Fordel StudiosA new version of OpenAI’s Codex is powered by a new dedicated chip
What Happened
OpenAI calls the new coding tool the "first milestone" in its relationship with the chipmaker.
Our Take
Gut reaction: Custom chips aren't about faster inference—they're about owning the margin. OpenAI's betting hard on vertical integration, same play Meta and Google run.
The "first milestone" language signals this isn't a one-off. If they keep this proprietary, it's a moat. If they license it like Nvidia does, that's a whole new revenue stream.
Either way, startups glued to OpenAI's APIs just got squeezed tighter. The real question: proprietary or licensed? That answer determines whether this is competitive advantage or just infrastructure theater.
What To Do
Track whether OpenAI licenses their custom chip or locks it to their own APIs.
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