Broadcom、MicrosoftにOpenAIチップの40%購入を要求
Microsoftが出荷量の40%購入を確約しなければ、BroadcomはOpenAIのカスタムAIチップを製造しない方針。Microsoftはまだこの条件を受け入れていない。
openai's ambitious $180 billion plan to build custom ai infrastructure faces a hurdle after broadcom conditioned manufacturing on microsoft buying 40 percent of the initial chips. the first chip, codenamed 'jalapeno', targets a 2027 release and aims to run openai models more efficiently than current nvidia hardware. internal messages from openai manager sachin katti criticize the dependency on microsoft as 'financially unattractive,' though the arrangement is currently limited to the first phase. this follows a recent softbank loan reduction, as openai's private status continues to complicate large-scale financing and valuation.