Broadcom, Microsoft에 OpenAI 칩 40% 구매 요구
Broadcom은 Microsoft가 물량의 40% 구매를 확약하지 않는 한 OpenAI의 맞춤형 AI 칩을 제조하지 않을 것이며, Microsoft는 아직 이 조건을 받아들이지 않았습니다.
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.