Why OpenAI Is Unhappy With Some Nvidia Chips And Searching For Alternatives
NvidiaNvidia(US:NVDA) Yahoo Finance·2026-02-05 11:46

Group 1 - OpenAI is exploring alternatives to NVIDIA's latest AI chips to improve AI inference performance, which is crucial for applications like ChatGPT [1][2] - The decision to seek alternatives is driven by dissatisfaction with the speed of NVIDIA's hardware for specific tasks, leading OpenAI to consider partnerships with companies like Cerebras and Groq [2][6] - OpenAI's strategic shift occurs amid ongoing negotiations with NVIDIA regarding a potential $100 billion investment, indicating a challenge to NVIDIA's dominance in the AI sector [3] Group 2 - OpenAI's CEO, Sam Altman, expressed a desire to remain a significant customer of NVIDIA, acknowledging that NVIDIA produces the best AI chips while still seeking alternatives [4] - The focus on alternative AI chips includes SRAM-heavy designs that may provide speed advantages, addressing concerns about processing time associated with NVIDIA's reliance on external memory [5] - OpenAI's collaboration with Cerebras aims to enhance performance in coding models, as speed is a critical factor for customers using OpenAI's coding products [6]

Why OpenAI Is Unhappy With Some Nvidia Chips And Searching For Alternatives - Reportify