OpenAI set to produce own AI chips with Broadcom next year: FT

OpenAI set to produce own AI chips with Broadcom next year: FT

In a strategic move to bolster its AI capabilities, OpenAI has announced plans to collaborate with Broadcom to produce its own AI chips in 2026. This partnership is set to accelerate OpenAI's transition from research to commercialization, leveraging Broadcom's expertise in AI semiconductor technology. The collaboration comes on the heels of OpenAI's recent acquisition of Statsig for $1.1 billion, which aims to integrate A/B testing tools and enhance its AI development processes [1].

Broadcom, a leading player in AI semiconductors, has seen significant growth in its AI revenue, reaching $5.2 billion in Q3 2025, a 63% year-over-year increase. The company's strategic bets on custom silicon solutions for hyperscalers and cloud infrastructure have positioned it as a dominant force in the AI semiconductor market [2]. This partnership with OpenAI will allow the latter to leverage Broadcom's technology to build custom AI chips tailored to its needs, potentially giving it a competitive edge in the AI hardware market.

The collaboration between OpenAI and Broadcom is expected to be a mutually beneficial arrangement. For OpenAI, it will provide access to advanced AI chip technology, which can enhance the performance and efficiency of its AI models. For Broadcom, it will open up new revenue streams and further solidify its position as a leader in the AI semiconductor market. The partnership is also likely to be supported by the U.S. CHIPS Act investments, which aim to reduce geopolitical supply chain risks and boost domestic manufacturing [3].

However, the partnership is not without its risks. OpenAI faces rising operational costs and regulatory scrutiny as it transitions to a for-profit B-corp. Additionally, the open-source competition in AI technology, such as DeepSeek, poses a challenge to OpenAI's innovation moat [4]. Despite these challenges, the partnership with Broadcom positions OpenAI to dominate the AI application ecosystem by combining cutting-edge research with operational discipline.

For investors, this partnership represents a high-conviction play. OpenAI is not just building AI models but constructing the infrastructure to commercialize them at scale, a critical differentiator in an increasingly crowded market. The collaboration with Broadcom is a strategic move that aligns with OpenAI's broader infrastructure strategy, which includes prior acquisitions and a $300 billion valuation target [5].

References:
[1] OpenAI to Buy Product Testing Startup Statsig for $1.1 Billion. [https://finance.yahoo.com/news/openai-buy-product-testing-startup-180030409.html](https://finance.yahoo.com/news/openai-buy-product-testing-startup-180030409.html)
[2] Broadcom Inc. Announces Third Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend. [https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-third-quarter-fiscal-year-2025-financial](https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-third-quarter-fiscal-year-2025-financial)
[3] US Semiconductor Market 2025: A Timeline of Projected Growth, Challenges, and Innovation. [https://www.datainsightsmarket.com/news/article/us-semiconductor-market-2025-growth-challenges-innovation-27361](https://www.datainsightsmarket.com/news/article/us-semiconductor-market-2025-growth-challenges-innovation-27361)
[4] OpenAI: Building the "Everything Platform" in AI. [https://www.leoniscap.com/research/openai-building-the-everything-platform-in-ai](https://www.leoniscap.com/research/openai-building-the-everything-platform-in-ai)
[5] OpenAI’s Acquisition Playbook: A Strategic Guide for AI. [https://www.linkedin.com/pulse/openais-acquisition-playbook-strategic-guide-ai-amr-hassanein-3ph9f](https://www.linkedin.com/pulse/openais-acquisition-playbook-strategic-guide-ai-amr-hassanein-3ph9f)