In recent months, OpenAI, the company behind such well-known products as ChatGPT and DALL-E, has been actively exploring the possibility of developing its own artificial intelligence chips. The move is driven by several factors, including the shortage of graphics processing units (GPUs) and the high costs of using them, which makes developing and training AI models more difficult and expensive.
The main reason OpenAI is developing its own chips is to reduce its dependence on suppliers such as Nvidia, which control the GPU market. With growing demand for computing power to train large language models like GPT-4, OpenAI is looking to gain more control over its computing infrastructure. This will allow the company not only to optimize costs, but also to improve the performance of its models.
Current development efforts
OpenAI has already begun to take active steps in this direction, hiring specialists who previously worked at Google on projects related to tensor processing units (TPU). The company is exploring various chip packaging technologies and memory components to improve performance. It is expected that the first samples of new chips may appear no earlier than 2026. OpenAI is also considering acquiring chip startups, which could speed up its development process.
Developing your own chips is a complex and expensive process. Estimates of the cost of creating even a modest chip range from $20 million to $50 million, with more complex solutions potentially requiring billions. In addition, OpenAI will have to compete with giants such as Google and Amazon, which have already developed their own AI solutions.
OpenAI's creation of its own AI chips is part of a broader trend in the technology industry, where companies are looking to optimize performance and reduce hardware costs. OpenAI's success in this area could lead to significant changes in the AI chip market, which is currently largely controlled by Nvidia. It could also accelerate the pace of innovation in artificial intelligence, which will have an impact on various industries.
Thus, by developing its own chips, OpenAI not only aims to improve its internal processes, but can also have a significant impact on the future of AI technology in general.