OpenAI and Broadcom announced a multi-year strategic collaboration to co-develop and deploy 10 gigawatts of OpenAI-designed AI accelerators and networking systems, marking a major expansion in OpenAI’s infrastructure capabilities.
Under the partnership, OpenAI will design the accelerators and systems, while Broadcom will provide Ethernet and other connectivity solutions for large-scale deployment across OpenAI facilities and partner data centres. Deployment of the racks is expected to begin in the second half of 2026 and conclude by the end of 2029.
The collaboration will see both companies co-developing systems that integrate Broadcom’s accelerators, Ethernet, PCIe, and optical connectivity technologies. According to the companies, the initiative aims to address the rising global demand for AI compute capacity and enhance the scalability of next-generation AI clusters.
“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.”
Hock Tan, president and CEO of Broadcom, said the collaboration represents a pivotal moment in the pursuit of artificial general intelligence. “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,” he added.
Greg Brockman, OpenAI’s co-founder and President, said the move would allow the company to integrate its learning from building frontier AI models directly into hardware. “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,” he said.
Charlie Kawwas, president of Broadcom’s Semiconductor Solutions Group, said the partnership continues to set new industry benchmarks for the design and deployment of open, scalable and power-efficient AI clusters.
He noted that “custom accelerators combine well with standards-based Ethernet networking solutions to provide cost and performance-optimised next-generation AI infrastructure.”
The companies have signed a term sheet covering co-development, supply, and deployment of the AI accelerators and associated systems.
OpenAI said the partnership supports its growing user base of over 800 million weekly active users, including enterprises, small businesses, and developers. The initiative aligns with OpenAI’s mission to ensure artificial general intelligence benefits all of humanity.
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