TSMC ridiculed OpenAI. $7 trillion in the background
It looks like the CEO of OpenAI has access to a lot of money and won’t hesitate to use it. There is only one problem – his plan is too crazy for many.
OpenAI is the current leader in the artificial intelligence market when it comes to language models. Their ChatGPT is one of the most popular solutions, which, depending on estimates, is a generation or two ahead of the competition. Americans are also working on other software such as Sora creating video from text.
OpenAI’s approach is too aggressive in TSMC’s opinion
Of course, in order to provide adequate computing power, both the most efficient ones are needed AI acceleratorsas well as server rooms. Currently, OpenAI uses layouts NVIDIAbut there are plans for proprietary solutions. For this purpose, the company’s CEO visited Asia some time ago.
Sam Altman met with the CEOs of such giants as TSMC, Samsung and SK hynix. The trip was intended to promote vision of progress in the field of artificial intelligencewhich is to be based on cooperation with the Asian manufacturing industry, capital from the Middle East and regulatory support from the US.
By The New York Times editorial board we are talking about investments of approximately USD 7 trillion over the coming years. They would translate into 36 new production plants and data centers. However, TSMC management accepted Altman’s idea absurd and risky. Unofficially it is said that it didn’t make a good impressionand the CEOs named the American entrepreneur “podcast guy”.
OpenAI’s CEO also visited South Koreato talk to representatives from Samsung and SK hynix. However, the negotiations were interrupted due to national security concerns as countries such as the United Arab Emirates had relations with China at the time. However, this may change following the last meeting between President Biden and Sheikh Mohammed bin Zayed.
The NYT emphasizes that Altman’s plans are ambitious but somewhat vague. Details about who will invest in what and what they will get from their investments remain unclear. However, this does not discourage investment companies like MGX and technology giants such as Microsoft, NVIDIA or Apple.