OpenAI's release of GPT-4.5 has been delayed due to a shortage of GPUs. CEO Sam Altman mentioned on X that the rollout will be staggered and will involve adding tens of thousands of GPUs next week. This shortage is prompting OpenAI to develop its own AI silicon in partnership with Broadcom.
The high cost of GPT-4.5, at $75 per million input tokens and $150 per million output tokens, is a concern, but Altman emphasizes its unique intelligence.
NVIDIA's GPUs are in high demand, with Blackwell GPUs sold out until October. The expansion of AI infrastructure, including massive AI supercomputers and data centers, is driving this demand.