
The Deal: OpenAI and Broadcom will co-develop and deploy racks of OpenAI-designed AI chips, set to roll out by late 2026.
Massive Scale: The partnership involves 10 gigawatts of AI compute power — five times OpenAI’s current 2GW capacity.
OpenAI’s Expansion: The Broadcom deal adds to recent mega-partnerships with Nvidia, Oracle, and AMD, totalling 33GW of new compute commitments.
Efficiency Boost: Custom chips built on Broadcom’s Ethernet and memory architecture aim to lower compute costs and energy use.
Market Reaction: Broadcom’s shares jumped 9% following the announcement, pushing its market cap past $1.5 trillion.
Bigger Vision: Sam Altman said the goal is “superintelligence at scale,” with faster, cheaper, and more capable models that the world will “absorb super fast.”
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