$Microsoft (MSFT.US)$ The ai chip race is heating up, and mi...
$Microsoft (MSFT.US)$ The artificial intelligence chip race is heating up, with microsoft and OpenAI joining the competition respectively.
10.0717:20
OpenAI, the company behind the development of ChatGPT, is exploring the creation of its own ai chip, and has even evaluated a potential acquisition target. Meanwhile, microsoft plans to unveil its first self-developed ai chip at its annual developer conference next month.
Microsoft and OpenAI, the tech giants closely collaborating around ChatGPT, have recently been rumored to be secretly competing. Now, these two "seemingly close but actually distant" partners may further drift apart, and even face direct competition in the artificial intelligence (AI) chip race.
According to Reuters on October 6th local time, OpenAI, the developer of ChatGPT, is exploring the development of its own ai chip, and has even evaluated a potential acquisition target. Meanwhile, tech media The Information learned from a report that microsoft plans to unveil its first ai chip at its annual developer conference next month.
OpenAI plans to develop its own ai chip and is evaluating acquisition targets.
Since the launch of ChatGPT last year, there has been a rapid growth in demand for dedicated ai chips in the entire AI field. These specific chips, also known as ai accelerators, are essential for training and running the latest generative AI technologies. Nvidia controls over 80% of the global AI chip market.
OpenAI's CEO Sam Altman has made acquiring more ai chips a top priority for the company. He has publicly complained about the shortage of Graphics Processing Units (GPUs) and Nvidia's dominant position in the market. He believes that OpenAI lacks advanced processors to power its software, and the hardware costs required to run and support its work and products are very high.
Running ChatGPT is indeed very expensive for OpenAI. Analyst Stacy Rasgon from Bernstein analyzed that the cost of each ChatGPT query is approximately 4 cents. If the query scale grows to one-tenth of Google's searches, it would initially require deploying ai chips worth approximately $48.1 billion for operations, requiring annual chips worth around $16 billion to sustain operations.
Developing its own ai chip will also put OpenAI in the ranks of a small number of top technology companies, such as Google and Amazon, both of which are trying to control the development of chips crucial to their business. Meanwhile, Andrej Karpathy, former AI director at Tesla who has returned to OpenAI, predicted that OpenAI's next-generation large language model GPT-5 may require 30,000-50,000 Nvidia H100 chips. Chip shortages could severely limit OpenAI's development.
According to recent internal discussions obtained by Reuters, OpenAI has not yet decided whether to continue with its AI chip development plan. However, sources familiar with the situation have said that at least since last year, the company has been discussing ways to address the shortage of AI chips, including manufacturing its own AI chips, forming closer partnerships with Nvidia and other chip manufacturers, and diversifying suppliers by looking for other companies beyond Nvidia.
As of now, OpenAI has not directly responded to questions about its AI chip plans.
If OpenAI continues to advance its plan to independently develop chips, this will be a major strategic move and substantial investment. According to industry insiders, the annual cost could reach hundreds of millions of dollars. Even with OpenAI dedicating resources to this task, there is no guarantee of success. In fact, some large technology companies have been building their own processors for years with limited success, such as Meta's in-house chip plans repeatedly being frustrated. The company had outsourced some chip design work to Samsung, and is now turning to collaboration with Qualcomm and MediaTek to procure finished chips, planning to use Qualcomm chips instead of their in-house chips.
10.0717:20
OpenAI, the company behind the development of ChatGPT, is exploring the creation of its own ai chip, and has even evaluated a potential acquisition target. Meanwhile, microsoft plans to unveil its first self-developed ai chip at its annual developer conference next month.
Microsoft and OpenAI, the tech giants closely collaborating around ChatGPT, have recently been rumored to be secretly competing. Now, these two "seemingly close but actually distant" partners may further drift apart, and even face direct competition in the artificial intelligence (AI) chip race.
According to Reuters on October 6th local time, OpenAI, the developer of ChatGPT, is exploring the development of its own ai chip, and has even evaluated a potential acquisition target. Meanwhile, tech media The Information learned from a report that microsoft plans to unveil its first ai chip at its annual developer conference next month.
OpenAI plans to develop its own ai chip and is evaluating acquisition targets.
Since the launch of ChatGPT last year, there has been a rapid growth in demand for dedicated ai chips in the entire AI field. These specific chips, also known as ai accelerators, are essential for training and running the latest generative AI technologies. Nvidia controls over 80% of the global AI chip market.
OpenAI's CEO Sam Altman has made acquiring more ai chips a top priority for the company. He has publicly complained about the shortage of Graphics Processing Units (GPUs) and Nvidia's dominant position in the market. He believes that OpenAI lacks advanced processors to power its software, and the hardware costs required to run and support its work and products are very high.
Running ChatGPT is indeed very expensive for OpenAI. Analyst Stacy Rasgon from Bernstein analyzed that the cost of each ChatGPT query is approximately 4 cents. If the query scale grows to one-tenth of Google's searches, it would initially require deploying ai chips worth approximately $48.1 billion for operations, requiring annual chips worth around $16 billion to sustain operations.
Developing its own ai chip will also put OpenAI in the ranks of a small number of top technology companies, such as Google and Amazon, both of which are trying to control the development of chips crucial to their business. Meanwhile, Andrej Karpathy, former AI director at Tesla who has returned to OpenAI, predicted that OpenAI's next-generation large language model GPT-5 may require 30,000-50,000 Nvidia H100 chips. Chip shortages could severely limit OpenAI's development.
According to recent internal discussions obtained by Reuters, OpenAI has not yet decided whether to continue with its AI chip development plan. However, sources familiar with the situation have said that at least since last year, the company has been discussing ways to address the shortage of AI chips, including manufacturing its own AI chips, forming closer partnerships with Nvidia and other chip manufacturers, and diversifying suppliers by looking for other companies beyond Nvidia.
As of now, OpenAI has not directly responded to questions about its AI chip plans.
If OpenAI continues to advance its plan to independently develop chips, this will be a major strategic move and substantial investment. According to industry insiders, the annual cost could reach hundreds of millions of dollars. Even with OpenAI dedicating resources to this task, there is no guarantee of success. In fact, some large technology companies have been building their own processors for years with limited success, such as Meta's in-house chip plans repeatedly being frustrated. The company had outsourced some chip design work to Samsung, and is now turning to collaboration with Qualcomm and MediaTek to procure finished chips, planning to use Qualcomm chips instead of their in-house chips.
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