Altman says OpenAI aims to replace Nvidia in the medium to long term
zephyr_z9 · x · 2026-11-11
Sam Altman told Samsung executives that OpenAI's plan is to substitute Nvidia in the medium to long term. The crux: build vertically integrated infrastructure at lower cost than anyone else and sell tokens at high volumes with thin margins to get ahead of competition.
He expects token usage to rise sharply as AI writes custom software in real time and expands into robotics, spacecraft, and scientific research, and named the chip supply chain and data center infrastructure as the biggest constraints on AI expansion over the next few years, calling for more supply chain investment.
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