Jakarta, INTI – The surging demand for computing power to train and operate generative artificial intelligence (AI) models has pushed technology companies to seek new solutions. Reliance on chips from long-time players such as NVIDIA and AMD is no longer sufficient as global industry demand accelerates sharply. Addressing this challenge, OpenAI is reportedly preparing a major move to produce its first in-house AI chip in 2025. The project will not be carried out alone but through a strategic partnership with U.S. semiconductor giant Broadcom, according to a Financial Times report on Friday Sept 5, 2025.
Strategic Collaboration in the Semiconductor Industry
The report noted that the chips co-developed by OpenAI and Broadcom will be used internally to optimize generative AI services. This type of AI is known for producing human-like responses to questions, requiring massive computing capacity. Previously, OpenAI had also worked with Broadcom and Taiwan Semiconductor Manufacturing Company (TSMC) to design internal chips, while still relying on AMD and NVIDIA products to meet the soaring demand for AI infrastructure.
Broadcom Secures Massive Orders
Broadcom CEO Hock Tan emphasized that the AI sector will be a key driver of the company’s revenue growth in fiscal year 2026. The semiconductor firm has already secured AI chip orders worth $10 billion (around IDR 163 trillion) from a new customer, widely believed by industry analysts to be OpenAI. Their partnership has even been described as an “open secret” over the past few months.
Following in the Footsteps of Tech Giants
OpenAI’s move to build custom chips is not unprecedented. The company is following in the footsteps of Google, Amazon, and Meta, which have already developed in-house chips to handle AI workloads. Analysts at HSBC project that Broadcom’s semiconductor business will expand rapidly and could even surpass NVIDIA’s chip business by 2026. This reflects a global trend in which major tech firms are choosing to develop proprietary chip solutions to boost efficiency while reducing dependency on external suppliers.
Conclusion
The OpenAI–Broadcom partnership marks a new chapter in the evolution of generative AI chips. By producing its own chips, OpenAI is not only strengthening its technological foundation but also signaling the direction of a more competitive AI industry. If all goes according to plan, the mass production of these AI chips in 2025 could become a milestone in global technological transformation.
Read More:China Introduces Brain-Like AI Technology for Next-Generation Computing