Microsoft is literally taking a page from OpenAI’s playbook. bloomberg first reported The tech giant plans to leverage its partner’s custom chip development to boost its struggling semiconductor efforts, a move that looks increasingly practical given Microsoft’s weak performance compared to rivals like Google and Amazon.
The arrangement is straightforward: OpenAI is designing AI chips with Broadcom, and Microsoft gets full access to the innovations. “As they innovate at the systems level as well, we get access to all of that,” CEO Satya Nadella explained. newly released interview With podcaster Dwarkesh Patel, described a plan to adopt OpenAI’s designs and then expand them for Microsoft’s own purposes.
Under an amended partnership agreement, Microsoft secured intellectual property rights to OpenAI’s chip designs while maintaining access to the company’s AI models until 2032. OpenAI’s consumer hardware, which the ChatGPT maker presumably wants to develop and sell independently.
This collaboration underscores a broader reality in technology: manufacturing cutting-edge AI chips is extremely difficult and expensive. Rather than continue the fight alone, Microsoft is betting that OpenAI’s expertise — plus a smartly structured contract — can fuel its own ambitions.
