OpenAI and Anthropic Are Developing Their Own Custom AI Chips: Here Are the Stocks That Could Benefit The Most
The leading AI labs face a severe compute shortage, and custom silicon could help solve it.
Overview
OpenAI and Anthropic have made incredible advances in the capabilities and implementation of artificial intelligence over the last few years. Now, they're turning their attention to the hardware used to train and run their large language models.
Both companies are reportedly developing custom AI accelerators, which can offer better performance per dollar for specific processes than off-the-shelf solutions like Nvidia's GPUs. Both companies are looking to rapidly expand their compute capacity while reducing the cost per token for using their AI services to keep growing. More custom silicon solutions could mitigate supply chain constraints while reducing costs.
Details
The leading AI labs could spend huge sums of cash on their custom chips. Here are the companies that could benefit most.
Source
Originally published at www.fool.com.