Broadcom has secured major multi-year agreements with three of the most important names in artificial intelligence: OpenAI, Google, and Meta. Together, these deals cover custom AI accelerator development measured in gigawatts.
The combined scope of these partnerships positions Broadcom as a critical alternative to Nvidia in the custom silicon market.
The deals at a glance
The OpenAI partnership, announced on October 13, 2025, centers on the co-development of 10 GW of custom AI accelerators. Rack deployments are planned to begin in late 2026 and continue through the end of 2029.
Then there’s Google. Disclosed on April 6, 2026, Broadcom’s long-term deal with the search giant covers the development and supply of custom Tensor Processing Units (TPUs) and networking components. The agreement extends through 2031.
