Broadcom has signed a major $10 billion deal to supply AI data center hardware, reportedly for OpenAI, which is expected to utilize these custom-designed AI accelerators for inference workloads. This massive order could involve the delivery of millions of AI processors, marking a significant shift in OpenAI’s infrastructure strategy, moving from cloud platforms like Microsoft Azure to in-house systems using Broadcom’s silicon. The agreement confirms that the hardware has passed validation and production orders have been released, transitioning to full-scale procurement. Scheduled for delivery in Q3 2026, these custom AI accelerators will be integrated into AI infrastructure systems, enhancing OpenAI’s competitive position within the AI landscape. This investment aligns with broader trends, as tech giants like Meta, AWS, and Microsoft ramp up their AI hardware spending, exemplifying OpenAI’s commitment to optimizing costs and inference capabilities. Official confirmation of OpenAI as the client is still pending.
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