OpenAI has reportedly placed a$10bn order with Broadcom to mass-produce custom AI chips, due for shipment in 2026. Sources told the Financial Timesthat the move would help reduce OpenAI's dependence on Nvidia, its primary supplier.

Sam Altman recently said OpenAI will use 'well over 1m GPUs' by the end of 2025, highlighting the company's accelerating demand for computing power. In contrast, Elon Musk's xAI is expected to double its Nvidia Hopper GPUs to around 200,000.

Broadcom confirmed a large custom chip order during its latest earnings call, without naming the buyer. The company's AI revenue rose 63 percent to$5.2bn, chip sales grew 57 percent to$9.1bn, and shares gained nearly 5 percent.

The new order is expected to be for internal use rather than external customers. Industry observers suggest that OpenAI's decision signals a strategic shift, allowing the ChatGPT maker to secure supply for its AI expansion while diversifying beyond Nvidia.