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OpenAI, Broadcom Partner on 10-GW Custom AI Accelerator Initiative 

OpenAI, Broadcom Partner on 10-GW Custom AI Accelerator Initiative 

OpenAI and Broadcom Inc. have announced a strategic collaboration to develop and deploy 10 gigawatts of custom AI accelerators, marking one of the most ambitious infrastructure initiatives in the artificial intelligence era. Under the agreement, OpenAI will design the accelerators and systems, while Broadcom will lead the development, manufacturing, and deployment of the hardware and networking components. 

The new partnership represents a pivotal step in OpenAI’s ongoing effort to vertically integrate its AI stack—embedding learnings from frontier model development directly into the hardware that powers them. By designing its own chips and systems, OpenAI aims to unlock greater efficiency, intelligence, and scalability across its infrastructure. The racks, which will be scaled entirely using Broadcom’s Ethernet and advanced connectivity solutions, are designed to handle the exponential growth in computational demand driven by OpenAI’s expanding user base—now reaching 800 million weekly active users. 

The companies have signed a term sheet to deploy racks incorporating OpenAI’s accelerators alongside Broadcom’s high-performance networking architecture. These systems will be rolled out across OpenAI’s own facilities as well as partner data centers worldwide, reinforcing the AI leader’s capacity to support both research and commercial-scale deployment of next-generation models. 

“Developing our own accelerators adds to the broader ecosystem of partners all building the capacity required to push the frontier of AI to provide benefits to all humanity,” said Sam Altman, co-founder and CEO of OpenAI. 

“Broadcom’s collaboration with OpenAI signifies a pivotal moment in the pursuit of artificial general intelligence,” added Hock Tan, President and CEO of Broadcom Inc. 

According to the announcement, deployments are expected to begin in the second half of 2026 and complete by the end of 2029. 

In recent weeks, OpenAI has signed supply and infrastructure agreements with Advanced Micro Devices, Oracle, Samsung, and SK Hynix. Just last month, the company struck a separate mega-deal with Nvidia to deploy at least 10 gigawatts of data centers powered by Nvidia chips — alongside a potential $100 billion equity investment by Nvidia in OpenAI.  

Don’t miss the chance to gain exclusive insights into the next groundbreaking technology poised to transform the commercial real estate industry and shape the future. Connect North American Investment in Digital Infrastructure & AI is scheduled for Feb. 11, 2026 in Montreal. 

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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