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OpenAI and Broadcom Partnership

ALSO : AI music labels: changing how we listen

Author

Geoffrey NICHIL
October 13, 2025

News of the day

1. OpenAI is partnering with Broadcom to design custom AI chips tailored to its models, aiming for faster and more powerful performance. This follows recent deals with Nvidia, AMD, Samsung, and SK Hynix as OpenAI strengthens its infrastructure to support 800 million weekly users. → Read more

2. Spotify announced support for industry-standard AI disclosure labels in music credits, requiring artists to specify how AI was used (vocals, instrumentation, production). This transparency initiative aims to help listeners make informed choices while balancing AI's creative potential with ethical concerns about artist compensation. → Read more

3. Meta hired Andrew Tulloch, co-founder of Thinking Machines Lab (founded by ex-OpenAI CTO Mira Murati), after failing to acquire the startup. The offer was reportedly worth up to $1.5 billion over six years as Zuckerberg continues aggressively recruiting AI talent.→ Read more

4. BMW opened the world's first AI-controlled car factory in Hungary, running entirely on renewable energy with 90% lower CO₂ emissions. The facility uses AI systems and 1,000+ robots to produce next-gen EVs like the iX3 with 500-mile range, starting Neue Klasse production in late October. → Read more

Our take

Hi Dotikers!

In just a few weeks, OpenAI has orchestrated three colossal partnerships that reveal a strategy as bold as it is unprecedented in the tech world.

In late September, Nvidia invested up to $100 billion to deploy 10 gigawatts of chips in OpenAI's infrastructure. The deal is straightforward: Nvidia puts up the money, OpenAI buys its processors. A classic partnership, but at a staggering scale.

Two weeks later, OpenAI completely flips the logic with AMD. This time, it's OpenAI that could become an AMD shareholder with up to 10% ownership! The chipmaker is offering stock (up to 160 million shares) that vests as OpenAI's orders progress toward 6 gigawatts. The result: OpenAI finances its chip purchases... with the supplier's own stock.

And this Monday, another announcement: OpenAI is partnering with Broadcom to design its own custom processors. No more total dependence on existing suppliers, it's all about technological autonomy now.

What does this strategic balancing act reveal? Three essential things: OpenAI refuses to depend on any single supplier, the company is reinventing financing models in AI (even if it means creating financial arrangements some analysts call "circular"), and most importantly, the AI infrastructure race has reached dizzying heights, we're talking about $1 trillion in investments announced in just a few days.

Welcome to the AI economy, where partnerships are measured in gigawatts and the lines between investors, customers, and suppliers become as blurred as they are fascinating.

A.

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