Gardizi: OpenAI uses alternative chips and develops in-house silicon to diversify
Anissa Gardizy · Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast · Jun 26, 2026 · at 51:36
Anissa Gardizi, AI infrastructure reporter at The Information, discusses OpenAI's hardware strategy and efforts to reduce dependence on Nvidia GPUs.
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“They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip. So I think maybe publicly they're doing some big announcements with NVIDIA, and I believe it's five gigawatts they have to deploy in the next couple of years on Vera Rubin. That's a lot. And that, that in itself might hinder them from doing more. But I think I think Sam Altman wants to diversify from NVIDIA.”
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More from Anissa Gardizy
Gardizy: Around 50% of AI data center projects will miss completion deadlines
“But on on projects that are actually getting built, I do think, you know, 50% not really getting done on time is is, you know, what I would expect.”
Gardizy: OpenAI will not deploy 10 gigawatts of data centers within two years
“Like, even if you think of OpenAI, for example, announcing a 10 gigawatt project, you know, we're not going to see 10 gigawatts in the next couple of years, or they're going to sort of spread out that bet.”
Gardizy: OpenAI Is Developing In-House Chips and Using Cerebras Hardware
“Yeah, yeah, they are. They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip.”
Gardizi: OpenAI will not deploy 10 gigawatts in the next few years
“Even if you think of open AI, for example, announcing a 10 gigawatt project you know, we're not going to see 10 gigawatts in the next couple of years, or they're going to sort of spread out that bet.”
Gardizy: Non-NVIDIA Chips Often Need Financial Backstops for Data Center Entry
“And in the instances that I'm seeing where there are non Nvidia chips, it's because of some sort of financial backstop. So I do wonder how much how long that will have to keep being the case, because that will definitely hinder non Nvidia chips if they need Sp…”
Gardizy: Major NVIDIA customers are actively working to adopt alternative chips
“Every single company that buys NVIDIA chips and is spending a lot of money on NVIDIA chips is trying really hard to make these other, other chips work, whether it's in-house chips from Google or Amazon or even in OpenAI's case and potentially Anthropik's case.”