OpenAI seeks internal solution to AI chip shortage
It appears that Microsoft and OpenAI are collaborating to compete with Nvidia in the development of chips for artificial intelligence (AI). OpenAI plans to develop its own chips to fill the current gap in the market. Indeed, the organization faces a serious problem: the lack of GPUs necessary for AI applications.
OpenAI CEO expresses dissatisfaction
Sam Altman, CEO of OpenAI, has made acquiring more AI chips a priority for the company. He expresses frustration with the scarcity of GPUs, which limits the deployment of high-performance AI applications.
Nvidia dominates the AI GPU market
Nvidia currently holds more than 80% of the global market for AI-friendly GPUs. This dominant position particularly concerns research and development, where OpenAI occupies a prominent place.
OpenAI explores acquisition targets in chip sector
In addition to developing its own hardware solutions, OpenAI plans to acquire companies specializing in the manufacturing of chips for AI. This would strengthen its ability to meet its chip needs and consolidate its position against the competition.
A strategic shift for OpenAI
The AI market is expanding, with increasing demand for technologies to accelerate the calculations needed for AI algorithms. To remain competitive, OpenAI wishes to integrate the hardware component into its activities in order to offer new added value.
A technological and commercial battle
Generally speaking, tech giants are seeking to develop their own hardware solutions to support the development of AI. This approach presents a commercial challenge, because the design and sale of their own solutions can generate higher commercial margins.
Time will tell whether OpenAI will succeed in positioning itself in the AI hardware market and whether this strategy will allow it to reduce its dependence on players such as Nvidia. For the moment, no final decision has been made.