The semiconductor shortage witnessed during the pandemic sent shockwaves through various industries, rendering chip prices nearly "untouchable." Although that challenging period is now in the rearview mirror, OpenAI's CEO, Sam Altman, is gearing up for a visionary endeavor. A recent Bloomberg report discloses Altman's plans to secure "billions" in funding for the establishment of a network of AI chip-making factories.
Recognizing the limitations of leading foundries like TSMC, Intel, and Samsung in manufacturing future AI-centric chipsets, Altman envisions creating an extensive 'network of AI chip factories.' This strategic move positions OpenAI as a formidable competitor alongside industry giants such as Google, Microsoft, and Amazon. Unlike off-the-shelf processors, these tech behemoths have been designing their own chipsets, exemplified by Google's custom Tensor chipsets.
The decision by companies like Google to pursue a fully custom approach for chipsets underscores the dynamic growth of the AI industry. In the past, Google utilized Samsung's foundry for building Tensor chipsets. However, with the upcoming Tensor G5, the shift to TSMC is anticipated, reflecting the industry's constant pursuit of innovation.
Contrary to opting for existing foundries, Altman's reported ambition involves raising funds to establish an independent AI chip-making giant. He envisions AI technologies becoming self-reliant in supporting their semiconductor supply chain, breaking away from dependence on external providers.
In the pursuit of this ambitious project, Altman is actively engaging with potential investors, including G42 based in Abu Dhabi and SoftBank Group. Discussions are not solely centered on addressing the current AI chip shortage but are forward-looking, anticipating future requirements.
Highlighting the enormity of this undertaking, the report indicates that discussions with G42 alone are hovering above $8 billion. The cost of modern fabrications is substantial, with mass-producing a 2nm or 3nm class node potentially exceeding $30 billion. Altman is navigating the intricate landscape of expensive technology, where a single tool can surpass $100 million in costs.
As Sam Altman embarks on this ambitious quest, aiming to secure funding for an independent AI chip-making initiative, the industry watches with anticipation. The success of this venture could position Altman as a revolutionary figure in the AI chip domain. However, challenges loom large, and the competition, especially from industry heavyweight Nvidia, remains fierce. What are your thoughts on Altman's visionary move? Share your opinions in the comments below.
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