OpenAI's Recent Chip Deals Increase Pressure on TSMC
OpenAI has signed significant deals with AMD and Broadcom to produce large quantities of AI chips, which will ultimately be manufactured by TSMC, the only company capable of building them.
The deal with AMD involves building 6 gigawatts' worth of GPUs over the next few years, with the first 1 GW deployment of AMD's Instinct MI450 silicon scheduled to start in late 2026.
The financial implications of these deals are substantial, with OpenAI requiring hundreds of billions of dollars to fulfill its promises, but the broader industry implications are also noteworthy.
the chips themselves, what that spells for the AI industry as a whole, and the added pressure on TSMC
Author's summary: OpenAI's chip deals increase pressure on TSMC.
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