OpenAI & Broadcom
38 shared events · Importance 5 · Last updated Aug 23, 2026
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Tech
OpenAI: OpenAI has launched its first custom AI chip, Jalape
no, in partnership with Broadcom, aiming to reduce its reliance on third-party suppliers like Nvidia and optimize the performance and cost-efficiency of its AI inference workloads. This move strengthens OpenAI's position in the AI infrastructure market.
Broadcom: Broadcom co-developed the Jalape
no chip with OpenAI, leveraging its expertise in custom silicon design and networking technologies. This partnership expands Broadcom's presence in the AI hardware market and validates its capabilities in high-performance chip development.
Jun 24, 2026 · 52 articles
International
OpenAI: OpenAI is in discussions with Nvidia for up to $250 billion in guarantees and $350 billion in chip financing, which could ease its funding strain but also raise circular financing concerns.
Broadcom: Broadcom expands its AI chip partnership with Samsung, securing advanced manufacturing capacity for its custom AI accelerators.
Jul 24, 2026 · 129 articles
Business
OpenAI: Filed for IPO; reportedly considering delaying IPO to next year.
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Apr 20, 2026 · 344 articles
Business
OpenAI: OpenAI's valuation of $852 billion was surpassed by Anthropic's new valuation, intensifying the rivalry in the AI sector. OpenAI is also reportedly preparing for a public listing.
Broadcom: Broadcom has partnered with Anthropic for access to five gigawatts of next-generation TPU capacity, supporting Anthropic's compute infrastructure expansion.
May 28, 2026 · 88 articles
Business
OpenAI: OpenAI, creator of ChatGPT, is expected to follow SpaceX with an IPO, potentially valuing the company at $1 trillion.
Broadcom: Broadcom's shares plunged despite strong profits because its Q3 chip revenue growth forecast failed to meet high market expectations, signaling potential overpricing in the AI sector.
Jun 05, 2026 · 13 articles
Tech
OpenAI: OpenAI is a competitor that has already developed its own inference chip, Jalapeño, with Broadcom, highlighting the industry trend.
Broadcom: Broadcom partnered with OpenAI on its Jalapeño chip, and may see increased demand for custom AI chip development.
Aug 05, 2026 · 20 articles
Business
OpenAI: OpenAI>>> confidentially filed for a U.S. initial public offering, signaling a move towards public markets and potentially impacting the tech sector.
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
May 20, 2026 · 72 articles
Business
OpenAI: OpenAI>>> is identified as an AI lab whose contractual, gigawatt-scale commitments drive demand for compute hardware, indirectly benefiting Broadcom>>>.
Broadcom: The articles analyze whether the current stock price of Broadcom>>> is justified by its projected growth, particularly in its AI chip and networking segments. Its valuation is under scrutiny due to high multiples and customer concentration.
Jun 02, 2026 · 6 articles
Business
OpenAI: OpenAI is listed as one of Broadcom's key customers for AI chips, contributing to Broadcom's projected AI revenue growth.
Broadcom: Broadcom's stock price surged to an all-time high ahead of its Q2 earnings report, driven by strong growth in its AI business. The company is expected to continue its robust performance, but its high valuation presents a risk if growth falters.
Jun 01, 2026 · 6 articles
Business
OpenAI: OpenAI is referenced in the context of similar deals with Nvidia and AMD, highlighting the trend of AI companies investing in chip suppliers. It is not directly involved in this event.
Broadcom: Broadcom, Google's existing custom chip partner, saw its shares fall over 3% as investors worried about potential displacement. However, analysts view this as a growing pie rather than a competitive loss, as Google expands its supplier base.
Aug 19, 2026 · 18 articles
unfocused
OpenAI: OpenAI is a rival to Anthropic in the race to public markets, though Anthropic is currently ahead.
Broadcom: Broadcom rose significantly due to the AI chip boom, but also experienced slumps on other days, reflecting volatility in the AI sector.
May 19, 2026 · 199 articles
Business
OpenAI: OpenAI recently unveiled its own custom AI chip, the 'Intelligence Processor,' developed with Broadcom, to reduce its dependence on Nvidia hardware. This action by a competitor highlights the industry trend that Anthropic is now following.
Broadcom: Broadcom partnered with OpenAI to develop its first custom AI chip, the 'Intelligence Processor.' Anthropic also signed a long-term deal with Broadcom for TPU compute.
Jul 02, 2026 · 23 articles
Business
OpenAI: Microsoft's AI partner, benefiting from AI adoption.
