Overview

• OpenAI will design the accelerators and systems while Broadcom handles development, manufacturing, rack integration and Ethernet-based networking.
• Initial deployments are slated for the second half of 2026 with a phased rollout through 2029 across OpenAI sites and partner data centers.
• Broadcom’s shares jumped roughly 10% after the announcement, adding about $150 billion in market value, as financial terms of the deal remained undisclosed.
• The 10-gigawatt buildout underscores a massive energy footprint often compared by reporters to the peak demand of a large city, highlighting power and infrastructure constraints.
• The agreement lands alongside fresh multi-vendor moves, including OpenAI’s 6 GW AMD supply deal and Oracle’s plan to deploy 50,000 AMD GPUs from 2026, intensifying questions about financing and supply-chain execution.