OpenAI will ship its first AI chip next year as it moves to reduce reliance on Nvidia, the FT reports, adding the chip was co-developed with Broadcom. In Broadcom’s earnings call Thursday, CEO Hock Tan said a mystery customer already committed to US$10 billion in orders, a 4th major customer bringing “immediate and fairly substantial demand.” OpenAI will use the chips internally, not sell them. $Broadcom(AVGO.US) $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) #semiconductors #openai
Source: Dan Nystedt
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