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OpenAI Turns to Google’s AI Chips to Power Its Products, The Information Reports
- On Friday, OpenAI began renting Google's TPUs to power ChatGPT, marking its first significant use of non-Nvidia chips via Google Cloud.
- OpenAI shifted to Google TPUs to reduce inference costs amid rising Nvidia GPU prices and supply shortages.
- OpenAI rents Google's TPUs via Google Cloud to meet soaring demand, aiming to reduce inference costs and challenge Nvidia's dominance.
- OpenAI's use of Google's TPUs could challenge Nvidia's dominance by promoting TPUs as a more affordable AI hardware alternative, disrupting industry market leadership.
- More broadly, OpenAI's adoption of Google TPUs aims to challenge Nvidia's dominance and foster greater competition in the AI chip industry.
27 Articles
27 Articles
Testing OpenAI Codex and Comparing It to Claude Code
This has been quite the month for “agentic” products. I had a good experience with Claude Code in one post and then compared it to Google Jules. Meanwhile, you can read elsewhere about the new Gemini CLI, and I’ll cover Warp’s “Agentic Development Environment” shortly. But with this post I’ll look at OpenAI Codex, released last month, which OpenAI describes as a “cloud-based software engineering agent.” As with the other products I’ve mentioned,…
So far, Nvidia and Microsoft have been the partners of the choice for ChatGPT inventor OpenAI. But now Sam Altman's company is changing and putting insider reports on Google.
NVIDIA's Dominance Challenged as Largest AI Lab Adopts Google TPUs
NVIDIA's AI hardware dominance is challenged as the world's leading AI lab, OpenAI, taps into Google TPU hardware, showing significant efforts to move away from single-vendor solutions. In June 2025, OpenAI began leasing Google Cloud's Tensor Processing Units to handle ChatGPT's increasing inference workload. This is the first time OpenAI has relied on non-NVIDIA chips in large-scale production. Until recently, NVIDIA GPUs powered both model tra…
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