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OpenAI taps Google Cloud TPUs in bid to diversify AI chip supply - The Information [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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its first significant shift away from exclusive reliance on Nvidia (NASDAQ:NVDA) hardware, according to a report by The Information. The move is part of a broader strategy by the AI company to reduce its dependence on Microsoft(NASDAQ:MSFT)-managed infrastructure. Through Google Cloud, OpenAI is renting Google's tensor processing units (TPUs) with the aim of cutting the costs associated with inference computing, the execution of models after training is completed. The decision could offer Google's TPUs a higher profile as a cost-effective alternative to Nvidia's widely used graphics processing units (GPUs), which dominate the AI sector. Previously, OpenAI sourced Nvidia chips primarily via partnerships with Microsoft and Oracle (NYSE:ORCL) to train and deploy its models. While Google is providing some TPU capacity, it is reportedly not offering its most powerful versions to OpenAI, according to sources cited by The Information. That limitation suggests Google's most advanced TPU
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