OpenAI Partners with Broadcom to Develop AI Chips

Sep 5, 2025
OpenAI is collaborating with Broadcom to produce its own AI chips, aiming to reduce its reliance on Nvidia. The chips are expected to be used internally starting in 2026.

OpenAI is set to produce its own artificial intelligence chips in collaboration with Broadcom Inc., according to a report by the Financial Times. This strategic move aims to reduce OpenAI's reliance on Nvidia, whose accelerators currently dominate the AI hardware market.

The first units of these custom-designed chips are expected to be shipped in 2026. Initially, they will be deployed within OpenAI's infrastructure rather than being sold to external customers. This initiative could position OpenAI as a direct competitor to Nvidia in the AI hardware sector.

Broadcom's CEO, Hock Tan, mentioned during an investor call that the company had secured a significant production order from a new client, which aligns with OpenAI's plans. This development has led Broadcom to raise its revenue expectations for fiscal 2026.

In addition to the chip development, OpenAI has announced plans to launch an AI-driven jobs platform and certification program in partnership with Walmart, aiming to certify 10 million Americans by 2030.

We hope you enjoyed this article

Consider subscribing to one of our newsletters like Enterprise AI Brief, Silicon Brief or Daily AI Brief.

Also, consider following us on social media:

Free newsletter

Silicon Brief

Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.

Whitepaper

Tensordyne Napier: What If One Rack Could Do the Work of Nine?

Tensordyne

This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.

Read more
Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.