Openai will create its own artificial intelligence chips. It is a crucial decision for the future of your business, but the ally you have chosen to do it: Broadcom.
When the river sounds. The runrún has been listening Since the beginning of 2024. Nvidia, owner and lady of the segment of the AI accelerators, was an ally too powerful for OpenAi. The solution was clear: develop its own chips with which to minimize that dependence.
Broadcom takes chest. Hock Tan, Broadcom CEO, yesterday told investors that the company had closed an agreement with a mysterious client that would invest 10,000 million dollars in AI chips. Although Broadcom did not reveal the client’s name, sources close to those agreements indicated In Financial Times that this client is none other than OpenAi. Neither Broadcom nor this last company have confirmed the data.
Xpus to power. Those chips, to those who referred as Xpus, are a kind of specialized and personalized variant of the NVIDIA or AMD accelerators. We have the perfect example in the TPUS (Tensioner Processor Units) that Google presented almost a decade ago And that has been improving generation after generation (we are already going for the seventh generation, called Ironwood). Broadcom, by the way, has collaborated in the development of these Google chips, so it has overdue experience in that area.
Own chips for internal use. According to sources close to this collaboration, Openai aims to use these internal AI chips, and there are no plans to offer them to external clients. That reinforces the theory that Openai wants to create data centers with these own chips to avoid (or at least mitigate) the dependence of Nvidia.
Nvidia will have (a lot) competition. Nvidia dominates Iron fist This segment, but has long for the rivals – both in the West as in the East – work to make their monopoly in this sector disappear. Microsoft He has MaiaAmazon His trainiumGoogle its aforementioned TPU and AMD of course Your instinct. To goal It is about it.
But Cuda remains the “Moat” of Nvidia. Of course the true key to Nvidia overwhelming success is not so much in its chips and in the fact that its architecture CUDA is de facto standard In this market and all AI systems developers usually base their projects on that platform. It is the “Moat” of Nvidia, that “pit” that allows you to protect its “castle” from the rivals and continue dominating the market. And here there are also attempts to avoid the dependence of the company, and among them Those from China stand out.
And TSMC, what? The funny thing is that for months it seemed that The ally that Openai had sought To carry out this project was the most important semiconductor manufacturer in the world, TSMC. Earl this year that collaboration It seemed to go on the right track and several sources pointed out that we would have the first OpenAI GPUS for 2026. It may simply have chosen to have a plan B (TSMC) to avoid its dependence on NVIDIA, but also prepare a C (Broadcom) plan.
Image | Qualcomm
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