OpenAI doubles down on Broadcom partnership.

Partnership & Strategy - OpenAI and Broadcom enter a multi-year agreement to collaborate on custom chips and networking equipment [1] - OpenAI will design the hardware and Broadcom will develop it [1] - This agreement expands OpenAI's existing partnerships, including those with Nvidia and AMD, to increase capacity [3] Infrastructure Expansion - OpenAI plans to add 10 gigawatts of AI data center capacity [2] - Deployment of server racks containing the new hardware is expected to begin in the second half of 2026 [2] - Customizing processors allows OpenAI to embed AI model development learnings directly into the hardware [2] Technology & Innovation - The collaboration focuses on developing custom chips and networking equipment tailored to OpenAI's needs [1] - Custom hardware aims to improve efficiency by embedding AI model insights directly [2]