoft(MSFT.US$ The artificial intelligence chip race track is hot, and Microsoft and OpenAI will each join the competition
10. 0717:20
·OpenAI, the company that developed ChatGPT, is exploring the manufacture of self-developed artificial intelligence chips, and has even assessed a potential acquisition target. Meanwhile, Microsoft plans to launch its first self-developed artificial intelligence chip at next month's annual developer conference.
The tech giants Microsoft and OpenAI, which have established close cooperation around ChatGPT, have recently been frequently spreading news of a secret competition. Now, these two “seemingly unmatched” partners may be further estranged and even compete face-to-face on the artificial intelligence (AI) chip race track.
According to a report by Reuters on October 6, local time, OpenAI, which developed ChatGPT, is exploring self-developed AI chips, and has even assessed a potential acquisition target. Meanwhile, tech media The Information learned from a report that Microsoft plans to launch its first AI chip at next month's annual developer conference.
OpenAI plans to develop its own AI chip and is evaluating acquisition targets
Since the launch of ChatGPT last year, demand for dedicated AI chips has grown rapidly in the entire AI field. This specific chip, or known as an AI accelerator, is necessary to train and run the latest generative AI technology. Nvidia controls more than 80% of the global AI chip market.
OpenAI CEO Sam Altman (Sam Altman) has made getting more AI chips a priority for the company. He has publicly complained about the shortage of graphics processing units (GPUs) and Nvidia's dominance in the market. He believes that OpenAI lacks the advanced processors that drive its software, and the hardware required to run to support its work and products is very expensive.
Running ChatGPT is really expensive for OpenAI. Bernstein analyst Stacy Rasgon (Stacy Rasgon) analyzed that ChatGPT costs about 4 cents per query. If the search scale grows to one-tenth of Google's search, then AI chips worth about 48.1 billion US dollars will initially need to be deployed and put into operation, and chips worth about 16 billion US dollars will be needed every year to maintain operation.
Developing its own AI chips will also place OpenAI among a few of the top big tech companies, such as Google and Amazon, all trying to control the development of chips critical to their business. Meanwhile, Andrej Karpathy (Andrej Karpathy), Tesla's former AI director and has returned to OpenAI, predicted that OpenAI's next big language model GPT-5 may require 30,000 to 50,000 Nvidia H100 chips. The chip shortage could seriously limit OpenAI's pace of development.
According to recent internal discussions held by Reuters, OpenAI has yet to decide whether to continue with this AI chip development plan. However, people familiar with the situation said that since at least last year, the company has been discussing ways to resolve the shortage of AI chips, including making its own AI chips, cooperating more closely with other chip makers such as Nvidia, and diversifying suppliers, such as finding other companies other than Nvidia.
As of now, OpenAI has not directly responded to questions about its AI chip plans.
If OpenAI continues to advance its plans to develop its own chips, this will be a major strategic move and a major investment. According to industry veterans, annual costs could reach hundreds of millions of dollars. Even if OpenAI invests resources in this task, there is no guarantee of success. In fact, some major tech companies have been building their own processors for years, with only limited results; for example, Meta's plans to develop its own chip have been repeatedly thwarted. The company once outsourced part of the chip design work to Samsung, but now it is also switching to cooperation with Qualcomm and MediaTek to purchase finished chips, and plans to use Qualcomm chips instead of self-developed chips
10. 0717:20
·OpenAI, the company that developed ChatGPT, is exploring the manufacture of self-developed artificial intelligence chips, and has even assessed a potential acquisition target. Meanwhile, Microsoft plans to launch its first self-developed artificial intelligence chip at next month's annual developer conference.
The tech giants Microsoft and OpenAI, which have established close cooperation around ChatGPT, have recently been frequently spreading news of a secret competition. Now, these two “seemingly unmatched” partners may be further estranged and even compete face-to-face on the artificial intelligence (AI) chip race track.
According to a report by Reuters on October 6, local time, OpenAI, which developed ChatGPT, is exploring self-developed AI chips, and has even assessed a potential acquisition target. Meanwhile, tech media The Information learned from a report that Microsoft plans to launch its first AI chip at next month's annual developer conference.
OpenAI plans to develop its own AI chip and is evaluating acquisition targets
Since the launch of ChatGPT last year, demand for dedicated AI chips has grown rapidly in the entire AI field. This specific chip, or known as an AI accelerator, is necessary to train and run the latest generative AI technology. Nvidia controls more than 80% of the global AI chip market.
OpenAI CEO Sam Altman (Sam Altman) has made getting more AI chips a priority for the company. He has publicly complained about the shortage of graphics processing units (GPUs) and Nvidia's dominance in the market. He believes that OpenAI lacks the advanced processors that drive its software, and the hardware required to run to support its work and products is very expensive.
Running ChatGPT is really expensive for OpenAI. Bernstein analyst Stacy Rasgon (Stacy Rasgon) analyzed that ChatGPT costs about 4 cents per query. If the search scale grows to one-tenth of Google's search, then AI chips worth about 48.1 billion US dollars will initially need to be deployed and put into operation, and chips worth about 16 billion US dollars will be needed every year to maintain operation.
Developing its own AI chips will also place OpenAI among a few of the top big tech companies, such as Google and Amazon, all trying to control the development of chips critical to their business. Meanwhile, Andrej Karpathy (Andrej Karpathy), Tesla's former AI director and has returned to OpenAI, predicted that OpenAI's next big language model GPT-5 may require 30,000 to 50,000 Nvidia H100 chips. The chip shortage could seriously limit OpenAI's pace of development.
According to recent internal discussions held by Reuters, OpenAI has yet to decide whether to continue with this AI chip development plan. However, people familiar with the situation said that since at least last year, the company has been discussing ways to resolve the shortage of AI chips, including making its own AI chips, cooperating more closely with other chip makers such as Nvidia, and diversifying suppliers, such as finding other companies other than Nvidia.
As of now, OpenAI has not directly responded to questions about its AI chip plans.
If OpenAI continues to advance its plans to develop its own chips, this will be a major strategic move and a major investment. According to industry veterans, annual costs could reach hundreds of millions of dollars. Even if OpenAI invests resources in this task, there is no guarantee of success. In fact, some major tech companies have been building their own processors for years, with only limited results; for example, Meta's plans to develop its own chip have been repeatedly thwarted. The company once outsourced part of the chip design work to Samsung, but now it is also switching to cooperation with Qualcomm and MediaTek to purchase finished chips, and plans to use Qualcomm chips instead of self-developed chips
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