NVIDIA is considered the undisputed market guide in the field of powerful AI chips. But the competition is increasingly absorbed by speed – now there is a risk of a company that AI helped to break through and with Nvidia with its market dominance: the Chatgpt developer Openaai.
• Openai develops its own AI chips
• More independence from Nvidia
• Deepseek shows that AI models can also run on less powerful chips
According to a report by Reuters, Openai’s efforts to make itself more independent from Nvidia are increasingly absorbing. The company works intensively on its first own generation of a AI chip.
Design should still be in 2025 – mass production 2026?
As the news agency reports, the design for the first in -house chip should be ready in the coming months.
This would have reached Openai a new milestone, possibly the company could go into mass production in the coming year. The chatt maker could cost a lot that the time frame up to the possible end product remains as narrow as possible. A typical tape-out, i.e. the final step in the chip design process, usually cost dozens of US dollars and take about six months to make a finished chip, Reuters calculates. If this process is shortened, a lot more money would have to be called up. In addition, there is no guarantee that the silicon will work for the first time, and a mistake would make it necessary to diagnose the problem and repeat the tape-out step.
Improved negotiating position
According to the report, which relies on the sources that are not named, Openai wants to bring himself into a better negotiating position with the chip geared towards training towards other chippliefers.
It remains to be seen whether NVIDIA can take the rank. After all, the custom chip of the Nvidia Blackwell series, which is intended by Openaai, is probably not to come after the AI chips. Other tech companies that work on their own AI chips, including Microsoft, the Google mother Alphabet or Meta, also have larger budgets and possibly more know-how-after all, some of the tech giants have been busy for years to get to their own products research.
Deepseek has opened new opportunities
However, the appearance of Deepseek in the AI market whirled a lot. The Chinese startup has recently launched a AI model that Chatgpt should not only be equal, but is also said to have devoured a significantly lower development budget than the product of Openai. However, investors listen in particular because Deepseek can run on significantly less powerful chips than previously thought. If this development is confirmed and continued and possibly additional models come onto the market that do not necessarily have to run on Nvidia’s Blackwell series, other chip manufacturers in the AI race could continue to take up.
Chatgpt is also likely to have closely observed the appearance of the new competitor and take a close look at his product. Deepseek may have given the starting signal for a number of less performance-hungry AI models-then Openais Custom-Chip would probably not only be used in your own home, but could also meet greater demand in the broad market.
Editor finance.net
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