OpenAI's first self-developed AI chip is expected to complete its design this year and be handed over to TSMC for trial production. Can it challenge NVIDIA's dominant position?

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According to Reuters, the first-generation artificial intelligence (AI) chip developed by OpenAI, the developer behind ChatGPT, will be completed in the next few months and is planned to be sent to TSMC for trial production. Once in mass production, this chip may become an alternative to Nvidia chips. According to Reuters, this chip is focused on AI training and, if the trial production goes well, it is expected to achieve mass production in 2026. It is worth noting that although this chip is designed for training and running AI models, its initial deployment may have relatively limited impact. OpenAI's self-developed chip will have what impact on Nvidia? We know that in the current highly competitive AI market, Nvidia's AI chips have always occupied a dominant position, and its high-end GPUs are widely used in training and inference tasks of major AI models. In order to reduce costs and reduce dependence on Nvidia, not only OpenAI, but also other tech giants such as Microsoft, Google, Amazon, and Meta are actively developing their own AI chips. Once they succeed in development and mass production, although it may be difficult to shake Nvidia's dominant position, it will definitely create competitive pressure... However, this may not be a bad thing for the overall ecosystem.

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