According to the Financial Times on Thursday, citing informed sources, OpenAI is set to produce its own AI chip for the first time next year in partnership with American semiconductor company Broadcom.
The report added, citing a source familiar with the project, that OpenAI intends to use the chip internally rather than offering it to external customers.
Reuters has not been able to verify the report’s accuracy yet.
Both companies did not respond to Reuters’ requests for comment after business hours.
Last year, Reuters reported that OpenAI was collaborating with Broadcom and Taiwanese semiconductor manufacturer TSMC to develop its first internal chip to run its AI systems, integrating chips from AMD and Nvidia to meet growing infrastructure demand.
At that time, OpenAI was exploring options to diversify chip sources and reduce costs.
Reuters reported in February that OpenAI aims to reduce reliance on Nvidia for chip supplies by developing its first generation of AI chips.
Broadcom CEO Hock Tan said on Thursday that the company expects significant growth in AI revenue for fiscal year 2026 after receiving orders exceeding $10 billion for AI infrastructure from a new client, who was not identified.
OpenAI’s move follows efforts by Google, Amazon, and Meta, which have developed custom chips to handle AI workloads amid increasing demand for technological capabilities to train and run AI models.
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