2024-02-10 08:44:49
The Wall Street Journal broke the news that OpenAI founder Sam Altman is raising US$7 trillion from sovereign funds such as the United Arab Emirates to seek to change the status quo of the semiconductor industry, and said that in the future, these dozen chip manufacturing plants will entrust TSMC to manage and produce.
(Previous summary: Financial Times: Musk plans to raise 6 billion mg for xAI to challenge OpenAI)
(Background supplement: Musk: Grok API starts beta testing! xAI model’s first battle with OpenAI)
Sam Altman, founder of OpenAI, a leading AI company that has shocked the world, was criticized by the Wall Street Journal yesterday (9th).Break the newssaid Altman is discussing with sovereign funds and countries such as the United Arab Emirates government to invest at least US$5 to US$7 trillion in semiconductor factories, seeking to reshape the chip and AI industries to cope with future AI’s endless demand for computing power such as GPUs.
Today, the total market value of Apple and Microsoft is only US$6 trillion, which shows the plan’s pattern and ambition to subvert the world.
The report pointed out that Altman has currently completed negotiations with representatives of manufacturers from the United Arab Emirates and other manufacturers such as Japan’s SoftBank CEO Masayoshi Son, TSMC, and GlobalFoundries shareholders, and will build more than 10 ultra-advanced process chip manufacturing plants within a few days, and will complete the entire process. Entrust the leading foundry company TSMC to manage and use advanced processes to manufacture semiconductor chips such as GPUs to solve the upcoming chip shortage problem in the future.
Will reshape the global semiconductor order
The current global AI-related chip industry can be said to be fully controlled by companies such as NVIDIA on the design side and TSMC on the production side. Sam Altman believes that this may be the main reason for limiting the development of the AI industry, so he has turned to shareholders such as semiconductor manufacturing plants and sovereign funds. The request was made in the hope of reshaping the global semiconductor manufacturing order, and the primary goal is to maintain the national security of the United States.
According to an OpenAI spokesperson, the company has had “productive discussions” on global chip, energy, data center and other infrastructure, and the entire process will continue to be informed to the United States, with U.S. national interests and security as the top priority.
Recently, the Taiwan stock market is closed during the Lunar New Year period, but TSMC’s ADR in the US stock market has surged 23% this week. This may reflect OpenAI and the world’s plans for TSMC in the global AI war.
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