US EditionBig Bank Earnings, Broadcom's OpenAI Chip Deal, Record-High Car Prices and More in Morning Squawk
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.
28 Articles
28 Articles
OpenAI announced a strategic partnership with Broadcom to develop its own artificial intelligence chips (IA). This collaboration marks a huge step of Sam Altman's company towards verticalization...
Sora 2 and ChatGPT are consuming so much power that OpenAI just did another 10 gigawatt deal - Egypt Independent
OpenAI is partnering with Broadcom to design and develop 10 gigawatts of custom AI chips and systems, a massive amount of power that will use as much electricity as a large city. The move further highlights just how power intensive the AI boom has become.
OpenAI partners with Broadcom to build its own AI chips
OpenAI is no longer just training AI models. It's now building the machines that will power them. Its new partnership with Broadcom marks a bold step away from dependence on Nvidia and other chipmakers. Instead of relying on outside suppliers, OpenAI will design its own AI processors, while Broadcom handles manufacturing and deployment beginning in late 2026, scaling to a full 10-gigawatt capacity by 2029.To put that into perspective, building j…
Coverage Details
Bias Distribution
- 50% of the sources are Center, 50% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium
