Hyperscale Data Center

Broadcom’s chip president clarified that OpenAI is NOT the $10 billion customer driving its custom AI chip demand, dispelling recent speculation. The demand originates from multiple hyperscale data center operators and other large tech companies pursuing tailored AI solutions. This highlights a growing trend of companies seeking customized AI silicon for performance optimization and competitive advantage. Broadcom is working with several major players, solidifying its position in the expanding custom AI chip market. The need for custom silicon will increase as AI models become more complex.