A big funding
The trail to making a customized AI chip requires substantial assets. Trade consultants informed Reuters that designing a single model of such a processor may price as a lot as $500 million, with further bills for creating supporting software program and {hardware} probably doubling that quantity.
The present OpenAI chip undertaking, led by former Google chip designer Richard Ho, includes a staff of 40 engineers working with Broadcom on the processor design, based on Reuters. The Taiwanese firm TSMC, which additionally produces Nvidia’s chips, will manufacture OpenAI’s chips utilizing its 3-nanometer course of expertise. The chips will reportedly incorporate high-bandwidth reminiscence and networking features just like these present in Nvidia’s processors.
Initially, OpenAI’s first chip will focus totally on operating AI fashions (usually referred to as “inference”) slightly than coaching them, with restricted deployment throughout the corporate. The timeline suggests mass manufacturing may start at TSMC in 2026, although the primary tape-out and manufacturing run faces technical dangers that might require further fixes and will delay the undertaking for months.
OpenAI’s transfer into AI {hardware} comes as main tech firms spend file quantities on AI infrastructure. Microsoft plans to take a position $80 billion in 2025, whereas Meta put aside $60 billion for the subsequent yr, Reuters notes. Final month, OpenAI (working with SoftBank, Oracle, and MGX) introduced a brand new $500 billion “Stargate” infrastructure project aimed toward constructing new AI information facilities within the US.