Broadcom Demands Microsoft Buy 40% of OpenAI Custom Chips
Broadcom won’t produce OpenAI’s custom AI chip unless Microsoft buys 40% of output. OpenAI’s infra chief calls it ‘financially unattractive.’ The first phase: $18B. #AI #Chips #OpenAI
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Broadcom-OpenAI Financing Snag Raises AI Valuation Questions
A reported financing snag between Broadcom and OpenAI raises fresh questions about AI valuations and returns on hundreds of billions in sector commitments. #AI #Broadcom #OpenAI
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OpenAI Chip Deal With Broadcom Hits $18B Financing Snag
OpenAI’s $18B chip deal with Broadcom hits a financing snag, threatening its strategy to build custom silicon and reduce dependence on Nvidia’s dominant AI chip platform.
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OpenAI, Tech Giants Unveil Open-Source Protocol to Speed AI Supercomputers
OpenAI & tech giants release MRC, an open-source protocol routing data across hundreds of simultaneous GPU paths. Cuts supercomputer switch layers from 4 to 2 — already live on Stargate.
