OpenAI’s first AI chip to come out in 2026 in partnership with Broadcom

OpenAI is set to produce its first artificial intelligence chip next year in partnership with Broadcom. OpenAI plans to put the chip to use internally rather than make it available to external customers.

Broadcom CEO Hock Tan said that the company expects artificial intelligence revenue growth for fiscal 2026 to "improve significantly", after securing more than $10 billion in AI infrastructure orders from new customers, without naming it.

Tan earlier this year had hinted at four new potential customers who were "deeply engaged" with the company to create their own custom chips, in addition to its three existing large clients.

It was reported last year that OpenAI was working with Broadcom and Taiwan Semiconductor Manufacturing Co to develop its first in-house chip to power its AI systems, while also incorporating AMD and Nvidia to meet the surge in infrastructure demands.

OpenAI had then examined a range of options to diversify chip supply and reduce costs.

But then in February, Reuters reported about OpenAI pushing ahead on its plan to reduce its reliance on Nvidia, for its chip supply by developing its first generation of in-house AI silicon. The ChatGPT maker was finalizing the design for its first in-house chip in the next few months and planned to send it for fabrication at TSMC, according to sources.