OpenAI and Broadcom have announced a collaboration under which OpenAI will design 10 gigawatts of custom AI accelerators and systems, to be developed and deployed in partnership with Broadcom.
By designing its own chips and systems, OpenAI can embed what it’s learned from developing frontier models and products directly into the hardware, unlocking new levels of capability and intelligence. The racks, scaled entirely with Ethernet and other connectivity solutions from Broadcom, will meet global demand for AI, with deployments across OpenAI’s facilities and partner data centres.
OpenAI and Broadcom have longstanding agreements on the co-development and supply of the AI accelerators. The two companies have signed a term sheet to deploy racks incorporating the AI accelerators and Broadcom networking solutions.
“Partnering with Broadcom is a critical step in building the infrastructure needed to unlock AI’s potential and deliver real benefits for people and businesses,” said Sam Altman, co-founder and CEO of OpenAI.
“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.”
“Broadcom’s collaboration with OpenAI signifies a pivotal moment in the pursuit of artificial general intelligence,” said Hock Tan, President and CEO of Broadcom.
“OpenAI has been in the forefront of the AI revolution since the ChatGPT moment, and we are thrilled to co-develop and deploy 10 gigawatts of next generation accelerators and network systems to pave the way for the future of AI.”
“Our collaboration with Broadcom will power breakthroughs in AI and bring the technology’s full potential closer to reality,” said OpenAI co-founder and President, Greg Brockman.
“By building our own chip, we can embed what we’ve learned from creating frontier models and products directly into the hardware, unlocking new levels of capability and intelligence.”
“Our partnership with OpenAI continues to set new industry benchmarks for the design and deployment of open, scalable and power-efficient AI clusters,” said Dr Charlie Kawwas, President of the Semiconductor Solutions Group for Broadcom.
“Custom accelerators combine remarkably well with standards-based Ethernet scale-up and scale-out networking solutions to provide cost and performance optimised next generation AI infrastructure. The racks include Broadcom’s end-to-end portfolio of Ethernet, PCIe and optical connectivity solutions, reaffirming our AI infrastructure portfolio leadership.”
For Broadcom, this collaboration reinforces the importance of custom accelerators and the choice of Ethernet as the technology for scale-up and scale-out networking in AI data centres.
OpenAI has grown to over 800 million weekly active users and strong adoption across global enterprises, small businesses, and developers. This collaboration will help OpenAI advance its mission to ensure that artificial general intelligence benefits all of humanity.
The news follows a 6 gigawatt agreement between AMD and OpenAI to power OpenAI’s next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026.
Under the agreement, OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology starting with the AMD Instinct MI450 series and rack-scale AI solutions, and extending to future generations.
By sharing technical expertise to optimise their product roadmaps, AMD and OpenAI are deepening their multi-generational hardware and software collaboration that began with the MI300X and continued with the MI350X series. This partnership creates a win-win for both companies, enabling very large-scale AI deployments and advancing the entire ecosystem.
As part of the agreement, to further align strategic interests, AMD has issued OpenAI a warrant for up to 160 million shares of AMD common stock, structured to vest as specific milestones are achieved. The first tranche vests with the initial 1 gigawatt deployment, with additional tranches vesting as purchases scale up to 6 gigawatts. Vesting is further tied to AMD achieving certain share-price targets and to OpenAI achieving the technical and commercial milestones required to enable AMD deployments at scale.
“We are thrilled to partner with OpenAI to deliver AI compute at massive scale,” said Dr Lisa Su, chair and CEO, AMD.
“This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”
“This partnership is a major step in building the compute capacity needed to realise AI’s full potential,” said Altman.
“AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”
“Building the future of AI requires deep collaboration across every layer of the stack,” said Brockman.
“Working alongside AMD will allow us to scale to deliver AI tools that benefit people everywhere.”
“Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout,” said Jean Hu, EVP, CFO and treasurer, AMD.
“This agreement creates significant strategic alignment and shareholder value for both AMD and OpenAI and is expected to be highly accretive to AMD's non-GAAP earnings-per-share.”
GAAP stands for generally accepted accounting principles.
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