NVDIA, OPNAI partner with Broadcom Custom AI Chips with AMD

After the weeks BroadcomStock of Shot up At the disclosure of $ 2 billion customers, analysts said that Open is Open, both companies have made partnership officers mocked.

Open and Broadcom said on Monday that they are jointly creating and deploying 10 Gigawat custom artificial intelligence accelerators as part of the wider effort in the industry to measure AI infrastructure.

After the news of this agreement, the shares of Broadcom increased by more than 10% premarket.

They did not disclose financial terms.

While companies have been working together for 2 months, they are now going public with plans to develop and deploy open-to-design chips, starting at the end of next year. Openi has announced a large number of deals in recent weeks Nvidia, Orcal And Advanced micro -deviceAs such, the capital and calculations needed for its historically ambitious AI buildout plans.

“These things have become so complicated that you need the whole thing,” Open the Chief Executive Officer Sam allman Podcasts with Open and Broadcom executive WTH say that companies published this news.

The system includes networking, memory and compute – customized for all open workloads and created on the Ethernet stack of Broadcom. By designing its own chips, the opening can bring down computer costs and further increase the dollar of its infrastructure. The industry estimates that the price of the 1-Gigawat data center is approximately $ 50 billion, out of which Chips have been distributed to $ 35 billion chips. Of nvidia Current price.

Broadcom Deal “provides a huge amount of computer infrastructure to meet the needs of the world to use advanced intelligence,” Altman said. “We can make a profit of enormous efficiency and this has a lot of good performance, fast models, cheap models – all of them.”

The Broadcom -generated AI Boom has become the largest beneficiary, as hyperseclassors are abducting your custom AI chips, called the company XPU. Broadcom does not name your big web-scale customers, but analysts have said that last year they were the first three customers Google, Meta And Tiktok Parents Biden.

Shares of Broadcom has increased by 40% in 2024, and the company’s market cap has increased by more than $ 1.5 trillion.

Open President Greg Brockman said the company used its own models to speed up the chip design and improve efficiency.

In the podcast, he said, “We are capable of cutting in a large number of areas.” We take the ingredients that humans have already done and just pour the calculation and the model comes out with its own optimization. “

Hawk Tan, CEO of Broadcom, said in the same conversation that the Open is the company being the company “Most Advanced” Frontier model.

He said, “You need the ability to calculate – the best, the latest computing capabilities – you progress in the road map towards good and good border models and superintendents,” he said. “If you have your own chips you control your destiny.”

Altman indicated that 10 gigawats are just a start.

He said, “Although it is too much more than today’s world, we expect that very high-quality intelligence has distributed at a very fast and even low cost-the world will absorb it extremely faster and look for incredible new things to use it,” he said.

Open today is only 2 gigawatts of computer capacity.

Altman said that wherever it is today, the quantity of chatGPT as well as video production services Sora has been developed and launching and launching a lot of AI research. But the demand is increasing.

OpenAI has announced approximately 33 Gigawatts in the last three weeks in the last three weeks in partnership with NVVia, Oracle, AMD and Broadcom.

He further said, “If we have 30 gigawats with the quality of today’s model today, I think you will still be relatively satisfied with what people do.”

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