獅山巡禮
投資雜談
The companies plan to deploy 10 gigawatts of custom AI chips over the next four years
OpenAI and Broadcom are working together to develop and deploy 10 gigawatts ofcustom AI chipsand computing systems over the next four years, a high-profile partnership aimed at satisfying some of the startups immense computing needs.
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-intellligence 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. The companies didnt disclose financial terms.
Broadcom shares rose 11% in premarket trading.
Broadcom specializes in designing custom AI chips that are specifically tailored to certain artificial-intellligence 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.
The new racks will rely on Ethernet technology and other connectivity from Broadcom, the two companies said. They will be deployed in data centers OpenAI owns as well as those operated by third parties, the people familiar with the matter said.
The massive deal brings the total scale ofcomputing capacity OpenAIhas agreed to buy from chip giants Broadcom,NvidiaNVDA2.61%andAdvanced Micro DevicesAMD1.72%to 26 gigawatts, enough to meet the summer electricity needs of New York City more than two times over.
The startup will have to spend hundreds of billions of dollars topay for these deals. It expects to generate $13 billion in revenue this year, meaning that it will have to increase sales at an exponential rate to make good on its computing bills.
With a $500 billion valuation, OpenAI is the worlds most valuable startup and has launched some of the most popular AI tools, including ChatGPT andvideo-generating software Sora. It has more than 800 million weekly active users.
Broadcomhas been bolsteredby its work helping tech companies manufacture custom chips that speed up artificial-intelligence computations. Shares are up more than 80% in the past six months, and its market capitalization has increased to more than $1.5 trillion.
Open AI Chief ExecutiveSam AltmanandGreg Brockman, its president and the executive responsible for building out infrastructure, have said they dont have enough computing power at their disposal. Demand for AI products is rising at a rapid clip, and the two men have said they are hoping to build giant new data centers across the world to keep up.
