OpenAI is working with Broadcom and TSMC to develop inference chips, optimize the supply chain, reduce dependence on GPUs, and face the challenge of high computing costs.

In order to meet growing demand, many companies are also actively exploring options to reduce their dependence on Nvidia.

An analyst at Bank of America said that despite the recent increase in volatility in the semiconductor market, the industry may rebound as the fourth quarter approaches.

It is reported that in order to obtain sufficient high-end chip supply, ByteDance is cooperating with American chip design company Broadcom to develop an advanced AI processor.

Broadcom and NVIDIA have direct market competition in the area of AI networking technology, with the former claiming advantages in technological innovation and market responsiveness.

As the topic of artificial intelligence is still in the air, Bank of America also listed 15 companies that "may benefit" from artificial intelligence technology.。Among them, Apple, Microsoft, Nvidia and Google all received high scores from the bank.。