Gardizy: OpenAI Is Developing In-House Chips and Using Cerebras Hardware
Anissa Gardizy · Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode · Jul 10, 2026 · at 10:12
Anissa Gardizy of The Information explains how OpenAI is actively working to diversify its hardware footprint beyond NVIDIA.
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“Yeah, yeah, they are. They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip.”
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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.”
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.”
Gardizi: OpenAI uses alternative chips and develops in-house silicon to diversify
“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…”
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.”