OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators
OpenAI and Broadcom (NASDAQ: AVGO) announced a multi‑year collaboration to co‑develop and deploy 10 gigawatts of OpenAI‑designed AI accelerators and Broadcom networking systems.
Deployments are targeted to begin in the second half of 2026 and complete by end of 2029, and will use Broadcom Ethernet, PCIe and optical connectivity in racks across OpenAI facilities and partner data centers. OpenAI cited 800 million weekly active users as context for rising infrastructure demand.
OpenAI e Broadcom (NASDAQ: AVGO) hanno annunciato una collaborazione pluriennale per co-sviluppare e distribuire 10 gigawatts di acceleratori AI progettati da OpenAI e sistemi di networking Broadcom.
Le implementazioni mirano a iniziare nella seconda metà del 2026 e a completarsi entro la fine del 2029, e utilizzeranno connettività Ethernet, PCIe e ottica Broadcom nei rack all'interno delle strutture OpenAI e nei data center partner. OpenAI ha citato 800 milioni di utenti attivi settimanali come contesto per la crescente domanda di infrastrutture.
OpenAI y Broadcom (NASDAQ: AVGO) anunciaron una colaboración plurianual para co-desarrollar y desplegar 10 gigavatios de aceleradores de IA diseñados por OpenAI y sistemas de red de Broadcom.
Los despliegues se prevén que comiencen en la segunda mitad de 2026 y se completen para finales de 2029, y utilizarán conectividad Ethernet, PCIe y óptica de Broadcom en racks en instalaciones de OpenAI y centros de datos de socios. OpenAI citó 800 millones de usuarios activos semanales como contexto para la creciente demanda de infraestructura.
OpenAI와 Broadcom (NASDAQ: AVGO)은 OpenAI가 설계한 AI 가속기와 Broadcom 네트워킹 시스템을 공동 개발하고 배치하기 위한 다년간 협력을 발표했습니다.
배치는 2026년 하반기에 시작되어 2029년 말까지 완료될 예정이며, OpenAI 시설과 파트너 데이터 센터의 랙에서 Broadcom Ethernet, PCIe 및 광 연결을 사용할 것입니다. OpenAI는 인프라 수요 증가의 맥락으로 주당 활성 사용자 8억 명을 언급했습니다.
OpenAI et Broadcom (NASDAQ: AVGO) ont annoncé une collaboration pluriannuelle pour co-développer et déployer 10 gigawatts d'accélérateurs IA conçus par OpenAI et de systèmes réseau Broadcom.
Les déploiements devraient commencer dans la deuxième moitié de 2026 et être achevés d'ici la fin 2029, et utiliseront la connectivité Broadcom Ethernet, PCIe et optique dans des racks répartis dans les installations d'OpenAI et les data centers partenaires. OpenAI a cité 800 millions d'utilisateurs actifs hebdomadaires comme contexte de la demande croissante d'infrastructure.
OpenAI und Broadcom (NASDAQ: AVGO) kündigten eine mehrjährige Zusammenarbeit an, um 10 Gigawatt an OpenAI-Design AI-Beschleunigern und Broadcom-Netzwerksystemen gemeinsam zu entwickeln und bereitzustellen.
Die Bereitstellungen sollen in der zweiten Hälfte von 2026 beginnen und bis Ende 2029 abgeschlossen sein, und Broadcom Ethernet-, PCIe- und optische Verbindungen in Racks in OpenAI-Einrichtungen und Partner-Rechenzentren verwenden. OpenAI verwies auf 800 Millionen wöchentlich aktive Nutzer als Kontext für die steigende Infrastruktur-Nachfrage.
OpenAI و Broadcom (NASDAQ: AVGO) أعلنت عن تعاون متعدد السنوات لتطوير ونشر 10 جيغاوات من مسرّعات الذكاء الاصطناعي المصممة من OpenAI وأنظمة الشبكات Broadcom.
