A brand new report from Bloomberg says that once-again CEO of OpenAI Sam Altman’s efforts to raise billions for an AI chip venture are aimed toward utilizing that money to develop a “community of factories” for fabrication that might stretch across the globe and contain working with unnamed “prime chip producers.”
A significant value and limitation for operating AI fashions is having sufficient chips to deal with the computations behind bots like ChatGPT or DALL-E that reply prompts and generate pictures. Nvidia’s worth rose above $1 trillion for the first time final 12 months, partly on account of a digital monopoly it has as GPT-4, Gemini, Llama 2, and different fashions rely closely on its fashionable H100 GPUs.
Accordingly, the race to manufacture extra high-powered chips to run advanced AI methods has solely intensified. The limited number of fabs able to making high-end chips is driving Altman or anybody else to bid for capability years earlier than you want it to be able to produce the brand new chips. And going in opposition to the likes of Apple requires deep-pocketed traders who will entrance prices that the nonprofit OpenAI nonetheless can’t afford. SoftBank Group and Abu Dhabi-based AI holding firm G42 have reportedly been in talks about elevating cash for Altman’s challenge.
AWS, Azure, and Google use Nvidia’s H100 processors as nicely. This week, Meta CEO Mark Zuckerberg told The Verge reporter Alex Heath that “by the tip of this 12 months, Meta will personal greater than 340,000 of Nvidia’s H100 GPUs” as the corporate pursues the event of synthetic normal intelligence (AGI).