OpenAI has signed significant agreements with AMD and Broadcom to supply AI chips and accelerators for its data‑center deployments. The AMD deal focuses on large‑scale GPU production, while Broadcom will provide custom AI accelerators and Ethernet systems. Both partnerships underline OpenAI's strategy to diversify its silicon supply and reduce reliance on a single vendor. However, the majority of the chips are still expected to be fabricated by Taiwan Semiconductor Manufacturing Company (TSMC), whose capacity constraints and geographic concentration remain a critical bottleneck for the broader AI and semiconductor industries. Leer más →

OpenAI announced a partnership with Broadcom to design and deploy custom AI accelerators. The collaboration will see OpenAI creating specialized hardware while Broadcom handles manufacturing and integration into server racks that include its Ethernet, PCIe and optical connectivity products. Both companies say the effort will improve performance and efficiency for large‑scale AI models such as ChatGPT and the new Sora 2 video generator. Executives highlighted the partnership as a step toward broader AI infrastructure that benefits businesses and consumers, reinforcing a trend of major tech firms joining forces on AI hardware. Leer más →

OpenAI is accelerating its AI compute ambitions by teaming with Broadcom to design and deploy custom AI accelerators, targeting a rollout of 10 gigawatts of chips by 2029. The partnership adds to existing agreements with NVIDIA, AMD and Oracle, which together promise tens of gigawatts of additional capacity. CEO Sam Altman has outlined a longer‑term vision of 250 gigawatts of compute over eight years, a scale that would require multi‑trillion‑dollar financing. The combined deals signal OpenAI’s push to secure the hardware foundation needed for its next generation of models while diversifying its supply chain across several chip makers. Leer más →