OpenAI is exploring making its own AI chips and evaluates acquisition targets

Re:OpenAI is exploring making its own AI chips and evaluates... by ysavir on Friday October 06, 2023 @11:16AM (#37791920)

Would OpenAI be competing with them, though? If they just manufacture their own and use their own, but don't sell them, then nVidia and ARM are just losing a client, not getting competition.

Ideally what we would see is OpenAI investing in a new but independently operated chip manufacturer that makes chips to their standards. Though is it also possible that a chip of such standard would be so specialized that it wouldn't be usable by others? I'm not a hardware person, so that's a genuine question.

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Re:OpenAI is exploring making its own AI chips and evaluates... by JumpCrisscross on Friday October 06, 2023 @12:47PM (#37793097)

> If they just manufacture their own and use their own, but don't sell them, then nVidia and ARM are just losing a client, not getting competition.

That's competition. Apple Silicon completes with Intel at an ecosystem level.

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Re:OpenAI is exploring making its own AI chips and evaluates... by ysavir on Friday October 06, 2023 @03:11PM (#37794915)

I'm very hesitant to define competition as "can't sell to them because they make theirs in house". Losing a sale isn't competition. Competition is someone threatening to take your clientele from you with their own offering. Apple can afford to design and use its own chips, but they're in a pretty unique position to do so. It's not like every other consumer of their chips is going to say "hey, if it's that easy, I'll do it too".

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