OpenAI is reportedly developing its own custom AI chip, aiming to reduce reliance on NVIDIA and potentially lower costs. The chip, codenamed 'Raptor', is expected to be manufactured by TSMC and could be ready for internal use by summer 2024. This move signifies OpenAI's ambition to control its hardware infrastructure, similar to tech giants like Google and Microsoft, and could impact the competitive landscape for AI hardware. AI
IMPACT Could significantly alter the AI hardware market, potentially reducing costs and increasing OpenAI's control over its infrastructure.
RANK_REASON Significant industry move by a major AI lab to develop custom hardware, impacting major competitors. [lever_c_demoted from significant: ic=1 ai=0.7]
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