Tuesday, July 1, 2025

"OpenAI says it has no plan to use Google's in-house chip" (GOOG; NVDA)

Following on Reuters' story from June 27: "OpenAI turns to Google's AI chips to power its products, source says (GOOG; NVDA)" we have Reuters via MSN June 30:

OpenAI said it has no active plans to use Google's in-house chip to power its products, two days after Reuters and other news outlets reported on the AI lab's move to turn to its competitor's artificial intelligence chips to meet growing demand. 

A spokesperson for OpenAI said on Sunday that while the AI lab is in early testing with some of Google's tensor processing units (TPUs), it has no plans to deploy them at scale right now. 

Google declined to comment.

While it is common for AI labs to test out different chips, using new hardware at scale could take much longer and would require different architecture and software support. OpenAI is actively using Nvidia's graphics processing units (GPUs), and AMD's AI chips to power its growing demand. OpenAI is also developing its chip, an effort that is on track to meet the "tape-out" milestone this year, where the chip's design is finalized and sent for manufacturing....

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