Big customers from Botongkou were exposed? Translate OpenAI s own chips to be mass-produced next year

Market reports that the mysterious chip customer mentioned in the announcement of Broadcom Inc., a major online chip manufacturer, should be OpenAI, a ChatGPT chat robot developer.

The British Financial Times quoted an unnamed source on the 4th as reporting that OpenAI is preparing to produce its own AI chips for the first time in 2026 to reduce its dependence on NVIDIA (Nvidia Corp.). This chip is jointly designed with Broadcom and is expected to be shipped next year.

According to the news, OpenAI chip will be for internal use and will not be provided to external customers.

Broadcom's financial reports and financial tests released after the US stock market on the 4th were better than those expected on Huaer Street. President and Executive Director Hock Tan announced at a telephone meeting that he won a custom chip order worth US$10 billion for a new customer, which is the fourth AI custom ASIC client. Sources confirmed that OpenAI is the new customer that Chen Fuyang mentioned.

Extended reading: OpenAI promotes AI chips made by Broadcom and NTIE, and the wafer factory planning installation Broadcom Financial Report, AI chips received a $1 billion order, and the market has achieved a high success