TLDR:
- OpenAI is developing its first custom AI chip with Broadcom and TSMC, planned for 2026
- The company has assembled a 20-person chip team led by former Google TPU engineers
- OpenAI is adding AMD chips to diversify supply beyond Nvidia
- The company…
Article Source
https://moneycheck.com/openai-partners-with-broadcom-and-tsmc-for-custom-chip-development-expands-amd-supply/
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/COBD5LTAVZFGZGRUMDHVLCJUG4.jpg?w=1200&resize=1200,0&ssl=1 "Broadcom Earnings: AI Growth and VMware Integration Align With Our Thesis Valuation")
