OpenAI-Broadcom Partnership, Custom Chips, and Meta's Talent Acquisition
In this episode, Bob explores OpenAI's new partnership with Broadcom, focusing on its implications for the future of AI hardware development. The discussion includes a financial and industry analysis of OpenAI's custom chip project, examining how it might affect the competitive landscape. Attention then shifts to Meta's recent efforts in AI talent acquisition, highlighting the recruitment of Andrew Tulloch and what it signifies for Meta's AI strategy. The episode closes with remarks summarizing the key points discussed and a reminder for listeners to subscribe for future updates.
Key Points
- OpenAI has announced a significant partnership with Broadcom to develop custom AI processors, aiming to secure the computing power necessary for its services.
- The collaboration will involve OpenAI designing the chips while Broadcom develops and deploys them, with the rollout expected to begin in the second half of 2026.
- Meta has hired Andrew Tulloch, co-founder of Thinking Machines, as part of its aggressive strategy to fortify its artificial intelligence capabilities under the newly formed TBD Labs.
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Transcript
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