OpenAI is moving to build its own silicon. The company is set to launch its first custom AI chip in 2026, developed in partnership with Broadcom, according to reports.
Owning the stack
Designing its own chip would help OpenAI secure scarce compute, optimise hardware for its models and reduce dependence on third-party suppliers. Broadcom, a leader in custom silicon, counts OpenAI among the marquee customers driving its AI business.
Following the leaders
The move mirrors a broader trend among AI heavyweights — including Google and Amazon — developing bespoke chips to control costs and performance. For OpenAI, custom silicon could be a strategic advantage in the compute-hungry AI race.
Source: FT (as reported).