OpenAI partners with Broadcom to design its own AI chips

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OpenAI partners with Broadcom to design its own AI chips

2025-10-14 05:08 Last Updated At：05:20

OpenAI said Monday it is working with chipmaker Broadcom to design its own artificial intelligence computer chips.

The two California companies didn't disclose the financial terms of the deal but said they will start deploying the new racks of customized “AI accelerators” late next year.

It's the latest big deal between OpenAI, maker of ChatGPT, and the companies building the chips and data centers required to power AI.

OpenAI in recent weeks has announced partnerships with chipmakers Nvidia and AMD that will supply the AI startup with specialized chips for running its AI systems. OpenAI has also made big deals with Oracle, CoreWeave and other companies developing the data centers where those chips are housed.

Many of the deals rely on circular financing, in which the companies are both investing in OpenAI and supplying the world's most valuable startup with technology, fueling concerns about an AI bubble. OpenAI doesn't yet turn a profit but says its products now have more than 800 million weekly users.

“What’s real about this announcement is OpenAI’s intention of having its own custom chips,” said analyst Gil Luria, head of technology research at D.A. Davidson. “The rest is fantastical. OpenAI has made, at this point, approaching $1 trillion of commitments, and it’s a company that only has $15 billion of revenue.”

OpenAI CEO Sam Altman said the work with Broadcom to develop a custom chip began about 18 months ago. Broadcom also works with other leading AI developers, including tech giants Amazon and Google.

Altman said on a podcast announcing the deal that the computing power made possible through the Broadcom partnership will amount to 10 gigawatts, which he described as “a gigantic amount of computing infrastructure to serve the needs of the world to use advanced intelligence.”

Broadcom shares surged more than 9% on Monday.

Broadcom CEO Hock Tan said on the same podcast that OpenAI needs more computing capacity as it progresses toward a “better and better frontier model and towards superintelligence.”

“If you do your own chips, you control your destiny,” he added.

Fighting rages on Thai-Cambodian border despite Trump's ceasefire claim

SURIN, Thailand (AP) — Fighting continued to rage Saturday morning along the border of Thailand and Cambodia, even after U.S. President Donald Trump, acting as a mediator, declared that he had won agreement from both countries for a ceasefire.

Thai officials have said they did not agree to a ceasefire, and Cambodia has not commented on Trump’s claim. Its defense ministry instead said Thai jets carried out airstrikes Saturday morning. Cambodian media reported Trump’s claim without elaborating.

The latest large-scale fighting was set off by a skirmish on Dec. 7 that wounded two Thai soldiers and derailed a ceasefire promoted by Trump that ended five days of earlier combat in July over longstanding territorial disputes.

The July ceasefire was brokered by Malaysia and pushed through by pressure from Trump, who threatened to withhold trade privileges unless Thailand and Cambodia agreed. It was formalized in more detail in October at a regional meeting in Malaysia that Trump attended.

About two dozen people have officially been reported killed in this past week’s fighting, while hundreds of thousands have been displaced on both sides of the border.

The Thai military acknowledges 11 of its troops have been killed, while estimating there have been 165 fatalities among Cambodian soldiers. Cambodia has not announced military casualties, but has said at least 11 civilians have been killed and 76 wounded.

Trump on Friday, after speaking to Thai Prime Minister Anutin Charnvirakul and Cambodian Prime Minister Hun Manet, had announced an agreement to restart the ceasefire.

“They have agreed to CEASE all shooting effective this evening, and go back to the original Peace Accord made with me, and them, with the help of the Great Prime Minister of Malaysia, Anwar Ibrahim,” Trump said in his Truth Social post.

Trump’s claim came after midnight in Bangkok. Thai Prime Minister Anutin had after his call with Trump said he had explained Thailand’s reasons for fighting and said peace would depend on Cambodia ceasing its attacks first. The Thai foreign ministry later explicitly disputed Trump’s claim that a ceasefire had been reached. Anutin's busy day on Friday including dissolving Parliament so new elections could be held early next year.

Cambodian Prime Minister Hun Manet, in comments posted early Saturday morning, also made no mention of a ceasefire.

He said he held phone conversations on Friday night with Trump, and a night earlier with Malaysia’s Prime Minister Anwar Ibrahim, and thanked both “for their continuous efforts to achieve a long-lasting peace between Cambodia and Thailand.”

“Cambodia is ready to cooperate in any way that is needed,' Hun Manet wrote.

Thailand has been carrying out airstrikes on what it says are strictly military targets, while Cambodia has been firing thousands of medium-range BM-21 rockets that have caused havoc but relatively few casualties.

BM-21 rocket launchers can fire up to 40 rockets at a time with a range of 30-40 kilometers (19-25 miles). These rockets cannot be precisely targeted and have landed largely in areas from where most people have already been evacuated.

However, the Thai army announced Saturday that BM-21 rockets had hit a civilian area in Sisaket province, seriously injuring two civilians who had heard warning sirens and had been running toward a bunker for safety.

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Peck reported from Bangkok. Sopheng Cheang in Serei Saophoan, Cambodia, and Matthew Lee in Washington contributed to this report.