من المتوقع أن تبدأ عمليات النشر في النصف الثاني من 2026 وتكتمل بحلول نهاية 2029، وستستخدم Broadcom اتصالات Ethernet و PCIe وبصرية في رفوف بمرافق OpenAI ومراكز بيانات شريكات. وأشار OpenAI إلى 800 مليون مستخدم نشط أسبوعياً كخلفية للطلب المتزايد على البنية التحتية.
OpenAI 与 Broadcom（NASDAQ: AVGO）宣布了一项多年的合作伙伴关系，共同开发并部署 10 gigawatts 的由 OpenAI 设计的 AI 加速器和 Broadcom 的网络系统。
部署计划在 2026 年下半年 开始，并在 2029 年底 前完成，届时将在 OpenAI 设施及合作数据中心的机架中使用 Broadcom 的以太网、PCIe 和光连接。OpenAI 指出 每周 8 亿活跃用户 以说明基础设施需求上升。
- 10 gigawatts of AI accelerators committed
- Deployments scheduled from H2 2026 to end-2029
- OpenAI-designed accelerators integrate model learnings into hardware
- Racks use Broadcom Ethernet, PCIe, and optical connectivity
- 800M weekly OpenAI active users supporting demand thesis
- Deployment spans ~3.5 years, delaying full impact until 2029
- Agreement currently under a term sheet, not a finalized long-form contract
- 10 gigawatts implies a very large power footprint during rollout
Insights
Broadcom and OpenAI sign a major co-development and deployment pact for 10 gigawatts of custom AI accelerators and networking racks.
Broadcom will co-develop and deploy racks using Broadcom Ethernet, PCIe and optical solutions and OpenAI-designed accelerators, with staged roll‑out targeted to start in the
The arrangement depends on multi-year engineering integration, manufacturing scale, and supply-chain execution; any delays in chip design signoff, fabrication capacity, or rack integration would affect timelines. Term-sheet status implies commercial terms remain to be finalized; the announced scale and dates are the primary disclosed milestones to watch over the 2026–2029 horizon.
Multi-year partnership enables OpenAI and Broadcom to deliver accelerator and network systems for next-generation AI clusters
News:
- OpenAI and Broadcom will co-develop systems that include accelerators and Ethernet solutions from Broadcom for scale-up and scale-out
- Broadcom to deploy racks of AI accelerator and network systems targeted to start in the second half of 2026, to complete by end of 2029
SAN FRANCISCO and PALO ALTO, Calif., Oct. 13, 2025 (GLOBE NEWSWIRE) -- OpenAI and Broadcom Inc. (NASDAQ: AVGO) today announced a collaboration for 10 gigawatts of custom AI accelerators. OpenAI will design the accelerators and systems, which will be developed and deployed in partnership with Broadcom. By designing its own chips and systems, OpenAI can embed what it’s learned from developing frontier models and products directly into the hardware, unlocking new levels of capability and intelligence. The racks, scaled entirely with Ethernet and other connectivity solutions from Broadcom, will meet surging global demand for AI, with deployments across OpenAI’s facilities and partner data centers.
OpenAI and Broadcom have long-standing agreements on the co-development and supply of the AI accelerators. The two companies have signed a term sheet to deploy racks incorporating the AI accelerators and Broadcom networking solutions.
“Partnering with Broadcom is a critical step in building the infrastructure needed to unlock AI’s potential and deliver real benefits for people and businesses,” said Sam Altman, co-founder and CEO of OpenAI. “Developing our own accelerators adds to the broader ecosystem of partners all building the capacity required to push the frontier of AI to provide benefits to all humanity.”
“Broadcom’s collaboration with OpenAI signifies a pivotal moment in the pursuit of artificial general intelligence,” said Hock Tan, President and CEO of Broadcom Inc. “OpenAI has been in the forefront of the AI revolution since the ChatGPT moment, and we are thrilled to co-develop and deploy 10 gigawatts of next- generation accelerators and network systems to pave the way for the future of AI.”
