OpenAI CEO Sam Altman expressed confidence in the capabilities of Nvidia’s AI chips on Monday, asserting the company’s satisfaction with its relationship with the chipmaker. “We love working with Nvidia and they make the best AI chips in the world,” Altman stated in a post on social platform X. He added, “We hope to be a gigantic customer for a very long time. I don’t get where all this insanity is coming from.”
Altman’s remarks came shortly after a Reuters report suggested that OpenAI had been exploring alternative suppliers for AI chips since last year due to dissatisfaction with Nvidia’s performance. The report cited eight unnamed sources who indicated that OpenAI was unhappy with the speed at which Nvidia chips process requests for ChatGPT users. This has led the company to engage with other GPU suppliers, including AMD, Cerebras, and Groq.
Nvidia responded to the report, emphasizing its continuing appeal among customers: “Customers continue to choose Nvidia for inference because we deliver the best performance and total cost of ownership at scale.” An OpenAI spokesperson reiterated that Nvidia powers most of the startup’s inference fleet and provides superior performance per dollar for such applications.
On January 14, OpenAI announced plans to integrate 750 megawatts of ultra-low latency compute from Cerebras into its operations to enhance the response time of its AI models. This move indicates the company’s commitment to improving user experience, especially for those relying on its flagship product, ChatGPT.
In an October development, OpenAI forged a multibillion-dollar partnership with AMD aimed at creating AI data centers that will operate on AMD processors. This collaboration reflects OpenAI’s strategy to diversify its hardware sources amid ongoing discussions about the potential investment from Nvidia.
On February 1, Nvidia CEO Jensen Huang clarified that his company’s proposed $100 billion investment into OpenAI was “never a commitment” and that the investment would proceed “one step at a time.” The intent to invest, which was outlined in a letter of intent signed in September, aimed to bolster OpenAI’s infrastructure through the construction of data centers powered by Nvidia chips.
Huang’s comments followed reports indicating that skepticism about the deal had emerged among some Nvidia executives. However, he dismissed any notion of discontent with OpenAI, stating, “We will invest a great deal of money. I believe in OpenAI. The work that they do is incredible. They’re one of the most consequential companies of our time.”
The evolving relationship between OpenAI and Nvidia highlights the complexities of the tech industry’s supply chain dynamics, particularly in the rapidly advancing field of artificial intelligence. As companies continue to seek the most effective hardware solutions, the significance of partnerships will likely play a critical role in shaping the future landscape of AI technology.
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