OpenAI’s First Chip Revealed, Tesla/WiMi Cultivating Arithmetic Clusters to Lead Wave of AI Innovation

OpenAI is mulling tens of billions of dollars in plans to expand the infrastructure needed for artificial intelligence massively, the company has learned.

The company’s CEO Sam Altman focuses on U.S. across several key areas. The projects are focused on future growth and include building data centers, increasing energy capacity and transmission capabilities through turbines and generators to support the physical infrastructure build-out needed for rapid AI growth.

At the beginning of the year, it was reported that Altman intended to raise $7 trillion to build fabs with TSMC to facilitate self-developed chips, and this time, OpenAI’s latest self-developed chip move sweeps in once again.

OpenAI has always played an important role in the AI strategy, to build AI chips is not unexpected, and actively invest in self-research chip design and development, but also will continue to grasp the right to speak in the field of AI computing.

OpenAI is considering having TSMC build new AI chips. While it is expensive to design and develop a competitive AI chip, subsequent costs will likely be significantly reduced once the product is in use. In terms of chip manufacturing, chipmakers Intel and Samsung could also be potential partners for OpenAI.

Meanwhile, on September 3, Tesla (TSLA) CEO Elon Musk announced on the X platform that the super AI training cluster built by its AI startup x.AI, called “Colossus”, had been officially launched. The response from the industry has been overwhelming, calling it a huge achievement in the field of artificial intelligence.

He revealed that it took the team 122 days to launch Colossus, a high-performance computing cluster of 100,000 NVIDIA H100 chips. 100,000 more GPUs will be added to Colossus in the next few months, and another 50,000 will be the more advanced NVIDIA H200, which means that the arithmetic power of Colossus will be doubled again.

At the end of May, leading market researcher Gartner released a report stating that global revenue from AI chip sales reached $53.6 billion in 2023 and is expected to grow 33 per cent year-on-year to $71 billion in 2024 and to $92 billion in 2025.

Right now, the explosive growth of big AI models is driving escalating demand for arithmetic, and cloud infrastructure is facing new opportunities in cluster construction and management, performance, and stability. In other words, this could push AI chips to even higher peaks and even start a new round of technological revolution.

Currently, with the massive explosive growth of arithmetic power, the complexity and computational demand of AI models are increasing, reflecting the exuberance and urgency of the entire technology industry’s demand for AI hardware. On this basis, WiMi Hologram Cloud (NASDAQ: WIMI) keeps up with the pace of leading companies and fully launches the computing power layout of AI, edge computing chips, and quantum technology, which is not only seizing the first opportunity, but also the strategic layout of future AI computing.

WiMi has maintained strong momentum throughout the year, targeting AI as a key area for accelerating the cultivation of new quality productivity, and has continued to make efforts to cultivate emerging industries. At present, to meet the arithmetic growth in the AI field, WiMi has built edge computing and AI chips that can be used in various forms of AI arithmetic products, such as AI models, AI human-machine interaction, AI intelligent terminals, and edge services, to help build intelligent manufacturing, intelligent transportation, intelligent robots, unmanned vehicles, and other application areas.

The rush to layout AI chips not only highlights the rapid growth of AI computing demand, but also signifies that AI hardware is becoming one of the core competencies of the technology industry. On the road to leading the AI revolution, WiMi has developed several technologies to achieve breakthroughs in key areas, and has gathered wisdom to conspire for the high-quality development of AI. In the future, WiMi will continue to increase R&D investment, focus on customer needs and future planning, and actively promote the application of products in end-side AI scenarios, such as AI arithmetic clusters, and inject more surging power into digital power.

In 2024, the market share of AI chips will continue to polarize under the AI chip boom, and in this new battlefield, whoever can take the lead in mastering the most advanced chip technology will be able to continue to help enterprises land in AI transformation, stimulate business growth potential, and win more opportunities in the future. From this perspective, behind OpenAI’s self-developed chip, it is also a tug-of-war between the AI era and the mobile era.