Overview

• OpenAI has lined up roughly 26 gigawatts of AI accelerators from Nvidia, AMD, and Broadcom, equating to more than 10 million chips that could draw power comparable to about 20 nuclear reactors.
• Yahoo Finance reports a Broadcom order for about 10 gigawatts of custom accelerators beginning in the second half of 2026 with deployment expected to finish by the end of 2029.
• Nvidia has announced plans to invest up to $100 billion tied to OpenAI’s infrastructure buildout, while AMD has offered options for OpenAI to acquire AMD equity as part of its partnership approach.
• OpenAI does not expect profitability until 2029 and is forecasting billions in losses this year despite about $13 billion in revenue, with one analyst estimating it will need hundreds of billions to meet obligations.
• OpenAI’s Greg Brockman says creative financing will be necessary, and analysts warn of circular financing risks, even floating ideas such as borrowing against the chips.