The chips would be used by advertising and marketing companies working with AI. This strategy is more ambitious than outsourcing projects to third-party companies, a common practice among tech giants like Amazon, Google, and Microsoft. The article also mentions Meta Platforms' collaboration with Broadcom and Nvidia on custom AI chips and its plan to combine its two major AI research groups to boost efforts. The company expects to have a significant amount of Nvidia H100s, GPU chips designed for AI, by the end of the year.
Key takeaways:
- OpenAI CEO Sam Altman is planning to address the anticipated semiconductor chip shortage by raising billions of dollars for a chip venture, which includes setting up a network of chip fabrication facilities.
- Altman has held discussions with firms like Abu Dhabi-based G42 and SoftBank Group for this project, which aims to support the AI industry and the expected boom in server capacity.
- Unlike Amazon, Google, and Microsoft, which outsource their projects to third-party companies, Altman's strategy is more ambitious as it involves building and maintaining a fabrication facility.
- Meta Platforms is also investing heavily in AI infrastructure, with CEO Mark Zuckerberg announcing the merging of the company’s two major AI research groups, FAIR and GenAI, to accelerate work.