Broadcom announced on September 5, 2025, that it has received an order worth over $10 billion for the development and supply of custom AI chips from a new major client. Although the customers name was not officially disclosed, leading business publications, citing their sources, confidently report that it is OpenAI. This order is not for standard GPUs but for specialized custom chips (ASICs) co-designed with OpenAI for their specific needs, primarily for inference tasks (running already trained models). This move by OpenAI aims to reduce reliance on Nvidia, optimize computational costs, and create a hardware foundation for future large-scale projects like "Stargate." The news caused a sharp rise in Broadcoms stock price, as it validates the companys strategy in the custom chip market and guarantees significant revenue for the 2026 fiscal year. This order is one of the largest in the industrys history and signals a shift towards creating specialized hardware for next-generation AI.
Broadcom Secures $10 Billion AI Chip Order, Reportedly from OpenAI
