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This deal highlights OpenAI's strategic effort to avoid over-reliance on any single hardware provider. The company’s recent utilization of Nvidia's chips was complemented by talks with Broadcom for custom silicon and an intent to diversify hardware sources.
While Nvidia's recent $100 billion investment in OpenAI provided substantial funding, it is largely performance-based and allocated in $10 billion increments per gigawatt of compute. The company retains discretion over funds, which can be used for a variety of purposes including purchasing chips from AMD or other vendors.