Personally, I am not sure why Altman wants to pursue having its own AI chip company. It is true that nVidia dominates the market at the moment, but with OpenAI's partnership with Microsoft, it seems far less risky and cheaper to me to just go along with Microsoft's design instead of trying to do your own. At the end of the day, the bottleneck with chip manufacturing really comes from TSMC's manufacturing capacity, since they are pretty much the only company that can reliably, competitively, and consistently produce the latest generation of high end chips.
But of course, Altma is the CEO, and I'm just a bum shooting my mouth off on the interwebs~
