OpenAI & Broadcom's Big AI Move, Graphcore's £1B Investment, and Microsoft's New AI System - Silicon Brief #40

Hi there,

In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. OpenAI and Broadcom are teaming up to deploy AI accelerators, a move that could significantly enhance computational capabilities for AI workloads. Meanwhile, Graphcore is making a substantial investment of £1 billion to establish an AI campus in Bengaluru, aiming to bolster its presence in the AI hardware sector.

On the data center front, Microsoft has rolled out a new AI system specifically designed to handle OpenAI workloads, showcasing the growing demand for specialized infrastructure. Additionally, Flex has introduced an AI platform tailored for gigawatt-scale data centers, highlighting the industry's shift towards more efficient and scalable solutions. Stay tuned as we explore these stories and more in this edition.

Bloom Energy has partnered with Brookfield for a $5 billion investment to deploy Solid Oxide Fuel Cell technology in AI data centers globally. Meanwhile, the Open Compute Project Foundation and iMasons have launched a specification to standardize carbon impact reporting in the data center industry, with support from major tech companies.

Acbel presented its Ruby-level power rack system at the OCP Global Summit 2025, designed to support hyperscale AI and HPC workloads with scalable power and high efficiency. Meanwhile, Wistron and Wiwynn revealed AI robots for autonomous liquid cooling management in data centers, aiming to reduce downtime and enhance sustainability.

OpenAI and Broadcom have announced a partnership to deploy 10 gigawatts of AI accelerators by 2029, integrating Broadcom's networking solutions with OpenAI's hardware. Meanwhile, Graphcore, a subsidiary of SoftBank Group, plans to invest £1 billion over the next decade to establish an AI Engineering Campus in Bengaluru, India, creating 500 semiconductor jobs and enhancing India's role in AI computing.

GIGABYTE has unveiled its AI TOP ATOM supercomputer, featuring the NVIDIA Grace Blackwell GB10 Superchip, to enhance local AI development and support large-scale models globally from October 15, 2025. Meanwhile, InPsytech showcased its 3nm UCIe 3.0 technology at the OCP Global Summit 2025, highlighting advancements in chiplet technology with Alcor Micro.