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OpenAI selects Broadcom to build custom AI chips, shares rally
OpenAI partners with Broadcom to build custom AI processors in 2026.
OpenAI has tapped Broadcom to manufacture its first custom AI processors, aiming to start deployment in the latter half of 2026. Under the agreement, OpenAI will design the chips while Broadcom handles production and rollout. The collaboration reflects a push by OpenAI to control its compute stack amid growing demand. Shares of Broadcom soared over 10% in pre-market trading following the announcement. The move may reshape AI infrastructure supply chains.