OpenAI is reportedly set to procure TPU chips from Google, further reshaping the computing power supply chain.

On October 28, it was reported that OpenAI plans to procure AI chips from Google. For a long time, OpenAI has been a major purchaser of NVIDIA GPUs, relying on them for training and inference of large-scale models. As computing power demands surge, companies are seeking more cost-effective alternatives suitable for running AI models. Google’s self-developed TPUs have gradually gained prominence in recent years, emerging as a potential option. This move may reflect a trend toward diversification in AI chip procurement.