Broadcom secures $10B custom AI chip order from OpenAI

Broadcom has secured a $10 billion order for custom AI chips (XPUs) from a new client, reported to be OpenAI. The order has raised Broadcom's AI revenue forecast for 2026, with strong shipments expected to begin in 2026.

“Broadcom secured $10 billion in orders for its custom AI chips, called XPUs, from a fourth client.”trendforce.com

• 1 source
• trendforce.com[News] Broadcom Reportedly Secures $10B Custom AI Chip Order from OpenAI, Lifts 2026 AI Sales ForecastSep 5, 2025

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