OpenAI and Broadcom Announce Strategic Collaboration to Deploy 10 GW of OpenAI-Designed AI Accelerators
OpenAI and Broadcom have announced a multi-year strategic partnership targeting deployment of 10 gigawatts of OpenAI-designed AI accelerators by 2029. The collaboration involves co-developing next-generation AI accelerator systems and Ethernet networking solutions aimed at scalable, energy-efficient AI infrastructure. This represents OpenAI's continued push into custom silicon, reducing dependence on third-party chip suppliers like NVIDIA.
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OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of AI Datacenters
OpenAI and NVIDIA have announced a strategic partnership targeting deployment of 10 gigawatts of AI datacenter capacity powered by NVIDIA systems. The first phase of the buildout is scheduled to launch in 2026. This represents a major infrastructure commitment between two of the most prominent organizations in AI compute and model development.
OpenAI partners with Cerebras for 750MW of high-speed AI compute
OpenAI has announced a partnership with Cerebras Systems to add 750MW of AI compute capacity. The collaboration is aimed at reducing inference latency and improving response speeds for ChatGPT and other real-time AI workloads. Cerebras is known for its wafer-scale chip architecture optimized for fast inference.
AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
AMD and OpenAI have entered a multi-year strategic partnership to deploy 6 gigawatts of AMD Instinct GPUs for OpenAI's AI infrastructure, with 1 gigawatt planned for 2026. The deal represents a significant diversification of OpenAI's compute supply beyond its existing NVIDIA dependency. This is one of the largest publicly announced GPU deployment commitments in the industry.
OpenAI and SoftBank Group Partner with SB Energy for Multi-Gigawatt AI Data Center Campuses
OpenAI and SoftBank Group have announced a partnership with SB Energy to develop multi-gigawatt AI data center campuses. The initiative includes a 1.2 GW facility in Texas that will support the Stargate project. This represents a major infrastructure investment aimed at scaling AI compute capacity.
OpenAI and Foxconn Collaborate on U.S. AI Infrastructure Hardware Manufacturing
OpenAI and Foxconn have announced a partnership to design and manufacture next-generation AI infrastructure hardware in the United States. The collaboration targets multiple generations of data-center systems and aims to build key components domestically to strengthen U.S. AI supply chains. The announcement aligns with broader efforts to onshore AI hardware production amid geopolitical and supply chain pressures.
Accelerating the next phase of AI
OpenAI has raised $122 billion in new funding, marking one of the largest capital raises in AI history. The funds are earmarked for expanding frontier AI development globally, investing in next-generation compute infrastructure, and scaling to meet growing demand for ChatGPT, Codex, and enterprise AI products. The announcement signals continued aggressive investment in AI infrastructure and model development at the frontier.
AWS and OpenAI Announce $38B Multi-Year Strategic Partnership
OpenAI and Amazon Web Services have announced a multi-year strategic partnership valued at $38 billion. AWS will supply infrastructure and compute capacity to support OpenAI's next-generation model training and deployment workloads. The deal represents a major cloud infrastructure commitment for OpenAI alongside its existing Microsoft Azure relationship.
Anthropic Expands Partnership with Google and Broadcom for Multi-Gigawatt TPU Compute Capacity
Anthropic has signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027, representing the company's largest compute commitment to date. The announcement coincides with Anthropic reporting run-rate revenue surpassing $30 billion, up from ~$9 billion at end of 2025, and the number of enterprise customers spending over $1M annually doubling to 1,000+ in under two months. The compute will be predominantly US-sited, extending Anthropic's November 2025 $50B American infrastructure commitment. Anthropic continues to operate across AWS Trainium, Google TPUs, and NVIDIA GPUs, with Amazon remaining its primary cloud and training partner.