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OpenAI, Broadcom partner on 10GW AI infrastructure project
Yahoo Financeยท 2025-10-14 08:37
Core Insights - OpenAI and Broadcom have formed a collaboration to develop and deploy 10 Gigawatts (GW) of custom AI accelerators, with OpenAI focusing on design and Broadcom on development and deployment [1][2] - The partnership aims to enhance the infrastructure necessary for artificial general intelligence, with Broadcom's CEO highlighting the significance of this collaboration in the AI revolution [2] - OpenAI's strategy to design its own hardware will enable the application of technical insights from advanced AI models to the infrastructure [3] Collaboration Details - The collaboration includes plans for racks that integrate OpenAI's accelerators with Broadcom's ethernet and connectivity solutions, intended for installation in OpenAI's data centers and those of its partners [1][2] - OpenAI's current weekly active user base exceeds 800 million, indicating a broad market reach across enterprises, small businesses, and developers [3] Strategic Goals - The partnership aligns with OpenAI's mission to make artificial general intelligence widely accessible, with the CEO emphasizing the importance of building the necessary infrastructure to unlock AI's potential [4] - The collaboration is part of a broader ecosystem of partnerships aimed at enhancing AI capabilities for the benefit of humanity [4] Financial Context - In September 2025, CoreWeave expanded its agreement with OpenAI, securing a contract worth up to $6.5 billion for infrastructure to support the training of next-generation AI models, raising the total value of contracts with OpenAI to nearly $22.4 billion [4][5]