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Jul 14, 2026 · 280 articles
Business
OpenAI: Mentioned as a pre-IPO theme in HTX's TradFi offerings; no direct impact.
Broadcom: Mentioned as part of crypto investor portfolios; AI semiconductor relevance.
Aug 23, 2026 · 6 articles
International
OpenAI: OpenAI's CEO met with Senator Bernie Sanders to discuss public ownership in AI companies, highlighting tensions between AI powerhouses and policymakers.
Broadcom: Broadcom was among the heaviest weights on the market, contributing to the stock market's decline.
Jun 05, 2026 · 61 articles
Business
OpenAI: OpenAI's AI development drives memory demand, but its potential IPO delay and spending concerns could affect market sentiment.
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
Apr 20, 2026 · 95 articles
Tech
OpenAI: OpenAI is mentioned as another large tech company also seeking to design its own AI chips, mirroring Anthropic's efforts.
Broadcom: Broadcom helps design TPUs and recently signed a long-term deal with Anthropic and Alphabet Inc..
Apr 09, 2026 · 7 articles
Tech
OpenAI: OpenAI is mentioned as a competitor in AI model development, but is not directly affected by this event.
Broadcom: Broadcom is partnering with Meta to design the Iris chip, benefiting from increased collaboration and potential revenue from custom chip design services.
Apr 20, 2026 · 32 articles
Business
OpenAI: OpenAI has signed a multi-year, multi-billion dollar deal with Cerebras Systems to deploy its chips for inference workloads, indicating confidence in Cerebras' technology.
Broadcom: Broadcom is mentioned as a company that, like Nvidia, breaks down silicon wafers into graphics cards and custom AI processors, contrasting with Cerebras Systems' approach.
Jun 18, 2026 · 8 articles
Tech
OpenAI: OpenAI unveiled its custom inference chip Jalapeno with Broadcom, reflecting the industry trend of reducing reliance on Nvidia.
Broadcom: Broadcom partnered with OpenAI to develop the Jalapeno chip, benefiting from the trend of custom AI chip development.
Apr 20, 2026 · 70 articles
Business
OpenAI: OpenAI is another AI company expected to go public this year, with its IPO performance being scrutinized in the wake of SpaceX's debut. SpaceX aims to outdo OpenAI in the AI market.
Broadcom: Broadcom is mentioned as a company with a market value comparable to SpaceX's projected $1.77 trillion valuation, placing SpaceX among the top valuable companies.
Mar 09, 2018 · 538 articles
Business
OpenAI: OpenAI was mentioned in a separate context about the United States — White House taking a stake, but unrelated to the Apple-Broadcom deal.
Broadcom: Broadcom gains a multi-year, $30 billion+ revenue stream from its largest customer, Apple, and expands its U.S. manufacturing footprint. Shares rose over 4% on the announcement.
Apr 20, 2026 · 110 articles
Business
OpenAI: OpenAI is a direct competitor to Anthropic in the AI space and is also preparing for its own IPO. Anthropic's filing puts it ahead of OpenAI in the race to public markets.
Broadcom: Broadcom is mentioned as a company Anthropic has struck deals with to secure computing capacity.
Jun 01, 2026 · 134 articles
Business
OpenAI: OpenAI is a customer for Nvidia's next-generation Vera Rubin AI chips.
Broadcom: Broadcom's earnings guidance miss reset expectations for AI chip spending, contributing to a global chip sell-off that affected Qualcomm.
May 21, 2026 · 8 articles
Business
OpenAI: OpenAI is attracting top AI talent, including Noam Shazeer from Alphabet Inc., which strengthens its competitive position in the AI market.
Broadcom: Anthropic has an expanded agreement with Broadcom for Tensor Processing Unit capacity, highlighting the infrastructure partnerships in the AI industry.
Jun 24, 2026 · 14 articles
Business
OpenAI: AI company; delayed IPO plans; mentioned in context.
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
Apr 20, 2026 · 247 articles
Business
OpenAI: OpenAI is mentioned as a rival AI firm to Anthropic.
Broadcom: Broadcom is part of an existing compute agreement with Anthropic and Alphabet Inc..
May 21, 2026 · 68 articles
Business
Broadcom: Broadcom is partnering with OpenAI to produce its first AI chip and has secured over $10 billion in AI infrastructure orders, widely believed to be from OpenAI, which is expected to significantly improve its AI revenue growth.
Sep 05, 2025 · 6 articles
Business
Broadcom: Broadcom's shares fell slightly. OpenAI has partnered with Broadcom for developing its own silicon for AI use, but the AMD deal does not change these plans.
Oct 06, 2025 · 7 articles
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