OpenAI set to start mass production of its own AI chips with Broadcom

kykat wrote: post #3

Couldn't read the article, but isn't broadcam a fabless company? What's the arrangement? Did OpenAI license and modify some existing Broadcom chip?

Broadcom does custom silicon design as well [0]. If a company like Google or Microsoft wants their own custom ASICs to train models on, they tend to work with Broadcom to design 'em.

This is something Nvidia has been historically bad at. It's basically Broadcom and Marvell that own the custom silicon segment.

[0] - https://www.broadcom.com/products/custom-silicon

Re: OpenAI set to start mass production of its own AI chips with Broadcom

#5

Post by esbranson » Sun, Sep 07, 2025, 2:53 AM UTC

Beat CUDA.