Overview
- OpenAI and Broadcom will co‑design custom AI accelerators and associated systems targeting 10 gigawatts of compute, with deployment slated to begin in late 2026 and run toward completion by 2029.
- The Broadcom agreement follows reported mega‑deals with Nvidia (a $100 billion investment tied to 10 GW capacity), AMD (orders covering 6 GW plus a potential equity option), and Oracle (a contract reported at $300 billion).
- The Financial Times reports a five‑year plan to finance more than $1 trillion in compute and infrastructure through partner commitments, new revenue lines, and creative funding structures that critics call high risk.
- Sam Altman says ChatGPT will allow erotica for verified adults starting in December on an opt‑in basis, alongside new controls that let users shape the bot’s character to respond more humanlike or act like a friend.
- OpenAI’s scale—about 800 million weekly users and roughly $13 billion in annual recurring revenue—contrasts with substantial recent operating losses, underscoring the push for new products and partnerships to fund expansion.