OpenAI’s Own-Chip Plan Is 10 GW, 1.7x Its AMD GPU Deal - FourWeekMBA
By Google News AI ·
OpenAI’s plan for its own AI chips covers 10 gigawatts of accelerators, which OpenAI and Broadcom announced on 13 October 2025. That is about 1.7 times the 6 gigawatts of AMD Instinct GPUs that OpenAI agreed to deploy a week earlier, by our arithmetic. Separately, on 3 November, AMD chief executive Lisa Su said OpenAI had picked AMD processors as host CPUs for its first custom accelerator platforms, without naming those platforms in our transcript of the call. Su told analysts on AMD’s third-quarter call: “As one example, OpenAI selected Turin EPYC processors as the host CPUs for its first custom accelerator platforms”. In our transcript of the call, she did not name the platform, Broadcom, volumes or dates. Together, the two programmes come to 16 gigawatts, by our arithmetic. Business Pill · Concentration Explained https://www.youtube.com/watch?vzfRwMQ2RUIY An evergreen Business Engineer explainer on concentration. It teaches the general idea only and does not discuss AMD, OpenAI or Broadcom. The key insight: OpenAI’s announced custom accelerator programme with Broadcom covers 10 gigawatts, about 1.7 times its 6 gigawatt AMD GPU deal by our arithmetic, and Lisa Su said OpenAI chose AMD’s Turin EPYC processors as host CPUs for its first custom accelerator platforms. What the Two Announcements Say Under the 13 October 2025 announcement, OpenAI designs the accelerators and systems, which are “developed and deployed in partnership with Broadcom”. Broadcom is to deploy racks of accelerator and network systems “targeted to start in the second half of 2026, to complete by end of 2029”. The two companies said they had signed a term sheet. The announcement does not mention CPUs. Greg Brockman, OpenAI’s president, said then: “By building our own chip, we can embed what we’ve…
Originally published by Google News AI