OpenAI & Broadcom
18 shared events · Importance 18 · Last updated Jul 02, 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 considering delaying its IPO, which could be a signal of less investor appetite for big AI stocks amidst recent market stumbles.
Broadcom: Broadcom fell significantly after its earnings report and cautious AI guidance, contributing to the broader AI stock sell-off and raising investor concerns about its valuation.
Jun 03, 2026 · 191 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
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
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
Business
OpenAI: OpenAI's ChatGPT spurred the initial demand for GPUs and subsequently memory capacity, setting the stage for Western Digital — Sandisk's growth.
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 · 30 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
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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Broadcom co-developed AI chip OpenAIOpenAI, Broadcom Unveil...
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Broadcom secured orders OpenAIAI Stock Sell-off, Iran War
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OpenAI partnered BroadcomOpenAI, Broadcom Unveil...
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