OpenAI's first in-house chip coming? First shot at breaking away from Nvidia

OpenAI plans to realize the first self-developed AI chip in mass production at TSMC in 2026, and has already cooperated with Broadcom in its development, and the chip design team has been expanded to 40 people; the chip, which is developed under the leadership of Richard Ho, former head of Google's AI chip project, is mainly used for AI training, and is regarded as a bargaining chip to enhance negotiations with chip vendors; OpenAI has simultaneously increased its demand for AMD chips, OpenAI is also increasing its demand for AMD chips and plans to develop more powerful processors in subsequent iterations to diversify chip supply and reduce costs.