Broadcom AI News & Updates
OpenAI Partners with Broadcom for Custom AI Accelerator Hardware in Multi-Billion Dollar Deal
OpenAI announced a partnership with Broadcom to develop 10 gigawatts of custom AI accelerator hardware to be deployed between 2026 and 2029, potentially costing $350-500 billion. This follows recent major infrastructure deals with AMD, Nvidia, and Oracle, signaling OpenAI's massive scaling efforts. The custom chips will be designed to optimize OpenAI's frontier AI models directly at the hardware level.
Skynet Chance (+0.04%): Massive compute scaling and custom hardware optimized for frontier AI models could accelerate development of more capable and potentially harder-to-control systems. However, infrastructure improvements alone don't directly address alignment or control mechanisms.
Skynet Date (-1 days): The unprecedented scale of compute investment ($350-500B) and deployment timeline (2026-2029) significantly accelerates the pace at which OpenAI can develop and scale powerful AI systems. Custom hardware optimized for their models removes bottlenecks that would otherwise slow capability advancement.
AGI Progress (+0.04%): Custom hardware designed specifically for frontier models represents a major step toward AGI by removing compute constraints and enabling direct hardware-software co-optimization. The scale of investment (10GW+ across multiple deals) demonstrates serious commitment to reaching AGI-level capabilities.
AGI Date (-1 days): The massive compute infrastructure scaling, with custom chips arriving in 2026 and continuing through 2029, substantially accelerates the timeline to AGI by removing key bottlenecks. Combined with recent AMD, Nvidia, and Oracle deals, OpenAI is securing the computational resources needed to train significantly larger models faster than previously expected.