OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership — deployments start in 2026

OpenAI and Broadcom have announced a partnership to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems, with deployment starting in 2026 and targeted completion by 2029. This collaboration signifies OpenAI's move away from Nvidia GPUs towards in-house accelerators paired with Broadcom's networking and hardware IP. The companies have been working together for over 18 months, with the new systems utilizing Ethernet-based networking for scalability and vendor neutrality. OpenAI's hardware commitments now total around 26 gigawatts, including partnerships with Nvidia and AMD. The deal with Broadcom offers OpenAI expertise in ASIC design and supply chain maturity, while also contributing to a trend of major AI customers exploring custom accelerators.