“Our collaboration with Broadcom will power breakthroughs in AI and bring the technology’s full potential closer to reality,” said OpenAI co-founder and President, Greg Brockman. “By building our own chip, we can embed what we’ve learned from creating frontier models and products directly into the hardware, unlocking new levels of capability and intelligence.”
“Our partnership with OpenAI continues to set new industry benchmarks for the design and deployment of open, scalable and power-efficient AI clusters,” said Charlie Kawwas, Ph.D., President of the Semiconductor Solutions Group for Broadcom Inc. “Custom accelerators combine remarkably well with standards-based Ethernet scale-up and scale-out networking solutions to provide cost and performance optimized next-generation AI infrastructure. The racks include Broadcom’s end-to-end portfolio of Ethernet, PCIe and optical connectivity solutions, reaffirming our AI infrastructure portfolio leadership.”
For Broadcom, this collaboration reinforces the importance of custom accelerators and the choice of Ethernet as the technology for scale-up and scale-out networking in AI data centers.
OpenAI has grown to over 800 million weekly active users and strong adoption across global enterprises, small businesses, and developers. This collaboration will help OpenAI advance its mission to ensure that artificial general intelligence benefits all of humanity.
For more information on the news, please visit openai.com/podcast.
About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com.
About OpenAI
OpenAI is an AI research and deployment company. Our mission is to ensure that artificial general intelligence benefits all of humanity.
Press Contact
press.relations@broadcom.com
Cautionary Note Regarding Forward-Looking Statements
This announcement contains forward-looking statements (including within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended) concerning Broadcom. These statements include, but are not limited to, statements regarding Broadcom’s collaboration with OpenAI for 10 gigawatts of custom AI accelerators, the co-development of systems by Broadcom and OpenAI that include accelerators and ethernet solutions from Broadcom, the deployment by Broadcom of racks of AI accelerator and network systems, and the timing, benefit, and impact of the deployment of the racks. These forward-looking statements are based on current expectations and beliefs of Broadcom’s management, current information available to Broadcom’s management, and current market trends and market conditions, and involve risks and uncertainties that may cause actual results to differ materially from those contained in the forward-looking statements. Accordingly, undue reliance should not be placed on such statements.
Particular uncertainties that could materially affect future results include risks associated with: global political and economic conditions and uncertainty; government regulations, trade restrictions and trade tensions; fluctuations in the timing and volume of significant customer demand; ability to make successful investments in research and development and successfully expand Broadcom’s business strategy or adopt Broadcom’s new business models; ability to continue winning business and the timing of such wins; dependence on senior management and the ability to attract and retain qualified personnel; ability to protect against cybersecurity threats and a breach of security systems; dependence on contract manufacturing and outsourced supply chain; dependency on a limited number of suppliers; ability to accurately estimate customers’ demand and adjust the manufacturing and supply chain accordingly; ability to improve manufacturing capacity and quality; involvement in legal proceedings; quarterly and annual fluctuations in operating results; Broadcom’s competitive performance; ability to maintain or improve gross margin; ability to protect Broadcom’s intellectual property and the unpredictability of any associated litigation expenses; significant indebtedness and the need to generate sufficient cash flows to service and repay such debt; and other events and trends on a national, regional, industry-specific and global scale, including those of a political, economic, business, competitive and regulatory nature.
Broadcom’s filings with the Securities and Exchange Commission (SEC) are available without charge at the SEC’s website at https://www.sec.gov and include some important risk factors that may affect future results. Actual results may vary from the forward-looking statements provided. Broadcom undertakes no intent or obligation to publicly update or revise the forward-looking statements made in this announcement, except as required by law.
FAQ
What did OpenAI and Broadcom announce about AI accelerators on October 13, 2025?
What is the AVGO timeline for deploying the OpenAI-designed accelerator racks?
How will Broadcom support OpenAI racks and what technologies are included?
Does the announcement mean a binding contract between OpenAI and Broadcom (AVGO)?
How does this collaboration relate to OpenAI user demand and scale (AVGO impact)?
