US EditionOpenAI is unsatisfied with some Nvidia chips and looking for alternatives: Reuters
OpenAI seeks SRAM-heavy chips to accelerate AI coding tasks, targeting 10% of inference needs amid delayed Nvidia investment and new deals with AMD and Cerebras.
- On February 2, 2026, Reuters reported OpenAI is unsatisfied with some Nvidia AI chips and has sought alternatives since last year, complicating ongoing investment talks between the companies.
- OpenAI's strategy shift toward inference led it to seek SRAM-heavy chips since last year, as embedded memory speeds responses by reducing latency compared with Nvidia and AMD external memory.
- OpenAI negotiated with startups including Cerebras and Groq and struck a commercial deal with Cerebras last month, while Nvidia licensed Groq's technology in a $20-billion deal that ended OpenAI's talks.
- Altman emphasized speed for coding users, saying they will `put a big premium on speed for coding work`, and OpenAI expects new hardware to supply about 10% of inference needs while relying on Cerebras to meet demand.
- Nvidia remains dominant in training chips as inference gains importance, with rivals Anthropic and Google deploying TPUs while Nvidia says customers choose its inference for performance and cost.
23 Articles
23 Articles
OpenAI is unsatisfied with some Nvidia chips and looking for alternatives
SAN FRANCISCO, California — OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips (AI), and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating the relationship between the two highest-profile players in the AI boom.
OpenAI stands with its back to the wall and now seems to be joking with its most important sponsor: Nvidia. Its AI chips are too slow. The financial injection of 100 billion dollars is moving far away.
Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say
OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating the relationship between the two highest-profile players in the AI boom.
Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide
SAN FRANCISCO, February 3, 2026, 12:08 PST OpenAI, the maker of ChatGPT, is unsatisfied with some of Nvidia’s latest AI chips and has looked for alternatives since last year, eight sources familiar with the matter said, potentially complicating investment talks between two of the most visible names in the AI boom. The concern centers on “inference” — when a model answers a user — as opposed to training, the heavy-lift phase that has powered Nvid…
OpenAI's dissatisfaction with Nvidia chips sparked Cerebras deal
The ChatGPT developer is reportedly unhappy with the speed of certain Nvidia chips and is negotiating with startups that offer alternatives. The article OpenAI's dissatisfaction with Nvidia chips sparked Cerebras deal appeared first on The Decoder.
Nvidia CEO Jensen Huang allegedly doesn't like OpenAI's business strategy. OpenAI is supposed to look for alternatives. Nvidia's stock slips.
Coverage Details
Bias Distribution
- 50% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
