OpenAI has partnered with Broadcom to design its own AI chip in a bid for some independence from Nvidia, and it's nearly ready.
It is worth noting that Broadcom has clawed back a nice chunk of those losses, though the stock is still down 6% in 2025. However, the chip designer's upcoming fiscal 2025 first-quarter results, ...
Sources said that through Broadcom, OpenAI has secured manufacturing capacity with Taiwan Semiconductor Manufacturing Company to make its first custom-designed chip in 2026. They said the timeline ...
OpenAI expects to finalize its first custom AI processor design in the coming months and send it to TSMC for production, aiming for large-scale manufacturing by 2026, reports Reuters. OpenAI ...
Billionaire Investor Stanley Druckenmiller is among the best investors of all time. During the fourth quarter, Druckenmiller ...
The company has a division focused on co-designing chip components, and reports suggest OpenAI aims to bring a custom chip to market with semiconductor manufacturers Broadcom and TSMC as early as ...
Broadcom's recent stock dip ... at a cost of less than $6 million (though this is disputed) and with data from OpenAI (a term of service violation). DeepSeek meteoric rise has been impressive ...
When it comes to artificial intelligence (AI) chip stocks, my guess is that names such as Nvidia, Broadcom ... In fact, OpenAI just tapped Taiwan Semi for an important collaboration.