{"id":5834,"date":"2026-10-28T03:40:54","date_gmt":"2026-10-28T07:40:54","guid":{"rendered":"https:\/\/canasanta.ca\/?p=5834"},"modified":"2026-10-28T03:40:54","modified_gmt":"2026-10-28T07:40:54","slug":"openai-comprar-chips-google-tpu","status":"publish","type":"post","link":"https:\/\/canasanta.ca\/en\/al-dia\/openai-comprar-chips-google-tpu\/","title":{"rendered":"OPENAI QUIERE COMPRAR LOS CHIPS DE GOOGLE"},"content":{"rendered":"

OpenAI planea comprar directamente los chips de inteligencia artificial de Google, un movimiento que profundizar\u00eda una relaci\u00f3n tecnol\u00f3gica entre dos compa\u00f1\u00edas que tambi\u00e9n compiten frontalmente por el futuro de la IA. La operaci\u00f3n, reportada este 28 de octubre, podr\u00eda reducir la dependencia de OpenAI de los procesadores de Nvidia y reforzar el avance de los TPU de Google como alternativa para los gigantescos centros de datos que sostienen los modelos de inteligencia artificial.<\/strong><\/p>\n

De alquilar chips a querer comprarlos<\/strong><\/h3>\n

Seg\u00fan Reuters, citando un reporte de The Information basado en una persona familiarizada con el asunto, OpenAI pretende adquirir los Tensor Processing Units, conocidos como TPU, desarrollados por Google. La compa\u00f1\u00eda ya comenz\u00f3 a alquilar capacidad basada en esos procesadores en 2025, pero una compra directa supondr\u00eda un paso mucho m\u00e1s importante.<\/p>\n

Los TPU fueron dise\u00f1ados espec\u00edficamente para cargas de trabajo de inteligencia artificial. Durante a\u00f1os Google los utiliz\u00f3 principalmente dentro de su propia infraestructura, pero su expansi\u00f3n hacia clientes externos est\u00e1 convirti\u00e9ndolos en un competidor cada vez m\u00e1s serio dentro del mercado de aceleradores para IA.<\/p>\n

El dominio de Nvidia encuentra m\u00e1s rivales<\/strong><\/h3>\n

OpenAI contin\u00faa siendo un gran usuario de las GPU de Nvidia, que dominan buena parte del entrenamiento y la ejecuci\u00f3n de los modelos m\u00e1s avanzados. Sin embargo, el enorme costo de construir infraestructura para IA est\u00e1 empujando a las grandes tecnol\u00f3gicas a diversificar proveedores y dise\u00f1ar alternativas propias.<\/p>\n

Los TPU de Google pueden ofrecer ventajas econ\u00f3micas para determinadas cargas de trabajo. Si OpenAI ampl\u00eda su utilizaci\u00f3n, Google no solo ganar\u00eda un cliente de enorme relevancia: demostrar\u00eda que sus procesadores pueden competir fuera del ecosistema interno de Alphabet.<\/p>\n

Competidores que tambi\u00e9n hacen negocios<\/strong><\/h3>\n

La relaci\u00f3n resulta especialmente llamativa porque OpenAI y Google compiten directamente en modelos generativos, asistentes digitales, b\u00fasqueda y servicios empresariales. Esa rivalidad, sin embargo, no impide que sus necesidades de infraestructura se crucen.<\/p>\n

La semana pasada OpenAI anunci\u00f3 adem\u00e1s planes para ofrecer sus modelos avanzados mediante Google Cloud, ampliando una relaci\u00f3n comercial que ya hab\u00eda comenzado a tomar forma. El posible acuerdo de chips muestra hasta qu\u00e9 punto la carrera por la inteligencia artificial est\u00e1 creando alianzas entre empresas que, al mismo tiempo, intentan quitarse usuarios y cuota de mercado.<\/p>\n

Una carrera de cientos de miles de millones<\/strong><\/h3>\n

Amazon, Microsoft y Alphabet proyectan conjuntamente inversiones de hasta 600.000 millones de d\u00f3lares en infraestructura de inteligencia artificial este a\u00f1o, seg\u00fan Reuters. Centros de datos, electricidad, redes y procesadores se han convertido en el cuello de botella de una industria que necesita cada vez m\u00e1s capacidad computacional.<\/p>\n

Google ya ha conseguido clientes importantes para sus TPU, entre ellos Anthropic, y espera que buena parte de los ingresos asociados a acuerdos de venta de estos chips se reconozcan en 2027. OpenAI, por su parte, tambi\u00e9n desarrolla junto a Broadcom un procesador propio cuya implementaci\u00f3n est\u00e1 prevista para finales de 2026.<\/p>\n

La batalla ya no es solo por el mejor modelo<\/strong><\/h3>\n

La nueva fase de la inteligencia artificial se juega tanto en el software como debajo de \u00e9l. Tener acceso a suficientes chips, a precios sostenibles y sin depender de un \u00fanico fabricante puede decidir qu\u00e9 empresas consiguen entrenar modelos m\u00e1s grandes y ofrecerlos a millones de usuarios.<\/p>\n

Si la compra finalmente se concreta, OpenAI estar\u00eda construyendo una infraestructura cada vez m\u00e1s diversificada: Nvidia seguir\u00eda siendo fundamental, Google ganar\u00eda terreno como proveedor y el chip propio desarrollado con Broadcom a\u00f1adir\u00eda una tercera v\u00eda. La competencia por la IA ya no se limita a qui\u00e9n crea el modelo m\u00e1s avanzado; tambi\u00e9n depende de qui\u00e9n consigue alimentar las m\u00e1quinas que lo hacen posible.<\/p>","protected":false},"excerpt":{"rendered":"

OpenAI planea comprar directamente los chips de inteligencia artificial de Google, un movimiento que profundizar\u00eda una relaci\u00f3n tecnol\u00f3gica entre dos compa\u00f1\u00edas que tambi\u00e9n compiten frontalmente por el futuro de la IA. La operaci\u00f3n, reportada este 28 de octubre, podr\u00eda reducir la dependencia de OpenAI de los procesadores de Nvidia y reforzar el avance de los […]<\/p>\n","protected":false},"author":284226809,"featured_media":5835,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[33205457,33205425,33205424],"tags":[33207625,33207649,33206069,33207790,33205592,33205924,33205594],"class_list":["post-5834","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-al-dia","category-inteligencia-artificial","category-tecnologia","tag-broadcom","tag-chips-inteligencia-artificial","tag-google","tag-google-tpu","tag-inteligencia-artificial","tag-nvidia","tag-openai"],"acf":[],"yoast_head":"\nOPENAI 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