WSJ: Broadcom financing for OpenAI may cover several gigawatts of chips
firstadopter · x · 2026-10-08
Per WSJ, new Broadcom financing for OpenAI could include several gigawatts of chip capacity, with the deal expected to close before year-end. firstadopter notes this could be materially higher than the 1.3 GW for 2027 figure given on Broadcom's earnings call, implying OpenAI's custom compute expansion may far exceed market expectations.
Related event: Broadcom lines up over $50 billion financing for OpenAI custom chips(3 posts)→
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