October 7, 2025

Openai spends $ 10 billion to get into the flea sector

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Openai wants to stop being so dependent on Nvidia to manage her processing needs. To remedy this, the artificial intelligence startup would associate with Broadcom to develop its own chips, which will be available from next year, according to the Financial Times.

The Wall Street Journal reports that the OpenAi agreement with the semiconductor company based in the United States will see both working together to create personalized artificial intelligence chips, which will be used internally by Openai to train and manage its new Chatgpt models and other AI products. The agreement would have placed $ 10 billion in Broadcom’s pockets, which announced on Thursday a mystery agreement which apparently did not remain so mysterious.

The agreement should probably not be too much surprised, just given the volume of the demand that Nvidia is currently responsible for making. The company was the choice for IA space hyperscales that seek to build quickly, producing fleas that have become the standard for Amazon Web Services, Google, Microsoft and Oracle. In fact, Oracle has just announced its intention to buy more than $ 40 billion in Nvidia chips to use in a new data center that would be part of the Stargate project, a joint effort of AI companies to extend the IT infrastructure. In addition, there were clues that Optai worked on an internal chip earlier this year. These plans seem to be materializing now.

Openai is not the only company to try to wean on its need for the supply of calculation of Nvidia. Google would have called in data centers and offer its own personalized chips to help manage AI processing, according to information. Amazon would work on its own AI chips, and Microsoft also entered the manufacturing of chip tokens.

Nvidia will probably not be short of demand, even with some of the great actors who try to follow their own path. Last week, the company indicated that its sales had increased by 56% in the last quarter, which suggests that demand does not slow down. Last month, the Trump administration could also loosen some of its business tensions with China and other countries in a way that would allow Nvidia to sell its latest fleas abroad, opening the company to certain major international markets which were complicated by the trade wars launched by Trump and Company.


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