OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal (msn.com) 15
OpenAI and Broadcom are working together to develop and deploy 10 gigawatts of custom AI chips and computing systems over the next four years, a high-profile partnership aimed at satisfying some of the startup's immense computing needs. From a report: 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-intelligence 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.
Broadcom specializes in designing custom AI chips that are specifically tailored to certain artificial-intelligence 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.
Broadcom specializes in designing custom AI chips that are specifically tailored to certain artificial-intelligence 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.
AMD (Score:2)
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There is still that huge future liability from copyright infringement, but I guess we just pretend we don't see that.
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I don't see how claiming infringement on training data (as opposed to outputs) can be decided against them without opening basically everyone that produces any kind of commercial media up to similar lawsuits.
Oh, I see here that drew a web-comic. Did you get permission from / pay to license every comic you ever read prior to developing your own?
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As for media, that's tough since usually the protections are against rebroadcast without permission, not against consumption. But the trademark protections will kick in as soon as AI spits out a Mickey Mouse impersonation.
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Smoke and mirrors.
You can sign agreements like this and move 0 dollars, but shares will automatically bump millions.
OpenAI isn't even trying to be subtle, they are pumping the bubble all they can, most likely because they know it will soon pop.
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Broadcom doesn't have a product to sell (yet). AMD inked a deal to supply actual hardware whereas this deal is about working with Broadcom to potentially develop accelerators. It might undermine OpenAI's relationship with AMD in the distant future, but realistically-speaking Broadcom hardware would take a minimum of 4-6 years to be production-ready.
Nividia gravy train over? (Score:2)
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Maybe. Broadcom doesn't even have hardware yet, and NV already has multiple competitors looking to unseat them (not even counting state-backed efforts in China). What it really means is that hardware buyers like OpenAI would like to diversify the marketplace instead of being locked in to one supplier and their proprietary software stack.
As long as NV continues to excel with their hardware, people will still buy it.
OpenAI executives deserve an A++ (Score:3)
With nothing but unrealistic expectations and hope they have convinced everyone that they are Christ Risen, get on board on now before they conquer the world.
I mean it, these guys have done an incredible job of selling their company.
Gigawatts? (Score:2)
Since when are chip deals measured in gigawatts? Is that 10 chips or 10 million?
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It's enough chips to do the Kessel Run in less than twelve parsecs.
Why it's a bubble (Score:2)
This means current chip design, as well as data center design, will soon be obsolete. Most estimates give it about 5 years at the current pace of development. Then what? All new data centers? Paid for with enormous profits no doubt???
Distrubing metric (Score:3)
With home appliances, lighting and heating improving in recent decades the world had made tangible progress in it energy demands which when coupled with renewable energy sources gave some hope for the future. And now we have new articles about AI companies bring online coal generation for their fucking data centers. Topping this off we have OpenAI and Broadcom boasting about plans to deploy 10 gigawatts of custom AI chips. I far rather hear them boast about custom AI chips that used less power per user AI query.
The metric of how many watts an end user AI operation needs should be the focus, and by all account the Chinese lead USA companies on that metric. How about OpenAI and Broadcom stop boasting about how much worse they are fucking going to make energy demands and instead boast about new technology about how they are going to help reduce the harm they are doing?