OPENAI prepares the production of its first artificial intelligence chip in partnership with Broadcom, with a launch scheduled for 2026. According to The Financial Times Sam Altman has already secured an estimated order at $ 10 billion. Broadcom confirmed the arrival of a fourth major customer in their personalized semiconductor activity, without revealing the name.
The objective for Openai is to reduce the dependence that has become critical of NVIDIA, whose GPU still dominates the market but whose growth slows down but also to develop a competitive advantage like Apple with its chips M. OPENAI would destine these chips only with its own needs rather than an external marketing, in the line of Google with its TPU or Amazon with Trainium. The decision comes when the company must double its calculation capacity in the next five months to absorb the rise in charge linked to GPT-5 and to chatgpt products.
For Broadcom, this partnership represents a strategic change. The announcement made its action jump by 9.4 %, bringing its capitalization to $ 1,600 billion.
