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OpenAI Broadcom AI Chip Partnership to Challenge Nvidia Dominance

OpenAI has formed a strategic partnership with Broadcom to develop custom AI chips, marking the company’s second major move to reduce reliance on Nvidia. The multibillion-dollar deal will see chip deployment requiring 10 gigawatts of power starting in 2026.

OpenAI has announced a groundbreaking multibillion-dollar partnership with semiconductor company Broadcom to develop custom artificial intelligence chips, significantly advancing the AI research organization’s strategy to reduce dependence on market leader Nvidia. The collaboration represents one of the largest private semiconductor development initiatives in recent years, with Broadcom stock surging nearly 10% following Monday’s announcement as industry experts note growing investor confidence in alternative AI chip solutions.

OpenAI’s Strategic Move Beyond Nvidia Dependence

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SoftBank’s Graphcore Announces $1 Billion India Investment, Opens AI Engineering Campus

Graphcore, the SoftBank-owned chip designer, has committed to investing $1 billion in India over the next decade while opening a new AI engineering campus in Bengaluru. The expansion will create 500 semiconductor jobs and strengthen India’s position in global AI development.

SoftBank Group-owned semiconductor company Graphcore has announced a massive $1 billion investment commitment in India alongside the opening of a new AI engineering campus in Bengaluru. The decade-long investment strategy represents one of the largest foreign direct investments in India’s semiconductor sector and signals SoftBank’s growing confidence in the country’s technological capabilities.

Graphcore’s Major India Expansion Strategy