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Openai is finishing designing its own GPU for Ia. And we already know what agreement has arrived with TSMC

Sam Altman and the rest of OpenAi’s directive dome are determined to stop using GPUs in the medium term artificial intelligence (AI) of Nvidia. We know it with certainty since January 2024. On that date Altman began a journey that pursued find investors with the necessary muscle To help your company Develop your own chip for AI. And, apparently, he had a good reason to do it that goes beyond reducing his dependence on Nvidia hardware.

Just a few weeks earlier, in December 2023, Pat Gelsinger, the former general director of Intel, declared that the AI ​​industry is determined to leave behind CUDA (Compute Unified Device Architecture). This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in the projects that are already underway it is a problem.

“The entire industry is determined to eliminate market CUDA (…) We see it as a shallow and small pit, so we are motivated to propose a broader set of technologies both to address training and innovation or science of data “, Gelsinger defended During the event “Ai Everywhere” held in New York. In addition, he assured that Google and OpenAi are two of the companies with a great specific weight in the AI ​​industry that they want to leave CUDA behind.

TSMC is the ideal ally for Openai

We do not say it. It is evident that Sam Altman believes it if we stick to the steps he has taken during the last months. A little over a year ago he began his conversations with TSMC, which is the largest semiconductor manufacturer on the planet with A market share close to 60%. Altman needed to explore the possibility that this Taiwanese company manufactured its GPU for ia. After all, TSMC produces the chips designed by NVIDIA or AMD, among other companies, for this scenario of use.

TSMC will manufacture the chips for ia designed by Openai in its 3 nm node

The negotiation that they had already culminated successfully. TSMC will produce the GPUs for AI designed by OpenAi. But this is not the only thing we know. According to SCMP These chips will be manufactured in the 3 NM node of TSMC, which is currently Its most advanced integration technology (In 2025 it will begin producing large -scale integrated circuits In the 2 Nm node). And, in addition, Openai has already started the final stage of design of its own GPU for AI, according to Reuters. This last information fits with the date on which the company led by Sam Altman began presumably.

The two media that I just mentioned argue that during the next months OpenAI will send the preliminary design of its GPU to TSMC with the purpose of starting the first validation and production tests. This project phase is known in English as tape-out. At the moment neither OpenAi or TSMC have made official statements about the advances of their collaboration, but all the information in which we have just inquired is consistent enough to give it for good. After all, according to these sources, the Taiwanese chips manufacturer will begin large -scale production of the OpenAI GPU for 2026.

Image | TSMC

More information | SCMP | Reuters

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