OpenAI Will Start Using AMD Chips and Could Make Its Own AI Hardware In 2026

Reuters reports an updated hardware strategy to run ChatGPT and OpenAI’s other projects involves using AMD chips via Microsoft Azure in addition to Nvidia.

Oct 30, 2024

OpenAI is reportedly working with Broadcom to develop new custom silicon designed to handle its large AI workloads for inference and secured manufacturing capacity with TSMC, according to sources speaking to Reuters. OpenAI has reportedly built a chip development team of about 20 people, including lead engineers who previously worked on Google’s Tensor processors for AI. Still, on its current timeline, the custom-designed hardware may not start production until 2026.

In the meantime, the sources also said OpenAI is incorporating AMD chips into its Microsoft Azure setup. AMD introduced its MI300 chips last year, which was a big part of the news this summer that its data center business has doubled in a single year as it chases market leader Nvidia.

The Information had reported in July that OpenAI was in discussion with Broadcom and other semiconductor designers about developing its own AI chip, and earlier this year, Bloomberg reported that OpenAI was working to build its own network of foundries, but according to Reuters, those plans have been put on ice due to cost and time.

CNN's Richard Quest Speaks With Masayoshi Son About Artificial General Intelligence At FII8 AI

Conversation with Masayoshi Son, "TITAN OF INDUSTRY" took place at the King Abdulaziz International Conference Center in Riyadh on October 29, 2024, during the 8th Edition of the Future Investment Initiative. #fII8 Titans of Industry — the most visionary leaders across critical sectors — have a unique opportunity to guide civilization through the complexities of Artificial General Intelligence (AGI) as it reshapes the world. What insights can be gleaned from their leadership as they prepare for a future where AGI is essential to human function?

Apple Intelligence Is Here, Early Users Are Underwhelmed

Apple's slow-and-steady approach to AI faces pressure as users encounter waitlists and familiar features. But analysts remain optimistic …

Michael Hunter, an Atlanta-based real estate marketing professional and Apple power user, has watched Apple’s new Apple Intelligence features evolve from promising to problematic. After a month with iOS 18.1's early release through his developer account, Hunter was impressed by the system’s enhanced Siri capabilities and responsiveness.

But his enthusiasm dimmed after updating to iOS 18.2 beta last week. “This has to be the buggiest rollout that Apple has ever done,” said Hunter, who uses Siri across his collection of 20 Apple devices.

The latest version has proven unstable, with voice responses frequently defaulting to screen text and basic Siri functions becoming unreliable. “They took away Siri from me and ruined my day-to-day use,” Hunter said.

The Economist's Zanny Minton Interviews Dr. Eric Schmidt on Technology's Geopolitics After AI

Conversation in "WHAT IS THE GEOPOLITICS OF TECHNOLOGY AFTER AI?" took place at the King Abdulaziz International Conference Center in Riyadh on October 30, 2024, during the 8th Edition of the Future Investment Initiative.

FII8 AI is ushering in a new era of technological competition, impacting nations, businesses, and individuals alike. Goldman Sachs Research estimates that widespread AI adoption could boost global GDP by nearly $7 trillion over a ten-year period.

How will this technology impact global power dynamics, alliances, and critical domains like security, economic competitiveness, and the ethical development of increasingly autonomous systems?

Wall Street Giants KKR and ECP To Make $50 Billion Bet on AI and Power Projects

KKR, a prominent global investment firm, and Energy Capital Partners (ECP), a key player in U.S. power generation and renewables, have announced a strategic partnership valued at $50 billion. The collaboration is set to expedite the development of data center, power generation, and transmission infrastructure to support the burgeoning artificial intelligence (AI) and cloud computing sectors worldwide.

This partnership leverages KKR's expertise in digital infrastructure alongside ECP's leading position in energy transition, aiming to meet the surging demand for data centers, which is currently hampered by a lack of reliable power sources. With U.S. data center demand expected to nearly triple by 2030, the investment required is anticipated to exceed $1 trillion.

A single data center campus often demands over 1 gigawatt of power and necessitates an investment upwards of $15 billion, including data center and power equipment. The power demand for data centers is predicted to increase by 160% by 2030, a growth that cannot be sustained without the proper infrastructure. KKR and ECP's joint initiative is poised to provide scalable data center and power solutions, particularly for hyperscalers and other market participants, across various regions.

Bill Gates on Possibility, AI, and Humanity

How many lives will be saved with the help of AI over the next decade? Reid and Aria sat down with Bill Gates to discuss his main areas of focus: climate change, energy, global health, and education—and how AI will help transform each of them. Taking a bird’s-eye view of society’s challenges, it’s easy to give in to pessimism.

But as one of the most influential people in the world, Bill Gates has a unique perspective on how far humanity has come and what our potential—and timelines—for meaningful change really look like. He gets granular on everything from cows (5% of global emissions) to disease reduction and eradication (Guinea worm disease).

At each turn, he has data at his fingertips to ground his beliefs. So, what current set of innovations is Bill most excited about? And what is realistically on the horizon for AI, climate change, energy, global health, and education?

Ashton Kutcher’s Sound Ventures Backs Fei-Fei Li’s World Labs in Continued Push

Ashton Kutcher’s VC firm, Sound Ventures, co-led by general partners Guy Oseary and Effie Epstein, is betting on AI — including with an investment in Fei-Fei Li’s World Labs, the investors confirmed onstage at TechCrunch Disrupt 2024 on Tuesday.

The startup, founded by Li, the Stanford professor dubbed the “Godmother of AI,” has already raised $230 million from investors including a16z, NEA, and Radical Ventures, valuing the company at over $1 billion. It aims to develop “large world models” that will be able to understand and interact with the 3D world and is targeting game companies and movie studios as its first customers — the latter an area where a Hollywood actor-turned-investor could have input.

Announced last year, Sound Ventures’ $265 million AI fund has invested in various large language model and AI companies, including OpenAI, Anthropic, Hugging Face, Stability AI, and Magic.dev. Of note, Kutcher said today that the firm hasn’t yet sold any of its OpenAI shares — a confirmation that these investors believe the company will continue to get even bigger.

Cisco CEO Chuck Robbins Calls 2025 'Year of Enterprise Application' For AI

At Cisco's 2024 Partner Summit, the software company unveiled new products focused on modernizing AI infrastructure. Cisco CEO Chuck Robbins joins Yahoo Finance Executive Editor Brian Sozzi to discuss the company's AI strategy and his outlook on factors like the upcoming election and China tariffs.

Robbins emphasizes the summit's aim to kickstart "a rolling thunder of announcements around AI infrastructure." He notes that companies increasingly seek to update their AI infrastructure to support growing applications and technologies.

Cisco is responding with new product launches like AI pods and UCS (unified computing system) platforms equipped with GPUs (graphics processing units), which Robbins calls "a necessary technology that our customers are really interested in."

Thats all for today, however new advancements, investments, and partnerships are happening as you read this. Subscribe today, so you don’t miss any AI related news.