OpenAI taps Broadcom to build its first AI processor

OpenAI is teaming up with Broadcom to design and build its first custom AI processor, aiming to reduce dependency on existing chipmakers. The new hardware is expected to help scale compute for next-generation models, with deployment slated to begin in 2026 and beyond. While Broadcom handles production, OpenAI will drive the architecture. The move signals deepening vertical integration in AI infrastructure and increased rivalry across the hardware stack in the AI domain.