Скачать или смотреть ⚛️ OpenAI's Custom Silicon Strategy: Broadcom Partnership and Vertical Integration

The video provides an extensive overview of OpenAI's strategic pivot toward vertical integration through the development of custom AI chips. This shift is centered on a major partnership with Broadcom to design and deploy 10 gigawatts of AI accelerators for inference workloads, aiming to gain control over its technology stack and achieve massive efficiency gains. The text also explains the key drivers for this move, including cost reduction, supply chain independence, and performance optimization, which are essential given the massive scale of AI infrastructure demands. Finally, the source places OpenAI's actions within a broader industry context, detailing how major tech companies like Google, Amazon, Meta, and Microsoft are all pursuing custom silicon to compete with Nvidia’s dominance.

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