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OpenAI has recently embarked on small-scale testing of Google's Tensor Processing Units (TPUs), aiming to bolster its AI inference capabilities. This strategic move not only underscores the recognition of Google TPU's prowess but also unveils new market avenues for Google Cloud's business. According to analysts, the constrained availability of NVIDIA GPUs has propelled OpenAI to explore alternative solutions. While OpenAI has forged partnerships with various cloud service providers, Amazon Web Services (AWS) remains an exception. Furthermore, OpenAI is accelerating its in-house chip development plans, with the anticipation of the first chip entering mass production by 2026, underscoring its commitment to constructing a comprehensive technology ecosystem.
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