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Re:OpenAI unveils its first custom chip, built by Broadcom by theowaway213456 on Wednesday June 24, 2026 @12:21PM (#48662158)
This seems like more competition for Cerebras? Am I understanding correctly?
Re:OpenAI unveils its first custom chip, built by Broadcom by HarHarVeryFunny on Wednesday June 24, 2026 @12:53PM (#48662634)
This is just an uncut wafer - I don't think it's intended to be a wafer-scale chip.

Cerebras etch memory onto the wafer alongside the processing elements, but AFAIK OpenAI are going to be using HBM memory and a conventional chiplet design.

Re:OpenAI unveils its first custom chip, built by Broadcom by KeplerBoy on Wednesday June 24, 2026 @03:47PM (#48664806)
Still competition for cerebras. Seems quite unlikely they will get an OpenAI deal anytime soon.
Re:OpenAI unveils its first custom chip, built by Broadcom by HarHarVeryFunny on Wednesday June 24, 2026 @04:16PM (#48665083)
No - this is OpenAI trying to complete with Google (TPU) and Amazon/Anthropic (Trainium) on cost.

Cerebras are addressing a very specific use cases, not general purpose LLM serving, and OpenAI does already partner with them.

Re:OpenAI unveils its first custom chip, built by Broadcom by smsx on Wednesday June 24, 2026 @04:10PM (#48665016)
They have an OpenAI deal right now. https://openai.com/index/cerebras-partnership/