Devices · 1h ago
OpenAI follows Apple's playbook with custom AI chip strategy
OpenAI is developing its own custom AI chip, aiming to reduce reliance on Nvidia and gain more control over its technology stack. This mirrors Apple's successful approach of integrating hardware and software for competitive advantage. The move signals a shift in the AI industry toward vertical integration.
Meridian48 take
While OpenAI's chip won't challenge Nvidia's dominance immediately, it's a strategic long-term bet that could reshape the AI hardware landscape.
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OpenAI is copying Apple’s biggest competitive advantage — and Nvidia should be paying attention →
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