OpenAI and Anthropic Developing Custom AI Chips, Potential Beneficiaries Identified
Both OpenAI and Anthropic are developing custom AI accelerators to improve performance while reducing costs for their large language models. OpenAI has partnered with Broadcom on its first chip named Jalapeño, aimed at GPT inference tasks. This shift could impact the broader market by increasing demand for specialized silicon solutions.
Topics: AI accelerators Alphabet Anthropic Broadcom custom silicon OpenAI