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On theCUBE Pod: The chip wars rage on and thoughts on the structure of OpenAI - SiliconANGLE

Dec 11, 2023 - siliconangle.com
The latest episode of theCUBE podcast discussed the ongoing "chip wars" and the structure of OpenAI. Industry analyst John Furrier and Dave Vellante discussed the recent developments in the tech industry, including the battles for AI supremacy and the role of silicon chips in the future of AI. They also discussed the recent announcement by AMD about their latest AI chip and the market forecast for AI chips to reach $400 billion by 2027.

The podcast also touched on the recent changes and drama surrounding OpenAI. Vellante argued that the current structure of OpenAI, a nonprofit running a for-profit, is flawed and needs to change. He also suggested that Sam Altman, CEO of OpenAI, is in the process of consolidating power, while Microsoft has secured a board observer seat to avoid future surprises.

Key takeaways:

  • The chip wars continue to rage on, with companies, developers, and architects determining how to deploy their resources to maximize the benefits of artificial intelligence.
  • AMD made a significant announcement, stating that they're shipping their latest AI chip, which is comparable in performance to the H100. The market forecast for AI chips is expected to reach $400 billion by 2027.
  • There have been significant changes around OpenAI since the last episode of theCUBE podcast, with Sam Altman consolidating power. However, the structure of OpenAI is criticized as one cannot have a nonprofit running a for-profit.
  • TheCUBE continues to be a platform for industry experts to discuss and analyze the latest developments in the tech industry, with a focus on AI and cloud computing.
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