[Gemini Summary] OpenAI and Broadcom partnership center on massive scale, vertical integration, and achieving compute abundance.
1. Custom Vertical Integration for Efficiency: The core of the partnership is designing a new custom chip (called the XPU) and a whole custom system specifically optimized for OpenAI’s workloads, particularly inference capacity. This "full vertical integration" allows optimization from "etching the transistors all the way up to the token that comes out", yielding huge efficiency gains leading to faster, cheaper, and smarter models. OpenAI is also applying its own models to the chip design process, accelerating schedules and achieving massive area reductions. By designing its own chips, OpenAI aims to control its own destiny and maximize "intelligence... out of each unit of energy," as power efficiency will become the limiting factor.
2. Unprecedented Scale: This effort is described as the "biggest joint industrial project in human history". OpenAI plans to start deploying 10 incremental gigawatts of these custom systems and chips starting late next year, with rapid deployment over three years. This 10 gigawatts is in addition to existing infrastructure, taking the total capacity close to 30 gigawatts.
3. Enabling Future Intelligence and Accessibility: The immense infrastructure is necessary to power better frontier models and move toward super intelligence. The goal is to shift the world from being "quite compute scarce" to having "compute abundance," allowing advanced features (like the personalized agent Pulse) to become accessible to everyone, not just pro tiers. This infrastructure is viewed as defining "civilization's next-generation operating system" and a critical utility (like the railroad or the internet) for 8 billion people globally.
achow•1h ago
1. Custom Vertical Integration for Efficiency: The core of the partnership is designing a new custom chip (called the XPU) and a whole custom system specifically optimized for OpenAI’s workloads, particularly inference capacity. This "full vertical integration" allows optimization from "etching the transistors all the way up to the token that comes out", yielding huge efficiency gains leading to faster, cheaper, and smarter models. OpenAI is also applying its own models to the chip design process, accelerating schedules and achieving massive area reductions. By designing its own chips, OpenAI aims to control its own destiny and maximize "intelligence... out of each unit of energy," as power efficiency will become the limiting factor.
2. Unprecedented Scale: This effort is described as the "biggest joint industrial project in human history". OpenAI plans to start deploying 10 incremental gigawatts of these custom systems and chips starting late next year, with rapid deployment over three years. This 10 gigawatts is in addition to existing infrastructure, taking the total capacity close to 30 gigawatts.
3. Enabling Future Intelligence and Accessibility: The immense infrastructure is necessary to power better frontier models and move toward super intelligence. The goal is to shift the world from being "quite compute scarce" to having "compute abundance," allowing advanced features (like the personalized agent Pulse) to become accessible to everyone, not just pro tiers. This infrastructure is viewed as defining "civilization's next-generation operating system" and a critical utility (like the railroad or the internet) for 8 billion people globally.