OpenAI Plans AI Chip Production with Broadcom in 2026

OpenAI is planning to design and mass-produce its own artificial intelligence chips starting in 2026, marking a strategic move to reduce its reliance on Nvidia, the current market leader for AI accelerators. The company is collaborating with semiconductor giant Broadcom, which has already received a significant production order from OpenAI, boosting Broadcom's revenue outlook for fiscal 2026. Initially, these chips will be used internally within OpenAI's infrastructure before potentially competing in the broader AI hardware market. This initiative aligns with OpenAI's broader efforts to meet the growing demand for AI computing power and to expand its presence beyond software into hardware development. The announcement coincided with OpenAI's plans to launch an AI-driven jobs platform and a certification program to help millions of Americans apply AI in their work, initiatives highlighted during a White House task force session on AI and education hosted by First Lady Melania Trump. If successful, OpenAI could emerge as a significant competitor to Nvidia in the AI chip sector.