OpenAI and Broadcom Partner on AI Hardware
The 10 GW deployment will power AI data centers globally, reducing OpenAI’s reliance on Nvidia and addressing rising demand and supply bottlenecks, analysts say.
- Monday, October 14, 2025, OpenAI and Broadcom announced a multi-year partnership to develop and deploy 10 GW of AI accelerators and networking systems.
- Facing supply constraints, OpenAI sought custom chips to deploy 10 GW between 2026 and 2029 and reduce reliance on NVIDIA while diversifying suppliers including AMD and Broadcom.
- OpenAI will design the accelerators and system architecture to embed model insights, while Broadcom will develop hardware and provide Ethernet, PCIe, and optical connectivity for racks deploying in OpenAI and partner data centers starting in 2026.
- Broadcom shares jumped on the news, surging more than 9% on Monday and adding over $150 billion to market value as the deal promises to boost revenue and deepen AI infrastructure roles.
- At scale, 10 GW equates to powering more than 8 million U.S. households, and Financial Times estimated costs between $350 billion and $500 billion, highlighting OpenAI's near $1 trillion commitments.
14 Articles
14 Articles
News from HD Technology. Visit www.hd-tecnologia.com for the latest news. OpenAI continues to advance its plan to build its own artificial intelligence computing infrastructure. Following its agreement with AMD, the company now announced a strategic alliance with Broadcom to design and develop customized AI accelerators with a total capacity of 10 gigawatts. The project also includes the development of high-performance networks and infrastructur…
Broadcom Share Price Rises on 10GW AI Partnership With OpenAI
Broadcom Inc. (NASDAQ: AVGO) has struck a milestone deal with OpenAI to co-develop and deploy nearly 10 gigawatts of next-generation AI accelerator systems. The collaboration ranks among the biggest hardware collaborations seen in artificial intelligence and marks a decisive move in OpenAI’s plan to build its own chips. For Broadcom, it’s a strategic play that deepens its position in the booming AI infrastructure race, one that’s redefining the …
OpenAI and Broadcom Join Forces to Build 10 GW of Custom AI Accelerators
OpenAI and semiconductor giant Broadcom have announced a multi-year partnership to co-develop and deploy custom AI accelerators and networking systems. The ambitious deal, targeting the deployment of 10 gigawatts (GW) of custom-built hardware between 2026 and 2029, marks a strategic shift for OpenAI to secure its own computing power and reduce dependence on third-party suppliers […] The post OpenAI and Broadcom Join Forces to Build 10 GW of Cust…
Broadcom (AVGO) Shares Jump Nearly 10% Following OpenAI Partnership Announcement
Broadcom’s stock surged close to 10% after news of its partnership with OpenAI became public. Last month, a similar collaboration announcement had driven NVIDIA (NVDA) shares sharply higher, and Broadcom is now seeing comparable bullish momentum. The two firms have reportedly been working together for 18 months, but are only now formally revealing their alliance. Their 2026 plans include launching chip racks developed by OpenAI and built on Broa…
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