Starting up in late 2026, just like the AMD and Nvidia deals — OpenAI will have added 26 gigawatts of capacity from these agreements alone, and one can wonder how capable the future of GPT will be.
Continue reading “Broadcom to supply OpenAI with 10 GW’s worth of custom chip capacity”
OpenAI will make custom chips with Broadcom
With Nvidia lurking in the background, more companies are working on their custom AI chips. Now OpenAI has entered the fray, said to produce their own chips with Broadcom next year. It will be for internal use, and won’t be released broadly. They have a long history with this, having first entered talks with TSMC last year. Broadcom said on its earnings call this Thursday that it had secured a $10B order for AI chips without naming from whom, and now the Financial Times is reporting that it is, indeed, OpenAI, who has no comment on this.
More at: Financial Times (Paywalled) and Reuters.
Amazon lens lets you shop for anything you can see
The latest feature in the Amazon Shopping app on iOS lets you simply point your camera on anything you like, and shop for the same or similar items in real-time. It partners with Amazon’s AI shopping assistant, Rufus, to also answer questions about the products in the shop. It should «roll out to more customers in the coming weeks,» meaning there’s likely an Android version in the works.
More at: Amazon’s product page, and The Verge.
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Continue reading “Friday roundup: Unis hiring AI officers, OpenAI on jobs and Nano Banana”
They are anonymized in the filing, but Nvidia clearly states that they account for 23%, 16% and 14% of sales.
Last quarter, two top customers accounted for 14% and 11% of revenue, writes CNBC.
OEM manufacturers?
These customers are not end users of the product, but rather systems manufacturers who buy chips directly from Nvidia and put them on circuit boards and servers — which they call «Direct customers.»
Continue reading “Just three customers accounted for half of Nvidia’s chip sales last quarter”
It is clear now that the device won’t be an in-ear device or some kind of glasses.
Continue reading “OpenAI’s hardware device is a year out, won’t be a wearable”
The name of the company purchased by OpenAI for 6.5 billion dollars in late may, has, for all its hype at the time, been taken down by a court order.
Continue reading “OpenAI takes down Ive partnership Io page due to court order”
Citing significant progress already done, Sam Altman says «I think it is the coolest piece of technology that the world will have ever seen,» according to The Washington Post.
Continue reading “Jony Ive joins OpenAI on breakthrough hardware project”