OpenAI and Microsoft Developing Own AI Chips to Challenge Nvidia's Dominance

OpenAI is reportedly planning to make its own AI chips to reduce reliance on 3rd parties like Nvidia.

Microsoft may also release its own AI chip, codename Athena, to compete with Nvidia.

Nvidia currently dominates the AI chip market with over 70% market share.

Nvidia's strength is in its established GPU tech and new Grace Hopper chip, plus software tools.

Challenging Nvidia will be difficult due to its integrated hardware and software solutions.