Tag: Broadcom Inc.

AI AnalyticsComputer Hardware

OpenAI Broadcom Partnership: Custom AI Chips for Future Models

OpenAI has officially partnered with semiconductor giant Broadcom to co-develop custom AI chips designed for future AI models. The collaboration aims to reduce dependency on Nvidia while improving performance and efficiency for large language models. First systems are planned for 2026 with wider rollout by 2029.

OpenAI Broadcom Partnership for Custom AI Chips

OpenAI has officially partnered with semiconductor giant Broadcom to co-develop custom AI chips designed to supercharge its next generation of large language models. This strategic move goes far beyond just making results appear faster, as OpenAI aims to gain control over the hardware that powers AI, reduce dependency on Nvidia, and build the foundation for the technology that drives the next generation of AI capabilities.

by Natalie Brooks
AI AnalyticsSemiconductors

OpenAI Broadcom Partnership Drives AI Chip Innovation and Stock Surge

OpenAI partners with Broadcom to develop custom AI processors, aiming for 10 gigawatts of computing capacity. The announcement drove Broadcom shares up 11% as investors anticipate massive revenue potential from the AI hardware collaboration.

OpenAI has entered a groundbreaking agreement with semiconductor giant Broadcom to co-develop custom AI processors, sending Broadcom shares soaring as much as 11% in Monday trading. The strategic partnership aims to deploy 10 gigawatts of AI data center capacity, with server racks containing the specialized hardware beginning deployment in late 2026 and full rollout completion targeted for 2029.

Strategic Collaboration Details

by Darren Holt
AI AnalyticsBusiness

Ben Horowitz and Raghu Raghuram on AI Infrastructure, Computing Shift, and Political Investment Landscape

Former Netscape colleagues Ben Horowitz and Raghu Raghuram reunite at Andreessen Horowitz to tackle AI infrastructure investments. They discuss the shift from deterministic to probabilistic computing and how political developments shape their investment strategy in artificial intelligence and technology sectors.

Ben Horowitz and Raghu Raghuram, former Netscape colleagues turned technology leaders, have reunited at Andreessen Horowitz during a pivotal moment for artificial intelligence infrastructure and venture capital investing. Their reunion comes as the computing industry undergoes what both describe as the most significant transformation since the firm’s founding, with AI creating unprecedented opportunities across enterprise and consumer sectors.

The Computing Paradigm Shift: From Deterministic to Probabilistic

by Sarah Collins