➀ OpenAI is collaborating with Broadcom and TSMC to develop its first in-house AI chip; ➁ The company is scaling back its foundry ambitions due to cost and time constraints; ➂ OpenAI is adopting a strategy of using industry partnerships and a mix of internal and external approaches to manage chip supply and costs.
Recent #OpenAI news in the semiconductor industry
➀ Orion is expected to be released before the end of 2024; ➁ It may be 100 times more capable than GPT-4; ➂ The use of synthetic data in training raises concerns about model output.
➀ A senior staffer from OpenAI's AGI readiness team has left the company; ➁ The former employee, Miles Brundage, warns about the lack of readiness for AGI at OpenAI and globally; ➂ Brundage's departure led to the dissolution of the AGI readiness team.
➀ OpenAI has finally released a ChatGPT app for Windows, following its earlier release on macOS; ➁ The app is available for ChatGPT Plus, Enterprise, Team, and Edu users, but not for free users; ➂ The app supports Windows 11 and Windows 10 (version 17763.0 or newer), and offers various models including GPT-o1 and GPT-4o with Canvas; ➃ The app allows quick access via Alt+Space and supports file interaction and DALL-E image generation; ➄ However, the app lacks Standard or Advanced Voice mode, which may impact convenience and efficiency.
➀ OpenAI receives one of the first engineering builds of NVIDIA's new Blackwell DGX B200 AI system; ➁ The system features 8 x B200 AI GPUs with up to 1.4TB of HBM3 memory and 72 petaFLOPS of training performance; ➂ OpenAI expresses excitement about the new system and its potential to accelerate AI compute.
➀ In the 14th century, Dick Whittington set out for London believing its streets were paved with gold, much like Palo Alto today; ➁ Sam Altman, worth $2 billion, made his first real money in 2012; ➂ OpenAI is seeking $65 billion for expansion, with current spending at $7 billion and expected revenue of $3.7 billion
➀ OpenAI CEO Sam Altman proposed a bold plan to raise $7 trillion to build 36 semiconductor factories and data centers globally; ➁ TSMC executives considered the plan absurd, calling Altman 'podcasting bro'; ➂ Japanese officials laughed at the plan during a meeting with Altman.
➀ OpenAI CEO Sam Altman proposes a $7 trillion plan to build 36 semiconductor factories and data centers; ➁ TSMC executives call the plan 'absurd' and nickname Altman 'podcasting bro'; ➂ OpenAI is exploring a $1 trillion scale investment; ➃ Altman seeks to establish data centers in the US to please the government; ➄ OpenAI is in talks to negotiate $65 billion in financing to support its operations.
➀ OpenAI is facing a challenging period with high-level leadership changes and a potential setback in its massive financing round; ➁ Apple's decision not to participate in the latest $6.5 billion round could affect the company's structure and strategy; ➂ Concerns are raised about OpenAI's focus on product development over research, and the impact on its culture and mission.
➀ TSMC executives reportedly dismissed OpenAI CEO Sam Altman as a 'podcasting bro'(cn: 嘴炮达人 or 满嘴跑火车); ➁ Altman's proposed investment plans in AI were considered 'absurd' by TSMC; ➂ The scale of the investment would be in trillions of dollars, raising concerns among TSMC execs.
➀ The cost of training AI models has surged in the past year, as indicated by data from Epoch AI; ➁ The training cost for Gemini, a large language model from Google, ranges from $30 to $191 million; ➂ OpenAI's ChatGPT-4, released in 2023, had a technical creation cost between $41 million and $78 million.
➀ OpenAI is developing its first in-house chip with TSMC using the A16 Angstrom process, aimed at enhancing Sora's video-generation capabilities. ➁ The chip development was initially planned with TSMC but was later canceled due to profitability concerns. ➂ The new chip could potentially boost Apple device sales as it integrates with Apple's generative AI features.
➀ TSMC's A16 process, which has not yet entered mass production, has already attracted significant attention. ➁ Apple has reserved the initial capacity of TSMC's A16 process, while OpenAI, the developer of ChatGPT, has also joined in reserving the A16 capacity due to its long-term demand for self-developed AI chips. ➂ OpenAI's strategic partnership with Broadcom and Marvell for ASIC chip development is expected to be produced at TSMC's 3nm family and subsequent A16 processes.
➀ NVIDIA is considering joining a funding round for OpenAI, valuing the startup at over $100 billion. ➁ Apple and Microsoft are also reportedly in talks to participate in the funding round. ➂ Thrive Capital is leading the funding round, investing around $1 billion.
➀ Google unveiled its new lineup of Pixel 9 phones, including the $1,799 Pixel 9 Pro, at its Made by Google event. ➁ The company also announced Gemini Live, a direct competitor to OpenAI's advanced AI models. ➂ Google is expanding its AI-powered search summaries to six more countries: India, Brazil, Japan, the U.K., Indonesia, and Mexico.
1. OpenAI's CEO Sam Altman teases upcoming AI model release with a strawberry photo; 2. Speculation and criticism arise over the prolonged rumors and lack of official announcements; 3. Concerns about the company's stability and key personnel departures are also mentioned.
➀ Intel passed on investing in OpenAI in 2017, missing the opportunity to be part of generative AI's early stages. ➁ The potential investment was reportedly worth $1 billion for a 15% stake. ➂ Intel's CEO at the time, Bob Swan, did not see generative AI as a significant market opportunity.
➀ OpenAI has developed a text watermarking method to detect ChatGPT-written content, but has not released it due to concerns about its effectiveness and potential bias against non-native English writers. ➁ The watermarking technique is not foolproof and can be circumvented by simple methods such as using Google Translate or editing tools. ➂ OpenAI is considering the impact on its customer base and the risk of reverse engineering of its watermarking technique.
1. OpenAI announces new AI search feature called SearchGPT; 2. SearchGPT allows users to search for information using natural language and provides quick answers with relevant sources; 3. The feature is currently in prototype phase and requires users to sign up for a waiting list to try it out.
1. OpenAI has launched SearchGPT, a new search engine combining AI with web information. 2. The company aims to challenge Google's dominance by emphasizing privacy and quality content. 3. The author expresses a desire for Apple to enter the search market with a privacy-focused solution.