News Sam Altman is talking to TSMC about AI chip venture

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This makes so much more sense than the story of Altman trying to build his own fabs.
It's not necessarily one or the other. Maybe he wants to do some kind of partnership with TSMC on specialized fabs for AI chips. His backers could provide funding and perhaps OpenAI could provide AI tools or special guidance towards specific process enhancements that would benefit their chips. In exchange, they could get some exclusivity window on early production or something.

I'm just saying there are other sorts of arrangements than the conventional fabless chip company model. The sums of money that have been reported definitely seem like more than you'd need just to do custom chip design, which is why I suspect there could be more to it.
 
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