OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal (msn.com)
- Reference: 0179770086
- News link: https://slashdot.org/story/25/10/13/1334226/openai-broadcom-forge-multibillion-dollar-chip-development-deal
- Source link: https://www.msn.com/en-us/money/companies/openai-broadcom-forge-multibillion-dollar-chip-development-deal/ar-AA1OnfKF
> OpenAI plans to design its own graphics processing units, or GPUs, which will allow it to integrate what it has learned from developing powerful artificial-intelligence models into the hardware that underpins future systems. As part of the agreement announced Monday, the chips will be co-developed by OpenAI and Broadcom and deployed by the chip company starting in the second half of next year. The new agreement will be worth multiple billions of dollars, people familiar with the matter said.
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> Broadcom specializes in designing custom AI chips that are specifically tailored to certain artificial-intelligence applications. It began working with OpenAI on creating a custom chip 18 months ago, and the companies broadened their partnership to include work on related components, including server racks and networking equipment.
[1] https://www.msn.com/en-us/money/companies/openai-broadcom-forge-multibillion-dollar-chip-development-deal/ar-AA1OnfKF
Nividia gravy train over? (Score:2)
Does this mean that Nvidia will no-longer be the darling of the AI world? I see that shares of Broadcom went up by about 9% after the news. I'm just wondering if/when the Nvidia bubble will burst, now with both AMD and Broadcom nipping at their heels. Anyway - Broadcom. I can't stand that company, after what they did to VMware, which caused me no end of pain. Every time I hear or read the name "Broadcom", it fills me with dread. It's a similar hatred to what I had towards Microsoft when Billy Goat handed ov
Re: (Score:2)
The way stocks move on OpenAI partnerships, who's left to potentially make a good stock trade? Qualcomm?
OpenAI executives deserve an A++ (Score:3)
With nothing but unrealistic expectations and hope they have convinced everyone that they are Christ Risen, get on board on now before they conquer the world.
I mean it, these guys have done an incredible job of selling their company.
Gigawatts? (Score:1)
Since when are chip deals measured in gigawatts? Is that 10 chips or 10 million?
Why it's a bubble (Score:2)
This means current chip design, as well as data center design, will soon be obsolete. Most estimates give it about 5 years at the current pace of development. Then what? All new data centers? Paid for with enormous profits no doubt???
AMD (Score:2)
Is the deal with AMD still on? Looks like they're diversifying suppliers.
Re: (Score:3)
They are doing deals with anyone that is willing to listen. At this point they are either too big to fail or a giant bubble that takes down everyone with them.
There is still that huge future liability from copyright infringement, but I guess we just pretend we don't see that.
Re: (Score:2)
I don't see how claiming infringement on training data (as opposed to outputs) can be decided against them without opening basically everyone that produces any kind of commercial media up to similar lawsuits.
Oh, I see here that drew a web-comic. Did you get permission from / pay to license every comic you ever read prior to developing your own?
Re: (Score:2)
Smoke and mirrors.
You can sign agreements like this and move 0 dollars, but shares will automatically bump millions.
OpenAI isn't even trying to be subtle, they are pumping the bubble all they can, most likely because they know it will soon pop.