ChatGPT-maker OpenAI can’t stop spending, ties up with Broadcom for AI chips; but why analysts are not pleased
OpenAI has partnered with Broadcom to design custom AI processors, aiming to boost efficiency and reduce reliance on external chip suppliers. This collaboration, alongside deals with Nvidia and AMD, signals OpenAI’s significant infrastructure expansion to meet surging AI demand. However, analysts express concern over the substantial, undisclosed spending and the AI industry’s profitability.