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The chip-making plan proposed by OpenAI's CEO is suspected to have been questioned by TSMC

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Update time : 2024-10-09 16:30:19

Recently, there are news reports indicating that Sam Altman, the CEO of OpenAI, had previously negotiated with Emirati investors, Asian chip manufacturers, and American officials to enhance the computing power required for building artificial intelligence. It is reported that Sam Altman proposed a joint multitrillion-dollar project to establish new chip factories and data centers globally.

Sam Altman's original plan was for the United Arab Emirates to fund the construction of multiple chip manufacturing factories. Nvidia would use these semiconductor chips to manufacture more AI chips. Finally, OpenAI and other companies would use these AI chips to build artificial intelligence data centers. In his plan, the cost of building each chip manufacturing factory amounts to $43 billion, but this plan will reduce the cost for chip companies to manufacture chips, such as TSMC.

There are rumors that Sam Altman told TSMC executives that he plans to build 36 semiconductor factories and data centers, and this plan may cost $7 trillion. In response, TSMC executives believe that Sam Altman's plan is too radical because adding just a few chip manufacturing plants already poses extremely high risks and involves excessive amounts of capital, let alone as many as 36.

Relevant reports show that Sam Altman began fundraising for related plans in 2023, but his pursuit of trillion-dollar investments has been hindered. The reasons are on the one hand, the amount is too large, and on the other hand, regulators are worried that OpenAI's attempt to invest key technologies overseas will pose security issues. In addition, and more crucially, to build artificial intelligence infrastructure in multiple countries, OpenAI needs to obtain regulatory approval for relevant controls.

After Sam Altman's plan was blocked, Liz Bourgeois, a spokesperson for OpenAI, once said, "We have never considered a trillion-dollar project. Although the construction cost of global artificial intelligence infrastructure may reach trillions of dollars within several decades, the specific scale explored by OpenAI is hundreds of billions of dollars."

Recently, there are news reports indicating that in a meeting, Sam Altman submitted an OpenAI research report titled "Infrastructure is Destiny," calling for the construction of new data centers in the United States. The cost of each data center is $100 billion. It is reported that the new data center is about 20 times the construction cost of the current strongest data center and will accommodate 2 million artificial intelligence chips.
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