OpenAI and Broadcom have reached an agreement so that the first can produce its own chips to integrate into its data centers for AI. It is the latest in a series of agreements signed by OpenAI in recent days to reduce its dependence on Microsoft, but also on NVIDIA. Also to ensure that they have enough computing power to work, both now and in the future, towards the development of what is known as superintelligent AI.
The agreement will allow OpenAI to develop and deploy up to 10 Gigawatts of custom AI accelerators using its own chips and systems. As stated by the company, the development of their chips allows them to incorporate what they have learned from the development of frontier models and different products to the hardware.
Under the terms of the agreement, Broadcom is expected to begin deploying equipment racks for OpenAI, both in the company’s facilities and in its partners’ data centers, in the second half of 2026. These racks will be fully equipped, and will include Broadcom’s Ethernet and connectivity solutions.
The agreement should end at the end of 2029, with all the equipment provided by Broadcom already deployed. OpenAI will be in charge of designing both the accelerators and the systems, and their development will be carried out jointly with Broadcom.
To Sam Altman, Founder and CEO of OpenAIIthis agreement «It is a critical step in developing the infrastructure necessary to harness the full potential of AI, and deliver real benefits for citizens and businesses.«.
Hock Tan, CEO de Broadcomhas also highlighted that the company’s collaboration with OpenAI marks «a pivotal moment in the quest for mainstream AI. OpenAI has been at the forefront of the AI revolution since the arrival of ChatGPT, and we are excited to co-develop and deploy 10 gigawatts of next-generation accelerators and networking systems to pave the way for the future of AI.«.
Greg Brockman, President of OpenAI and one of its foundershas also noted that his collaboration with Broadcom «will drive advances in AI, and bring the full power of technology closer to reality«. While, Charlie Kawwas, President, Broadcom Semiconductor Solutions Grouphas stated that the agreement «continues to establish new testbeds for the industry of designing and deploying open, scalable and energy-efficient AI clusters«.
