Recently, OpenAI, a global leader in artificial intelligence, has disclosed three unprecedented hardware collaborations within a span of less than a month. These collaborations involve Broadcom, NVIDIA, and AMD, with a total computing power scale reaching up to 26 gigawatts. This series of partnerships marks OpenAI's transformation from a mere consumer of computing power to a co-designer and strategic controller of the computing power ecosystem.

OpenAI and Broadcom: 10-Gigawatt Custom AI Accelerators

On October 13, 2025, OpenAI announced a strategic partnership with Broadcom to jointly develop 10-gigawatt custom AI accelerators. According to the agreement, OpenAI will be responsible for the design of the accelerators and system architecture, while Broadcom will participate in the joint development and deployment. These rack systems will be entirely equipped with Ethernet and other connectivity solutions provided by Broadcom to meet the rapidly growing global demand for AI computing power. They will be deployed across OpenAI's various facilities and its partner data centers. Dr. Charlie Kawwas, President of Broadcom's Semiconductor Solutions Group, stated that the custom accelerators, combined with standard-based Ethernet vertical and horizontal scaling network solutions, offer the optimal balance of cost and performance for next-generation AI infrastructure.

The collaboration between OpenAI and Broadcom is seen as a crucial step in building the infrastructure needed to unleash the potential of artificial intelligence. OpenAI CEO Sam Altman pointed out that developing custom accelerators will further enrich the ecosystem's partners and jointly build the computing power foundation to drive the development of AI's cutting-edge advancements. The two parties plan to begin deployment in the second half of 2026 and expect to complete the entire deployment by the end of 2029.

OpenAI and AMD: 6-Gigawatt AMD Instinct GPU Cards

On October 6, 2025, OpenAI announced a cooperation agreement with AMD to deploy a total of 6 gigawatts of AMD GPU computing power in stages over the next few years. This cooperation adopts a dual-driven model of "technology + equity." AMD issued up to 160 million AMD common stock warrants to OpenAI. When OpenAI completes the first 1-gigawatt deployment, the first part of the warrants will be unlocked; as the deployment scale expands to 6 gigawatts, more warrants will be gradually unlocked. If OpenAI exercises all the warrants, it will be able to obtain approximately 10% of AMD's equity.

The first 1 gigawatt will be launched in the second half of 2026, using AMD's next-generation AI acceleration core product, the Instinct MI450 series GPU, and a rack-mounted AI solution. AMD's strong leadership in high-performance computing systems and OpenAI's pioneering research and progress in the field of generative artificial intelligence place these two companies at the forefront of this important and critical moment in artificial intelligence.

OpenAI and NVIDIA: $100 Billion for 10-Gigawatt Computing Power

On September 22, OpenAI signed a $100 billion investment agreement with NVIDIA to deploy at least 10 gigawatts of NVIDIA systems. This cooperation further solidifies OpenAI's strategic layout in the field of AI computing power and also demonstrates NVIDIA's strong capabilities and market position in AI hardware.

Summary

OpenAI's series of hardware collaborations not only provide strong computing power support for its own development but also inject new momentum into the development of the entire artificial intelligence industry. Through cooperation with Broadcom, AMD, and NVIDIA, OpenAI can better integrate resources from all parties to promote innovation and development in AI technology. These collaborations also indicate that OpenAI is actively building a diversified computing power ecosystem to meet the challenges and opportunities of future AI development.

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