OpenAI, the company behind ChatGPT, is considering manufacturing its own specialized artificial intelligence chips due to the shortage of these chips and the high costs associated with their acquisition. A recent article published by Reuters provides further details on this topic.
OpenAI faces two main challenges: the shortage of AI chips and the expensive operation of its software. Each query on ChatGPT costs approximately €0.04, which could result in a substantial investment if the volume of queries approaches even a fraction of Google’s search volume.
To address these challenges, the company is exploring various options. These include manufacturing its own AI chips, fostering closer collaborations with chipmakers like Nvidia, and diversifying its suppliers beyond Nvidia.
Nvidia currently dominates over 80% of the global market for specialized AI chips. OpenAI’s reliance on a single vendor poses risks, adding complexity to its decision-making process.
Developing a custom chip is a significant undertaking that demands a substantial investment of time and resources. Even if OpenAI opts for this path, the effort could take several years to come to fruition.
Other tech giants such as Google and Amazon have also ventured into developing their own AI chips with mixed results. Microsoft, a major supporter of OpenAI, is currently in the testing phase of its own AI chip.
The decision made by OpenAI regarding manufacturing its own AI chips could have a profound impact not only on the company itself, but also on the AI industry as a whole. It might trigger strategic moves by other market players.
For more information on this topic, you can refer to the article on Yahoo Finance.
