US EditionOpenAI Links up with Broadcom to Produce Its Own AI Chips
OpenAI will use the new AI chip internally to reduce reliance on Nvidia, amid Broadcom's $10 billion AI infrastructure orders and a 63% revenue growth in AI semiconductors.
- The Financial Times reported on September 4 that OpenAI plans to develop its inaugural AI chip in collaboration with American semiconductor leader Broadcom, with production scheduled for next year.
- This development follows OpenAI's plan to reduce reliance on Nvidia by designing its own AI silicon to meet rising demand for computing power.
- Under the leadership of CEO Hock Tan, Broadcom has landed AI infrastructure contracts exceeding US$10 billion from a recently acquired customer, believed to be OpenAI, and anticipates substantial growth in AI-related revenue for fiscal year 2026.
- Tan stated that Broadcom's AI revenue will grow at 50% to 60% next year and confirmed the company will ship the first accelerator chips starting in 2026, while OpenAI will use the chip internally only.
- This partnership strengthens Broadcom's position as a key AI chipmaker benefiting from surging demand despite recent challenges faced by other AI-focused firms, suggesting robust industry growth ahead.
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