OpenAI might be building its own chip, but it’ll still be dependent on Nvidia — custom chip developed with Broadcom reportedly slips to Q3 2026

OpenAI's custom chip project with Broadcom, aimed at handling inference workloads, has faced delays and is now expected to launch in Q3 2026 at the earliest. Despite this, OpenAI is also deepening its partnership with Nvidia, with a recent infrastructure agreement worth over $100 billion. While OpenAI aims to reduce reliance on Nvidia with its own chip, it continues to use Nvidia GPUs extensively for tasks like training its GPT-4 model. The industry-wide challenge remains migrating away from Nvidia's CUDA platform due to its widespread optimization in AI frameworks. The article emphasizes the ongoing dependence on Nvidia even as companies like OpenAI venture into developing their own chips.