Month: February 2025
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OpenAI Mirrors Hyperscalers in Trying to Make an AI Chip
Reuters is reporting OpenAI will tape out its first AI processor (NPU) later this year. Pilot deployments will focus on inference, but the NPU can also perform training. Broadcom is aiding OpenAI with chip development, and TSMC will fab it in a 3 nm process. Richard Ho helms the project, coming to OpenAI in 2023…
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DeepSeek-R1 Resets AI-Development Expectations
DeepSeek-R1 slipped into the world on January 20, a day before Sam Altman and friends kicked off his Stargate OPM incinerator. DeepSeek soon overshadowed Stargate, playing down its costs while Stargate did the opposite. Nvidia’s stock tumbled on the belief that DeepSeek showed significant AI advancements required a tiny fraction of the investment previously assumed.…