OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems, the companies announced on October 13. OpenAI will handle accelerator and system design, while Broadcom leads development and roll-out starting in the second half of 2026. Full deployment is targeted by the end of 2029.
The agreement forms part of an ongoing, aggressive hardware push by OpenAI. Unlike with its current reliance on Nvidia GPUs, the new systems will be based on in-house accelerators paired with Broadcom’s networking and hardware IP. The deal could mark a shift away from traditional GPU-centric clusters in favor of tightly integrated silicon tailored to OpenAI’s training and inference workloads.
