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OpenAI Rules Out Large-Scale Google TPU Use and Advances Its Own AI Chip

OpenAI’s custom AI processor design is on track for tape-out by year-end under its existing GPU compute strategy.

Overview

  • OpenAI has no active plans to deploy Google’s TPUs at scale after conducting early tests.
  • The company continues to power its services predominantly with Nvidia GPUs and AMD AI chips.
  • OpenAI is trialing Google Cloud’s TPUs to lower inference costs and reduce reliance on a single supplier.
  • Its in-house AI processor design is on track for tape-out by the end of 2025.
  • OpenAI is reassessing its revenue-sharing and exclusivity arrangements with Microsoft while broadening its cloud infrastructure.