Compute · the Ledger · Chip supply
OpenAI and Broadcom sign a term sheet to deploy 10 GW of OpenAI-designed accelerators and Broadcom networking by 2029
Announced · announced 13 Oct 2025 · the week to 17 Oct 2025
- Size
- undisclosed
- Power
- 10 GW
No dollar value disclosed; a term sheet, not a definitive agreement.
The parties
- Broadcomcompany pageSupplier
- OpenAIcompany pageBuyer
The source
OpenAI/Broadcom press release, 2025-10-13Company press release
Deployment to start H2 2026 and complete by end of 2029. Accelerator as stated: OpenAI-designed custom accelerator.
The same parties, other deals
- Nvidia gives SB Energy residual value guaranties, capped at $105B, on ~4.25 GW of Ohio data center leases to OpenAI$105B · 17 Aug 2026
- Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with Googleundisclosed · 6 Apr 2026
- Amazon agrees to invest $50B in OpenAI: $15B in the current round plus a $35B commitment tied to milestones or an IPO$50B · 27 Feb 2026
- OpenAI expands its AWS agreement by $100B over eight years, including ~2 GW of Trainium capacity$100B · 27 Feb 2026
- OpenAI agrees to deploy 750 MW of Cerebras inference compute; Cerebras's S-1 values the deal at more than $20B$20B · 14 Jan 2026
- OpenAI signs a $38B, seven-year agreement for AWS capacity on Nvidia GB200 and GB300 GPUs$38B · 3 Nov 2025