OpenAI is collaborating with Broadcom to begin mass production of its own AI chips, with the first units expected as early as 2026. This move aims to address the growing computational demands of AI and reduce reliance on Nvidia.
The AI chips, designed with Broadcom, will initially be for internal use. This aligns OpenAI with other tech companies like Meta, Amazon and Alphabet who are also creating custom AI chips. Broadcom's CEO alluded to a new client with substantial orders, which sources confirm to be OpenAI.
This partnership highlights the increasing demand for AI hardware and custom silicon solutions. Broadcom's stock is soaring following the announcement. OpenAI's chip development could position them as a competitor in the AI hardware market.
