OpenAI might be building its own chip, but it’ll still be dependent on Nvidia — custom chip developed with Broadcom reportedly slips to Q3 2026

OpenAI’s long-rumored $10 billion partnership with Broadcom is already showing cracks. The company is widely understood to be developing a custom chip designed specifically for OpenAI’s inference workloads, but according to individuals familiar with the matter, the project has “hit snags”: OpenAI wanted more power, sooner, than Broadcom could deliver, and an internal push to roll the chip out in Q2 2026 has already slipped to Q3 at the earliest, according to a report from The Information.

The project,…