OpenAI, the company behind ChatGPT, is set to begin mass production of its first custom AI chip in 2026, according to reports from Financial Times and Reuters. This move is executed through a partnership with U.S. semiconductor giant Broadcom[1][2][3].
The planned chip, developed with Broadcom, will be used internally by OpenAI and is expected to help the company reduce dependence on market leader Nvidia for AI hardware. This initiative follows similar strategies from major tech firms such as Google, Meta, and Amazon Bedrock, which have all designed custom chips to handle the growing demand for advanced AI workloads[1][2].
OpenAI’s chip production marks its entry into a space already occupied by other technology leaders who have invested in their own AI hardware to optimize efficiency and manage costs. The new chip will not be sold externally, focusing instead on powering OpenAI's own rapidly growing suite of AI models and services[1][3]. As demand for computational power continues to surge, this strategic shift could position OpenAI as a stronger competitor and influence broader industry dynamics.
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