OpenAI reportedly plans to buy Google chips and expand computing capacity

The hosts said OpenAI plans to buy Google chips as part of its computing buildout. They also recounted a SemiAnalysis report that OpenAI’s Ohio lease commitment totals 8 GW across multiple phases, with Nvidia backstopping 4.25 GW. The report described it as the largest single leasing commitment it had ever seen. According to SemiAnalysis, OpenAI is also discussing GPU-as-a-Service and TPU-as-a-Service with cloud providers, is looking for sites, and may make a 1 GW TPU commitment. The hosts noted that some of these details were the source’s estimates rather than confirmed agreements. They framed the moves as an example of AI labs using different compute suppliers despite companies’ past disagreements.