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OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership

By Luke James Published

OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.

Semiconductors
OpenAI might be building its own chip, but it’ll still be dependent on Nvidia

By Luke James Published

Premium OpenAI is widely understood to be developing a custom AI accelerator with Broadcom, part of a $10 billion partnership to design chips specifically for OpenAI’s internal workloads.

Premium
Intel
Intel officially becomes a contract custom chip designer, Nvidia among lead customers

By Anton Shilov Published

Premium Or at least makes steps in the right direction.

Premium
Broadcom
OpenAI widely thought to be Broadcom's mystery $10 billion custom AI processor customer

By Anton Shilov Published

That's a lot of hardware.

Artificial Intelligence
Silicon wafer
China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments

By Anton Shilov Published

News Analysis Killing two birds with one stone.

News Analysis
Nvidia CEO Jensen Huang
Nvidia CEO denies being approached for stake in Intel Foundry

By Anton Shilov Published

Nvidia's CEO denies any involvement in discussions about a potential consortium to own Intel Foundry.

Tech Industry
Nvidia Hopper H100 die shot
Nvidia earned nearly as much as its next 9 fabless rivals combined last year

By Anton Shilov Published

Nvidia led the semiconductor industry in 2024 with $124.3 billion in revenue, driving AI-fueled growth that pushed the top 10 fabless chipmakers’ earnings to $249.8 billion, up 49% year-over-year.

Tech Industry
Intel D1X Mod3 fab expansion in Oregon
TSMC and Intel foundry joint venture reportedly still in the works — AMD, Broadcom, and Nvidia approached

By Anton Shilov Published

TSMC reportedly asked its biggest customers to invest in joint venture that would operate Intel's production facilities.

Tech Industry
Intel
Nvidia and Broadcom continue trialing Intel 18A test chips: Report

By Sayem Ahmed Published

A new report suggests that Broadcom and Intel are continuing to test the Intel 18A manufacturing process, amid reports of setbacks for contract manufacturing customers.

Tech Industry
Tenstorrent
Jim Keller says a 'great Intel' is worth $1 trillion, company would be sold at fire sale pricing if sold now

By Anton Shilov Published

Jim Keller would be sad if Intel gets split and its divisions will be run by different companies.

CPUs
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