Broadcom And OpenAI Developing An AI Inference Chip; OpenAI Has Reserved 2026 TSMC Manufacturing Capacity; OpenAI Using AMD Chips Alongside Nvidia Chips
Portfolio Pulse from Benzinga Newsdesk
OpenAI is collaborating with Broadcom and TSMC to develop an AI inference chip, while also incorporating AMD chips alongside Nvidia to meet growing infrastructure needs.
October 29, 2024 | 4:42 pm
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NEUTRAL IMPACT
OpenAI continues to use Nvidia chips alongside AMD, maintaining Nvidia's role in AI infrastructure.
Nvidia's continued use by OpenAI suggests stability in its role in AI infrastructure, with no immediate impact on stock price.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 60
POSITIVE IMPACT
OpenAI is incorporating AMD chips alongside Nvidia to meet its infrastructure demands, indicating increased demand for AMD's products.
The inclusion of AMD chips by OpenAI suggests a growing demand for AMD's products, which could positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Broadcom is collaborating with OpenAI to develop an AI inference chip, which could enhance its position in the AI hardware market.
Broadcom's partnership with OpenAI to develop an AI inference chip positions it as a key player in the AI hardware market, likely boosting its stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
OpenAI has reserved TSMC's manufacturing capacity for 2026, indicating a long-term partnership and demand for TSMC's services.
OpenAI's reservation of TSMC's manufacturing capacity for 2026 suggests a strong, ongoing partnership, likely benefiting TSMC's stock.
CONFIDENCE 85
IMPORTANCE 65
RELEVANCE 75